Anthony Bridges is a financial advisor at Forvis Mazars Wealth Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Prior to his financial services career, he was involved in education at the University of North Carolina Wilmington and Richard J. Reynolds High School. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides financial planning, investment management, and consulting services, managing approximately $12 billion in assets while integrating wealth management with coordinated tax and accounting services through its affiliation with a national professional services firm.

Christopher Shaw is a financial advisor with NFSG Corporation, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at Newbridge Financial Services Group, Pruco Securities LLC, and Kalos Capital Inc. Outside of his advisory work, he serves as treasurer and bookkeeper for Resurgence PPG, a nonprofit providing powered paragliding therapy to disabled veterans, and he is the head varsity soccer coach at South Point High School. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary asset management and employs an internal portfolio manager to support its advisors, utilizing a variety of investment styles and third-party asset managers.

Philip Brody is a financial advisor with CWA Asset Management Group in Charlotte, NC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at CWA Asset Management Group since 2014, following seven years at Byron Financial, LLC and one year at Kestra Investment Services, LLC. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, and institutional investors. The firm employs a range of active and quantitative strategies based on proprietary research and models, combining global diversification with techniques such as short selling, tax-aware strategies, and the selective use of artificial intelligence.

John Thacker II is a Certified Financial Planner® with 17 years of industry experience. He has been with SignatureFD, LLC since 2019 and previously worked at Cornerstone Wealth Group, LLC, Cornerstone Financial Advisors, and LPL Financial. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing wealth management, retirement plan management, and consulting services. The firm manages portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

Richard Myrick is a Series 65-licensed advisor with First Advisors National, LLC. He has been with the firm since 2026 and has over a decade of experience working with Virtual SC and the Clover School District. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and implements client strategies through third-party money managers, employing tactical and strategic asset allocation methodologies.

Marc Horgan is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with First Citizens Asset Management, Inc. and holds a management role at SVB Wealth LLC, a wholly owned subsidiary of First Citizens Bank & Trust. His career includes positions at First Citizens Bank and affiliated entities dating back to 1998. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm employs a multi-team platform with discretionary management of approximately $167 million, utilizing global multi-asset model portfolios and a combination of quantitative and qualitative investment criteria.

Sampson Reavis Jr. is a financial advisor at Asset Allocation Strategies, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Arthur J Gallagher and GLP Investment Services. Outside of his advisory role, he serves as a board member and secretary for Lions Services, a nonprofit helping the blind, and volunteers with Seeds of Hope, a scholarship organization in Charlotte. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced quantitative asset allocation models and offers both discretionary and non-discretionary services through diversified portfolios, including ETFs and third-party managers.

Joseph Roseman Jr. is a financial advisor at Simplicity Wealth with over 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Retirement Capital Planners, LLC and O'Dell, Winkfield, Roseman & Shipp, LLC. In addition to his advisory role, he owns Roseman Financial, where he markets annuities, long-term care, and life insurance products. Simplicity Wealth serves a diverse client base ranging from individuals to institutional investors and other financial firms. The firm employs a fund-of-funds approach primarily using ETFs, mutual funds, and selected individual securities, while providing advisory and operational services including a managed account platform and technology solutions for advisers.

Lynn Lins De Araujo is a financial advisor at Bragg Financial Advisors Inc with the CFP® designation and Series 63 license. She has six years of industry experience and has worked at Wachovia Securities, LLC and Wachovia Bank, N.A. since 2002. Bragg Financial Advisors, Inc. is a family-owned, SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm emphasizes strategic asset allocation, broad diversification, and longer-term holdings, offering discretionary portfolio management, financial planning, and managed-account services.

Sean Powley is a CFP® with 10 years of experience in the financial services industry. He is currently with Facet Wealth, where he has worked since 2022. His previous experience includes roles at UBS Financial Services and The Vanguard Group. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses technology-driven processes and model-based asset allocations, offering a range of services including portfolio design, retirement and tax planning, and estate planning referrals.

Mark Rothwell is a CFP® professional with three years of industry experience, currently serving at ValMark Advisers, Inc. He previously worked at State Street Corporation for eight years and has held a COO and Director of Financial Planning role at Scott Jones Financial since 2021. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and sub-advisory services.

Bryan Woodell Sr. is a financial advisor at Blueprint Financial Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Penn Mutual Life Insurance and Hornor Townsend & Kent. He also operates Emerald Financial Group, providing brokerage and advisory services along with multi-line insurance products. Blueprint Financial Advisors is a multi-advisor firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities with portfolio management, financial planning, and retirement consulting. The firm manages approximately $1.4 billion in assets and employs a strategic, trend-following approach to global diversified portfolios.

Connor Emmert is a financial advisor at Coppell Advisory Solutions LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Ameriprise, Fisher Investments, and Merrill. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning services to a broad client base, including high net worth individuals, pension participants, trusts, estates, charitable organizations, and business entities. The firm employs an open-architecture platform with tailored investment strategies and a diverse range of investment tools, managing over $1.1 billion in client assets.

Matthew Papandrea is a CFP® with 18 years of industry experience, currently serving at Ritholtz Wealth Management. He has worked at The Vanguard Group since 2008. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering comprehensive portfolio management and financial planning services. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Steven Scruggs is a CFA® charterholder with 26 years of experience in the financial services industry. He has worked at Bragg Financial Advisors Inc since 2000 and previously spent 20 years with Queens Road Securities, LLC. Bragg Financial Advisors, Inc. is a family-owned investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm emphasizes strategic asset allocation, diversification, and rebalancing, offering discretionary portfolio management and financial planning services, often through portfolio models managed directly or by independent managers.

Anthony Hinds Fritz is a CFP® and ChFC® with 16 years of industry experience. He has been with IP Financial Advisory Services LLC since 2019 and also maintains roles at Innovation Partners LLC and as an independent life insurance agent. Fritz serves as a board member of the Financial Planning Association of Central New York and is the committee chair for the ALS Association. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm provides a range of services including discretionary portfolio management and access to third-party investment advisors, with an emphasis on non-high-net-worth individuals.

Stephen Norton is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Belmont Capital Advisors, Cambridge Investment Research Advisors, Dempsey Lord Smith, LLC, Kalos Management, and Centermark Capital Management. Outside of his advisory work, he is involved as an agent in the insurance and human resources sector. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, high net worth clients, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm uses an open-architecture platform to implement tailored investment strategies with continuous monitoring and rebalancing.

Katherine Pepper is a financial advisor at First Citizens Asset Management, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various First Citizens entities since 2006. Pepper serves as a board member for the Cabarrus Rowan Community Health Center. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages global, multi-asset model portfolios using a multi-team platform and integrates both quantitative and qualitative research in its discretionary management approach.

Richard Adams Jr. is a financial advisor with CG Advisory Services in Charlotte, NC, holding a Series 66 credential and nine years of industry experience. He has worked with Capital Asset Advisory Services LLC, Geneos Wealth Management, and CG Financial Services of North Carolina. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through proprietary model portfolios, third-party managers, and customized private equity and hedge fund access.

Mario Brown is a financial advisor at IP Financial Advisory Services LLC with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including VALIC Financial Advisors, Merrill, and New York Life. Outside of his advisory role, Brown serves as a non-commissioned officer in the Army Reserve and teaches business-related courses at Valencia College. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on non-high-net-worth investors and retirement plan participants. The firm offers portfolio management, financial planning, and consulting services, utilizing a range of analytical approaches and discretionary management strategies, including access to third-party managers.