Graham Jones is a CFP® professional with eight years of industry experience, currently serving at Blueprint Financial Advisors in Charlotte, NC. His prior roles include positions at Securities America Advisors and Deep River Capital Advisors. Outside of his advisory work, he is a foster care parent with the local Department of Social Services, housing foster children through a private agency. Blueprint Financial Advisors is a multi-advisor, SEC-registered firm managing approximately $1.4 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pension and ERISA plans, and nonprofit entities. Its investment approach employs a proprietary strategic-and-tactical framework across diversified asset classes with a focus on trend-following and momentum rules to optimize after-tax outcomes.

Kyle Sellers is a financial advisor at Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Principal Life Insurance Company, Principal Financial Services, and Florida Financial Advisors, as well as experience in the hospitality sector as a cook. Outside of advisory work, he is employed as a cook at QC Pour House. Principal Advised Services provides investment advice 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 benefits from operational ties to the Principal Financial Group family of companies.

Paige Hardaway is a financial advisor at Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 licenses with four years of industry experience. She has held roles at Principal Financial Services and Principal Life Insurance Company, and her background includes positions at Amerit Fleet Services and Reliance First Capital. Hardaway also serves as a Retirement Consultant, providing one-on-one investment advice to retirement plan participants on their distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm utilizes a blend of third-party methodologies and proprietary models to provide both non-discretionary recommendations and discretionary investment management, supported by its affiliation with Principal Financial Group and its related entities.

Kara Kunz is a CFP®-certified financial advisor with two years of industry experience, currently with Cornerstone Wealth Group. She previously worked at Bragg Financial and spent sixteen years at the Community School of Davidson. Cornerstone Wealth Group is a multi-team SEC-registered advisory firm managing approximately $2.1 billion in assets, serving individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients. The firm utilizes model portfolios emphasizing ETFs, mutual funds, individual equities, and fixed income, with discretionary management and periodic rebalancing.

Derek Vasko is a CFA® charterholder with 13 years of industry experience. He is currently with Choreo, LLC and has prior experience at RSM US Wealth Management LLC, London Stock Exchange Group, and LPL Financial. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

William Grace is a Series 66-licensed financial advisor at Principal Advised Services with four years of industry experience. He previously worked for Vanguard Advisers, Inc. and related Vanguard entities for five years before joining the Principal Financial Group family of firms. 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 utilizes a combination of third-party and proprietary models and benefits from its integration with affiliated Principal Financial Group entities.

Janet Correll is a financial advisor at Arkadios Wealth Advisors with 10 years of industry experience. She holds a Series 66 designation and has previously worked with Kalos Capital and SouthPark Capital. In addition to her advisory role, she serves as President and Directing Member of Janet Long LLC, providing independent investment advisory services. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm’s integrated operating model includes an in-house portfolio team that supports advisors with model strategies and trade execution across various asset classes.

Alaina Sanders is a Series 65 licensed financial advisor with Coppell Advisory Solutions LLC and has two years of industry experience. She is also affiliated with Belmont Capital Advisors. Outside of advisory work, she manages Zebra Home Solutions and related entities involved in real estate holdings and operations. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning to a diverse client base, including individuals, pension and profit-sharing plan participants, trusts, estates, charities, and businesses. The firm employs a broad investment toolkit and an open-architecture platform to implement tailored strategies with continuous monitoring and periodic rebalancing.

Tammy Le June is a financial advisor at Modera Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Parsec Financial and the Archdiocese of Galveston Houston. Modera Wealth Management 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, utilizing diversified portfolios of mutual funds, ETFs, individual securities, and selected alternative strategies tailored to client objectives and risk tolerance.

Patrick Duggan is a financial advisor at Leavell Investment Management, Inc. in Mobile, Alabama, with three years of industry experience. He holds a Series 65 credential and previously worked at Cambridge Associates and 1919 Investment Counsel. Outside of his advisory role, he serves as a soccer referee for the Alabama Soccer Association. Leavell Investment Management manages approximately $3.0 billion in discretionary assets and offers portfolio management, financial planning, and family-office services to a broad client base including individuals, families, businesses, and institutional entities. The firm emphasizes fundamental investment strategies focused on diversification, risk control, and long-term compounding, with client accounts managed by dedicated teams and oversight that includes quarterly reviews and periodic rebalancing.

