Jon Yancey is a financial advisor with AlphaStar Capital Management in Cornelius, NC, holding a Series 65 credential and 11 years of industry experience. He has been associated with AlphaStar since 2014 and is president of Yancey Financial, LLC, where he also works as an insurance agent specializing in fixed annuities and life insurance. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and other advisers. The firm employs both model and customized strategies using strategic asset allocation and quantitative analysis, and provides a range of portfolio management and consulting services.

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.

William Averkamp is a financial advisor at Altitude Capital Management LLC with a Series 65 credential. He has professional experience including 14 years at Wells Fargo and more recently has been with Altitude Capital Management LLC and Harborlight Wealth since 2026. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm uses a variety of investment approaches tailored to client goals and risk tolerance, operating managed account programs with $103.6 million in discretionary assets under management.

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.

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®-credentialed financial advisor with 20 years of industry experience, currently with Concurrent Investment Advisors, LLC. He has worked at firms including New York Life Investment Management, Purshe Kaplan Sterling Investments, and Neuberger Berman. Outside of his advisory role, he provides marketing consulting for Armstrong, Fleming, & Moore. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, with approximately $15.7 billion in assets under management and a multi-office platform.

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.

Ryan Asher is a financial advisor at Prosperity Capital Advisors in Charlotte, NC, holding a Series 66 credential with four years of industry experience. His prior work includes roles at Sovereign Financial Group, CG Advisor Network, Curran Financial Partners, and Mass Mutual. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using core risk-based portfolios and specialized strategies, and it offers a range of intermediary services including TAMP, sub-advisory, and Fund Strategist roles.

William Allen II is a financial advisor at Cary Street Partners with 25 years of industry experience. He holds Series 66 and Series 63 designations and has been with Cary Street Partners since 2015. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers a range of investment and financial planning services, utilizing proprietary strategies, third-party managers, and AI tools to support portfolio management.

Nnamdi Anyafo is a financial advisor with Simplicity Wealth in Charlotte, NC, holding a Series 65 designation and bringing 11 years of industry experience. He has previously worked with Alphastar Capital Management and currently holds roles at Freedom Financial Advantage, LLC, and NCI Wealth Management, Inc. Outside his advisory work, he is a partner and tax preparer at two tax and accounting businesses affiliated with H&R Block. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers a range of advisory and managed account services combined with technology and operational support for other advisers.

John Currier is a financial advisor at United Brokerage Services, Inc. based in Charlotte, NC, holding Series 63 and Series 66 designations with 28 years of industry experience. His prior roles include positions at Patrick Capital Markets, LPL Financial, Independent Advisor Alliance, idSquares, and DWS Distributors. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm focuses on strategic and tactical asset allocation, utilizing mutual funds, ETFs, individual equity and fixed income selection, and third-party research, typically offering advice on a non-discretionary basis.

John Moore is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 credential and one year of industry experience. He has held multiple roles within the Principal Financial Group affiliates since 2025, including positions at Principal Bank and Principal Life Insurance Company. 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 called SimpleInvest. The firm integrates third-party methodologies with proprietary models and benefits from operational ties within the Principal Financial Group family, enabling access to affiliated products and services.

Alec Luna is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 designation and just beginning his career in the industry. His experience includes roles at Principal Securities, Principal Bank, Principal Life Insurance Company, and Bankers Life Advisory. Outside of advising, he has worked in sales and education roles within a banking environment. 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 called SimpleInvest. The firm combines third-party methodologies with proprietary models and leverages its affiliation with Principal Financial Group to offer access to affiliated funds, bank products, and trading services.

Dwain Gullion is a financial advisor at Blueprint Financial Advisors with 14 years of industry experience. He holds a Series 65 credential and has worked at several firms, including Securities America Advisors, Inc. and Deep River Capital Advisors, LLC. Gullion serves as a board member of Bethesda Family Ministries and is president of The Abba Fund, Inc. Blueprint Financial Advisors is a multi-advisor firm offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets using a globally diversified investment approach that incorporates a proprietary strategic-and-tactical framework based on price-driven trend-following and momentum rules.

David Winslow is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. Prior to joining Choreo, he worked for 15 years at RSM US Wealth Management LLC. He holds the Series 63 and Series 66 licenses. Choreo provides investment and advisory services to a wide range of clients, including individual investors, family offices, endowments, foundations, and corporate clients. The firm focuses on strategic asset allocation and diversified model portfolios managed by a centralized team, offering services such as portfolio management, financial planning, OCIO consulting, and specialized advice like 1031 exchanges and Deferred Sales Trust™ consulting.

Tanner Smith is a financial advisor with Principal Advised Services and holds a Series 66 designation. He has been with Principal Advised Services, Principal Securities, Inc., and Principal Life Insurance Company since 2026 and has eight years of prior self-employed experience. He is based in Huntersville, North Carolina. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering a combination of non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm is part of the Principal Financial Group family and integrates proprietary models and third-party methodologies with governance oversight to serve its clients.

Kevin Stewart is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Modera Wealth Management, LLC and previously worked at LPL Financial and The Vanguard Group, Inc. Kevin is based in Charlotte, NC. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors, offering wealth and portfolio management, retirement plan consulting, financial planning, tax services, and business coaching. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and integrates investment management with in-house accounting and ancillary services.