Nathan Antonik is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 credential and one year of industry experience. His background includes roles at Principal Life Insurance Company, Principal Securities, and other positions in various industries prior to joining Principal Advised Services. Principal Advised Services provides investment advice and related services 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 leverages proprietary models and third-party methodologies, operating within the Principal Financial Group family to access a range of affiliated products and services.

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.

Robert Benton is a financial advisor at Cornerstone Wealth with eight years of industry experience. He holds the Series 65 designation and previously worked at Morningstar Inc. for six years before joining Cornerstone Wealth in 2018. 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 with various asset classes and third-party managers.

Jerett Dimarzio is a financial advisor at Cornerstone Wealth Group with 11 years of industry experience. He holds the CFP® and Series 66 designations. Dimarzio has been with Cornerstone Wealth Group since 2018 and previously worked at Cornerstone Financial Partners, Inc. and LPL Financial. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services using model-based portfolios that include ETFs, mutual funds, individual securities, and alternative investments when appropriate.

Brenda Pressley is a financial advisor with Cornerstone Wealth Group, LLC, holding the PFS™ designation as well as Series 65 and Series 66 licenses. She has 11 years of experience in financial advising and has been with Cornerstone Wealth since 2018, following previous roles at Cornerstone Financial Partners and her own CPA firm, Brenda H. Pressley, CPA, PA, which she has operated since 2002. In addition to her advisory work, she serves as Secretary/Treasurer for the nonprofit Water Well Trust. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, advisers, and corporations. The firm employs model-based portfolios featuring ETFs, mutual funds, individual securities, and alternative investments, with an investment committee overseeing allocation and rebalancing.

Andrew Parow is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 license and one year of industry experience. He has held roles within Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc., focusing on retirement plan participant advice and related banking sales activities. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program. The firm’s approach combines third-party tools and proprietary models and benefits from integration with affiliated Principal Financial Group entities.

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.

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.

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.

Charles Walters is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His career includes roles at Principal Bank, Principal Life Insurance Company, Principal Financial Services, Wells Fargo Clearing Services, Uber, and The Vanguard Group. Outside of finance, he works as a travel agent and has driven for Uber. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, offering both non-discretionary investment recommendations and a discretionary investment management program called SimpleInvest. The firm integrates proprietary models and third-party methodologies within the Principal Financial Group family, providing access to affiliated products and centralized operational support.

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.

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.