Carmen Maria Andrews is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has previously worked at Sharp Advisors and Merit Financial Group, LLC, and has been affiliated with LPL Financial since 2010. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers personalized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers, with a network of approximately 190 advisors.

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.

Robin Radovich is a financial advisor at United Brokerage Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including BB&T and Crescom. Radovich also serves as secretary of the Rotary Club of Lincolnton, NC. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of banking affiliation and a primarily non-discretionary advisory model.

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.

Richard Reber is a CFP®-certified financial advisor with 18 years of industry experience. He is affiliated with Independent Advisor Alliance, LLC and has prior experience with Morgan Stanley and Morgan Stanley Private Bank. Reber is also the author of "How to Talk to Your Partner About Money and Not Kill Each Other." Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model of advisory representatives and integrates various portfolio management strategies along with technology platforms to support its services.

Jeffrey Emperador is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes multiple roles within Truist entities and prior work as a self-employed advisor and at Empower Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements and AI-enabled research tools.

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.

David Srulevitch is a CFP® with five years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Carolina Capital Consulting, and Blair, Bohle & Whitsitt. He holds a Series 63 license and is based in Charlotte, NC. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework, utilizing both fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

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.

Jasmine Martin is a financial advisor at Truist Advisory Services with 11 years of industry experience. She holds Series 63 and Series 66 registrations. Her prior experience includes roles at VALIC Financial Advisors and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

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.

Cynthia Sherrill is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial for 10 years. Cynthia is also associated with Sherrill, Blake & Harrison CPA PA. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing advisory programs, operations, technology, compliance, and practice-management support. The firm offers a variety of portfolio construction options and manages discretionary model portfolios through its Investment Management and Research team.

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.

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.

Kerr Ann Dempster is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Fifth Third Securities since 2019. Outside of her advisory role, she is the owner and author of self-published fiction novels under Ink City Books. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, utilizing third-party portfolio managers and a range of strategies from mutual funds to tax-efficient direct indexing.