Jack Bush is a Series 66-credentialed financial advisor with Principal Advised Services in Charlotte, NC, and has one year of industry experience. His background includes roles at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. He also has experience in tutoring and various customer service positions prior to joining the financial sector. 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 investment management program. The firm leverages a combination of third-party tools, proprietary models, and integration with affiliated Principal Financial Group entities to deliver its services.

Austin Portelance is a CFP® with eight years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. He previously worked at Edward Jones for seven years and spent time at the University of South Carolina. In addition to his role at Kestra, he is involved with Destination Wealth Advisors, where he provides financial planning, asset management, and client onboarding services. Kestra Private Wealth Services serves a diverse client base including individual investors, retirement plans, and institutional entities, offering a range of services such as advisor-managed portfolios, financial planning, wrap-fee programs, and private fund placement. The firm utilizes multiple advisory platforms and supports various investment strategies and products under firm supervision.

Jason Rindskopf is a financial advisor with Signal Advisors Wealth, LLC, holding a Series 65 credential and six years of industry experience. He has worked at several firms, including AE Wealth Management, Advisory Alpha, and Financial Independence Group. Rindskopf is also the author of the book *Survive the Crash*. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Cheryl Thompson is a financial advisor at Ally Invest Advisors with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with Ally Invest Advisors since 2020, following roles at Ally Invest Securities LLC and Fifth Third Securities. Outside of her advisory work, she serves as the treasurer and a board member for the local Carolina chapter of the Association of Certified Anti-Money Laundering Specialists (ACAMS). Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual platforms, offering ETF-based Robo Portfolios and personalized financial advice. The firm employs model portfolios based on Modern Portfolio Theory across five risk tiers and incorporates features such as tax-sensitive allocations and tax-loss harvesting.

Devin Young is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 designation and currently in their first year in the industry. Prior to joining Principal, Young held positions at Goldman Sachs and several other companies across diverse industries. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both nondiscretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates proprietary and third-party methodologies and operates within the Principal Financial Group family, enabling access to a range of affiliated products and services.

Bryant Trombly is a financial advisor at Kestra Private Wealth Services, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and Morgan Stanley. Outside of his advisory role, he is a partner at Destination Wealth Advisors and serves as an adjunct instructor facilitating online graduate classes. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting independent advisor decision-making alongside supervisory oversight.

Caden Minnich is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at Principal Securities, Inc., Principal Life Insurance Company, as well as work outside finance at Pangea Global Tea House, Gap, and Topgolf. Minnich also has a background in education with positions at Elon University and Haverling High School. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies and proprietary models to provide both non-discretionary recommendations and a discretionary investment management program, serving clients with a variety of employer plans and retail accounts.

Ryan Whitley is a CFP®-designated financial advisor with 18 years of industry experience, currently practicing with RFG Advisory, LLC. He has worked with firms including Waddell & Reed Inc. and Navipath Financial, where he is also involved as an owner and financial advisor. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, and a range of investment strategies, serving individuals, institutions, and retirement plans with both active and passive approaches.

Russell Martin is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Merrill and Truist Advisory Services. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through largely web-based and virtual solutions, offering ETF-based Robo Portfolios and personalized advice delivered via a third-party asset management platform.

Rachel Posner is a financial advisor with Cornerstone Wealth, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has worked at several firms, including Mutual Securities, Inc., Signature Intelligent Portfolios, and Signator Investors Inc. Outside of her advisory role, she also engages in food delivery services on a part-time basis. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, offering portfolio management, financial planning, and retirement plan consulting through model portfolios with discretionary management and options for alternative investments for qualified clients.

John Walker is a financial advisor at Stephens in Charlotte, NC, with 43 years of industry experience. He has been with Stephens since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as an Innovative Club Advocate for Rotary District 7680, supporting the growth of new Rotary clubs in North Carolina. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Katherine Grzeszczak is a financial advisor at Stephens in Charlotte, NC, holding a Series 66 designation and beginning her industry experience in 2026. Prior to joining Stephens, she worked at Barings and held various roles in healthcare, hospitality, and athletics. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Matthew Moyzis is a CFP® professional at Cornerstone Wealth with 18 years of industry experience. His prior roles include positions at Gratus Capital, The Vanguard Group, MML Investors Services, and Mass Mutual Life Insurance Company. Cornerstone Wealth Group is an SEC-registered investment adviser that serves individuals, trusts, estates, employer retirement plans, other advisers, and corporate entities. The firm offers portfolio management and financial planning through model portfolios using ETFs, mutual funds, stocks, bonds, and alternative investments, with regular reviews by its investment committee.

Joshua Kight is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Principal Advised Services since 2022 and has held roles at Principal Financial Services and Principal Life Insurance Company since 2016 and 2012, respectively. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients through nondiscretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models, serving clients within the Principal Financial Group family and other retail clients.

Connor Snook is a financial advisor at Ally Invest Advisors with 10 years of industry experience and holds a Series 66 designation. His prior experience includes a one-year tenure at Merrill and multiple roles within Ally Invest Advisors and Ally Invest Securities since 2019. Outside of advising, he works as a Senior Analyst in AML Quality Control for Ally Financial, supporting investigations related to financial crimes and compliance. 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 personal advice services, implementing model portfolios grounded in Modern Portfolio Theory across multiple risk tiers.

Landon Pate is a financial advisor with Principal Advised Services in Charlotte, NC. He holds a Series 66 designation and has been with Principal since 2026. Prior to joining Principal, his background includes roles in education and small business operations. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies with proprietary models and is part of the Principal Financial Group family, offering integrated access to affiliated bank products and investment management services.

Patrick Schultz is a CFP® with 20 years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. His prior experience includes roles at New York Life Investment Management, Purshe Kaplan Sterling Investments, and Neuberger Berman. Outside of advisory work, he also provides marketing consulting services for Armstrong, Fleming, & Moore. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term investment approach with customized portfolios and serves over 10,000 clients through a network of approximately 161 advisors.

David Stortz is a Series 66-licensed advisor with Principal Advised Services in Charlotte, NC. He has been with Principal Advised Services and affiliated entities, including Principal Bank and Principal Life Insurance Company, since 2026. Prior to joining Principal, Mr. Stortz has experience in various roles across multiple industries, including marketing and community-focused organizations. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models and benefits from its affiliation with Principal Financial Group and related entities.

Jamal Jordan is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has 19 years of industry experience, including eight years at Equitable Advisors, LLC and six years at Axa Advisors LLC. In addition to his advisory role, he manages digital product development for Ally Invest’s self-directed investment platform, focusing on product discovery and execution. Ally Invest Advisors serves a broad retail client base, offering discretionary portfolio management through automated services and advisor-led guidance. The firm utilizes ETF-based portfolios grounded in Modern Portfolio Theory, with automated allocation and rebalancing across multiple risk tiers and strategy variants, supporting both individual and high-net-worth clients.

Jeffrey Harris is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Ally Invest Advisors since 2021 and prior experience at Ally Invest Securities LLC and LPL Financial LLC. Outside of investment advising, he leads the Mortgage and Credit Card Executive Customer Relations teams at Ally Bank. Ally Invest Advisors serves a broad retail client base with discretionary portfolio management through automated and advisor-led services. The firm constructs ETF-based portfolios using Modern Portfolio Theory across multiple risk tiers and integrates digital processes to manage tens of thousands of client accounts efficiently.