Cynthia Cross is a financial advisor at Cornerstone Wealth with 11 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial LLC and Mutual Securities, Inc. Outside of her advisory role, she serves as treasurer for a local homeowners association. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, offering portfolio management, financial planning, and consulting services with an investment approach centered on model portfolios that include ETFs, mutual funds, individual equities, and fixed income.

Milton Castellanos is a financial advisor at Guardian Wealth Advisors, LLC with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Guardian Wealth Advisors in 2020, he worked at Harbor Capital Management Inc for five years. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and other business entities. The firm uses ETFs and mutual funds combined with fundamental and technical analysis within a systematic, quantitative framework, offering both discretionary and non-discretionary management and utilizing tools such as Riskalyze to measure risk.

Tyler Reller is a CFP®-credentialed financial advisor at Principal Advised Services with seven years of industry experience. He has held roles at Principal Securities, Principal Life Insurance Company, and Wells Fargo Clearing Services. In addition to his advisory work, he serves as a financial counselor at Principal Bank, where he is responsible for sales of bank deposit products. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary investment management program, leveraging a combination of third-party tools and proprietary models while benefiting from its affiliation with the Principal Financial Group.

Elizabeth Ward is a CFP® professional with 16 years of experience in financial planning and investment management. She has worked at Abacus Wealth Partners since 2019 and previously held roles at Workable Wealth, A. Ward Financial Planning LLC, and First Financial Group. Abacus Wealth Partners serves a diverse client base including individuals, families, pension plans, trusts, and charitable organizations, offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm employs a passive-oriented, asset-class investment approach, incorporates ESG screening on request, and allocates to independent managers when appropriate.

Evan Hudak is a financial advisor at Choreo, LLC with a Series 65 designation and less than one year of industry experience. Prior to joining Choreo, he held roles at Baird and Indiana University. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a quantitative and committee-driven investment process, offering services such as discretionary portfolio management, financial planning, outsourced CIO, and specialized consulting for ultra-high-net-worth clients.

Maximilian Hillerbrand IV is a financial advisor at 49 Financial in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining 49 Financial, he worked at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. He has additional work experience in the food service industry with Chick-fil-A locations. Maximilian is also licensed as a fixed insurance agent, assisting clients with life insurance and annuity products as part of their financial plans. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering a range of financial planning and investment management services. The firm employs a disciplined, long-term investment approach rooted in a derivative of Modern Portfolio Theory, utilizing proprietary and platform model portfolios mainly composed of mutual funds and ETFs.

Thomas Walker is a Series 65-licensed advisor with Impact Partnership Wealth, LLC, and has been in the industry for one year. He is also the founder and president of Walker Capital Preservation Group, where he has been involved since 2014, focusing on fixed and life insurance sales and federal benefit education. Outside of his financial advisory work, Walker performs guitar for charity events. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating on a wrap-fee platform supported by a third-party services provider.

Jeffrey Phillips is a financial advisor with Blueprint Financial Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes nearly a decade at Securities America Advisors and Securities America Inc, followed by roles at OSAIC and Maplewood Investments Inc. He serves as a board member for two elementary charter schools affiliated with National Heritage Academies. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in assets, offering portfolio management, financial planning, and retirement consulting services to individuals, trusts, pension plans, and nonprofit organizations. The firm employs a strategic-and-tactical investment approach that integrates trend-following and momentum rules across diversified asset classes.

Jason Craig is a financial advisor with Prospera Financial Services, Inc. in Mount Holly, NC, holding Series 63 and Series 65 designations and totaling 24 years of industry experience. He has been with Prospera Financial Services since 2013. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering investment advisory and financial planning services through multiple delivery vehicles and a combination of firm models, third-party sub-advisers, and customizable allocations.

Derrick Morgan is a financial advisor at SAX Wealth Advisors, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Dimensional Fund Advisors and The Auxin Group prior to joining SAX Wealth Advisors. Outside of his advisory role, he owns Queen City Greens CLT LLC, an urban farming business focused on growing and selling microgreens. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy using low-cost, passively managed funds and offers specialized consulting on employee benefit plans, real estate exchanges, private funds, and alternative investments.

