Matthew Haddad is a CFA® charterholder with seven years of industry experience. He has been with Dakota Wealth, LLC since 2020 and previously worked at Willingdon Wealth Management and BMGI. Dakota Wealth Management provides investment advisory and wealth management services to a wide range of clients, including individuals, trusts, retirement plans, and charitable organizations. The firm offers customized portfolios with a diversified approach, combining various asset classes and research methods, and serves as an investment manager to a registered mutual fund as well as a sub-adviser to an ETF.

Michael Mahoney is a financial advisor with Coastal Bridge Advisors in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. Prior to joining Coastal Bridge Advisors in 2025, he worked at Trinity Point Wealth, LLC, Peachtree PC Investors, LLC, and Morgan Stanley Distribution, Inc., among other firms. Outside of his advisory role, Mahoney serves as treasurer for American Legion Post 503 and the Brunswick County Chamber of Commerce and is a member of the Investment & Wealth Institute committee. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios, often utilizing external managers and scenario analysis, and is affiliated with the Focus Financial Partners network.

Brian Corbett is a financial advisor at First Citizens Asset Management, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior roles include over a decade at BMO Harris Financial Advisors and BMO Harris Bank, followed by five years at LPL Financial. First Citizens Asset Management, Inc. provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, municipalities, and institutions. The firm offers multi-asset class model portfolios utilizing fundamental, quantitative, and technical analysis with discretionary investment management focused on strategic asset allocation and risk control.

Logan Tingley is a Series 65-licensed financial advisor at 49 Financial with two years of industry experience. Based in Charlotte, NC, he joined 49 Financial in 2024 after completing eleven years as a student. 49 Financial serves a diverse client base, including individuals, trusts, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, long-term diversified asset allocation and manages proprietary model portfolios combined with behavioral coaching.

Keith Stabasefski is a CFP® professional with 14 years of experience in financial advisory services. He is currently with Kestra Private Wealth Services, LLC and has previously worked at BGW Wealth Advisors, BGW CPA, Capital One Investing, United Income, Secrest Blakey & Associates, and Cavok Wealth Consulting. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a wide range of investment products and platforms with both discretionary and non-discretionary arrangements.

Drewry Isaacson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at CWA Asset Management Group. He has previously held roles at Fifth Third Bank, Fifth Third Securities, and BB&T. Outside of his advisory work, he is involved with B&B Builders of the Carolinas, a residential construction company. CWA Asset Management Group provides investment advisory and financial planning services to a diverse clientele including individuals, high-net-worth clients, family offices, and institutional investors. The firm utilizes proprietary research and models, offering both active and quantitative portfolio strategies with a focus on global diversification and advanced techniques tailored to client objectives.

Christian Little is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Ausdal, he worked at Wells Fargo and has experience in both educational and medical supply sectors. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets through a network of approximately 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations.

Jennifer Cute is a CFA® charterholder with 15 years of industry experience. She is currently with Snowden Capital Advisors LLC and Snowden Account Services LLC, having joined in 2025. Her prior experience includes seven years at TD Bank N.A. and TD Private Client Wealth LLC, and two years at Regions Financial Corporation. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers portfolio management, investment consulting, and financial planning services, employing a multi-team approach with a range of investment tools and third-party manager options.

Jeri Glazer is a CFP® with six years of experience in the financial services industry, currently advising at IP Financial Advisory Services LLC. Her prior experience includes roles at Ameriprise and several insurance companies. She is also involved in independent insurance brokering, focusing on Medicare Supplement products with multiple providers. IP Financial Advisory Services LLC serves primarily individual retail clients, offering portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes personalized portfolio construction and discretionary management, utilizing various analytical approaches and maintaining a focus on non-high-net-worth retail investors and retirement plan participants.

Jeremy Long is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 13 years of industry experience. His career includes roles at Principal Bank, Principal Financial Services, Principal Life Insurance Company, and Wells Fargo Clearing. He provides one-on-one investment advice to retirement plan participants eligible for distributions. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm operates within the Principal Financial Group family, leveraging integrated resources across affiliated entities to provide comprehensive investment solutions.

