Peter Dolan Jr. is a financial advisor at Ally Invest Advisors with three years of industry experience. He holds the Series 63 and Series 66 credentials. His work history includes roles at Ally Invest Securities LLC, Ally Bank, Lowe’s Companies Inc., and Dolan Landscape Service. Ally Invest Advisors provides discretionary portfolio management mainly to individual and high-net-worth clients through web-based platforms and virtual interaction, offering ETF-based Robo Portfolios as well as advisor-delivered personal financial advice.

Jeffrey Hillesland is a financial advisor at Merit Financial Advisors in Charlotte, NC, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for eight years. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation with a combination of internal management, third-party managers, and customizable model portfolios.

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.

Malik Pearson is a financial advisor at IP Financial Advisory Services LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at IP Financial since 2019. Prior to this, he was involved with Innovation Partners LLC and Truth of Touch Apparel. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and specialized consulting services. The firm emphasizes personalized portfolio construction and offers a range of analytical approaches and consulting tools tailored to non-high-net-worth individuals and retirement plan participants.

Konrad Brown is a financial advisor at United Capital Financial Advisors with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at CETERA Advisor Networks LLC and Girard Securities, Inc. He is the owner of KB Group Sales & Leasing, Inc., a retail company based in Fort Lauderdale, FL. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse range of clients, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm’s investment teams employ client-specific financial plans to guide asset allocation and utilize a platform that supports customization and access to third-party strategies, alternative investments, and related services.

Wesley Mattox is a CFA® charterholder with seven years of industry experience. He is currently with Exodus Wealth, LLC and previously worked at Prosperity Wealth Management, Integrated Financial Strategies, Wolfe Research Advisors, Wolfe Research, and Evaluserve. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, and consulting services. The firm employs a mix of fundamental, technical, and cyclical analysis to tailor portfolios composed of various public and private investments, conducting regular reviews and ongoing due diligence.

Benton Bragg is a CFP® and CFA® with 33 years of experience in the financial advisory industry. He has worked at Bragg Financial Advisors since 1993 and spent 20 years at Queens Road Securities, LLC. Bragg serves on the finance committees and boards of several nonprofit organizations, including the Mecklenburg County Council of Boy Scouts, Wingate University, Dowd YMCA, and Davidson College Presbyterian Church. Bragg Financial Advisors, Inc. is a family-owned SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation, diversification, and longer-term holdings through discretionary portfolio management and managed-account services, and also manages and sub-advises mutual funds.

Cameron Rebant is a financial advisor at Choreo, LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services, Hantz Financial Services, Jackson National Life, and Citizens Bank. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

James Winters III is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 licenses and having three years of industry experience. His career includes roles at Principal Financial Services, Principal Bank, Principal Life Insurance Company, and Cardinal Financial. He also has experience working outside the financial sector, including at Wofford College and Carolinas Animal Hospital. 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 methodologies and proprietary models within the Principal Financial Group family.

Jonathan Kisch is a financial advisor with Ally Invest Advisors, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at LPL Financial, Mass Mutual Investors Services, MetLife Securities, and Securities America Advisors. Kisch also assists with compliance oversight for Ally Invest Advisors as Manager of Business Line Regulatory Controls. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm offers ETF-based Robo Portfolios and financial advisor–delivered personal advice, using model portfolios constructed on Modern Portfolio Theory with multiple risk tiers and cash allocation strategies.

Michael Martin is a financial advisor at CWA Asset Management Group in Charlotte, NC, holding Series 63 and Series 65 licenses with 18 years of industry experience. His prior roles include positions at Capital Wealth Advisors, Burney Company, TD Ameritrade, UBS Financial Services, and Ameriprise. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs in-house research, proprietary models, and both active and quantitative strategies that incorporate multi-factor stock selection models and selective use of artificial intelligence.

Jeffrey Brewer is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. His prior roles include positions at Dimensional Fund Advisors LP and WealthSource Partners, LLC. Brewer has also operated Brewer Marketing Consulting LLC. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm utilizes a diversified asset allocation approach based on Modern Portfolio Theory and offers integrated services including accounting, tax preparation, and business coaching.

Suzanne Barry is a financial advisor at Gladstone Wealth Partners with seven years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Bank of America, N.A., LPL Financial, and Merrill. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions.

Roger Slayton is a ChFC® and Series 63 credentialed financial advisor with 43 years of industry experience. He is currently with IP Financial Advisory Services LLC and Innovation Partners LLC, having previously worked at Securities America Advisors, Inc. and Securities America, Inc. Since 1997, he has owned and operated the Slayton Insurance Agency, which provides various insurance products and services. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on customized portfolio construction and monitoring, often using discretionary authority, and provides access to third-party investment advisors alongside a range of insurance and risk management services.

Darren Earnhardt is a financial advisor with Fifth Third Wealth Advisors LLC in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Truist Investment Services and BB&T, where he worked for over two decades in various capacities. Fifth Third Wealth Advisors LLC offers discretionary investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored asset allocation strategies and often manages portfolios on a discretionary basis, leveraging both affiliated model strategies and third-party managers.

Troy Talamelli is a financial advisor at Ally Invest Advisors with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at First Citizens Investor Services, LPL Financial, Allianz Global Investors, Equitable Advisors, and Voya Investment Management. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction, offering services such as ETF-based Robo Portfolios and personalized financial advice. The firm employs model portfolios based on Modern Portfolio Theory across multiple risk tiers and cash allocation strategies.

Kristin Lewis is a CFP® professional with 14 years of industry experience. She has been with Colony Family Offices, LLC since 2020 and previously worked at Queens Oak Advisors from 2011 to 2020. Colony Family Offices provides comprehensive wealth management and financial planning services primarily to ultra-high-net-worth families, managing over $3 billion in discretionary assets and offering customized investment solutions that combine passive and active strategies.

Jalen Randolph is a CFP® professional with four years of industry experience, currently serving as an advisor at Ritholtz Wealth Management in Charlotte, NC. His prior roles include positions at Corient Services LLC, CIPW Service Company, LLC, CI Brightworth, and Lincoln Financial Group. Ritholtz Wealth Management provides comprehensive portfolio management and financial planning services to individual, high-net-worth, and institutional clients, employing a goal-based investment process that incorporates asset allocation and behavioral finance principles. The firm manages approximately $9.4 billion in assets and offers both advisor-led and digital platform solutions.

Loretta Spangard is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding a Series 66 designation and four years of industry experience. She has worked with Ally Invest Advisors since 2022 and has prior experience at Ally Invest Securities LLC and Ally Financial dating back to 2011. Ally Invest Advisors serves a broad retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm’s investment approach uses Modern Portfolio Theory with model portfolios across multiple risk tiers, combining passive and some active ETFs, and integrates digital tools for performance reporting and portfolio monitoring.

Sarah Peter is a financial advisor with A.G.P. / Alliance Global Partners in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Her work history includes roles at B. Riley Wealth Management, B. Riley Wealth Advisors, and National Securities Corp. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled vehicles across a multi-team platform. The firm emphasizes international investing through its EPC Advisors Group division and offers a range of portfolio management and financial planning services.