Elizabeth Ward is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners since 2019. Her prior experience includes roles at Workable Wealth, A. Ward Financial Planning LLC, and First Financial Group. Abacus Wealth Partners provides financial planning, consulting, and both discretionary and non-discretionary investment management to a diverse client base including individuals, high-net-worth clients, families, and institutional entities. The firm employs an asset-class investing approach grounded in academic research, utilizing no-load mutual funds, ETFs, and passive institutional funds, while incorporating ESG screening and private pooled vehicles in suitable portfolios.

Evan Hudak is a financial advisor at Choreo, LLC with a Series 65 designation and less than one year of industry experience. Prior to joining Choreo, he held roles at Baird and Indiana University. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a quantitative and committee-driven investment process, offering services such as discretionary portfolio management, financial planning, outsourced CIO, and specialized consulting for ultra-high-net-worth clients.

Maximilian Hillerbrand IV is a financial advisor with 49 Financial in Charlotte, NC, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments, and has prior professional experience in the food service industry. Outside of advisory work, he assists clients with life insurance and annuity products as a licensed insurance agent. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, providing financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and blends multiple analytical methods, managing proprietary and external model portfolios with ongoing monitoring and client behavioral coaching.

Thomas Walker is a Series 65-licensed advisor with Impact Partnership Wealth, LLC, and has been in the industry for one year. He is also the founder and president of Walker Capital Preservation Group, where he has been involved since 2014, focusing on fixed and life insurance sales and federal benefit education. Outside of his financial advisory work, Walker performs guitar for charity events. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating on a wrap-fee platform supported by a third-party services provider.

Max Kuhle is a Series 65-licensed advisor at 49 Financial in Charlotte, NC, with less than one year of industry experience. Prior to joining 49 Financial, he held various roles including at TST Fab & Machine and Beach Cages, LLC, and spent several years in full-time education. 49 Financial serves a diverse client base ranging from retail and high-net-worth individuals to institutions, offering financial planning, retirement-plan consulting, and investment management. The firm’s investment approach focuses on disciplined, long-term diversified asset allocation using a blend of fundamental, cyclical, technical, and behavioral analysis.

Eric Fritz is a financial advisor at CG Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has previously worked at LPL Financial, Geneos Wealth Management Inc., and WFG Investments, Inc. Fritz also has a business entity unrelated to investment advisory activities. CG Advisory Services is an SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a largely model-driven investment approach combined with customized portfolio management, financial planning, and access to alternative investment platforms.

Jeffrey Phillips is a financial advisor with Blueprint Financial Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes nearly a decade at Securities America Advisors and Securities America Inc, followed by roles at OSAIC and Maplewood Investments Inc. He serves as a board member for two elementary charter schools affiliated with National Heritage Academies. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in assets, offering portfolio management, financial planning, and retirement consulting services to individuals, trusts, pension plans, and nonprofit organizations. The firm employs a strategic-and-tactical investment approach that integrates trend-following and momentum rules across diversified asset classes.

Jason Craig is a financial advisor at Prospera Financial Services, Inc. with 24 years of industry experience. He has held positions at Prospera since 2013, following prior roles at TCA Financial Group, LLC, Wells Fargo Clearing, and Banc Of America Investment Services, Inc. He holds Series 63 and Series 65 designations. 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 and portfolio management through multiple advisory programs and platforms.

Derrick Morgan is a financial advisor at SAX Wealth Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Dimensional Fund Advisors and The Auxin Group. Outside of his advisory role, Morgan owns an urban farming business called Queen City Greens CLT LLC, which grows and sells microgreens. SAX Wealth Advisors provides investment management and comprehensive financial planning to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes long-term, evidence-based asset allocation using low-cost, passively managed funds, supplemented by customized fixed-income strategies, sub-advisers, and alternative investment advisory services.

