Anthony Montanari is a financial advisor at Prospera Financial Services, Inc. in Charlotte, NC, with 27 years of industry experience. He has held roles at Capital Guardian Wealth Management, Citigroup Global Markets, and Prudential Equity Group. Montanari is a Series 63 and Series 65 license holder. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

William Etheridge Jr. is a financial advisor at Hilltop Securities Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets Corporation for 17 years. Hilltop Securities Inc. provides brokerage, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs supported by an open-architecture platform and a variety of investment strategies.

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 with 25 years of industry experience, currently serving at Modera Wealth Management, LLC since 2020. Her prior experience includes roles at Keatley Wealth Management, LLC, LPL Financial, LLC, and MSI Financial Services, Inc. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and integrates investment management with accounting, tax, and business coaching services.

Phillipe Toupin is a CFP® with eight years of industry experience, currently serving as a financial advisor at Aprio Wealth Management, LLC. His prior experience includes roles at Jones Gregg Financial, LLC and Business Acquisition & Merger Associates. He is also an insurance agent with Aprio Risk Management, LLC. Aprio Wealth Management offers discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios based on client objectives and risk tolerance, using a mix of asset classes and specialized strategies, and is part of a broader Aprio group that integrates tax, accounting, and benefit consulting services.

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® certificant with 16 years of industry experience. He is currently with Ascentis Independent Advisors, LLC and has previously worked at ORG Partner's LLC, Defender Capital, Kestra Investment Services, LLC, and Wells Fargo Clearing. He has also served as a Personal CFO since 2013. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a mix of discretionary management, third-party managers, and platform solutions, including a Private Direct Investments program for illiquid private funds.

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.

Cooper Courtney is a CFP® professional at Forvis Mazars Wealth Advisors, LLC with two years of industry experience, including his current role beginning in 2024. Prior to joining the firm, he was a student from 2016 to 2024. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofit organizations. The firm employs a customized investment approach that combines active and passive strategies within an integrated service model alongside tax, accounting, and family-office services offered by its parent firm.

Harrison Gewirtz is a financial advisor with Principal Advised Services in Charlotte, NC. He holds a Series 66 designation and has recently entered the industry. His prior experience includes roles at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., and a variety of organizations outside finance, including healthcare and analytics firms. Principal Advised Services offers investment advice primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models through both non-discretionary recommendations and a discretionary wrap-fee management program called SimpleInvest. The firm is part of Principal Financial Group, leveraging its affiliated entities to provide integrated investment and banking solutions.

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 at Cary Street Partners with 36 years of industry experience. His prior roles include positions at Morgan Stanley, Raymond James & Associates, Credit Suisse Securities, and Luxe Lifestyle Magazine. He holds Series 63 and Series 65 licenses. Cary Street Partners offers discretionary and non‑discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and proprietary strategies through its affiliated asset manager, serving niche institutional clients such as state and municipal government entities and insurance companies.

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.