Jonathan Heim is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Principal Financial Services and Principal Life Insurance Company. He also has experience in the parking management sector and the mortgage industry through Angel Oak Home Loans. 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 third-party tools and proprietary models and benefits from its affiliation with Principal Financial Group entities, providing access to a range of proprietary financial products.

Melissa Boyer is a CFP® professional at Modera Wealth Management, LLC with 24 years of industry experience. She has held positions at Keatley Wealth Management, LPL Financial, and MetLife Investors Dist Co prior to joining Modera in 2020. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and selected alternative strategies tailored to client objectives and risk tolerance.

Eric Housman is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC since 2020. He previously worked at Fifth Third Securities, Inc. and Fifth Third, accumulating over two decades of experience within the Fifth Third organization. Outside of his advisory role, he is an owner and landlord of a rental property in North Myrtle Beach, SC. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, utilizing both affiliated and third-party managers.

Thomas Worth III is a CFP® with 16 years of industry experience. He is currently with Ascentis Independent Advisors, LLC and previously worked at Defender Capital and ORG Partner's LLC. Worth also operates as a Personal CFO. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers a broad range of services including asset management, comprehensive portfolio management, and financial planning, utilizing portfolios composed of both public and private securities that are actively monitored and rebalanced.

Robin Slaughter is a CFP® with 41 years of industry experience, currently serving as an advisor at Royal Fund Management, LLC. He has held positions at firms including Center Street Advisors, Alphastar Capital Management, and Maximum Advisory. Since 1997, he has been owner and president of Retirement & Estate Planning Services, Inc., where he provides retirement and estate planning strategies and tax consulting. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement customized investment strategies and offers services including options writing, third-party manager oversight, and defined contribution plan management.

Nickolas Sherek is a financial advisor at Choreo, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at UBS and U.S. 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.

Matthew Odom is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services and MSI Financial Services, as well as a decade at Odum Adjusting Company. He also serves as Manager-Compliance for Ally Invest Advisors. 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 advice services built on Modern Portfolio Theory across five risk tiers.

Andrew Currin is a financial advisor at Credit Union Investment Services with Series 63 and Series 65 licenses and three years of industry experience. He has held roles with SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union since 2022, and previously worked in education and insurance. Outside of advisory work, he serves as a Financial Advisory Services Specialist at State Employees' Credit Union and is an agent with SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm’s salaried advisers provide recommendations while clients retain decision authority, and it operates as a subsidiary of State Employees’ Credit Union alongside several affiliated entities.

Jeremy Grant is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Cornerstone Wealth. He has worked at multiple financial firms, including Mutual Securities, Cornerstone Financial Partners, Cornerstone Financial Advisors, and LPL Financial. Grant is also involved with an insurance agency as part of his other business activities. 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, retirement plan consulting, and access to affiliate-managed private investment vehicles.

James Hartman is a Series 65-licensed financial advisor with McAdam LLC in Charlotte, NC, where he has worked since 2021. He has four years of industry experience, including prior roles at FMI Capital Advisors, Leedon Park Capital, and Covenant Capital LLC. Outside of his advisory work, he is involved in fixed insurance sales through McAdam Institutional Brokerage. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to build diversified portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a range of specialized strategies alongside a subscription-based financial planning service.

Domenico Napolitano is a financial advisor at Ally Invest Advisors in Charlotte, NC, with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wingate University before joining Ally Invest Securities and Ally Invest Advisors. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interactions. The firm offers ETF-based Robo Portfolios, automated investing pilots, and Financial Advisor-delivered Personal Advice services using model portfolios structured on Modern Portfolio Theory across five risk tiers.

Sheri Bartyzel is a financial advisor at Ally Invest Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses with eight years of industry experience. She has worked at Ally Invest Advisors since 2022 and previously at LPL Financial from 2013 to 2017. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, providing discretionary portfolio management through automated services and advisor-led guidance. The firm’s investment approach employs Modern Portfolio Theory with model allocations across multiple risk tiers and uses primarily ETFs, combining automated algorithms with supervised monitoring.

Lekshmi Rajaram is a financial advisor with CG Advisory Services in Charlotte, NC, holding Series 65 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include positions at LPL Financial LLC, Wells Fargo Securities, and UBS Financial Services. CG Advisory Services is an SEC-registered advisory firm serving individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm employs a largely model-driven investment approach, supplemented by fundamental and technical research, options strategies, and alternative investments, supported by AI tools and an Investment Committee.

Mariana Vega Ortega is a financial advisor at Arete Wealth Advisors, LLC in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Arete, she worked at H & Co LLP for four years. Outside of her advisory role, she is the owner of Blackbull Holding Group LLC, a business involved in the import and export of classic cars. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm uses a combination of advisor-driven and proprietary model allocations, third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

William Richmond is a financial advisor with Cary Street Partners, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Luxe Lifestyle Magazine. Richmond has been with Cary Street Partners since 2020. Cary Street Partners serves a diverse client base, including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers a range of services such as portfolio management, financial planning, and fiduciary services, utilizing proprietary strategies and AI tools alongside human oversight.

Riley Wolfram is a financial advisor with Principal Advised Services and holds a Series 66 designation. Based in Charlotte, NC, Wolfram has one year of industry experience, including roles at Principal Life Insurance Company, Principal Bank, and Wells Fargo. Prior to entering the financial sector, Wolfram worked in various positions including at Davidson College and Girls on the Run Greater Charlotte. 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, wrap-fee investment management program called SimpleInvest, leveraging proprietary and third-party models supported by affiliated entities within the Principal Financial Group.

Jonathan Faynik is a financial advisor at Earned Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Schenley Capital and Northwestern Mutual. His background also includes roles outside finance, such as teaching at Denfeld High School and Robert Morris University. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, focusing particularly on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, employing a diversified, buy-and-hold investment approach supported by an internal Investment Strategy Committee and third-party consultants.

Andrew De Angelis is a CFA® charterholder with 19 years of industry experience. He is currently with Venture Visionary Partners LLC and previously worked at KeyBanc Capital Markets Inc. and Sidoti & Company, LLC. Venture Visionary Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a combination of fundamental, technical, and modern portfolio theory approaches to customize portfolios and provides both discretionary and non-discretionary management alongside retirement-plan consulting and implementation.

Neill Nelson is a financial advisor at Principal Advised Services with one year of industry experience. He holds a Series 66 designation and has worked at various entities within the Principal Financial Group, including Principal Bank and Principal Life Insurance Company. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program. The firm is part of the Principal Financial Group family, leveraging proprietary models and affiliated resources to serve its clients.

Deborah Stamets is a Series 65-licensed financial advisor with Merit Financial Advisors in Davidson, NC. She has seven years of industry experience and has been with Merit Financial Group since 2015. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices and managing about $23.9 billion in client assets. The firm provides coordinated wealth-management services and uses a long-term, diversified investment approach supported by an internal Investment Management team and Investment Committee.