Jonathan Kisch is a financial advisor with Ally Invest Advisors, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at LPL Financial, Mass Mutual Investors Services, MetLife Securities, and Securities America Advisors. Kisch also assists with compliance oversight for Ally Invest Advisors as Manager of Business Line Regulatory Controls. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm offers ETF-based Robo Portfolios and financial advisor–delivered personal advice, using model portfolios constructed on Modern Portfolio Theory with multiple risk tiers and cash allocation strategies.

Michael Martin is a financial advisor at CWA Asset Management Group in Charlotte, NC, holding Series 63 and Series 65 licenses with 18 years of industry experience. His prior roles include positions at Capital Wealth Advisors, Burney Company, TD Ameritrade, UBS Financial Services, and Ameriprise. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs in-house research, proprietary models, and both active and quantitative strategies that incorporate multi-factor stock selection models and selective use of artificial intelligence.

Jeffrey Brewer is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. His prior roles include positions at Dimensional Fund Advisors LP and WealthSource Partners, LLC. Brewer has also operated Brewer Marketing Consulting LLC. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm utilizes a diversified asset allocation approach based on Modern Portfolio Theory and offers integrated services including accounting, tax preparation, and business coaching.

Suzanne Barry is a financial advisor at Gladstone Wealth Partners with seven years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Bank of America, N.A., LPL Financial, and Merrill. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions.

Roger Slayton is a ChFC® and Series 63 credentialed financial advisor with 43 years of industry experience. He is currently with IP Financial Advisory Services LLC and Innovation Partners LLC, having previously worked at Securities America Advisors, Inc. and Securities America, Inc. Since 1997, he has owned and operated the Slayton Insurance Agency, which provides various insurance products and services. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on customized portfolio construction and monitoring, often using discretionary authority, and provides access to third-party investment advisors alongside a range of insurance and risk management services.

Darren Earnhardt is a financial advisor with Fifth Third Wealth Advisors LLC in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Truist Investment Services and BB&T, where he worked for over two decades in various capacities. Fifth Third Wealth Advisors LLC offers discretionary investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored asset allocation strategies and often manages portfolios on a discretionary basis, leveraging both affiliated model strategies and third-party managers.

Troy Talamelli is a financial advisor at Ally Invest Advisors with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at First Citizens Investor Services, LPL Financial, Allianz Global Investors, Equitable Advisors, and Voya Investment Management. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction, offering services such as ETF-based Robo Portfolios and personalized financial advice. The firm employs model portfolios based on Modern Portfolio Theory across multiple risk tiers and cash allocation strategies.

Kristin Lewis is a CFP® professional with 14 years of industry experience. She has been with Colony Family Offices, LLC since 2020 and previously worked at Queens Oak Advisors from 2011 to 2020. Colony Family Offices provides comprehensive wealth management and financial planning services primarily to ultra-high-net-worth families, managing over $3 billion in discretionary assets and offering customized investment solutions that combine passive and active strategies.

Jalen Randolph is a CFP® professional with four years of industry experience, currently serving as an advisor at Ritholtz Wealth Management in Charlotte, NC. His prior roles include positions at Corient Services LLC, CIPW Service Company, LLC, CI Brightworth, and Lincoln Financial Group. Ritholtz Wealth Management provides comprehensive portfolio management and financial planning services to individual, high-net-worth, and institutional clients, employing a goal-based investment process that incorporates asset allocation and behavioral finance principles. The firm manages approximately $9.4 billion in assets and offers both advisor-led and digital platform solutions.

Loretta Spangard is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding a Series 66 designation and four years of industry experience. She has worked with Ally Invest Advisors since 2022 and has prior experience at Ally Invest Securities LLC and Ally Financial dating back to 2011. Ally Invest Advisors serves a broad retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm’s investment approach uses Modern Portfolio Theory with model portfolios across multiple risk tiers, combining passive and some active ETFs, and integrates digital tools for performance reporting and portfolio monitoring.

