Jacob Downing is a CFP® and CFA® with 18 years of experience in the financial industry. He currently works at Cary Street Partners and has previously held roles at Exencial Wealth Advisors, Dimensional Fund Advisors, and Fidelity Investments. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad range of investment options and proprietary strategies, serving unique institutional niches such as state and municipal government entities and insurance company clients.

Ifeanyi Andrew Anyafo is a financial advisor with Simplicity Wealth, holding a Series 65 designation and one year of industry experience. Prior to joining Simplicity Wealth, he worked at NCI Wealth Management Inc. and has a background that includes professional soccer, where he is currently a free agent. Outside of finance, he owns a clothing brand called Malcontents and is involved in hosting fashion shows and photo shoots. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach, utilizing ETFs, mutual funds, and individual securities, and offers a range of advisory services alongside technology and operational solutions for advisers.

Jacob Robinson is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Ally Financial, Total Wine & More, and Hodges University. Ally Invest Advisors serves a large retail client base with discretionary portfolio management through automated and advisor-led services. The firm’s investment approach uses model portfolios based on Modern Portfolio Theory, combining passive and some actively managed ETFs, and employs digital processes to manage tens of thousands of client accounts efficiently.

Sarah Nestingen is a financial advisor at Coppell Advisory Solutions LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Verum Partners LLC, Trinity Wealth Securities, LLC, and Florida Financial Advisors. Outside of her advisory role, she is also involved in marketing insurance and annuity investments as an insurance agent at Belmont Capital Advisors. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs an open-architecture investment platform and combines tailor-made asset allocation models with fundamental and technical analysis to implement strategies consistent with client objectives.

Lori Haddock is a CFP®-certified financial advisor with 26 years of experience, currently with Blueprint Financial Advisors in Charlotte, NC. Her prior work includes roles at Securities America and OSAIC. Haddock serves as chair of the investment committee at Kintura and is a trustee at Daystar Christian Fellowship. She is also a member of the Greensboro Rotary Club. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in assets, offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm employs a strategic-and-tactical investment approach using price-driven trend-following and momentum rules across diversified asset classes.

Wyman Byrd is a financial advisor at Colony Family Offices, LLC with 14 years of industry experience and holds a Series 65 designation. He has been with Colony Family Offices since 2013. Colony Family Offices provides comprehensive wealth management and financial planning primarily to ultra-high-net-worth families, their trusts, estates, retirement accounts, and related entities. The firm manages approximately $3.32 billion in discretionary assets and employs a priorities-based, customized planning process integrating both passive and active investment strategies.

Jonie Parks is a Certified Financial Planner® with 21 years of industry experience. She has been with Modera Wealth Management, LLC since 2018 and previously worked at Matrix Wealth Advisors, Inc. for 12 years. She holds a Series 63 license and is based in Charlotte, NC. Modera Wealth Management, LLC offers fiduciary, fee-only advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers, Dimensional funds, private placements, and optional ESG integration.

Caroline Campanella is a CFP® professional at Ritholtz Wealth Management with two years of industry experience. She previously worked at Novare Capital Management and Corient, and earlier was employed by the University of Georgia. Ritholtz Wealth Management serves individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $9.4 billion in assets, emphasizing goal-based investing, asset allocation, and behavioral finance principles, and provides both advisor-led services and digital platforms for portfolio implementation and management.

Leah Maybry is a financial advisor at SignatureFD, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at SignatureFD since 2019, following four years at Rinehart Wealth Management/McShane Partners. In addition to her advisory role, she is a principal at Frazier & Deeter Certified Public Accountants and Advisors, where she provides tax compliance and consulting services for individuals and closely-held businesses. SignatureFD serves a diverse client base including high-net-worth individuals, business entities, and charitable organizations, offering wealth management, retirement plan management, and consulting services. The firm combines discretionary portfolio management with ongoing financial planning and integrates affiliated accounting and fund management capabilities.

Bryan Marciniak is a financial advisor at Ally Invest Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ally Invest Advisors since 2023. His prior experience includes roles at Ally Invest Securities LLC, Bank of America, Merrill, and LPL Financial LLC. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction. The firm offers ETF-based Robo Portfolios and personal advice services, implementing model portfolios founded on Modern Portfolio Theory across multiple risk tiers.

