Shawn Sigler is a financial advisor at AlphaStar Capital Management with six years of industry experience. He holds a Series 65 designation and serves as Executive Vice President of Financial Independence Group, an independent marketing organization representing multiple insurance carriers. In this role, he dedicates significant time to consulting and supporting insurance agents. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, businesses, and other advisers, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting. The firm employs a strategic asset-allocation approach with quantitative analysis and works with subadvisers, underlying funds, and exchange-traded products.

Craig Rubrecht is a financial advisor with Cornerstone Wealth Group, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has worked at several firms, including Mutual Securities, Inc., Cornerstone Financial Advisors, LPL Financial, and Securities America Advisors, Inc. He serves as a board member of the Focus Strategic Advisory Board, which meets biannually to provide strategic guidance. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm uses model-based portfolios incorporating ETFs, mutual funds, equities, bonds, and alternative investments, guided by an investment committee, and offers both discretionary and non-discretionary solutions.

Patrick Muldowney is a financial advisor at AlphaStar Capital Management with one year of industry experience. He holds a Series 65 designation and has worked at AlphaStar since 2023. His prior work includes positions in education and the food service industry. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base that includes individuals, trusts, estates, small businesses, and pension plans. The firm employs a strategic asset-allocation and quantitative tactical approach, offering both model and custom portfolio strategies along with a range of advisory and consulting services.

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.

Cameron Meares is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently with Cornerstone Wealth Group, where he has worked since 2019, and has prior experience at UBS Financial Services and Rhett Sinclair and Associates. 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, utilizing model-based portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments when appropriate.

Justin Dean is a financial advisor with AlphaStar Capital Management and holds a Series 65 credential. He has five years of industry experience and has been associated with AlphaStar since 2020. Dean also serves as president of Dean Financial LLC and has involvement in the sale of insurance products, including annuities and healthcare insurance. AlphaStar Capital Management manages approximately $1.84 billion in assets for a variety of clients such as individuals, trusts, small businesses, and pension plans. The firm employs both predefined model portfolios and custom strategies, utilizing quantitative analysis and tactical approaches, and provides services including portfolio management, financial planning, and retirement plan consulting.

Jeffrey Carbone is a CFP® professional with 35 years of industry experience, currently serving as a managing partner and advisor at Cornerstone Wealth. His career includes roles at Cornerstone Financial Partners LLC and LPL Financial, among others. Outside of his advisory work, he serves as president of a local homeowners association and is a board member of the Make A Wish nonprofit organization. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, corporations, and plan sponsors with comprehensive portfolio management and financial planning services. The firm utilizes model-based portfolios with diverse asset classes and offers both discretionary and non-discretionary solutions, supported by an investment committee and access to a network of affiliated firms.

Cole Batchelor is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Alloy Investment Management, Voya Financial Advisors, Merrill Lynch, Bank of America, and other firms. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach.

William Hudson Sr. is a financial advisor at AlphaStar Capital Management with 16 years of industry experience. He holds a Series 65 designation and has worked at AlphaStar since 2011. Hudson is also involved with Masters Estate and Financial Inc. and Masters Estate Services Inc., both of which focus on estate planning and related investment services. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management and financial planning. The firm employs a mix of strategic and tactical investment approaches and provides subadvisory services to other registered investment advisers.

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.

Sean Bandazian is a financial advisor at Cornerstone Wealth Group with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group, Alphastar Capital Management, and LPL Financial. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plans, other advisers, and corporations. The firm offers comprehensive portfolio management and financial planning, implementing model-based portfolios that use ETFs, mutual funds, individual securities, and third-party managed alternatives.

Edward Wood III is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Cornerstone Wealth Group LLC, where he has worked since 2018, and has held positions at several firms including Mutual Securities, Inc., Cornerstone Financial Partners, Inc., and LPL Financial. Wood is also involved in insurance-related activities through Cornerstone Risk Management Advisors, LLC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, advisers, and corporations. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing model-based portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments when appropriate.

Andrea Pine is a financial advisor with Cornerstone Wealth, holding Series 65 and Series 63 licenses and 17 years of industry experience. She has worked at Mutual Securities, Inc. since 2017 and at Cornerstone Financial Partners since 2014, with prior experience at LPL Financial from 2013 to 2017. 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, implementing model-based portfolios with a mix of ETFs, mutual funds, equities, bonds, and alternative investments when appropriate.

Matthew Sandberg is a CFP® professional with 10 years of industry experience, currently serving at Cornerstone Wealth Group since 2017. His prior roles include positions at Mutual Securities, Inc., Cornerstone Financial Partners, and LPL Financial, LLC. 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 guided by an investment committee and providing both discretionary and non-discretionary solutions.

Arron Price is a financial advisor at AlphaStar Capital Management with five years of industry experience. He holds a Series 65 designation and serves as the COO of Financial Independence Group, where he oversees the strategic direction of operations and technology. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, estates, and institutions. The firm offers both predefined model portfolios and customized strategies, employing a quantitative and tactical investment approach that incorporates third-party research and momentum evaluation.

Jeremy Grant is a CFP® professional with 22 years of experience in the financial services industry. He has worked with several firms, including Mutual Securities, Inc., Cornerstone Financial Partners, Inc., and Securities America Advisors, Inc., before joining Cornerstone Wealth Group in 2018. 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, implementing model-based portfolios with a range of investment options and providing both discretionary and non-discretionary solutions.

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.

Simon Hawkins is a financial advisor at AlphaStar Capital Management with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Dean Financial and Aldi. Outside of finance, his background includes roles in campus recreation and food service. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, participant account management, and subadvisory services. The firm manages approximately $2.5 billion in assets across a broad client base using model portfolios and advisor-directed strategies that combine strategic and tactical approaches.

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.