Philip Miller is a financial advisor at Exodus Wealth, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Prosperity Wealth Management, Fortune Financial Services, Integrated Financial Strategies, and his own Miller Insurance & Financial Services. Miller dedicates limited time to outside insurance appointments. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans, offering asset management, financial planning, and consulting. The firm manages several hundred million dollars in discretionary assets and emphasizes tailored portfolio supervision using a combination of investment strategies across various asset types.

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.

Jacob Stevenson is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Prior to joining Ausdal Financial Partners in 2022, he worked at Larson Financial Securities, LLC and Larson Financial Group, LLC from 2015 to 2022. Outside of advising, he is involved in insurance sales and is a partner or owner in several investment-related entities. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of investment and financial planning services with strategies tailored to clients' objectives and risk profiles, using multiple custodians and integrating third-party managers.

Trenton Whalen is a financial advisor at AlphaStar Capital Management with five years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Fifth Third Securities, and Fifth Third Bank. Outside of his advisory role, Whalen serves as Chief Judge of an election precinct and is Chair of the Cabarrus Community Foundation board. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, employing both model and custom strategies that combine strategic asset allocation with quantitative and momentum analysis.

Frank Sparger is a financial advisor at StoneX Advisors Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at StoneX Advisors and StoneX Securities since 2017. Prior to that, he was with Capital Guardian Wealth Management, Gunnallen Financial, and Edward Jones. Sparger serves as a board member for the Stanly Community College Foundation, where he participates in fundraising activities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a variety of portfolio strategies, including proprietary models and third-party money managers, supported by platforms such as Envestnet and Advyzon.

William Petty is a financial advisor at ON Investment Management Company with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Paychex Inc. from 2015 to 2021. In addition to his advisory work, he assists Golden Mack & Associates by enrolling and educating participants in retirement plans. ON Investment Management Company is a registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive and modular financial plans and access to third-party investment programs, maintaining a mix of discretionary and non-discretionary asset management.

Jon Yancey is a financial advisor with AlphaStar Capital Management in Cornelius, NC, holding a Series 65 credential and 11 years of industry experience. He has been associated with AlphaStar since 2014 and is president of Yancey Financial, LLC, where he also works as an insurance agent specializing in fixed annuities and life insurance. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and other advisers. The firm employs both model and customized strategies using strategic asset allocation and quantitative analysis, and provides a range of portfolio management and consulting services.

Devrin Avant is a financial advisor with Capital Investment Advisory Services, LLC who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at Capital Investment Advisory Services since 2013 and at Capital Investment Group, Inc. since 2004. Avant serves as a board member of Carson's Pond Homeowner's Association in addition to his advisory role. Capital Investment Advisory Services provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing a mix of analytical methods and ongoing portfolio monitoring.

Austin Carter is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and various positions within the Principal Financial Group family, including Principal Bank, Principal Securities, and Principal Life Insurance Company. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models for both non-discretionary recommendations and discretionary investment management. The firm operates within the Principal Financial Group, providing access to affiliated products and integrated trading services.

Haad Majied is a CFP®-certified financial advisor with 19 years of industry experience. He has been with Stratos Wealth Advisors LLC since 2018 and previously worked at Fidelity Investments and Ameriprise. Outside of his advisory role, he is the owner and CEO of Majied Properties LLC and operates a separate life insurance business. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers customized financial planning and portfolio management services, utilizing third-party managers and technology platforms to meet client goals.

Joseph Varamo is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 45 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, following a 20-year tenure at BB&T Investment Services and three years at BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary management through third-party platforms and integrates inter-affiliate resources to support investment and fiduciary solutions.

Andrea Gutierrez is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior work includes roles at TIAA, Uwharrie Investment Advisors, and the Embassy of Peru in Washington, D.C. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with existing PNC Bank online credentials, utilizing algorithmic risk assessment and third-party managed portfolios.

David Hudson is a CFP® and ChFC® with 20 years of industry experience. He is currently an advisor at Citizens Securities, Inc., where he has worked since 2023. Prior to that, he spent 10 years at TIAA and TIAA-CREF. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory, brokerage, and insurance services. The firm’s advisory programs include a digital platform and managed accounts, alongside commission-based brokerage and other non-discretionary business.

Shane Robinson is a financial advisor with Lincoln Investment Planning, Inc., holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Lincoln Investment since 2005 and previously worked at Planmember Securities Corporation. Outside of his advisory role, Robinson is involved in insurance sales as president of Agapa Ent and also runs a consulting firm, SRW Consulting, which manages operational aspects for a separate office. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers a range of services such as financial planning, portfolio management through model portfolios, and access to third-party managers, with an investment approach supported by an in-house Investment Management & Research team.

William Harris is a financial advisor with Guardian Life and holds a Series 66 designation. He has 21 years of industry experience, including roles at Park Avenue Securities and Guardian Life since 2004. Harris also operates Consolidated Planning Inc., through which he sells life and long-term care insurance products from companies other than Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management and model-based strategies, combining proprietary and third-party platforms to tailor client relationships across a range of financial planning and consulting services.

Kawii Jayjay is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 66 and Series 63 designations and has worked at several firms, including The Vanguard Group and First Citizens Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through both point-in-time planning and optional managed account solutions.

Charles Roberts Jr. is a financial advisor at Lincoln Investment with 24 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Lincoln Investment in 2026, he worked at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities, Principal Securities, Roberts Financial Group, Woodbury Financial Services, and TCA Financial Group. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) programs. The firm combines advisor-led consulting with a strategic investment management team that employs model portfolios and third-party managers to tailor solutions.

Heather Coley is a financial advisor with First Citizens Investor Services, Inc. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining First Citizens Investor Services in 2023, she worked at First Citizens Bank and Trust beginning in 2006. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process driven by individualized assessments and utilizes fundamental, quantitative, and technical analysis to manage diversified portfolios across multiple asset classes.

Carolina Bentancort Moreira is an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 licenses. She began her financial services career in 2024 at Fifth Third Bank and has prior experience in retail and hospitality roles. Fifth Third Securities, Inc. serves a diverse client base including individuals, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple program types on the Passageway platform, emphasizing risk-profile-based investment selection and employing strategies such as direct indexing and tax-loss harvesting.

Christian Potts is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 licenses and has one year of experience in the industry. Prior to joining FIFTH THIRD SECURITIES, he worked at Fifth Third Bank, Allied Universal, and All American Roofing. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of investment programs on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to mutual fund, ETF, SMA strategies, and direct indexing options.