Theodore De Lisi is a financial advisor at Inspire Advisors, LLC with 36 years of industry experience. His prior work includes roles at Carson Wealth, Cetera Advisor Networks, and LPL Financial. He is also an independent insurance agent licensed in North Carolina for property and casualty, life, and health insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing into its portfolio construction and offers a range of services including discretionary portfolio management, financial planning, and consulting.

Paul Taylor is a financial advisor with AlphaStar Capital Management, holding Series 63, 65, and 66 licenses and 19 years of industry experience. Prior to joining AlphaStar in 2021, he worked at Advisory Alpha, LLC, Formula Folio Investments, LLC, and Retirement Wealth Advisors, Inc. Outside of his advisory work, he owns and operates Taylormade Custom Builders, a residential building business. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and advisor-directed strategies, utilizing a range of investment vehicles and third-party portfolio construction technology.

Larry Jones is a financial advisor with Virtue Capital Management, LLC, holding the ChFC® designation and Series 65 license, and has 11 years of industry experience. His prior roles include positions at Navstar Financial Planning and Horter Investment Management. Outside his advisory work, he is involved in college planning and advising parents on the college experience through his roles with Navstar Financial Planning and College Funding Solutions. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm uses a combination of tactical, strategic, and dynamic investment approaches and supports clients through discretionary and non-discretionary portfolio management, financial planning, consulting, and sub-advisory services delivered via a multi-team model.

Eric Sides is a financial advisor with StoneX Advisors Inc. in Statesville, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at StoneX Advisors since 2016 and previously spent ten years with Synergy Investment Group, LLC. Outside of his advisory role, he serves as Vice President and Chief Compliance Officer for Elledge Bain Sides, LLC, and is a board member of Synergy Holding Group, Inc. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a variety of advisor-managed portfolios, proprietary models, and third-party money managers supported by platforms like Envestnet and Advyzon.

Vanessa Harris is a financial advisor with Focus Financial who holds Series 65 and Series 66 licenses and has one year of industry experience. She previously worked at Mass Mutual and Goosehead Insurance Agency and has an extensive background outside finance, including sixteen years at Sun-Kissed Gardens. Focus Financial Network serves a diverse client base that includes individuals, retirement plans, trusts, charities, and corporate entities, providing customized advisory services such as portfolio management and financial planning with an emphasis on coordination with other professionals for estate and tax planning.

Penny Paugh is a ChFC® with 28 years of industry experience, currently serving as an advisor at Inspire Advisors, LLC. Her prior roles include positions at Carson Wealth, Cetera Advisor Networks, IFG Advisory, and LPL Financial. She is also a board member of the Statesville Chamber of Commerce. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients—including high-net-worth individuals—as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing into its portfolios using proprietary tools and combines multiple analytical methods to construct investment models, often delegating management to sub-advisors and affiliated managers.

Orlando Ricci is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and possessing five years of industry experience. His career includes roles at Principal Life Insurance Company and NYLIFE Securities LLC. Outside of financial advising, he officiates high school wrestling in North Carolina and South Carolina and is a published author working on multiple novels. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools and proprietary models. The firm is part of the Principal Financial Group family, offering access to affiliated products and combining non-discretionary recommendations with a discretionary investment management program.

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.

Matthew Conrad is a financial advisor with Inspire Advisors, LLC in Troutman, NC, holding Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Inspire Advisors, he worked at CWM, LLC dba Carson Wealth and served ten years with the Social Security Administration. He also has a background working with Calvary Chapel Lake Norman. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients along with institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a range of investment methodologies, including fundamental, technical, and quantitative analysis, while providing discretionary and non-discretionary portfolio management and financial planning services.

Joseph Gilleland is a financial advisor at CreativeOne Securities, LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Royal Alliance Associates, Inc and Signator Investors, Inc. Outside of his advisory role, he serves as an assistant high school cross country coach at Iredell-Statesville Schools and Statesville Senior High School. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management, utilizing both fundamental and cyclical security analysis alongside model asset allocations through its proprietary advisory platform.

