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 at Merit Financial Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses with eight years of industry experience. She has worked at LPL Financial, LLC and Purshe Kaplan Sterling Investments prior to her current role. Outside of advisory work, she serves as a suite attendant at the Bank of America Stadium for the Carolina Panthers. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by an Investment Committee, while offering customized portfolio management options.

Leah Williams is a financial advisor at Blueprint Financial Advisors in Charlotte, NC, with nine years of industry experience. She holds the ChFC® designation and has previously worked with firms including Hornor, Townsend & Kent LLC, NYLIFE Securities LLC, and Eagle Strategies LLC. Outside of her advisory role, she co-owns Empower-Her, a networking group focused on motivational speaking, and co-hosts a podcast featuring local women business owners and nonprofits in Fort Mill, SC. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm managing approximately $1.4 billion in assets for individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm employs a proprietary strategic-and-tactical investment approach that utilizes price-driven trend-following and momentum rules to manage globally diversified portfolios.

Christopher Spalthoff is a financial advisor at 49 Financial with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining 49 Financial, he worked at PKS Investments and Northwestern Mutual. Outside the financial sector, Spalthoff has experience in the restaurant industry, including roles at Paul's Deli Neighborhood Restaurant and Green's Grill and Sushi Bar. 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, employing a long-term, diversified asset allocation strategy grounded in a derivative of Modern Portfolio Theory.

William Grasty is a financial advisor with The Fiduciary Alliance in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining The Fiduciary Alliance in 2024, he spent 11 years at Lakeview Capital Partners / Bison Wealth, LLC. He is also a licensed independent insurance agent specializing in life, accident, and health insurance. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as retirement plans and other investment advisers. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and offers discretionary portfolio management alongside written financial plans and estate-planning support.

Henry Soule is a financial advisor at Forvis Mazars Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Restoration Hardware and Purdue University. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, consulting, and family-office style services, managing approximately $12 billion in assets.

Nicholas Skudlarick is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 credential and previously worked at Equitable Advisors. Outside of advising, he 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, consulting, and tiered fractional family office services, managing approximately $1.4 billion with a large advisory staff and employing a long-term, diversified investment approach based on Modern Portfolio Theory.

Jaime Musa is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked with Insigneo Advisory Services since 2020 and was previously employed at Citibank and Citi International Financial Services. Outside of his advisory role, he is the owner and director of MZM21 LLC, a pass-through entity for tax purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with advisor-led customization, utilizing third-party macroeconomic research to align investments with client objectives and risk tolerances.

Randy Leclair is a financial advisor at Zacks Investment Management, Inc. with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at multiple firms including Fisher Investments, Quasar Distributors, and Optsecurities. Leclair has been with Zacks since 2006. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary stock-ranking model focused on earnings-estimate revisions and offers a wide range of strategies and investment vehicles across retail and institutional channels.

John Hart is a financial advisor with IPI Wealth Management, Inc. in Charlotte, NC, holding a Series 66 designation and 18 years of industry experience. He has been with IPI Wealth Management and its predecessor firm, Investment Planners, Inc., since 2010. Outside of his advisory role, he owns and operates Hart Wealth Management, a financial services DBA, and is involved in the sale of life insurance products. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs through an open-architecture investment platform supported by proprietary risk-based models and an investment committee framework.

William Brinkley is a CERTIFIED FINANCIAL PLANNER™ professional with 25 years of industry experience. He is currently with First Heartland Consultants, Inc. and has prior experience at First Citizens Bank and several wealth management firms. Brinkley holds the Series 66 license and is based in Charlotte, NC. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and model-based self-directed brokerage account programs delivered through independent investment adviser representatives using a mix of fundamental, technical, and cyclical analysis.

Brian Corbett is a financial advisor at First Citizens Asset Management, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior roles include over a decade at BMO Harris Financial Advisors and BMO Harris Bank, followed by five years at LPL Financial. First Citizens Asset Management, Inc. provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, municipalities, and institutions. The firm offers multi-asset class model portfolios utilizing fundamental, quantitative, and technical analysis with discretionary investment management focused on strategic asset allocation and risk control.

Logan Tingley is a financial advisor at 49 Financial in Charlotte, NC. He holds the Series 65 designation and joined the firm in 2024 after completing his studies. 49 Financial serves a wide range of clients including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering services such as financial planning, investment management, and tiered fractional family office programs. The firm manages approximately $1.4 billion with a multi-team advisory structure and follows a disciplined, long-term investment approach based on a derivative of Modern Portfolio Theory.

Drewry Isaacson is a CFP® professional with 12 years of industry experience and is currently with CWA Asset Management Group. He has held positions at Fifth Third Bank, Fifth Third Securities, and BB&T over the course of his career. Outside of advisory work, he is involved with B&B Builders of the Carolinas, a residential construction company specializing in property flipping. CWA Asset Management Group is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs proprietary model portfolios built by an in-house research team and uses strategies that include global diversification, tax-aware approaches, and advanced technologies such as AI.

Christian Little is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Ausdal, he worked at Wells Fargo and has experience in both educational and medical supply sectors. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets through a network of approximately 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations.

Jennifer Cute is a CFA® charterholder with 15 years of industry experience. She is currently with Snowden Capital Advisors LLC and Snowden Account Services LLC, having joined in 2025. Her prior experience includes seven years at TD Bank N.A. and TD Private Client Wealth LLC, and two years at Regions Financial Corporation. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers portfolio management, investment consulting, and financial planning services, employing a multi-team approach with a range of investment tools and third-party manager options.

Jeri Glazer is a CFP® with six years of experience in the financial services industry, currently advising at IP Financial Advisory Services LLC. Her prior experience includes roles at Ameriprise and several insurance companies. She is also involved in independent insurance brokering, focusing on Medicare Supplement products with multiple providers. IP Financial Advisory Services LLC serves primarily individual retail clients, offering portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes personalized portfolio construction and discretionary management, utilizing various analytical approaches and maintaining a focus on non-high-net-worth retail investors and retirement plan participants.

Clarence Collins is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Alloy Investment Management, Alloy Wealth, Driven Management, and Stay Plugged In. Collins has served in the U.S. Army since 2007. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 29,615 clients through a network of about 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, employing tailored asset allocations and a variety of investment products.

Jeremy Long is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 credentials and 13 years of industry experience. His career includes roles at Principal Financial Services, Principal Life Insurance Company, and Wells Fargo Advisors. He also serves as a retirement consultant, providing individualized investment advice to Principal retirement plan participants. Principal Advised Services offers investment advice primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models to deliver both non-discretionary recommendations and discretionary portfolio management through its SimpleInvest program. The firm operates within the Principal Financial Group family, allowing access to affiliated products and services.

Michael Wassell is a financial advisor at First Citizens Asset Management, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior experience includes 11 years at Wells Fargo Bank NA before joining First Citizens and its affiliated entities in 2018. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipal clients. The firm employs global multi-asset class model portfolios using fundamental, quantitative, and technical analysis across multiple implementation frameworks, with a focus on discretionary investment management and risk control.