Jonathan Mathews is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Principal Financial Services, Principal Life Insurance Company, and Businessolver. Mathews serves as a Retirement Consultant, providing one-on-one investment advice to retirement plan participants on distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm is part of the Principal Financial Group, allowing operational integration with affiliated entities and access to proprietary products and services.

Jaime Musa is a financial advisor with Insigneo Advisory Services, LLC in Charlotte, NC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Citibank NA and UBS Financial Services. Outside of his advisory work, he is an owner and director of MZM21 LLC, a pass-through tax entity. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management with a blend of committee-driven model portfolios and individualized advisor-led portfolio construction that incorporates global asset classes and emerging-market exposures.

Randy Leclair is a financial advisor at Zacks Investment Management, Inc. with 32 years of industry experience. He has worked at Zacks and Company and Zacks Investment Management since 2006, following prior roles at Optsecurities, LLC, Quasar Distributors, and Fisher Investments. Zacks Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients. The firm employs a combination of proprietary quantitative models and qualitative portfolio management across a diverse range of strategies and manages affiliated mutual funds and ETFs.

John Hart is a financial advisor with IPI Wealth Management, Inc. in Charlotte, NC, holding a Series 66 designation and 18 years of industry experience. He has been with IPI Wealth Management and its predecessor firm, Investment Planners, Inc., since 2010. Outside of his advisory role, he owns and operates Hart Wealth Management, a financial services DBA, and is involved in the sale of life insurance products. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs through an open-architecture investment platform supported by proprietary risk-based models and an investment committee framework.

William Brinkley is a CERTIFIED FINANCIAL PLANNER™ professional with 25 years of industry experience. He is currently with First Heartland Consultants, Inc. and has prior experience at First Citizens Bank and several wealth management firms. Brinkley holds the Series 66 license and is based in Charlotte, NC. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and model-based self-directed brokerage account programs delivered through independent investment adviser representatives using a mix of fundamental, technical, and cyclical analysis.

Michael Mahoney is a financial advisor at Coastal Bridge Advisors with 32 years of industry experience. He previously worked at firms including Trinity Point Wealth, LLC, Morgan Stanley Distribution, Inc., and Voya Investment Management CO. LLC. Mahoney serves as Treasurer for American Legion Post 503 and the Brunswick County Chamber of Commerce and is a member of the Investment & Wealth Institute committee. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm uses a goal-based, fundamental analysis approach and constructs diversified portfolios, often incorporating external managers and specialized advisory services.

Brian Corbett is a financial advisor at First Citizens Asset Management, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior roles include over a decade at BMO Harris Financial Advisors and BMO Harris Bank, followed by five years at LPL Financial. First Citizens Asset Management, Inc. provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, municipalities, and institutions. The firm offers multi-asset class model portfolios utilizing fundamental, quantitative, and technical analysis with discretionary investment management focused on strategic asset allocation and risk control.

Logan Tingley is a Series 65-licensed financial advisor at 49 Financial with two years of industry experience. Based in Charlotte, NC, he joined 49 Financial in 2024 after completing eleven years as a student. 49 Financial serves a diverse client base, including individuals, trusts, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, long-term diversified asset allocation and manages proprietary model portfolios combined with behavioral coaching.

Drewry Isaacson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at CWA Asset Management Group. He has previously held roles at Fifth Third Bank, Fifth Third Securities, and BB&T. Outside of his advisory work, he is involved with B&B Builders of the Carolinas, a residential construction company. CWA Asset Management Group provides investment advisory and financial planning services to a diverse clientele including individuals, high-net-worth clients, family offices, and institutional investors. The firm utilizes proprietary research and models, offering both active and quantitative portfolio strategies with a focus on global diversification and advanced techniques tailored to client objectives.

Christian Little is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Ausdal, he worked at Wells Fargo and has experience in both educational and medical supply sectors. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets through a network of approximately 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations.