John Bragg III is a CFP® with 37 years of experience and serves at Bragg Financial Advisors Inc in Charlotte, NC. He was previously with Queens Road Securities, LLC for 19 years. Bragg Financial Advisors, Inc. is a family-owned SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation, broad diversification, and longer-term holdings, providing discretionary portfolio management, financial planning, and managed-account services.

Paul Zodtner is a financial advisor at Ritholtz Wealth Management with 12 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for six years before joining Ritholtz in 2019. Outside of his advisory role, he has fiduciary responsibilities such as acting as a trustee or personal representative. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment approach focused on asset allocation and behavioral finance, using diversified, low-cost ETFs alongside tactical overlays and alternative investments, and provides digital platforms for model portfolio implementation and management.

Peter Dolan Jr. is a financial advisor at Ally Invest Advisors with three years of industry experience. He holds the Series 63 and Series 66 credentials. His work history includes roles at Ally Invest Securities LLC, Ally Bank, Lowe’s Companies Inc., and Dolan Landscape Service. Ally Invest Advisors provides discretionary portfolio management mainly to individual and high-net-worth clients through web-based platforms and virtual interaction, offering ETF-based Robo Portfolios as well as advisor-delivered personal financial advice.

Jeffrey Hillesland is a financial advisor at Merit Financial Advisors in Charlotte, NC, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for eight years. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation with a combination of internal management, third-party managers, and customizable model portfolios.

Shaun Moynihan is a financial advisor at Coppell Advisory Solutions LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Dempsey Lord Smith, LLC, Kalos Management, Kalos Capital, and Belmont Capital Advisors. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporate clients. The firm provides discretionary portfolio management and financial planning through a flexible investment approach that incorporates internally developed asset allocation models and both fundamental and technical analysis.

Malik Pearson is a financial advisor at IP Financial Advisory Services LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at IP Financial since 2019. Prior to this, he was involved with Innovation Partners LLC and Truth of Touch Apparel. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and specialized consulting services. The firm emphasizes personalized portfolio construction and offers a range of analytical approaches and consulting tools tailored to non-high-net-worth individuals and retirement plan participants.

Konrad Brown is a financial advisor at United Capital Financial Advisors with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at CETERA Advisor Networks LLC and Girard Securities, Inc. He is the owner of KB Group Sales & Leasing, Inc., a retail company based in Fort Lauderdale, FL. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse range of clients, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm’s investment teams employ client-specific financial plans to guide asset allocation and utilize a platform that supports customization and access to third-party strategies, alternative investments, and related services.

Wesley Mattox is a CFA® charterholder with seven years of industry experience. He is currently with Exodus Wealth, LLC and previously worked at Prosperity Wealth Management, Integrated Financial Strategies, Wolfe Research Advisors, Wolfe Research, and Evaluserve. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, and consulting services. The firm employs a mix of fundamental, technical, and cyclical analysis to tailor portfolios composed of various public and private investments, conducting regular reviews and ongoing due diligence.

Benton Bragg is a CFP® and CFA® with 33 years of experience in the financial advisory industry. He has worked at Bragg Financial Advisors since 1993 and spent 20 years at Queens Road Securities, LLC. Bragg serves on the finance committees and boards of several nonprofit organizations, including the Mecklenburg County Council of Boy Scouts, Wingate University, Dowd YMCA, and Davidson College Presbyterian Church. Bragg Financial Advisors, Inc. is a family-owned SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation, diversification, and longer-term holdings through discretionary portfolio management and managed-account services, and also manages and sub-advises mutual funds.

Cameron Rebant is a financial advisor at Choreo, LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services, Hantz Financial Services, Jackson National Life, and Citizens 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.

James Winters III is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 licenses and having three years of industry experience. His career includes roles at Principal Financial Services, Principal Bank, Principal Life Insurance Company, and Cardinal Financial. He also has experience working outside the financial sector, including at Wofford College and Carolinas Animal Hospital. 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 investment management program, leveraging a combination of third-party methodologies and proprietary models within the Principal Financial Group family.