Marissa Harris is a financial advisor at Rossby Financial, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with 17 years of industry experience. Her work history includes roles at Ally Invest Securities LLC, LPL Financial, and JLA Securities, LLC. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a diversified investment approach tailored to client objectives, incorporating fundamental, technical, and cyclical analysis across multiple asset classes.

Jake Murphy is a financial advisor at CWA Asset Management Group with a Series 65 designation and one year of industry experience. Prior to joining CWA, he worked at Raymond James and has a background that includes service at the United States Air Force Academy and in the United States Military. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, family offices, and institutional investors. The firm employs a range of active and quantitative strategies, leveraging proprietary research, multi-factor stock selection models, and artificial intelligence to construct globally diversified portfolios tailored to client objectives.

William Smith is a financial advisor with Blueprint Financial Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes nearly a decade at Securities America Advisors and Securities America Inc. Outside of his advisory role, Smith serves as the chairman of a church board and is involved in nonprofit activities, including serving on the board of a ministry and acting as treasurer for a youth basketball program. Blueprint Financial Advisors is a multi-advisor, SEC-registered firm managing approximately $1.4 billion in client assets. The firm offers portfolio management, financial planning, and retirement consulting for individuals, trusts, pension plans, and nonprofits, utilizing a proprietary investment strategy that combines diversified asset allocation with price-driven trend-following and momentum rules.

Jesse Walker is a financial advisor with Principal Advised Services in Monroe, NC, holding Series 63 and Series 66 licenses and having six years of industry experience. He has worked at various firms, including Principal Financial Services and Wells Fargo Clearing Services LLC. 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 investment management program called SimpleInvest. The firm integrates third-party and proprietary methodologies and is part of the Principal Financial Group, leveraging affiliated entities to offer a range of financial products and services.

Ava Smagacz is a financial advisor at 49 Financial in Charlotte, NC, holding Series 63 and Series 65 designations with three years of industry experience. Her prior roles include positions at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments, Inc. She also provides fixed insurance services alongside her advisory work. 49 Financial serves individual and institutional clients with comprehensive financial planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, long-term diversified asset allocation supported by fundamental, cyclical, technical, and behavioral analysis, and offers tiered fractional family office services for high-net-worth clients.

Andrew Paolini is a financial advisor at Principal Advised Services with 14 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Principal Bank, Principal Financial Services, Principal Life Insurance Company, and Wells Fargo. Outside of his advisory duties, he serves as Treasurer for the Charlotte Adult Baseball League, managing financial reporting and budgeting for the organization. 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 investment management program called SimpleInvest. The firm integrates proprietary and third-party tools and operates within the larger Principal Financial Group, granting access to affiliated products and services.

John Capets is a financial advisor at United Capital Financial Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at United Capital since 2021, following long tenures at Capital Investment Group, Inc. and Harbor Capital Management, Inc. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models developed by an Investment Policy Committee and offers customized strategies including ESG and faith-based options.

Larry Poole is a financial advisor with Capital Analysts in Matthews, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Lincoln Investment Planning since 2005 and is president and 50% owner of Poole Financial Services Inc., which provides life insurance and fixed annuity products. He is also president of Insurance and Retirement Planning Inc., a company focused on life, health insurance, and fixed annuities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through an in-house team and third-party managers, utilizing proprietary screening processes and providing retirement-plan advice via a nationwide network of independent advisors.

Rutherford Bryson III is a CFP®-certified financial advisor with 25 years of industry experience. He has been with Cary Street Partners since 2011, and previously worked at Genspring Charleston, LLC and GFO Advisory Services, LLC. In addition to his advisory work, he serves as a trustee for family trusts, overseeing asset management and distributions. Cary Street Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm uses a broad investment menu and proprietary strategies, serving both traditional and specialized institutional clients such as state and municipal government entities and insurance companies.

James Pinzker is a financial advisor at A.G.P. / Alliance Global Partners with 32 years of industry experience. He previously worked at firms including B. Riley Wealth Management, National Securities Corporation, Oppenheimer, UBS Financial Services, and Citigroup Global Markets. Outside of finance, he is a passive investor in two unrelated businesses: a barbecue operation and a coffee shop. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm employs a variety of investment strategies with an emphasis on international investing and offers discretionary portfolio management, financial and estate planning, model portfolios, and brokerage and insurance product distribution.