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.

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.

Harrison Gewirtz is a financial advisor with Principal Advised Services in Charlotte, NC. He holds a Series 66 designation and has recently entered the industry. His prior experience includes roles at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., and a variety of organizations outside finance, including healthcare and analytics firms. Principal Advised Services offers investment advice primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models through both non-discretionary recommendations and a discretionary wrap-fee management program called SimpleInvest. The firm is part of Principal Financial Group, leveraging its affiliated entities to provide integrated investment and banking solutions.

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.

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.

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.