Jerett Dimarzio is a CFP® with 11 years of experience in the financial services industry. He has been with Cornerstone Wealth since 2018 and has previously worked with LPL Financial and Cornerstone Financial Partners. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, employing model-based portfolios with access to affiliated managers and specialized group programs.

Brenda Pressley is a financial advisor at Cornerstone Wealth with 11 years of industry experience. She holds the PFS™ designation along with Series 66 and Series 65 licenses. In addition to her advisory role, Brenda has provided tax preparation, planning, and accounting services through her CPA firm since 2002 and serves as Secretary/Treasurer for a local nonprofit, Water Well Trust. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm utilizes model-based portfolios involving ETFs, mutual funds, equities, bonds, and, when appropriate, third-party managed alternative investments.

Andrew Parow is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 license and one year of industry experience. He has held roles within Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc., focusing on retirement plan participant advice and related banking sales activities. 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. The firm’s approach combines third-party tools and proprietary models and benefits from integration with affiliated Principal Financial Group entities.

James Winters III is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 licenses and having three years of industry experience. His career includes roles at Principal Financial Services, Principal Bank, Principal Life Insurance Company, and Cardinal Financial. He also has experience working outside the financial sector, including at Wofford College and Carolinas Animal Hospital. 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 investment management program, leveraging a combination of third-party methodologies and proprietary models within the Principal Financial Group family.

Darren Earnhardt is a financial advisor with Fifth Third Wealth Advisors LLC in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Truist Investment Services and BB&T, where he worked for over two decades in various capacities. Fifth Third Wealth Advisors LLC offers discretionary investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored asset allocation strategies and often manages portfolios on a discretionary basis, leveraging both affiliated model strategies and third-party managers.

Charles Walters is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at The Vanguard Group and Wells Fargo Clearing Services. Outside of his advisory work, Walters also works as a travel agent and has served as a driver for Uber. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, combining third-party and proprietary methodologies to offer both non-discretionary recommendations and a discretionary investment management program. The firm is part of the Principal Financial Group family, which enables integration with affiliated entities to support its services.

Jalen Randolph is a CFP® professional with four years of industry experience, currently serving as an advisor at Ritholtz Wealth Management in Charlotte, NC. His prior roles include positions at Corient Services LLC, CIPW Service Company, LLC, CI Brightworth, and Lincoln Financial Group. Ritholtz Wealth Management provides comprehensive portfolio management and financial planning services to individual, high-net-worth, and institutional clients, employing a goal-based investment process that incorporates asset allocation and behavioral finance principles. The firm manages approximately $9.4 billion in assets and offers both advisor-led and digital platform solutions.

Sarah Peter is a financial advisor at A.G.P. / Alliance Global Partners with four years of industry experience. She holds a Series 66 designation and has worked previously at B. Riley Wealth Management, B. Riley Wealth Advisors, and National Securities Corp. Prior to her financial career, she held positions outside the industry including at Olive Garden and College of DuPage. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with about 131 advisors managing approximately $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies with sub-advisory relationships and offers a range of financial planning, portfolio management, and brokerage services.

Clayton Cross is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 designation. Prior to joining 49 Financial, his work history includes roles at Celonis and Saltwater Cowboys, as well as periods as a college student. He is also a licensed insurance agent. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm applies a disciplined, long-term asset allocation strategy and provides tiered fractional family office services alongside access to third-party managers and legacy position implementation.

David Rogers is a CFP®-designated financial advisor with 16 years of industry experience, currently serving at Blueprint Financial Advisors since 2024. His prior roles include positions at Edward Jones, BB&T Securities, BB&T Bank, Cetera, and Regions Bank. Additionally, he is a licensed insurance agent associated with Blueprint Insurance Services. Blueprint Financial Advisors is an SEC-registered multi-advisor firm managing approximately $1.4 billion in client assets. The firm provides portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities, utilizing a proprietary strategic-and-tactical investment approach that incorporates global diversification and price-driven trend-following rules.

