Anna Houser is a CFP® with five years of industry experience and has been with Prospera Financial Services, Inc. since 2014. She serves as president of the counsel and volunteers at Holy Trinity Lutheran Church, where she also teaches Sunday school and leads Bible study. Additionally, she is the managing member of Sandy Ventures, LLC, a business focused on the sale of apparel, stickers, and accessories currently in early development. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion across 207 advisors and about 140 offices. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

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.

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.

Jordan Nichols is a financial advisor with Credit Union Investment Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been affiliated with Members Trust Company since 2015, SECU Life Insurance Company since 2014, and State Employees’ Credit Union since 2011. Outside of his advisory roles, Nichols owns The Wooden Nickel Woodworking LLC, a business focused on woodworking projects and children's furniture. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost index mutual funds and ETFs, operating within a credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.

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.

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.