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 a Series 65 designation and previously worked at Morningstar Inc. for six years. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts and estates, employer retirement plans, other advisers, and corporate entities. The firm offers comprehensive portfolio management and financial planning, employing model portfolios that include ETFs, mutual funds, individual securities, and alternative investment sleeves, with regular investment committee oversight.

Jerett Dimarzio is a financial advisor at Cornerstone Wealth Group with 11 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Cornerstone Wealth since 2018, with prior experience at LPL Financial and Cornerstone Financial Partners. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, providing portfolio management, financial planning, and retirement plan consulting with an investment approach centered on model portfolios using ETFs, mutual funds, and individual securities.

Brenda Pressley is a financial advisor with Cornerstone Wealth who holds the PFS™ designation along with Series 65 and Series 66 licenses and has 11 years of experience in the industry. She has worked with Cornerstone Wealth Group since 2018 and previously spent two years at Cornerstone Financial Partners. Outside of her advisory role, she is president and sole shareholder of a tax and accounting services firm and serves as Secretary/Treasurer for a local nonprofit organization, Water Well Trust. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts and estates, employer retirement plans, other advisers, and corporate entities. The firm provides comprehensive portfolio management and financial planning, utilizing model portfolios with ETFs, mutual funds, and individual securities, while integrating affiliated strategies and conducting periodic portfolio reviews aligned with client objectives.

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.

Michael Martin is a financial advisor at CWA Asset Management Group with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Wealth Advisors since 2018, following six years at Burney Company. CWA Asset Management Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as institutional entities. The firm combines fundamental active analysis with quantitative rankings and offers family-office services, retirement plan fiduciary support, and access to private investment vehicles.

Jeffrey Brewer is a CFP® with 13 years of industry experience, currently serving at Modera Wealth Management, LLC since 2025. His prior roles include positions at Choreo, LLC, WealthSource Partners, LLC, SurePath Wealth Management LLC, and Dimensional Fund Advisors LP. He has also operated Brewer Marketing Consulting LLC from 2019 to 2021. Modera Wealth Management provides wealth and portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation with in-house accounting and tax services, offering an integrated advisory and accounting model uncommon at its scale.

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 licenses and bringing 17 years of industry experience. His prior roles include positions at The Vanguard Group and Wells Fargo Clearing Services. Outside of his advisory work, Walters also works as a travel agent and has served as a driver for Uber. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, combining third-party and proprietary methodologies to offer both non-discretionary recommendations and a discretionary investment management program. The firm is part of the Principal Financial Group family, which enables integration with affiliated entities to support its services.

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.

Sarah Peter is a financial advisor at A.G.P. / Alliance Global Partners in Charlotte, NC, holding a Series 66 designation with four years of industry experience. She has worked at B. Riley Wealth Management and B. Riley Wealth Advisors since 2022, and previously at National Securities Corp from 2018 to 2022. Prior to her financial services career, she held roles outside the industry including positions at Olive Garden and College of DuPage. A.G.P. / Alliance Global Partners serves individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm combines advisory and brokerage capabilities with a focus on international investing and active product distribution.

Clayton Cross is a Series 65 licensed financial advisor at 49 Financial with one year of industry experience. Before joining 49 Financial, he worked briefly at Celonis and has a background as a college student. He is also a licensed insurance agent. 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, and fractional family office services, employing a disciplined, long-term diversified asset allocation strategy grounded in a derivative of Modern Portfolio Theory.

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.

Ryan Dantinne is a financial advisor with StoneX Advisors Inc. in Cornelius, NC, holding a Series 66 designation and possessing 23 years of industry experience. He has been with StoneX Advisors since 2016 and StoneX Securities since 2012. Outside of his advisory role, he is involved in selling insurance products through Synergy Insurance Group and manages a handyman services business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a variety of portfolio implementation strategies, including advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon.

Eugenio Rizzo is a financial advisor at Concurrent Investment Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nine Bridge Financial Partners and Wells Fargo Advisors in various capacities. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, managing approximately $15.7 billion in assets across a multi-office platform.

Edwin Peacock III is a financial advisor at ValMark Advisers, Inc. in Charlotte, NC, with 26 years of industry experience. He holds the ChFC® and Series 63 credentials and previously worked at Northwestern Mutual in various capacities from 2003 to 2019. Outside of his advisory work, he serves as a trustee for The Seymour Family Foundation and volunteers on the Leading on Opportunity Council, a nonprofit focused on addressing generational poverty. He is also a part-time City Council member for Charlotte, NC. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and advisory services.