Matthew Marcus is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 designation. He has been with Principal Advised Services and affiliated Principal entities since 2026. Prior to joining Principal, Marcus worked in various roles including with Live Events Media Group and UNC Charlotte. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm integrates third-party and proprietary models and operates within the Principal Financial Group family, providing access to affiliated products and services.

Andrew Harris is a Series 66-credentialed financial advisor with one year of industry experience, currently serving at Principal Advised Services in Charlotte, NC. His prior experience includes roles at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., Nexseer Capital, and BNY Mellon. He also held positions related to investment advice and retirement consulting within the Principal Financial Group. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm integrates proprietary models and third-party tools within the Principal Financial Group family, leveraging affiliated entities for a range of financial products and services.

Michael Wassell is a financial advisor with First Citizens Asset Management, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Wells Fargo Bank NA and various First Citizens affiliates since 2018. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm offers global multi-asset class model portfolios using fundamental, quantitative, and technical analysis within discretionary investment management frameworks.

Michael Kearney is a financial advisor at Arkadios Wealth Advisors with 17 years of industry experience. He previously worked at Thrivent Investment Management and Thrivent Financial for Lutherans for over 15 years. He is registered as a Series 66 advisor. Outside of Arkadios, he is involved with SouthPark Capital and owns Solipo LLC, both related to financial advising and commission-based compensation. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering advisor-managed accounts, third-party money management, and financial planning. The firm employs a blend of fundamental, technical, and cyclical analysis, supports discretionary portfolio management through its internal Arkadios Managed Solutions team, and operates an integrated model combining advisory services, brokerage, and in-house portfolio support.

Evan Armstrong is a Series 66-licensed financial advisor with Ally Invest Advisors in Charlotte, NC, bringing one year of industry experience. His prior roles include positions at Ally Invest Securities LLC, Equitable Advisors, and Cardinal Financial Company Limited Partnership. Ally Invest Advisors manages discretionary portfolios for individual and high-net-worth clients using a combination of automated and advisor-led services. The firm employs model portfolios based on Modern Portfolio Theory, integrating both passive and actively managed ETFs, and serves a large client base through digital and automated processes.

Stephanie Baszner is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Ritholtz Wealth Management since 2023. Prior to joining Ritholtz, she spent seven years at The Vanguard Group, Inc. She holds a Series 63 license and is based in Charlotte, NC. Ritholtz Wealth Management serves individual and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance, utilizing diversified low-cost ETFs alongside tactical overlays and alternative investments.

Philip Miller is a financial advisor at Exodus Wealth, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Prosperity Wealth Management, Fortune Financial Services, Integrated Financial Strategies, and his own Miller Insurance & Financial Services. Miller dedicates limited time to outside insurance appointments. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans, offering asset management, financial planning, and consulting. The firm manages several hundred million dollars in discretionary assets and emphasizes tailored portfolio supervision using a combination of investment strategies across various asset types.

Steven Mrozek is a financial advisor at Blueprint Financial Advisors with 28 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Maplewood Investments, BFC Planning, Berthel Fisher & Company Financial Services, Fragasso Wealth Advisors, Mid Atlantic Financial Management, and Gateway Financial Wealth Management. Outside of his advisory work, he serves as treasurer for the Neshannock Lions Club, a nonprofit organization. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm managing approximately $1.4 billion in client assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a globally diversified investment approach that integrates strategic and tactical asset allocation using price-driven trend-following and momentum rules.

William Herford is a ChFC® credentialed financial advisor with 35 years of industry experience. He currently serves at Arkadios Wealth Advisors and Arkadios Capital, where he has worked since 2020. Prior to this, he was with Triad Advisors, Inc. from 2014 to 2020. He is also the owner and president of Exclusive Financial Resources, LLC, which manages marketing and operations for his securities business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of managed accounts and advisory solutions. The firm employs a discretionary management approach supported by an internal portfolio team and offers comprehensive reporting that includes assets held away from their programs.

James Newman is a CFP® with 11 years of industry experience and currently serves at Ascentis Independent Advisors, LLC. His prior roles include positions at UBS, Ameriprise, and ORG Partners. He holds a Series 66 license and is also insurance licensed. Ascentis Independent Advisors provides asset management, financial planning, and retirement plan consulting to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers tailored investment advice across a range of securities and utilizes discretionary management, third-party managers, and a Private Direct Investments program.