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.

Neill Nelson is a financial advisor at Principal Advised Services with one year of industry experience. He holds a Series 66 designation and has worked at various entities within the Principal Financial Group, including Principal Bank and Principal Life Insurance Company. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program. The firm is part of the Principal Financial Group family, leveraging proprietary models and affiliated resources to serve its clients.

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.

Mark Martin is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at TIAA and First Citizens Investor Services before joining CUIS and its affiliated entities in 2026. Outside of finance, Martin is employed part-time at Lowe's Home Improvement in a non-investment role. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost index funds and ETFs, operating within a credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.

Kyle Sellers is a financial advisor at Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Principal Life Insurance Company, Principal Financial Services, and Florida Financial Advisors, as well as experience in the hospitality sector as a cook. Outside of advisory work, he is employed as a cook at QC Pour House. Principal Advised Services provides investment advice 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 and proprietary methodologies and benefits from operational ties to the Principal Financial Group family of companies.

Paige Hardaway is a financial advisor at Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 licenses with four years of industry experience. She has held roles at Principal Financial Services and Principal Life Insurance Company, and her background includes positions at Amerit Fleet Services and Reliance First Capital. Hardaway also serves as a Retirement Consultant, providing one-on-one investment advice to retirement plan participants on their distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm utilizes a blend of third-party methodologies and proprietary models to provide both non-discretionary recommendations and discretionary investment management, supported by its affiliation with Principal Financial Group and its related entities.

Derek Vasko is a CFA® charterholder with 13 years of industry experience. He is currently with Choreo, LLC and has prior experience at RSM US Wealth Management LLC, London Stock Exchange Group, and LPL Financial. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Reilly Treadwell is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, he worked in educational roles at Wofford College and Clemson University. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, retirement-plan consulting, and tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach grounded in Modern Portfolio Theory.

Roy Mattox is a financial advisor with Exodus Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Integrated Financial Strategies, LLC, Uwharrie Investment Advisors, and Darvas Investment Management LLC, as well as experience as a self-employed trader. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, and consulting services. The firm manages several hundred million dollars in discretionary assets with a tailored investment approach that combines fundamental, technical, and cyclical analysis across various securities and strategies.

William Grace is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 designation and five years of industry experience. Prior to joining Principal in 2026, he worked for five years at The Vanguard Group. 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 combines third-party and proprietary models to tailor advice and benefits from its integration within the Principal Financial Group family.

Janet Correll is a financial advisor at Arkadios Wealth Advisors with 10 years of industry experience. She holds a Series 66 designation and has previously worked with Kalos Capital and SouthPark Capital. In addition to her advisory role, she serves as President and Directing Member of Janet Long LLC, providing independent investment advisory services. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm’s integrated operating model includes an in-house portfolio team that supports advisors with model strategies and trade execution across various asset classes.

Alaina Sanders is a Series 65 licensed financial advisor with Coppell Advisory Solutions LLC and has two years of industry experience. She is also affiliated with Belmont Capital Advisors. Outside of advisory work, she manages Zebra Home Solutions and related entities involved in real estate holdings and operations. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning to a diverse client base, including individuals, pension and profit-sharing plan participants, trusts, estates, charities, and businesses. The firm employs a broad investment toolkit and an open-architecture platform to implement tailored strategies with continuous monitoring and periodic rebalancing.

Tammy Le June is a financial advisor at Modera Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Parsec Financial and the Archdiocese of Galveston Houston. Modera Wealth Management 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 of mutual funds, ETFs, individual securities, and selected alternative strategies tailored to client objectives and risk tolerance.

Patrick Duggan is a financial advisor at Leavell Investment Management, Inc. in Mobile, Alabama, with three years of industry experience. He holds a Series 65 credential and previously worked at Cambridge Associates and 1919 Investment Counsel. Outside of his advisory role, he serves as a soccer referee for the Alabama Soccer Association. Leavell Investment Management manages approximately $3.0 billion in discretionary assets and offers portfolio management, financial planning, and family-office services to a broad client base including individuals, families, businesses, and institutional entities. The firm emphasizes fundamental investment strategies focused on diversification, risk control, and long-term compounding, with client accounts managed by dedicated teams and oversight that includes quarterly reviews and periodic rebalancing.

James Hardison IV is a financial advisor at Stephens with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens since 2010. His prior experience includes roles at Morgan Stanley Smith Barney and Citigroup Global Markets. He serves on the board and finance committee of the Ronald McDonald House of Winston Salem. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, focusing on tailored portfolio programs and committee-based oversight. The firm combines broker-dealer and investment banking activities alongside advisory services, offering a range of solutions including portfolio management, financial planning, and institutional equity research.

Andrew Dilz is a financial advisor at Fifth Third Wealth Advisors LLC in Charlotte, NC, holding a Series 65 designation with three years of industry experience. He has worked at Fifth Third Wealth Advisors since 2021 and was previously employed at Fifth Third Bank from 2015 to 2021. Fifth Third Wealth Advisors LLC offers discretionary investment management, separately managed account access, performance reporting, and financial planning to 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 third-party managers, affiliated model strategies, and ongoing advisor oversight.

Eric Smith is a CFP® professional with one year of industry experience, currently serving at Ritholtz Wealth Management. His prior work includes roles at Corient Services LLC, CIPW Service Company, and Brightworth. Outside of financial advising, he has experience with Miami Ice Snowcones, a business he was involved with for five years. Ritholtz Wealth Management advises individual and institutional clients, offering comprehensive portfolio management and financial planning services. The firm uses a goal-based investment approach that incorporates behavioral finance principles, diversified ETFs, tactical overlays, and alternative investments, supported by both advisor-led services and digital platforms.

Matthew Mc Nabb is a financial advisor with IP Financial Advisory Services LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Innovation Partners LLC, The Vanguard Group, Inc., Park Avenue Securities, and Guardian Life Insurance. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on comprehensive portfolio management, financial planning, and consulting services. The firm employs a range of analytical approaches and offers personalized portfolio construction with discretionary management, catering mainly to non–high-net-worth investors and retirement plan participants.