Theodore De Lisi is a financial advisor with Inspire Advisors, LLC, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. His prior roles include positions at Carson Wealth, Cetera Advisor Networks, and LPL Financial. In addition to his advisory work, he is an independent property and casualty, life, accident, and health insurance agent. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a variety of analytical methods to construct portfolios, often delegating management to sub-advisors and offering tax-mitigation services.

Paul Taylor is a financial advisor with AlphaStar Capital Management, holding Series 63, 65, and 66 licenses and 19 years of industry experience. Prior to joining AlphaStar in 2021, he worked at Advisory Alpha, LLC, Formula Folio Investments, LLC, and Retirement Wealth Advisors, Inc. Outside of his advisory work, he owns and operates Taylormade Custom Builders, a residential building business. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and advisor-directed strategies, utilizing a range of investment vehicles and third-party portfolio construction technology.

Larry Jones is a ChFC® credentialed financial advisor with 12 years of industry experience, currently associated with Virtue Capital Management, LLC. He has previously worked at Horter Investment Management and Navstar Financial Services. In addition to his advisory role, Jones is involved in insurance sales and financial counseling through Navstar Financial Planning and provides college advising services to parents. Virtue Capital Management serves a range of clients including individuals, trusts, and institutions, offering portfolio management, financial planning, and consulting. The firm utilizes a multi-team model and combines tactical, strategic, and dynamic investment approaches with third-party manager due diligence.

Eric Sides is a financial advisor with StoneX Advisors Inc. in Statesville, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at StoneX Advisors since 2016 and previously spent ten years with Synergy Investment Group, LLC. Outside of his advisory role, he serves as Vice President and Chief Compliance Officer for Elledge Bain Sides, LLC, and is a board member of Synergy Holding Group, Inc. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a variety of advisor-managed portfolios, proprietary models, and third-party money managers supported by platforms like Envestnet and Advyzon.

Vanessa Harris is a financial advisor at Focus Financial with Series 65 and Series 66 credentials and one year of industry experience. She has previously worked at Mass Mutual and Goosehead Insurance Agency. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, estates, charities, and corporate entities, offering tailored advisory services through various investment management and planning options. The firm emphasizes coordination with other professionals for estate and tax planning and provides detailed disclosures on operational practices and potential conflicts.

Penny Paugh is a financial advisor with Inspire Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 28 years of industry experience. Her prior work includes positions at CWM, LLC dba Carson Wealth, IFG Advisory, LPL Financial, Merrill, and Banc of America Investment Services. She serves as a board member of the Statesville Chamber of Commerce. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of investment methods, often delegating management to sub-advisors and utilizing proprietary ETFs.

Thomas Walsh Jr. is a CFA® charterholder with 11 years of industry experience, currently affiliated with Mariner Independent. His prior roles include positions at Chilton Trust Company and Bessemer Investor Services, Inc. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of investment adviser representatives using firm-built and customized discretionary portfolios.

Orlando Ricci is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Principal Life Insurance Company, Principal Securities Inc., and New York Life, among others. Outside of finance, Ricci officiates high school wrestling in North Carolina and South Carolina and has published two novels, with a third in progress. 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. The firm integrates third-party tools and proprietary models, benefiting from its affiliation with the Principal Financial Group family.

Donabel Triplett is a financial advisor with Principal Advised Services in Troutman, NC, holding Series 63 and Series 66 licenses and having nine years of industry experience. She has worked with Principal Bank, Principal Life Insurance Company, Principal Financial Services, and Wells Fargo Clearing Services. Outside of her advisory role, she manages a real estate rental property. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, using a combination of third-party tools and proprietary models. The firm is part of the Principal Financial Group family, offering integrated access to affiliated products and discretionary investment management through its SimpleInvest program.

Matthew Conrad is a financial advisor at Inspire Advisors, LLC with three years of industry experience. He holds Series 66 and Series 65 licenses. His prior roles include positions at Carson Wealth, Calvary Chapel Lake Norman, the Social Security Administration, and Edward Jones. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients, high-net-worth individuals, institutions, charitable organizations, broker-dealers, and other investment advisers. The firm integrates Biblically Responsible Investing through proprietary tools and employs a combination of fundamental, technical, quantitative analysis, and modern portfolio theory in portfolio construction.