James Hardison IV is a financial advisor at Stephens with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens since 2010. His prior experience includes roles at Morgan Stanley Smith Barney and Citigroup Global Markets. He serves on the board and finance committee of the Ronald McDonald House of Winston Salem. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, focusing on tailored portfolio programs and committee-based oversight. The firm combines broker-dealer and investment banking activities alongside advisory services, offering a range of solutions including portfolio management, financial planning, and institutional equity research.

Andrew Dilz is a financial advisor at Fifth Third Wealth Advisors LLC in Charlotte, NC, holding a Series 65 designation with three years of industry experience. He has worked at Fifth Third Wealth Advisors since 2021 and was previously employed at Fifth Third Bank from 2015 to 2021. Fifth Third Wealth Advisors LLC offers discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base, including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, utilizing third-party managers, affiliated model strategies, and ongoing advisor oversight.

Eric Smith is a CFP® professional with one year of industry experience, currently serving at Ritholtz Wealth Management. His prior work includes roles at Corient Services LLC, CIPW Service Company, and Brightworth. Outside of financial advising, he has experience with Miami Ice Snowcones, a business he was involved with for five years. Ritholtz Wealth Management advises individual and institutional clients, offering comprehensive portfolio management and financial planning services. The firm uses a goal-based investment approach that incorporates behavioral finance principles, diversified ETFs, tactical overlays, and alternative investments, supported by both advisor-led services and digital platforms.

Luke Gentry is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and five years of industry experience. He has been with Ally Invest Advisors since 2022 and also supports Ally Invest Securities LLC in a dually licensed capacity. Ally Invest Advisors serves a large retail client base with discretionary portfolio management through automated web-based services and advisor-led advice, using ETF-based model portfolios grounded in Modern Portfolio Theory across multiple risk tiers. The firm integrates digital automation and detailed performance reporting while managing tens of thousands of client accounts.

Matthew Mc Nabb is a financial advisor with IP Financial Advisory Services LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Innovation Partners LLC, The Vanguard Group, Inc., Park Avenue Securities, and Guardian Life Insurance. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on comprehensive portfolio management, financial planning, and consulting services. The firm employs a range of analytical approaches and offers personalized portfolio construction with discretionary management, catering mainly to non–high-net-worth investors and retirement plan participants.

Christopher Gee is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Axa Advisors, LLC, and Ally Invest Securities LLC. Outside of finance, he is involved in music artist management and event DJ services in Charlotte, NC. Ally Invest Advisors serves a broad retail client base, offering discretionary portfolio management through automated and advisor-led services. The firm employs Modern Portfolio Theory-based models with various strategy options and integrates digital tools for portfolio monitoring, tax optimization, and performance reporting.

Christopher Oden is a CFP® with eight years of experience in financial services. He currently works at Arkadios Wealth Advisors and Arkadios Capital, having previously worked at The Vanguard Group and BB&T. Outside of his advisory work, he owns Oden Enterprises LLC, a financial services business. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with customized investment and wealth management solutions, utilizing a combination of advisor-managed accounts, third-party managers, and an internal portfolio team. The firm employs a range of analytical approaches and offers fiduciary services including retirement plan consulting and portfolio management.

Toya Pollard is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Principal Financial Services and Principal Life Insurance Company. Pollard also holds a position as Assistant Vice President for Advice, Education & Sales at Principal Bank, focusing on the sales of bank deposit products. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both nondiscretionary recommendations and a discretionary investment management program called SimpleInvest. The firm leverages proprietary models and third-party methodologies within the Principal Financial Group family, supporting integrated access to affiliated products and services.

Christian Cancello is a financial advisor with 49 Financial in Charlotte, NC. He holds a Series 65 designation and has been in the industry since 2023, including experience at Resurgent Capital Services and Indaco Greenville. Prior to advisory roles, his background includes work at the University of South Carolina and various other positions. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, and tiered fractional family office services. The firm employs a disciplined, long-term, diversified asset allocation strategy based on Modern Portfolio Theory and leverages proprietary and platform model portfolios with oversight of sub-advisers and model providers.

Joseph Leary is a financial advisor at Ascentis Independent Advisors, LLC in Charlotte, NC, holding Series 63 and Series 66 licenses with 15 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Citizens Bank N.A., and several other financial firms. Ascentis Independent Advisors serves individuals, trusts, retirement plans, and businesses, offering tailored portfolio management, financial planning, and consulting services. The firm employs a combination of asset allocation, fundamental and technical analysis, and utilizes third-party managers and alternative investments through its Private Direct Investments program.