Annabeth Wilkes is a CFP® and holds a Series 63 license with seven years of industry experience. She is currently with Cornerstone Wealth in Charlotte, NC, where she has worked since 2021. Prior to Cornerstone, she was with The Vanguard Group and Burkett Financial Services. Wilkes serves on the finance committee at Pioneer Church in Rock Hill, SC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, utilizing model-based portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Jarrett Meadors is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Belpointe Insurance, LLC and Belpointe Asset Management since 2018, following seven years at Bank of America and Merrill Lynch. Outside of advisory work, he is involved with Belpointe Insurance, where he conducts insurance sales. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and a wrap program, using customized portfolios and a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Sarah Peter is a financial advisor with A.G.P. / Alliance Global Partners in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Her work history includes roles at B. Riley Wealth Management, B. Riley Wealth Advisors, and National Securities Corp. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled vehicles across a multi-team platform. The firm emphasizes international investing through its EPC Advisors Group division and offers a range of portfolio management and financial planning services.

Clayton Cross is a financial advisor at 49 Financial based in Charlotte, NC, holding a Series 65 designation with two years of industry experience. Before joining 49 Financial, he worked briefly at Celonis and has a background as a college student. Outside of his advisory role, he is also a licensed insurance agent. 49 Financial serves a range of clients including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm’s investment approach focuses on disciplined, long-term diversified asset allocation supported by a blend of fundamental, cyclical, technical, and behavioral analysis.

David Rogers is a CFP®-designated financial advisor with 16 years of industry experience, currently serving at Blueprint Financial Advisors since 2024. His prior roles include positions at Edward Jones, BB&T Securities, BB&T Bank, Cetera, and Regions Bank. Additionally, he is a licensed insurance agent associated with Blueprint Insurance Services. Blueprint Financial Advisors is an SEC-registered multi-advisor firm managing approximately $1.4 billion in client assets. The firm provides portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities, utilizing a proprietary strategic-and-tactical investment approach that incorporates global diversification and price-driven trend-following rules.

Aaron Ruen is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Principal Financial Services, Principal Life Insurance Company, and Wells Fargo in various roles since 2010. In addition to his advisory work, he provides one-on-one investment advice specifically for Principal retirement plan participants at benefit events. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools like Morningstar with proprietary models. As part of the Principal Financial Group, the firm integrates bank products, proprietary funds, and model services through affiliated entities to deliver non-discretionary recommendations and discretionary investment management.

Ryan Robinson is a financial advisor with Principal Advised Services, holding Series 66 and Series 63 licenses and six years of industry experience. His work history includes roles at Principal Financial Services and Wells Fargo Clearing Services LLC. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, using a blend of third-party methodologies and proprietary models. The firm is part of the Principal Financial Group family, providing integrated access to affiliated products and services.

Edwin Peacock III is a financial advisor with ValMark Advisers, Inc., holding the ChFC® designation and Series 63 license. He has 27 years of industry experience, including extensive tenure at Northwestern Mutual from 2003 to 2019 before joining ValMark in 2019. Outside of his advisory work, he serves as a trustee of The Seymour Family Foundation and is a volunteer council member for the Leading on Opportunity Council in Charlotte, NC. He is also an elected city council member for Charlotte, beginning a part-time term in mid-2025. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios and asset allocation, implementing strategies through mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by its investment committee.

George Trabookis is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Ally Invest Advisors and Ally Invest Securities since 2019 and previously at Mass Mutual Investors Services and MetLife Securities. He also serves as a manager for Ally Invest Advisors, providing managerial, operational, and customer service support. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated services and advisor-led advice. The firm’s investment approach is based on Modern Portfolio Theory, using ETF-based model portfolios across multiple risk tiers, with automated allocation and rebalancing supported by online performance reporting and optional tax-sensitive features.

Jason Weis is a financial advisor with Advisory Services Network, LLC, holding the CFP® designation and Series 63 and 66 licenses. He has 17 years of industry experience, including roles at Fidelity Investments and Charles Schwab. In addition to his advisory work, Weis is a licensed insurance agent and serves as managing member of Queen City Capital Management, LLC, a service company for business income and expenses. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, and retirement-plan consulting, using a variety of investment strategies and implementation options tailored to client objectives.