Peter Jespersen is a CFA® with 12 years of industry experience, currently serving at Colony Family Offices, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Charlotte, NC. Colony Family Offices provides comprehensive wealth management and financial planning primarily to ultra-high-net-worth families, trusts, estates, and related entities, managing approximately $3.32 billion in discretionary assets. The firm employs a priorities-based, customized planning process and combines passive and active investment strategies, often using third-party managers and independent research.

Elizabeth Newton is a financial advisor with Archer Investment Corporation in Charlotte, NC. She holds a Series 65 designation and has two years of industry experience. Her prior work includes positions at Newton Wealth Management and Wray Ward, as well as five years at Cory's Audio Visual. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and The Archer Funds. The firm manages approximately $900 million on a primarily discretionary basis, offering customized portfolio management and model-based strategies across a diversified range of asset classes.

Rebecca Chazen is a financial advisor at USAA Investment Services Company with five years of industry experience. She holds Series 63 and Series 66 licenses and has held prior roles at Ally Invest Securities LLC, Truist Investment Services, and The Vanguard Group. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers Retirement Income Strategy Reports and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

James Carson III is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 credential and 15 years of industry experience. His career includes roles at SVB Wealth, First Citizens Asset Management, and Truist Investment Services. Outside of his advisory work, he owns Rusty's Rods LLC, a business that designs and sells custom fishing rods. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, and business entities. The firm offers portfolio management through wrap programs and automated platforms, employing risk- and outcomes-based asset allocation, and benefits from its affiliation with a bank holding company, which integrates banking resources and referral relationships.

Sean Kayes is a CFP® with five years of industry experience, currently serving as a financial advisor at Cary Street Partners. His prior roles include positions at Exencial Wealth Advisors and Willingdon Wealth Management, LLC. He is also a general partner in LOG Ventures, an investment group. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, and institutions. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions, employing a range of traditional and opportunistic investment strategies.

Alex Yarem is a financial advisor at First Citizens Asset Management, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and serves as an adjunct professor for Campbell University’s graduate program, teaching Advanced Investment Analysis. Prior to joining First Citizens Asset Management in 2026, he worked at various affiliates of First Citizens Bank since 2019. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and institutions. The firm constructs global multi-asset class model portfolios using a combination of fundamental, quantitative, and technical analysis, with discretionary management focused on strategic asset allocation and risk control.

Nathan Allen is a financial advisor at 49 Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and 49 Wealth Management LLC. Outside of his advisory work, he is an associate at Financial Independence Group, where he is involved in fixed insurance sales. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach using proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

Duncan Porter is a financial advisor with United Capital Financial Advisors in Charlotte, NC, holding a Series 65 designation and 16 years of industry experience. He has worked at United Capital since 2021 and previously spent 12 years with Harbor Capital Management, Inc. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization, client-facing technology, and a platform for other advisors.

Patricia Van Pelt is a financial advisor at A.G.P. / Alliance Global Partners with six years of industry experience. She holds the Series 66 designation and has previously worked at Stifel Nicolaus and Grandview Financial Group. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach with an emphasis on international investing and offers portfolio management, financial planning, and brokerage services.

James Vande Logt is a CFP® and ChFC® with 20 years of experience in financial advisory roles. He currently serves at VestGen Advisors, LLC and Private Client Services, having previously worked at LPL Financial LLC and Valmark Securities, Inc. Outside of advising, he is involved as a co-founder and member of VestGen Wealth Partners Holdings, a financial services holding company. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a variety of analytical methods and third-party managers to implement client portfolios.

Anaiss Zamora is a financial advisor at Savvy with one year of experience. She holds a Series 65 credential and previously worked at Northwest Asset Management, Better Mortgage, and GCG Wealth Management among other firms. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach while also offering active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers, fintech tools, and integrated tax and estate-planning support.

Nabeel Shums is a financial advisor at Principal Advised Services with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services and Principal Securities. Outside of finance, he has experience in the car wash industry and studied at the University of North Carolina. 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 integrates proprietary models and third-party methodology to tailor advice and operates within the Principal Financial Group family, which allows access to affiliated products and services.

Spencer Harrison is a Series 65-licensed financial advisor with McAdam LLC in Charlotte, NC, where he has worked since 2022. He has three years of industry experience, including prior roles at Croghan Colonial Bank and two winery companies. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting, implementing portfolios primarily through fundamental analysis and a multi-advisor platform managing approximately $2.29 billion in discretionary assets.

Jake Daigle is a financial advisor at 49 Financial with a Series 65 credential and less than one year of industry experience. His work history includes roles outside finance such as teaching and entrepreneurship. He is also a licensed insurance agent. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services through a multi-team structure managing approximately $1.4 billion in assets.

David Gordon is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has 26 years of industry experience, including roles at IFG Advisory since 2016 and LPL Financial since 2001. Outside of his advisory work, he is the managing partner of Gordon, Keeter & Co, CPAs, where he oversees tax preparation, accounting, bookkeeping, and financial statement preparation. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a multi-faceted investment approach that includes in-house management, sub-advisors, third-party managers, and model portfolios.

Gina Trokey is a financial advisor with Principal Advised Services in Charlotte, NC. She holds the Series 66 designation and has been with Principal Advised Services and its affiliated entities since 2026. Prior to joining the firm, she worked in education and tutoring roles. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients through a combination of non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models and is part of the Principal Financial Group family, offering access to affiliated products and services.

Adam Mark is a financial advisor with Credit Union Investment Services in Harrisburg, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has held roles at Members Trust Company since 2018 and is involved with State Employees' Credit Union in a financial advisory capacity. Mark’s outside activities include serving as a district manager providing financial advisory services at State Employees' Credit Union. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes a long-term investment horizon using low-cost mutual funds and ETFs and operates within a credit union ecosystem that provides ancillary services through affiliated entities.

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 a Series 65 designation and no prior industry experience. His background includes involvement with Clemson Football and Clemson University, as well as a role as a fixed insurance agent. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides financial planning, investment management, consulting, retirement-plan consulting, and tiered fractional family office services, focusing on disciplined, long-term diversified asset allocation using proprietary and platform model portfolios.

Karisha Reel is a financial advisor at Apollon Wealth Management, LLC with three years of industry experience. She holds the Series 66 designation and has previously worked at Motley Fool Wealth Management, The Vanguard Group, and Wallah Richardson State Farm. She also has experience outside finance, including a role at Sunflour Baking Co. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and consulting services, combining centrally managed model strategies with locally managed portfolios to tailor client solutions across various investment vehicles.