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.

Phillipe Toupin is a CFP® accredited financial advisor with seven years of experience, currently with Aprio Wealth Management, LLC. His prior roles include positions at Jones Gregg Financial, LLC, and Business Acquisition & Merger Associates. He also serves as an insurance agent at Aprio Risk Management, LLC on a part-time basis. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, qualified retirement plans, trusts, and business entities. The firm employs asset allocation combined with various investment techniques and maintains continuous monitoring of client portfolios, supporting its advisory services with affiliated tax and pension consulting resources.

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.

Jia Min is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at CG Advisory Services with two years of industry experience. Prior to joining CG Advisory Services, Jia worked at Eastern Bank, Canaccord Genuity, Oppenheimer & Co., and the U.S. Steel & Carnegie Pension Fund. CG Advisory Services is an SEC-registered firm that provides discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a model-driven investment approach supported by an Investment Committee and integrates AI tools alongside fundamental and technical analysis to tailor strategies to client objectives.

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.

Jacob Chandler is a financial advisor with Inspire Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Inspire Advisors since 2019, previously working at Ameriprise Financial Services from 2007 to 2019. Chandler is also the owner and director of JKC Consulting Inc. and serves as a fund manager for the Inspire Tactical Balanced ESG ETF. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing in its strategies and employs a combination of quantitative, fundamental, and technical analyses, often implementing portfolios through model allocations and proprietary ETFs.

David Stiff is a financial advisor at Credit Union Investment Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Credit Union Investment Services, he worked at Equitable Distributors, LLC and PJ Robb Variable Corp. He also serves as a Financial Advisory Services Specialist at State Employees' Credit Union and as an agent for SECU Life Insurance Company. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and financial planning with a focus on long-term, goals-based investing using low-cost mutual funds and ETFs. The firm operates within a credit union ecosystem and emphasizes salaried advisors who do not receive commissions on recommended products.

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.

Cooper Courtney is a CFP® professional at Forvis Mazars Wealth Advisors, LLC with two years of industry experience. He joined the firm in 2024 following eight years as a student. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm combines financial planning with discretionary and non-discretionary investment management, utilizing a committee-approved portfolio construction approach and offering coordinated tax and accounting services through its affiliation with a national professional services parent.

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.

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.

Jordan Nichols is a financial advisor with Credit Union Investment Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been affiliated with Members Trust Company since 2015, SECU Life Insurance Company since 2014, and State Employees’ Credit Union since 2011. Outside of his advisory roles, Nichols owns The Wooden Nickel Woodworking LLC, a business focused on woodworking projects and children's furniture. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost index mutual funds and ETFs, operating within a credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.

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.

William Newton Jr. is a CFP® with 24 years of industry experience, currently serving at Archer Investment Corporation since 2011. He also operates Newton Wealth Management and has been a CPA since 1976. His additional business activities include involvement in fixed insurance, life, and annuities. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, offering services through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

Christopher Kemper is a financial advisor with Blueprint Financial Advisors in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Kingswood Capital Partners and Cambridge Investment Research Advisors. Outside of advisory roles, he is a fitness instructor at Fitness Connection and serves as president of Fulcrum Wealth Advisors, a firm involved in life insurance and long-term care sales. Blueprint Financial Advisors is a multi-advisor firm that provides portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets, employing a proprietary strategic-and-tactical framework to build globally diversified portfolios across multiple asset classes.

Graham Jones is a CFP® certificant with nine years of industry experience currently with Blueprint Financial Advisors. He has previously worked at Securities America Advisors and Deep River Capital Advisors, among other firms. Outside of his advisory role, Jones is a foster care parent through a private agency affiliated with the Department of Social Services. Blueprint Financial Advisors is a multi-advisor firm that provides portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm employs a strategic and tactical investment approach across diversified asset classes and offers access to private placements and illiquid investments.