Jason Craig is a financial advisor at Prospera Financial Services, Inc. with 24 years of industry experience. He has held positions at Prospera since 2013, following prior roles at TCA Financial Group, LLC, Wells Fargo Clearing, and Banc Of America Investment Services, Inc. He holds Series 63 and Series 65 designations. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through multiple advisory programs and platforms.

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 with Principal Advised Services, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Principal Financial Services, Principal Life Insurance Company, and Wells Fargo in various roles since 2010. In addition to his advisory work, he provides one-on-one investment advice specifically for Principal retirement plan participants at benefit events. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools like Morningstar with proprietary models. As part of the Principal Financial Group, the firm integrates bank products, proprietary funds, and model services through affiliated entities to deliver non-discretionary recommendations and discretionary investment management.

Ryan Robinson is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Principal Financial Services, Principal Life Insurance Company, and Wells Fargo Clearing Services. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, blending third-party methodologies and proprietary models to deliver both non-discretionary recommendations and discretionary investment management. The firm is affiliated with Principal Financial Group and leverages these connections to offer access to proprietary funds and products.

Natalia Ruiz is a financial advisor with Principal Advised Services in Dallas, NC, holding Series 63 and Series 66 licenses and having nine years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Wells Fargo Bank. She currently serves as a retirement consultant, providing one-on-one investment advice to Principal retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools and proprietary models to deliver both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm is part of the Principal Financial Group family, integrating affiliated products and services with robust governance and supervision.

Christopher Shaw is a financial advisor at Nfsg Corporation with 19 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Newbridge Financial Services Group, Pruco Securities LLC, and Kalos Capital Inc. Shaw serves as treasurer and bookkeeper for Resurgence PPG, a nonprofit providing powered paragliding therapy to disabled veterans, and he is the head varsity soccer coach at South Point High School. Nfsg Corporation offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm utilizes diversified portfolios with equities, ETFs, mutual funds, and fixed income, supported by internal portfolio management and third-party asset managers.

Richard Myrick is a Series 65-licensed advisor with First Advisors National, LLC. He has been with the firm since 2026 and has over a decade of experience working with Virtual SC and the Clover School District. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and implements client strategies through third-party money managers, employing tactical and strategic asset allocation methodologies.

Connor Emmert is a financial advisor at Coppell Advisory Solutions LLC with eight years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Coppell Advisory Solutions, he worked at firms including Ameriprise, NerdWallet, Fisher Investments, and Merrill. Coppell Advisory Solutions, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plan participants, and business entities. The firm uses an open-architecture platform combining fundamental and technical analysis to implement tailored investment strategies across a broad range of asset types.

Stephen Norton is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Belmont Capital Advisors, Cambridge Investment Research Advisors, Dempsey Lord Smith, LLC, Kalos Management, and Centermark Capital Management. Outside of his advisory work, he is involved as an agent in the insurance and human resources sector. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, high net worth clients, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm uses an open-architecture platform to implement tailored investment strategies with continuous monitoring and rebalancing.

Suzanne Dean is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Truist Advisory Services and its affiliated entities since 2015, including roles at Bb&T Investment Services and Bb&T Securities prior to the firm’s rebranding. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, and its integrated structure includes affiliated broker-dealer and banking services.

Logan Haga is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and savings rates.

Ryan Schrift is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 19 years of industry experience, including roles at Independent Advisor Alliance since 2016 and LPL Financial since 2012. Outside of his advisory work, he serves as a City Councilman for Belmont, NC, and is a managing partner of The Schrift Boys Farm in South Carolina. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, pooled vehicles, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary portfolio management supported by various analytical techniques and technology platforms.

Trevor Sellers is a financial advisor with Empower Advisory Group in Gastonia, NC. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Empower Financial Services, Inc and PHMG, as well as diverse experience outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Katie Ellis is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. She has eight years of industry experience, with prior roles at BB&T Securities, First Citizens Investor Services, and First Citizens Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Angela Thomas is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. Her career includes roles at Wells Fargo Bank NA and Wells Fargo Clearing Services before joining Truist Advisory Services in 2022. Outside of her advisory work, she is the owner of two ventures focused on developing organizational tools and wellness apps for women and families. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary manager relationships and third-party platform solutions.

Brendan Petty is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Transamerica Life Insurance Company, MassMutual, and Mutual of Omaha. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisory programs focused on asset allocation and retirement guidance, utilizing Morningstar Investment Management’s proprietary tools for portfolio construction and oversight.

Kara Grabow is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. Prior to joining Truist Advisory Services in 2026, she worked at Truist Bank from 2020 to 2026 and previously at Buy Buy Baby from 2015 to 2020. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary approaches supported by affiliated entities and third-party platforms.

Keith Gregory is a CFP®-designated financial advisor with over 20 years of industry experience. He is affiliated with Independent Advisor Alliance, LLC and has prior experience with LPL Financial and Edward Jones. Gregory also operates a wealth management DBA and maintains an active role with Altitude Wealth Management. Independent Advisor Alliance serves a diverse client base including individuals, businesses, retirees, and charitable organizations, providing a range of services such as asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to third-party platforms and sub-advisors to deliver tailored investment and estate-planning solutions.

Adam Curette is a CFP® with 18 years of industry experience, currently with Empower Advisory Group since 2025. Prior to joining Empower, he spent 17 years at The Vanguard Group, Inc. He holds a Series 63 license and is based in Belmont, NC. 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’s integrated service model is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing.

Amanda Durbiano is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at TIAA, Exencial Wealth Advisors, Hefren Tillotson, Inc., and PNC Investments. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active managers overseen by an internal Investment Committee.