John Bragg III is a CFP® with 37 years of experience and serves at Bragg Financial Advisors Inc in Charlotte, NC. He was previously with Queens Road Securities, LLC for 19 years. Bragg Financial Advisors, Inc. is a family-owned SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation, broad diversification, and longer-term holdings, providing discretionary portfolio management, financial planning, and managed-account services.

Paul Zodtner is a financial advisor at Ritholtz Wealth Management with 12 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for six years before joining Ritholtz in 2019. Outside of his advisory role, he has fiduciary responsibilities such as acting as a trustee or personal representative. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment approach focused on asset allocation and behavioral finance, using diversified, low-cost ETFs alongside tactical overlays and alternative investments, and provides digital platforms for model portfolio implementation and management.

Boyd Barnhardt is a CFA® charterholder with 14 years of industry experience. He is currently with AlphaStar Capital Management and previously worked at Lifeworth Financial, Wells Fargo Advisors, Linden Thomas Advisory Services, and AON Hewitt. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, pension plans, and other advisers. The firm offers both model and custom portfolio strategies using strategic asset allocation combined with quantitative and momentum analysis, and it provides a range of portfolio management and consulting services.

Jeffrey Hillesland is a financial advisor at Merit Financial Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at Merrill and The Vanguard Group. Merit Financial Group, LLC manages approximately $10.6 billion for a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with services that include asset management, financial planning, retirement plan advice, educational workshops, and employee financial wellness programs.

Shaun Moynihan is a financial advisor at Coppell Advisory Solutions LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Dempsey Lord Smith, LLC, Kalos Management, Kalos Capital, and Belmont Capital Advisors. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporate clients. The firm provides discretionary portfolio management and financial planning through a flexible investment approach that incorporates internally developed asset allocation models and both fundamental and technical analysis.

Konrad Brown is a financial advisor with United Capital Financial Advisors, holding Series 63 and Series 65 credentials and over 15 years of industry experience. He previously worked at Cetera Advisor Networks LLC and Girard Securities, Inc. Brown is also the owner of KB Group Sales & Leasing, Inc., a retail business based in Fort Lauderdale, FL. United Capital offers national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment strategies and operates FinLife Partners, a platform that provides technology and sub-advisory services to independent advisors.

Wesley Mattox is a CFA® charterholder with seven years of industry experience, currently affiliated with Exodus Wealth, LLC. His prior roles include positions at Prosperity Wealth Management, Integrated Financial Strategies, Wolfe Research Advisors, Wolfe Research, and Evaluserve. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, and consulting services. The firm manages portfolios using a blend of fundamental, technical, and cyclical analysis across various investment strategies and conducts regular portfolio reviews and due diligence on third-party managers.

Clifford Hodge III is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Cornerstone Wealth Group since 2018. His prior experience includes roles at Fintrust Investment Advisory Services and FinTrust Brokerage Services. He also serves on the American Funds RIA Advisory Board, advising on client business matters. Cornerstone Wealth Group is an SEC-registered investment adviser that serves individuals, trusts, estates, employer retirement plans, other advisers, and corporate entities. The firm provides comprehensive portfolio management and financial planning using model portfolios that include ETFs, mutual funds, individual securities, and alternative investments, with an active investment committee overseeing allocations.

Benton Bragg is a CFP® and CFA® with 33 years of experience in the financial advisory industry. He has worked at Bragg Financial Advisors since 1993 and spent 20 years at Queens Road Securities, LLC. Bragg serves on the finance committees and boards of several nonprofit organizations, including the Mecklenburg County Council of Boy Scouts, Wingate University, Dowd YMCA, and Davidson College Presbyterian Church. Bragg Financial Advisors, Inc. is a family-owned SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation, diversification, and longer-term holdings through discretionary portfolio management and managed-account services, and also manages and sub-advises mutual funds.

Rob Bacharach is a CFP®-certified financial advisor with nine years of industry experience. He is currently with IHT Wealth Management LLC and LPL Financial, having previously worked at Prudential Insurance Company of America and Hendrick Mercedes Benz Northlake. He operates RB Wealth, LLC, a business entity for tax and investment purposes. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm uses a combination of fundamental value screening, quantitative optimization, and periodic rebalancing tailored to clients’ objectives and risk tolerances.