Mitchell Roth is a CFP® professional with eight years of experience in the financial services industry. He is currently with Sovran Advisors, LLC and holds a Series 66 license. His prior experience includes positions at The Vanguard Group, LPL Financial, Equitable Advisors, and Ameriprise Financial Services. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management across various program types. The firm employs both active and passive investment strategies and utilizes multiple custodial platforms to support its clients' diverse objectives.

Kara Kunz is a CFP® with two years of industry experience, currently serving as a financial advisor at Cornerstone Wealth Group. She previously worked at Bragg Financial and spent 16 years at the Community School of Davidson. Cornerstone Wealth Group is an SEC-registered investment adviser that serves individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services using model-based portfolios and access to affiliated investment vehicles and subadvisors.

James Beam is a financial advisor with Capital Investment Advisory Services, LLC, holding the Series 63, 65, and 66 designations and bringing 28 years of industry experience. His prior roles include positions at Sollinda Capital Management LLC and Capital Investment Group, Inc. He serves as chairman of the Cherryville ABC Board of Directors, overseeing operations related to controlled spirit sales in Cherryville, NC. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base including individuals, corporations, and institutional accounts. The firm offers tailored investment programs with a focus on discretionary management and employs fundamental, technical, and charting analyses across various investment strategies.

Andrew Ball is a financial advisor at AlphaStar Capital Management with four years of industry experience. He holds a Series 65 designation and has worked at AlphaStar since 2021. In addition to his advisory role, he serves as Vice President of Sales for the Annuity Division at Financial Independence Group. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and other advisers. The firm employs both model and custom strategies, utilizing strategic asset allocation combined with quantitative and momentum analysis, and provides a range of portfolio management and consulting services.

Rachel Posner is a financial advisor at Cornerstone Wealth with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms, including Mutual Securities, Inc. and Signature Investment Advisors, LLC. Outside of her advisory role, she also engages in gig work related to food delivery. 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 with a range of investment vehicles and an investment committee that oversees asset allocation and rebalancing.

Matthew Moyzis is a financial advisor at Cornerstone Wealth with 18 years of industry experience. He holds the CFP® and Series 66 designations and has worked at firms including Gratus Capital, The Vanguard Group, and Robert Baird & Co. 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 that incorporate ETFs, mutual funds, equities, bonds, and, when appropriate, alternative investments managed by third-party managers, and offers both discretionary and non-discretionary solutions.

Cynthia Cross is a financial advisor with Cornerstone Wealth Group, holding a Series 66 designation and 12 years of industry experience. She has worked at Cornerstone Wealth Group since 2018 and previously held roles at Mutual Securities, Inc., LPL Financial, and Cornerstone Financial Partners. Outside of her advisory work, she serves as the treasurer for the Edgewater Park Homeowners Association. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm employs model-based portfolios using ETFs, mutual funds, equities, bonds, and, when appropriate, alternative investments managed by third parties, and it offers both discretionary and non-discretionary solutions.

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.

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.

Boyd Barnhardt is a CFA® charterholder with 14 years of industry experience. He is currently with AlphaStar Capital Management and previously worked at Lifeworth Financial, Wells Fargo Advisors, Linden Thomas Advisory Services, and AON Hewitt. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, pension plans, and other advisers. The firm offers both model and custom portfolio strategies using strategic asset allocation combined with quantitative and momentum analysis, and it provides a range of portfolio management and consulting services.

Clifford Hodge III is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Cornerstone Wealth. He has been with Cornerstone Wealth Group since 2018 and previously worked at Fintrust Investment Advisory Services and FinTrust Brokerage Services. He also serves on the American Funds RIA Advisory Board, advising on client business matters. Cornerstone Wealth Group is an SEC-registered investment adviser that serves individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers comprehensive portfolio management and financial planning, using model-based portfolios and a variety of investment vehicles, with oversight by an investment committee and access to affiliated resources through its parent company, Focus Financial Partners.

Robert Benton is a financial advisor at Cornerstone Wealth with eight years of industry experience. He holds the Series 65 designation and previously worked at Morningstar Inc. for six years before joining Cornerstone Wealth 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, utilizing model-based portfolios with various asset classes and third-party managers.

Jerett Dimarzio is a CFP® with 11 years of experience in the financial services industry. He has been with Cornerstone Wealth since 2018 and has previously worked with LPL Financial and Cornerstone Financial Partners. 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 with access to affiliated managers and specialized group programs.

Brenda Pressley is a financial advisor at Cornerstone Wealth with 11 years of industry experience. She holds the PFS™ designation along with Series 66 and Series 65 licenses. In addition to her advisory role, Brenda has provided tax preparation, planning, and accounting services through her CPA firm since 2002 and serves as Secretary/Treasurer for a local nonprofit, Water Well Trust. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm utilizes model-based portfolios involving ETFs, mutual funds, equities, bonds, and, when appropriate, third-party managed alternative investments.

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.

Brian Williams is a financial advisor at Alphastar Capital Management with 14 years of industry experience. He holds a Series 65 credential and has been with Alphastar since 2011. Outside of his advisory role, Williams is involved in several business ventures, including ownership interests in fitness centers and an insurance product development company. Alphastar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base that includes individuals, trusts, small businesses, and pension plans. The firm employs strategic asset allocation combined with quantitative analysis and momentum evaluation, offering both model portfolios and customized strategies.

Andrew Barnett is a financial advisor with AlphaStar Capital Management, holding a Series 65 credential and six years of industry experience. He has worked at AlphaStar Capital Management since 2020 and concurrently serves as Director of Technology Innovation at Financial Independence Group, LLC, where he leads software engineering efforts to develop solutions for financial professionals. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and other investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing a strategic asset-allocation approach combined with quantitative analysis and tactical methods.

Andrew Smith is a CFP® with 26 years of experience in the financial services industry. He is currently a managing partner at Cornerstone Wealth Group, LLC, where he has worked since 2018. His prior experience includes roles at Mutual Securities, Inc., Cornerstone Financial Advisors, and LPL Financial. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm employs model-based portfolios with a range of investment vehicles and provides comprehensive portfolio management, financial planning, retirement plan consulting, and related services.

Sara Milam is a Series 65 licensed financial advisor with three years of industry experience, currently with AlphaStar Capital Management. Her prior work includes roles at Financial Independence Group, Ann Taylor LOFT, and Target Corporation. She is also a licensed insurance agent. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and subadvisory services, utilizing both predefined model portfolios and custom strategies based on quantitative analysis and tactical asset allocation.

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.