Ryan Dantinne is a financial advisor with StoneX Advisors Inc. in Cornelius, NC, holding a Series 66 license and 24 years of industry experience. His career includes roles at StoneX Advisors and StoneX Securities since 2012, as well as positions with Synergy Investment Group and other financial firms. Outside of advising, he is involved in insurance sales and manages a handyman services business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes multiple account structures and model-based solutions, delivering investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

Edwin Peacock III is a financial advisor with ValMark Advisers, Inc., holding the ChFC® designation and Series 63 license. He has 27 years of industry experience, including extensive tenure at Northwestern Mutual from 2003 to 2019 before joining ValMark in 2019. Outside of his advisory work, he serves as a trustee of The Seymour Family Foundation and is a volunteer council member for the Leading on Opportunity Council in Charlotte, NC. He is also an elected city council member for Charlotte, beginning a part-time term in mid-2025. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios and asset allocation, implementing strategies through mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by its investment committee.

William Freidinger is an advisor at 49 Financial with a Series 65 credential and one year of industry experience. Prior to joining 49 Financial, he worked in the hospitality sector at Chapter 6 - Rare Roots Hospitality and has educational experience from Furman University and Cannon School. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, advanced planning, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach, managing proprietary model portfolios and providing tiered fractional family office services.

Jake Gregory is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 66 and Series 63 credentials and four years of industry experience. He has held various roles within the Principal Financial Group family, including positions at Principal Bank and Principal Life Insurance Company. Outside of his advisory work, he has conducted eBay sales on a small scale. Principal Advised Services offers investment advice primarily to retirement plan participants and retail IRA clients, combining third-party tools and proprietary models. The firm operates within the Principal Financial Group network, providing access to affiliated products and integrated services while maintaining oversight through governance and supervision committees.

Michael Kirkendale Haak is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Core Planning since 2025. His prior roles include positions at Facet Wealth and The Vanguard Group. He has also held self-employed roles and worked briefly at Uber. Core Planning is a fee-only advisory firm that offers financial planning, wealth management, and portfolio management services primarily to individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and rule-based rebalancing tools to tailor investment strategies based on client objectives and risk tolerance.

Brian Williams is a financial advisor at Alphastar Capital Management with 14 years of industry experience. He holds a Series 65 credential and has been with Alphastar since 2011. Outside of his advisory role, Williams is involved in several business ventures, including ownership interests in fitness centers and an insurance product development company. Alphastar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base that includes individuals, trusts, small businesses, and pension plans. The firm employs strategic asset allocation combined with quantitative analysis and momentum evaluation, offering both model portfolios and customized strategies.

Rand Gordon is a CFP® with 22 years of experience in the financial services industry. He has worked at United Capital Financial Advisors since 2021 and previously spent over two decades at Harbor Capital Management, Inc. in various roles. United Capital Financial Advisors provides financial planning and investment management services nationwide to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies including ESG and faith-based options, supported by client-facing technology and research resources.

Nathan D'erminio is a financial advisor with Principal Advised Services in Charlotte, NC. He holds a Series 66 credential and has one year of industry experience. His background includes roles at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Outside of finance, he has experience working with a local gymnastics program and in retail food service. 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, combining third-party methodologies and proprietary models while leveraging its affiliation with Principal Financial Group.

John Potter is a Series 65-licensed financial advisor at Integrity Advisory Solutions with 10 years of industry experience. He previously worked for Strategic Planning Corporation and also maintains a legal practice focusing on estate planning and elder law. Potter serves as treasurer for the North Carolina chapter of the National Academy of Elder Law Attorneys. Integrity Advisory Solutions serves individuals, trusts, estates, and business clients through 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 strategies and third-party platforms.

Patrick Galvin is a CFP® and ChFC® with seven years of industry experience, currently serving as a financial advisor at Blueprint Financial Advisors in Charlotte, NC. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Hornor, Townsend & Kent LLC. Outside of his advisory work, he owns a vehicle rental business, Galvin Management Group, LLC. Blueprint Financial Advisors is a multi-advisor SEC-registered firm that provides portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in client assets using globally diversified portfolios and a proprietary strategic-and-tactical investment framework focused on price-driven trend-following and momentum rules.