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.

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.

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.

Ross Marynell is a financial advisor with Advisory Alpha, LLC, holding a Series 65 credential and 14 years of industry experience. He has worked at Advisory Alpha since 2020 and has prior experience with Planners Alliance LLC, Vertex Capital Advisors, LLC, and AlphaStar Capital Management. Outside of his advisory role, he is a licensed insurance agent involved in selling annuities, health, and life insurance products through Vertex Capital Advisors. Advisory Alpha serves individual and high-net-worth investors with portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors, offering a broad menu of managed portfolio series that include factor, hedged, and manager-of-managers strategies.

Steven Mrozek is a financial advisor at Blueprint Financial Advisors with 28 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Maplewood Investments, BFC Planning, Berthel Fisher & Company Financial Services, Fragasso Wealth Advisors, Mid Atlantic Financial Management, and Gateway Financial Wealth Management. Outside of his advisory work, he serves as treasurer for the Neshannock Lions Club, a nonprofit organization. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm managing approximately $1.4 billion in client assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a globally diversified investment approach that integrates strategic and tactical asset allocation using price-driven trend-following and momentum rules.

William Herford is a ChFC® credentialed financial advisor with 35 years of industry experience. He currently serves at Arkadios Wealth Advisors and Arkadios Capital, where he has worked since 2020. Prior to this, he was with Triad Advisors, Inc. from 2014 to 2020. He is also the owner and president of Exclusive Financial Resources, LLC, which manages marketing and operations for his securities business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of managed accounts and advisory solutions. The firm employs a discretionary management approach supported by an internal portfolio team and offers comprehensive reporting that includes assets held away from their programs.

James Newman is a CFP® with 11 years of industry experience and currently serves at Ascentis Independent Advisors, LLC. His prior roles include positions at UBS, Ameriprise, and ORG Partners. He holds a Series 66 license and is also insurance licensed. Ascentis Independent Advisors provides asset management, financial planning, and retirement plan consulting to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers tailored investment advice across a range of securities and utilizes discretionary management, third-party managers, and a Private Direct Investments program.

Connor Crayne is a financial advisor at Modera Wealth Management, LLC in Charlotte, NC, with two years of industry experience. Prior to joining Modera in 2026, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors (DBA Tristate Financial Advisors) from 2024 to 2026. He previously served nine years in the U.S. Navy. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm emphasizes diversified asset allocation based on Modern Portfolio Theory and combines investment management with in-house accounting and tax services.

Wesley Hodges is a financial advisor at OneAscent Financial Services LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and Securities America, Inc. Hodges is also a licensed insurance agent who occasionally sells term life insurance for client convenience and holds an ownership position in Pure Tax LLC. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions through multiple advisory teams. The firm offers a range of asset management and financial planning services utilizing individualized asset-allocation strategies and model-based platforms, with additional services including outsourced CIO, CCO support, and donor-advised fund technology.

Clinton Townsend is a CFA® charterholder and holds a Series 65 license, with 7 years of industry experience. He is currently with Bragg Financial Advisors, Inc., where he has worked since 2023, following a seven-year tenure at Laurel Wealth Advisors, LLC. Bragg Financial Advisors, Inc. is a family-owned, SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm focuses on strategic asset allocation, diversification, and long-term holdings, offering discretionary portfolio management and managed-account services, including sub-advisory roles for mutual funds.