Jennifer Cute is a CFA® charterholder with 15 years of industry experience. She is currently an advisor at Snowden Capital Advisors LLC and Snowden Account Services LLC, having joined in 2025. Her prior experience includes roles at TD Bank N.A. and TD Private Client Wealth LLC from 2018 to 2025, Regions Financial Corporation from 2016 to 2018, and ICC Capital Management Inc from 2003 to 2008. Snowden Capital Advisors LLC primarily serves high-net-worth individuals and family offices, as well as institutional clients such as pension plans and endowments. The firm offers discretionary and non-discretionary portfolio management, financial planning, ERISA consulting, and access to model-based strategies implemented through various platforms and sub-advisers.

Jeri Glazer is a CFP® with six years of experience in the financial services industry, currently advising at IP Financial Advisory Services LLC. Her prior experience includes roles at Ameriprise and several insurance companies. She is also involved in independent insurance brokering, focusing on Medicare Supplement products with multiple providers. IP Financial Advisory Services LLC serves primarily individual retail clients, offering portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes personalized portfolio construction and discretionary management, utilizing various analytical approaches and maintaining a focus on non-high-net-worth retail investors and retirement plan participants.

Clarence Collins is a financial advisor with Foundations Investment Advisors LLC based in Charlotte, NC. He holds a Series 65 designation and has experience working since 2007, including a military career with the U.S. Army and roles at Driven Management, Stay Plugged In, and Alloy Investment Management. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and third-party sub-advisers to deliver tailored investment advice.

Jeremy Long is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 13 years of industry experience. His career includes roles at Principal Bank, Principal Financial Services, Principal Life Insurance Company, and Wells Fargo Clearing. He provides one-on-one investment advice to retirement plan participants eligible for distributions. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm operates within the Principal Financial Group family, leveraging integrated resources across affiliated entities to provide comprehensive investment solutions.

Matthew Marcus is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 designation. He has been with Principal Advised Services and affiliated Principal entities since 2026. Prior to joining Principal, Marcus worked in various roles including with Live Events Media Group and UNC Charlotte. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm integrates third-party and proprietary models and operates within the Principal Financial Group family, providing access to affiliated products and services.

Andrew Harris is a Series 66-credentialed financial advisor with one year of industry experience, currently serving at Principal Advised Services in Charlotte, NC. His prior experience includes roles at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., Nexseer Capital, and BNY Mellon. He also held positions related to investment advice and retirement consulting within the Principal Financial Group. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm integrates proprietary models and third-party tools within the Principal Financial Group family, leveraging affiliated entities for a range of financial products and services.

Michael Wassell is a financial advisor with First Citizens Asset Management, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Wells Fargo Bank NA and various First Citizens affiliates since 2018. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm offers global multi-asset class model portfolios using fundamental, quantitative, and technical analysis within discretionary investment management frameworks.

Michael Kearney is a financial advisor at Arkadios Wealth Advisors with 17 years of industry experience. He previously worked at Thrivent Investment Management and Thrivent Financial for Lutherans for over 15 years. He is registered as a Series 66 advisor. Outside of Arkadios, he is involved with SouthPark Capital and owns Solipo LLC, both related to financial advising and commission-based compensation. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering advisor-managed accounts, third-party money management, and financial planning. The firm employs a blend of fundamental, technical, and cyclical analysis, supports discretionary portfolio management through its internal Arkadios Managed Solutions team, and operates an integrated model combining advisory services, brokerage, and in-house portfolio support.

Evan Armstrong is a Series 66-licensed financial advisor with Ally Invest Advisors in Charlotte, NC, bringing one year of industry experience. His prior roles include positions at Ally Invest Securities LLC, Equitable Advisors, and Cardinal Financial Company Limited Partnership. Ally Invest Advisors manages discretionary portfolios for individual and high-net-worth clients using a combination of automated and advisor-led services. The firm employs model portfolios based on Modern Portfolio Theory, integrating both passive and actively managed ETFs, and serves a large client base through digital and automated processes.

Stephanie Baszner is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Ritholtz Wealth Management since 2023. Prior to joining Ritholtz, she spent seven years at The Vanguard Group, Inc. She holds a Series 63 license and is based in Charlotte, NC. Ritholtz Wealth Management serves individual and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance, utilizing diversified low-cost ETFs alongside tactical overlays and alternative investments.