Patricia Van Pelt is a financial advisor with A.G.P. / Alliance Global Partners in Charlotte, NC, holding a Series 66 designation and six years of industry experience. Her career includes roles at Stifel Nicolaus, Stifel, and Grandview Financial Group. She is also involved with a separate business entity, Van Pelt & Company. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual and institutional clients through a multi-team platform, offering portfolio management, financial and estate planning, and a range of advisory and brokerage services with a focus on international investing and pooled vehicle management.

Brandon Azargoon is a financial advisor at IFG Advisory, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC for eight years. Outside of finance, he has experience working at Charlotte Motor Speedway. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors and third-party managers and offers portfolio management, financial planning, and retirement plan consulting.

Alexander Forest is a financial advisor at Ally Invest Advisors in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work history includes roles at Prudential Advisors, LPL Enterprise, DoorDash, Uber, and service in the United States Air Force. Outside of finance, he has ongoing positions at DoorDash and Uber. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interactions. The firm uses model portfolios based on Modern Portfolio Theory and offers automated investing alongside personal advice delivered via a third-party platform.

Kathy Wilson is a financial advisor at Ally Invest Advisors with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and Amazon.com Services. Kathy supports both Ally Invest Advisors and Ally Invest Securities in a dually licensed capacity, servicing clients with self-directed and advisory accounts. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interactions. The firm offers ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice, utilizing model portfolios built on Modern Portfolio Theory across five risk tiers.

James Vande Logt is a CFP® and ChFC® with 21 years of industry experience. He is currently with VestGen Advisors, LLC, having previously worked at LPL Financial, ValMark Securities, ValMark Advisers, Woodbury Financial Services, and Northwestern Mutual Investment Management. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client relationship work with centralized portfolio construction and employs third-party managers alongside proprietary strategies.

Anaiss Zamora is a financial advisor at Savvy with a Series 65 designation and one year of industry experience. Prior to joining Savvy, she worked at Northwest Asset Management for four years and has held positions in mortgage and wealth management firms. Savvy Advisors provides investment and financial planning services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations. The firm offers customized, diversified, index-based investment plans supported by quantitative models and integrates advanced technology, including artificial intelligence and machine learning, alongside human oversight.

Nabeel Shums is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 66 and Series 63 licenses and eight years of industry experience. His prior work includes roles at Principal Securities Inc., Principal Life Insurance, and Wells Fargo Clearing Services. 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 called SimpleInvest. The firm combines third-party methodologies with proprietary models and operates as part of the Principal Financial Group, providing access to affiliated products and services.

Tayisiya Levandovska is a financial advisor with Ally Invest Advisors in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Prior to joining Ally Invest Advisors, her background includes roles at Ally Invest Securities LLC, Equitable Advisors, LLC, and self-employment. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm offers ETF-based Robo Portfolios and automated investing services, implementing model portfolios based on Modern Portfolio Theory across five risk tiers.

Spencer Harrison is a Series 65-licensed financial advisor with McAdam LLC, based in Charlotte, NC, and has four years of industry experience. His prior work includes roles at Croghan Colonial Bank, Gideon Owen Wine Company, and Ohio University. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis, utilizing a range of investment vehicles and incorporating specialized exposures like direct indexing, private investment funds, and cryptocurrency.

Jake Daigle is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. Prior to joining 49 Financial, he held various roles including positions at the University of North Carolina Wilmington and Green Lean & Clean. Daigle is also a licensed insurance agent. 49 Financial serves individual and institutional clients by providing financial planning, retirement-plan consulting, investment management, and tiered fractional family office services. The firm’s investment approach focuses on disciplined, long-term diversified asset allocation using a combination of fundamental, cyclical, technical, and behavioral analysis.

Anders Wesley is a financial advisor at Fifth Third Wealth Advisors LLC with one year of industry experience and holds a Series 65 designation. Prior to joining Fifth Third Wealth Advisors, he was involved with Kings Routine LLC and Marci LLC, among other roles. He has experience outside of finance including work with Larsen's Bakery and the Phinney Neighborhood Association. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension plans, and institutional clients. The firm offers a range of services such as discretionary portfolio management, financial planning, and access to alternative investments, and integrates resources from its parent company, Fifth Third Bank, in its investment processes.

Leighton Becker is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 designation and has prior work experience with Clemson Football and several other organizations. 49 Financial serves a diverse client base including retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm’s investment approach focuses on disciplined, long-term diversified asset allocation combining fundamental, cyclical, technical, and behavioral analysis, supported by proprietary and third-party model portfolios.

Horace Carney IV is a financial advisor with Ally Invest Advisors holding the CFP® designation and Series 65 and Series 63 licenses. He has 12 years of industry experience, including 11 years at The Vanguard Group, Inc., and is currently based in Charlotte, NC. Outside of his advisory work, he is a drummer for a local church and teaches drum lessons. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, offering ETF-based Robo Portfolios and personalized financial advice using model portfolios across five risk tiers.

Karisha Reel is a financial advisor at Apollon Wealth Management, LLC with three years of industry experience. She holds a Series 66 designation and has previously worked at Motley Fool Wealth Management, LLC, THE Vanguard Group, Inc., and Wallah Richardson State Farm. Early in her career, she also held roles outside of finance, including at Sunflour Baking Co. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across a network of 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and other institutional clients using a combination of centrally managed strategies and locally managed portfolios supported by a range of research tools and investment approaches.

Charles Hammond IV is a financial advisor at Foundations Investment Advisors LLC with six years of industry experience. He holds a Series 66 designation and has worked with firms including Equitable Advisors, Northwestern Mutual, and Alloy Wealth Management. Outside of his advisory roles, Hammond is also active as an insurance agent specializing in fixed annuities and life insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and offers a range of services through a large network of affiliated offices and investment adviser representatives.

Derek Lightner is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Ally Invest Advisors since 2021 and has prior experience with Ally Invest Securities LLC and Wells Fargo Clearing Services. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, providing discretionary portfolio management through automated services and advisor-led guidance. The firm’s investment approach is based on Modern Portfolio Theory, utilizing ETF-based model portfolios with automated allocation and rebalancing, supported by digital tools and online performance reporting.

Jordan Walters is a Series 65-licensed advisor at OneSeven with three years of industry experience. Prior to joining OneSeven, he worked at Capitol Financial Solutions and Amazon Inc. He is also vice president of Community Educational Funding, a college education planning business. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using diversified portfolios and offers both discretionary and non-discretionary arrangements.

Eric Ridenour is a Certified Financial Planner® (CFP®) and Personal Financial Specialist™ (PFS™) with 26 years of industry experience. He has been with Colony Family Offices, LLC since 2013. Colony Family Offices, LLC provides comprehensive wealth management and financial planning primarily to ultra-high-net-worth families, managing approximately $3.32 billion in discretionary assets across more than 600 client relationships. The firm employs a priorities-based, customized planning process and combines passive and active investment strategies supported by third-party managers and independent research.

Shane Pouliot is a CFP® and CFA® associated with Modera Wealth Management, LLC in Charlotte, NC, with five years of industry experience. He previously worked at Boston Hill Advisors and Charles Schwab Investment Advisory. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and offers integrated accounting, tax, and business coaching services alongside investment management.

Margarite Lynch is a financial advisor with Merit Financial Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and having nine years of industry experience. She previously worked at LPL Financial, LLC, and Purshe Kaplan Sterling Investments. Outside of her advisory role, she serves as a suite attendant at the Bank of America Stadium for the Carolina Panthers. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation using centrally managed model portfolios and employs an internal investment management team alongside third-party managers and sub-advisers.