Connor Tuerlings is a Series 66-licensed financial advisor at Principal Advised Services with two years of industry experience. He has held positions within several Principal Financial Group affiliates, including Principal Bank, Principal Life Insurance, and Principal Securities, Inc. Prior to joining Principal, he worked in marketing and loan services. 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, wrap-fee investment management program called SimpleInvest, integrating proprietary models and third-party tools to support client portfolios.

Brian Barnes is a financial advisor at Principal Advised Services in Charlotte, NC, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Life Insurance Company, Principal Financial Services, Robinhood Markets, Inc., and Wells Fargo Clearing, among others. 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 third-party tools and proprietary models and operates within the Principal Financial Group family, enabling access to affiliated products and services.

Sean Bandazian is a financial advisor at Cornerstone Wealth Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Leaders Group, Alphastar Capital Management, and LPL Financial. Cornerstone Wealth Group is a multi-team SEC-registered 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 retirement plan consulting with an investment approach centered on model portfolios using ETFs, mutual funds, individual equities, and fixed income.

Paxton Wood is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Ally Invest Advisors, Ally Invest Securities LLC, and The Vanguard Group. He also holds director-level roles in business line risk at Ally Invest Advisors and Ally Bank, assisting with third-party risk management and new product assessment. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, offering a Retirement Income Strategy Report and facilitating referrals to third-party broker-dealers and advisers. The firm operates mainly as a referral intermediary without managing client assets or charging percentage-of-assets fees.

Timothy Beldner is a financial advisor with Ausdal Financial Partners, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Ausdal in 2020, he worked at Larson Financial Securities, LLC and Larson Financial Group LLC. Outside of his advisory role, he is involved in managing and developing real estate investments and assists his daughter with a coffee trailer business. Ausdal Financial Partners manages over $2 billion in client assets and provides investment advisory, retirement planning, and financial planning services to individuals, trusts, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs, including discretionary and non-discretionary portfolios, through a network of advisors, combining advisory, brokerage, and insurance services.

Derek Hernquist is a financial advisor at Aptus Capital Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with Aptus since 2018. Prior to that, he worked at Strategic Index Advisors and Adhesion Wealth Advisor Solutions. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs primarily ETF-based strategies using both technical and fundamental analysis and offers a range of portfolio management and consulting services.

John Helmers is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, he worked at Forward Wealth Management and Rinse N Repeat. He also has experience in fixed insurance sales. 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, and fractional family office services, employing a model-driven, long-term diversified investment approach.

Michael Komara is a financial advisor at Blueprint Financial Advisors with 32 years of industry experience. He holds the ChFC® designation and securities licenses Series 65 and Series 63. His prior roles include positions at Solas Wealth, The Prudential Insurance Company of America, and MKD Wealth Coaches, LLC. Outside of his advisory work, he serves as treasurer and board member for Grow Holdings, an affiliate of Grow Church, where he reviews investment accounts for policy compliance. Blueprint Financial Advisors is a multi-advisor firm offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and nonprofit entities. The firm employs a strategic-and-tactical investment approach based on price-driven trend-following and momentum rules, managing approximately $1.4 billion in client assets.

Audrey Blanke is a CFP®-certified financial advisor with nine years of industry experience. She is currently with Choreo, LLC and has previously worked at firms including Robert W. Baird and ATLATL Advisers. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm focuses on strategic asset allocation and diversified model portfolios, managing assets through separately managed accounts, registered and private funds, and specialized consulting services.

Marcus Anderson is a Series 66-credentialed financial advisor with 22 years of industry experience. He has worked at Merit Financial Advisors since 2016 and previously at Purshe Kaplan Sterling Investments and LPL Financial, LLC. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices. The firm offers coordinated wealth management services and employs a long-term, diversified investment approach overseen by an internal committee, allowing advisors to customize portfolios using fundamental, technical, and cyclical analysis methods.

