Tony Walker Jr. is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked with Members Trust Company since 2022 and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2019 or earlier. Outside of his advisory roles, he serves as a financial advisory services specialist and life insurance agent within the State Employees' Credit Union system. Credit Union Investment Services serves primarily individual investors in North Carolina with non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with client decisions implemented at their discretion.

Edward Barnard is a financial advisor at Sound Income Strategies, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Formula Folios Investments and Family Legacy Wealth Management. Barnard is also involved with Family Legacy Group, Inc., where he provides fixed insurance products, fixed annuities, and Medicare and long-term care services. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base, including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis alongside equity review and offers a range of services such as discretionary asset management, financial planning, and insurance planning through affiliated channels.

Jeffrey Thomas is a financial advisor at Packerland Brokerage Services, Inc. with six years of industry experience. He holds a Series 66 designation and has been with Packerland since 2019. In addition to his advisory role, he owns J S Thomas Consulting, Inc., a business involved in insurance and residential construction, and serves as a Deacon and teacher at Parkwood Baptist Church. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through a variety of platforms, including firm-managed portfolios and third-party arrangements, with a focus on individualized financial planning and routine client reviews.

Karen Holland is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Fusion Capital Management, Dempsey Lord Smith, LLC, Cape Securities, Inc., and several other firms dating back to 2014. In addition to her advisory work, she is involved with Holland Wealth Management / Impact, where she markets insurance and annuity investments as an insurance agent. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses an open-architecture platform and a combination of tailor-made asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision to meet client objectives.

Brian Seidenwand is a CFP® professional with five years of experience in the financial services industry. He is currently with Coppell Advisory Solutions LLC and has prior experience at The Vanguard Group, Charles Schwab, and TD Ameritrade. In addition to his advisory role, he is licensed to sell life and annuity insurance products. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an open-architecture platform with a broad investment toolkit and manages over $1.1 billion in assets across more than 8,800 clients.

Sarah Nestingen is a financial advisor at Coppell Advisory Solutions LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Verum Partners LLC, Trinity Wealth Securities, LLC, and Florida Financial Advisors. Outside of her advisory role, she is also involved in marketing insurance and annuity investments as an insurance agent at Belmont Capital Advisors. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs an open-architecture investment platform and combines tailor-made asset allocation models with fundamental and technical analysis to implement strategies consistent with client objectives.

Andrew Paolini is a financial advisor at Principal Advised Services with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Principal Financial Services, Principal Bank, and Wells Fargo in various roles. Outside of his advisory work, he serves as Treasurer for the Charlotte Adult Baseball League, managing budgets and financial reporting for the organization. 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. The firm integrates proprietary models with third-party tools and operates within the Principal Financial Group family, enabling access to a range of affiliated products and services.

Jon Hoyle is a financial advisor at Gradient Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Cambridge Investment Research Advisors, Securities America, and VOYA Financial Advisors. Outside of his advisory role, he has operated as an independent Medicare agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, managing approximately $289 million in regulatory assets and administering about $1.10 billion in assets.

Michael Bono is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at TIAA-CREF and Western Southern Life. Bono is also involved with Sloan Financial Group, LLC, a financial services business operating in Clover, SC. Madison Avenue Securities serves individual and high-net-worth clients, offering investment advisory and brokerage services along with pension consulting, college-savings assistance, and services for charitable entities. The firm manages approximately $2.0 billion across 14,000 clients and provides both discretionary and non-discretionary portfolio management through multiple investment models and third-party managers.

Sheila Dalton is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with Members Trust Company since 2022 and SeCU Life Insurance Company since 2014, alongside her longstanding roles at Credit Union Investment Services and State Employees' Credit Union dating back to 1990. Her activities include providing financial advisory services to credit union members and acting as a life insurance agent. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based planning approach, with advisor representatives employed on a salaried basis and clients retaining final decision authority.

Charis Jones is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her prior experience includes roles at LPL Financial and Hightower Advisors. Stratos Wealth Advisors serves individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients, offering financial planning and portfolio management through advisor-managed wrap and non-wrap programs, third-party platforms, and outsourced CIO solutions. The firm is affiliated with SEI, providing integrated access to SEI’s investment management and custody services.

Ross Marynell is a financial advisor with Advisory Alpha, LLC, holding a Series 65 credential and 14 years of industry experience. He has worked at Advisory Alpha since 2020 and has prior experience with Planners Alliance LLC, Vertex Capital Advisors, LLC, and AlphaStar Capital Management. Outside of his advisory role, he is a licensed insurance agent involved in selling annuities, health, and life insurance products through Vertex Capital Advisors. Advisory Alpha serves individual and high-net-worth investors with portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors, offering a broad menu of managed portfolio series that include factor, hedged, and manager-of-managers strategies.

Anna Houser is a CFP® with five years of industry experience and has been with Prospera Financial Services, Inc. since 2014. She serves as president of the counsel and volunteers at Holy Trinity Lutheran Church, where she also teaches Sunday school and leads Bible study. Additionally, she is the managing member of Sandy Ventures, LLC, a business focused on the sale of apparel, stickers, and accessories currently in early development. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion across 207 advisors and about 140 offices. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

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.

Ken Adams is a financial advisor with Advisory Services Network, LLC, holding the PFS™ designation and Series 63 license, and has 21 years of industry experience. Before joining Advisory Services Network in 2025, he was with Cetera Wealth Services for 12 years. Adams also owns and operates an accounting and tax services business and is a licensed insurance agent specializing in life, accident, and health insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing various investment strategies tailored to clients’ objectives and risk tolerances.

Nickles Spryn is a CFP® with 19 years of industry experience, currently serving at Coppell Advisory Solutions LLC. He has previously worked at Vanguard Advisers, Inc., Old Point Trust & Financial Services, and Wells Fargo Advisors, LLC. In addition to his advisory role, Mr. Spryn is also an insurance agent at Belmont Capital, focusing on suitability assessments for life and long-term care annuities. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning to a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations. The firm utilizes an open-architecture platform offering tailored investment strategies and a broad range of investment tools, supported by a team of 76 advisors managing over $1.1 billion in client assets.

Tyler Reller is a CFP®-credentialed financial advisor at Principal Advised Services with seven years of industry experience. He has held roles at Principal Securities, Principal Life Insurance Company, and Wells Fargo Clearing Services. In addition to his advisory work, he serves as a financial counselor at Principal Bank, where he is responsible for sales of bank deposit products. 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 tools and proprietary models while benefiting from its affiliation with the Principal Financial Group.

Shaun Moynihan is a financial advisor at Coppell Advisory Solutions LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Dempsey Lord Smith, LLC, Kalos Management, Kalos Capital, and Belmont Capital Advisors. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporate clients. The firm provides discretionary portfolio management and financial planning through a flexible investment approach that incorporates internally developed asset allocation models and both fundamental and technical analysis.

Aaron Ruen is a financial advisor at Principal Advised Services with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Principal Financial Services, Principal Life Insurance Company, and Wells Fargo in various capacities. His current roles include providing investment advice to retirement plan participants and advising on bank deposit products. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, blending third-party methodologies and proprietary models. As part of the Principal Financial Group family, the firm integrates services across affiliated entities to provide access to proprietary products and algorithm-driven investment management.

Ryan Robinson is a financial advisor at Principal Advised Services with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked with several Principal entities as well as Wells Fargo Clearing Services. His background also includes roles outside the financial sector at DoorDash and Food Lion. 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 to provide both nondiscretionary and discretionary investment solutions. The firm’s integration within the Principal Financial Group affiliates enables access to a range of proprietary products and services.