Deborah Stamets is a Series 65-licensed financial advisor with Merit Financial Advisors in Davidson, NC, bringing seven years of industry experience. She has been with Merit Financial Group since 2015. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm offers asset management, financial planning, retirement plan consulting, and employee financial-wellness programs, using a long-term, diversified investment approach with centralized portfolio management and both in-house and third-party sub-advisers.

Jeffrey Thompson is a financial advisor with Geneos Wealth Management, Inc. in Davidson, NC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been associated with Geneos Wealth Management since 2005 and leads Thompson Wealth Advisors, an investment services business. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm provides financial planning, portfolio management, and access to third-party money managers through various traditional and wrap-fee programs.

Dee Buckminster is a CFP® professional with 26 years of industry experience, currently serving at Kestra Private Wealth Services, LLC. Prior to joining Kestra in 2023, she held roles at Bank of America and Merrill from 2006 to 2023. She is a partner in Destination Wealth Advisors and the sole owner of Nichols-Coe LLC. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a diverse range of investment products and specialized offerings.

Prasad Oak is a CFP® professional with 17 years of industry experience. He is currently with Procyon Advisors, LLC and has held prior roles at Wooster Corthell Wealth Management, Ameriprise, Allstate Financial Services, Equitable Insurance Company, and AXA Advisors. Procyon provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in assets and combines internal portfolio construction with access to independent managers and AI-supported research tools.

Connor Bain is a CFP® and holds a Series 66 license, currently advising with StoneX Advisors Inc. He has four years of industry experience, including prior roles at TIAA and Capital Investment Brokerage. His background also includes positions at North Carolina State University and Robert Bosch Tool Corp. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting services. The firm uses a combination of independent advisors and in-house teams, employing various managed portfolios and third-party money managers supported by advanced platforms for portfolio implementation and oversight.

Zachary Popovec is a CFP® with seven years of industry experience, currently serving at AlphaStar Capital Management. His prior experience includes roles at LPL Financial, Churchill Finance LLC, Wells Fargo Securities, and Man Global Private Markets. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services through model portfolios that combine strategic and tactical approaches, utilizing a range of investment vehicles and third-party portfolio technologies.

Tyler Storment is a financial advisor with Accurate Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Accurate Wealth Management, he worked at Everstar Asset Management, LLC. Outside of finance, he is a co-founder of Superb Spirit, an apparel and merchandise business, and is also a professional football player in the NFL, XFL, and CFL. Accurate Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charities, and corporations. The firm offers discretionary portfolio management and financial planning, emphasizing value, safety, quality, and risk control in its investment approach.

Austin Lytle is a CFP® professional with three years of industry experience, currently serving at IFG Advisory, LLC. His background includes roles at BluHawk Wealth Management and LPL Financial LLC. He provides administrative support to IFG Advisory, an independent investment advisor firm. IFG Advisory offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm utilizes a range of investment strategies and third-party managers to tailor portfolios to client objectives, including management of held-away assets like 401(k)s and HSAs.

Cody Lewallen is a CFP® professional with five years of industry experience, currently affiliated with IFG Advisory, LLC in Mooresville, NC. His prior roles include positions at Marsh McLennan Agency, LPL Financial, and Old North State Trust. Lewallen also conducts non-investment related activities for Marsh McLennan Agency, supporting its insurance services. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors and third-party models, managing both discretionary and non-discretionary portfolios across a broad range of asset types.

Gregory Bennett is a financial advisor with IFG Advisory, LLC, holding Series 63, Series 65, and Series 66 credentials and over 30 years of industry experience. His career includes roles at Merit Financial Group, LPL Financial, Private Portfolio Partners, Wells Fargo Clearing, and A.G. Edwards & Sons. He serves as trustee for his deceased father’s trust, managing fiduciary responsibilities related to family beneficiaries. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, trusts, estates, corporations, and retirement plans. The firm customizes investment strategies using sub-advisors and third-party managers and offers a broad range of portfolio management and consulting services.