Dee Buckminster is a CFP® professional with 26 years of industry experience, currently serving at Kestra Private Wealth Services, LLC. Prior to joining Kestra in 2023, she held roles at Bank of America and Merrill from 2006 to 2023. She is a partner in Destination Wealth Advisors and the sole owner of Nichols-Coe LLC. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a diverse range of investment products and specialized offerings.

Prasad Oak is a CFP® certificant with 17 years of industry experience. He currently works at Procyon Advisors, LLC and has previously held roles at Wooster Corthell Wealth Management, Ameriprise, Allstate Financial Services, Equitable Insurance Company, and AXA Advisors. Procyon serves a diverse client base including individuals, high-net-worth households, trusts, businesses, and institutional investors. The firm employs a long-term, fundamental-analysis driven investment approach, managing portfolios primarily through non-discretionary mandates and offering a range of services such as investment management, financial planning, retirement-plan advisory, and support for private funds.

Connor Bain is a CFP® and holds a Series 66 license, currently advising with StoneX Advisors Inc. He has four years of industry experience, including prior roles at TIAA and Capital Investment Brokerage. His background also includes positions at North Carolina State University and Robert Bosch Tool Corp. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting services. The firm uses a combination of independent advisors and in-house teams, employing various managed portfolios and third-party money managers supported by advanced platforms for portfolio implementation and oversight.

Zachary Popovec is a CFP® with seven years of industry experience, currently serving at AlphaStar Capital Management. His prior experience includes roles at LPL Financial, Churchill Finance LLC, Wells Fargo Securities, and Man Global Private Markets. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services through model portfolios that combine strategic and tactical approaches, utilizing a range of investment vehicles and third-party portfolio technologies.

Tyler Storment is a financial advisor with Accurate Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Accurate Wealth Management, he worked at Everstar Asset Management, LLC. Outside of finance, he is a co-founder of Superb Spirit, an apparel and merchandise business, and is also a professional football player in the NFL, XFL, and CFL. Accurate Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charities, and corporations. The firm offers discretionary portfolio management and financial planning, emphasizing value, safety, quality, and risk control in its investment approach.

Austin Lytle is a CFP® professional with three years of industry experience, currently serving at IFG Advisory, LLC. His background includes roles at BluHawk Wealth Management and LPL Financial LLC. He provides administrative support to IFG Advisory, an independent investment advisor firm. IFG Advisory offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm utilizes a range of investment strategies and third-party managers to tailor portfolios to client objectives, including management of held-away assets like 401(k)s and HSAs.

Cody Lewallen is a CFP® professional with five years of industry experience, currently affiliated with IFG Advisory, LLC in Mooresville, NC. His prior roles include positions at Marsh McLennan Agency, LPL Financial, and Old North State Trust. Lewallen also conducts non-investment related activities for Marsh McLennan Agency, supporting its insurance services. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors and third-party models, managing both discretionary and non-discretionary portfolios across a broad range of asset types.

Gregory Bennett is a financial advisor with IFG Advisory, LLC, holding Series 65, 63, and 66 licenses and bringing 30 years of industry experience. He has worked with firms including LPL Financial, Merit Financial Group, and Wells Fargo Clearing. Outside his advisory work, he serves as a trustee for his deceased father’s trust. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a range of investment strategies using sub-advisors and third-party managers and offers services including portfolio management, retirement plan consulting, and real estate-related planning.

Kiara Hackshaw Gary is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and three years of industry experience. She has been with Fifth Third Securities since 2022 and has prior experience at Fifth Third Bank, Bananas & Caviar, Rick Erwin's Dining Group, Ingles Market, and Johnson & Wales University. Outside of her advisory role, she is involved in a home-based pastry baking business in Statesville, NC. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, supported by services such as direct indexing and tax-overlay, operating as a wholly owned subsidiary of Fifth Third Bank.

Evangeline Lodwick is a financial advisor at Empower Advisory Group with 28 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Her prior roles include positions at Valic Financial Advisors, TIAA-CREF, and Encompass Investments. 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 services feature an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and consistent rebalancing within established plan lineups.