Edward Wood is a CFP® with 28 years of industry experience, currently serving as an advisor at Cornerstone Wealth. He has previously worked at Mutual Securities, Cornerstone Financial Partners, Cornerstone Financial Advisors, and LPL Financial. Outside of his advisory role, he is involved with Cornerstone Risk Management Advisors, LLC, an insurance-related business. Cornerstone Wealth Group is a 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 primarily through model portfolios with discretionary management.

Jennifer Muckley is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Bragg Financial Advisors Inc since 2018. Prior to joining Bragg, she worked for three years at Wells Fargo Bank dba Abbott Downing. Bragg Financial Advisors, Inc. is a family-owned SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm focuses on strategic asset allocation with broad diversification and periodic rebalancing, offering discretionary portfolio management, financial planning, and managed-account services.

Jeremy Fisher is a financial advisor at Choreo, LLC in Charlotte, NC, holding a Series 65 designation with 13 years of industry experience. He has been with RSM US Wealth Management LLC since 2012. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Casey Hepburn is a financial advisor at Principal Advised Services with three years of industry experience. He holds a Series 66 designation and has worked with Principal Financial Services, Principal Bank, and Truist Financial. Hepburn provides investment advice to retirement plan participants regarding their distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools like Morningstar with proprietary models. The firm is part of the Principal Financial Group family, providing access to affiliated mutual funds, bank products, and trading services through integrated operations.

Isaiah Smith II is a financial advisor with Integrity Advisory Solutions and holds Series 63 and Series 65 credentials. He has 11 years of industry experience, including roles at AlphaStar Capital Management and Regal Investment Advisors. In addition to his advisory work, he serves as Senior Vice President of Annuity Sales at The Assurance Group, where he trains and mentors agents. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing a range of asset-allocation frameworks and third-party platforms to create tailored client portfolios.

Jacob Stevenson is a financial advisor with Ausdal Financial Partners, Inc., holding Series 66 and Series 63 credentials and 15 years of industry experience. He previously worked at Larson Financial Securities, LLC and Larson Financial Group, LLC from 2015 to 2022. In addition to his advisory role, Stevenson is involved in outside insurance sales as an agent and partner at Mint Hill Insurance. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients through a large network of advisors. The firm offers a wide range of services, including advisor-managed and separately managed accounts, retirement-plan advisory, and financial planning, with investment strategies tailored at the advisor level to meet client-specific objectives and risk tolerances.

Michael Ames is a Financial Advisor with StoneX Advisors Inc. in Cornelius, NC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Prior to joining StoneX in 2020, he worked at Fifth Third Securities for five years. Outside of his advisory role, Ames is involved in insurance sales as an agent with Synergy Insurance Group and partners with Buckhead Brokerage Group for access to index annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and annuity allocation services. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon, to deliver customized investment solutions.

Michael Ziemer is a CFP® professional with 23 years of experience in the financial advisory industry. He has worked at Modera Wealth Management, LLC since 2023 and previously spent 19 years at Parsec Financial Management, Inc. Outside of his advisory work, he serves as a board member for Ziemer Funeral Homes. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers a range of services including portfolio management, retirement plan consulting, financial planning, and tax-related services.

Andrea Pine is a financial advisor with Cornerstone Wealth, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. She has worked at Mutual Securities, Inc. since 2017 and at Cornerstone Financial Partners since 2014, with prior experience at LPL Financial from 2013 to 2017. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts and estates, employer retirement plans, other advisers, and corporate entities. The firm offers portfolio management, financial planning, and retirement plan consulting, primarily implementing investment advice through model portfolios that include ETFs, mutual funds, individual securities, and alternative investments, with oversight by an investment committee.

Matthew Sandberg is a CFP® professional with 10 years of industry experience. He has worked at Cornerstone Wealth Group, LLC and Mutual Securities, Inc. since 2017 and previously held roles at Cornerstone Financial Partners and LPL Financial, LLC. Sandberg operates out of Huntersville, NC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts and estates, employer retirement plans, advisers, and corporate entities. The firm provides portfolio management, financial planning, and retirement plan consulting, implementing investment advice primarily through model portfolios composed of ETFs, mutual funds, stocks, and bonds.