Jeffrey Harris is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Ally Invest Advisors since 2021 and prior experience at Ally Invest Securities LLC and LPL Financial LLC. Outside of investment advising, he leads the Mortgage and Credit Card Executive Customer Relations teams at Ally Bank. Ally Invest Advisors serves a broad retail client base with discretionary portfolio management through automated and advisor-led services. The firm constructs ETF-based portfolios using Modern Portfolio Theory across multiple risk tiers and integrates digital processes to manage tens of thousands of client accounts efficiently.

Ryan Asher is a financial advisor at Prosperity Capital Advisors in Charlotte, NC, holding a Series 66 credential with four years of industry experience. His prior work includes roles at Sovereign Financial Group, CG Advisor Network, Curran Financial Partners, and Mass Mutual. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using core risk-based portfolios and specialized strategies, and it offers a range of intermediary services including TAMP, sub-advisory, and Fund Strategist roles.

William Allen II is a financial advisor at Cary Street Partners with 24 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Cary Street Partners Investment Advisory since 2015. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients, offering a range of services such as portfolio management, financial planning, and retirement plan fiduciary services. The firm employs a client-profile-driven approach to portfolio construction and incorporates proprietary strategies, sub-advisers, third-party managers, and AI tools in its investment process.

Mandisa Landry is a financial advisor with Belpointe Asset Management LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Her prior roles include positions at Purpose Comprehensive Wealth Management and Wells Fargo entities. She is also licensed as an insurance agent involved in the sale of various insurance products. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a range of affiliated products and services.

Nnamdi Anyafo is a financial advisor at Simplicity Wealth with 11 years of industry experience. He holds a Series 65 credential and has worked at firms including Alphastar Capital Management and Freedom Financial Advantage. Outside of advisory services, he is a partner and tax preparer at two tax and accounting businesses affiliated with H&R Block. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides technology and operational support to other advisers through its managed account platform.

John Currier is a financial advisor at United Brokerage Services, Inc. based in Charlotte, NC, holding Series 63 and Series 66 designations with 28 years of industry experience. His prior roles include positions at Patrick Capital Markets, LPL Financial, Independent Advisor Alliance, idSquares, and DWS Distributors. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm focuses on strategic and tactical asset allocation, utilizing mutual funds, ETFs, individual equity and fixed income selection, and third-party research, typically offering advice on a non-discretionary basis.

Ryan Morgan is a Certified Financial Planner® with 18 years of experience in the financial services industry. He is currently with NorthCoast Asset Management LLC and has held prior roles at Kovitz Investment Group Partners, Connectus Wealth, Fisher Investments, Charles Schwab, and Victory Capital Advisors. Outside of his advisory work, he manages a rental property in Parker, Colorado. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively driven, systematic investment process and offers a diverse range of strategies, including strategic asset allocation, equity and fixed income approaches, options overlays, and alternative interval funds.

Dwain Gullion is a financial advisor at Blueprint Financial Advisors with 14 years of industry experience. He holds a Series 65 credential and has worked at several firms, including Securities America Advisors, Inc. and Deep River Capital Advisors, LLC. Gullion serves as a board member of Bethesda Family Ministries and is president of The Abba Fund, Inc. Blueprint Financial Advisors is a multi-advisor firm offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets using a globally diversified investment approach that incorporates a proprietary strategic-and-tactical framework based on price-driven trend-following and momentum rules.

David Winslow is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. Prior to joining Choreo, he worked for 15 years at RSM US Wealth Management LLC. He holds the Series 63 and Series 66 licenses. Choreo provides investment and advisory services to a wide range of clients, including individual investors, family offices, endowments, foundations, and corporate clients. The firm focuses on strategic asset allocation and diversified model portfolios managed by a centralized team, offering services such as portfolio management, financial planning, OCIO consulting, and specialized advice like 1031 exchanges and Deferred Sales Trust™ consulting.

Kevin Stewart is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Modera Wealth Management, LLC and previously worked at LPL Financial and The Vanguard Group, Inc. Kevin is based in Charlotte, NC. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors, offering wealth and portfolio management, retirement plan consulting, financial planning, tax services, and business coaching. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and integrates investment management with in-house accounting and ancillary services.

Clare Lawrence is a financial advisor at Colony Family Offices, LLC with a Series 65 designation and over 15 years of prior experience at KPMG LLP. Based in Charlotte, NC, Lawrence has been with Colony Family Offices since 2025. Colony Family Offices, LLC provides comprehensive wealth management and financial planning services primarily to ultra-high-net-worth families, their trusts, estates, and related entities. The firm employs a priorities-based, customized planning process with portfolios that combine passive and active strategies and utilizes third-party managers and independent research for implementation and due diligence.

Roberto Deaguero is a financial advisor with Ally Invest Advisors in Miami, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Wells Fargo Bank and Wells Fargo Clearing Services. He supports both Ally Invest Securities and Ally Invest Advisors in a dually licensed capacity, servicing clients with self-directed and advisory accounts. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, providing discretionary portfolio management through a combination of automated web-based services and advisor-led advice. The firm utilizes ETFs within model portfolios based on Modern Portfolio Theory and employs automated algorithms alongside supervised monitoring for portfolio management.

Paige Yeomans is a CFP® and Series 66-licensed financial advisor at Forvis Mazars Wealth Advisors, LLC with three years of industry experience. Her background includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Northeast Private Client Group. Yeomans has also been involved with Lake Mohawk Country Club during her career. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets, employing a discretionary investment approach guided by an Investment Policy Statement and leveraging a range of investment vehicles, with integrated financial planning and coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Milton Castellanos is a financial advisor at Guardian Wealth Advisors, LLC with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Guardian Wealth Advisors in 2020, he worked at Harbor Capital Management Inc for five years. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and other business entities. The firm uses ETFs and mutual funds combined with fundamental and technical analysis within a systematic, quantitative framework, offering both discretionary and non-discretionary management and utilizing tools such as Riskalyze to measure risk.

Derek Herzer is a financial advisor at Kingswood Wealth Advisors, LLC with a Series 66 designation and 0 years of industry experience. Prior to joining Kingswood, he spent 10 years at Medigap Life and has consulting roles related to health insurance and Medicare sales. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering portfolio management, third-party manager oversight, and ERISA plan consulting.

Patrick Homan is a financial advisor at Private Client Services, LLC with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at The AmeriFlex Group, SagePoint Financial, Fortigent, LLC, Independent Adviser's Group, and LPL Financial. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors, managing about $1.05 billion across more than 3,200 client accounts.

Elizabeth Ward is a CFP® professional with 16 years of experience in financial planning and investment management. She has worked at Abacus Wealth Partners since 2019 and previously held roles at Workable Wealth, A. Ward Financial Planning LLC, and First Financial Group. Abacus Wealth Partners serves a diverse client base including individuals, families, pension plans, trusts, and charitable organizations, offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm employs a passive-oriented, asset-class investment approach, incorporates ESG screening on request, and allocates to independent managers when appropriate.

Maximilian Hillerbrand IV is a financial advisor at 49 Financial in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining 49 Financial, he worked at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. He has additional work experience in the food service industry with Chick-fil-A locations. Maximilian is also licensed as a fixed insurance agent, assisting clients with life insurance and annuity products as part of their financial plans. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering a range of financial planning and investment management services. The firm employs a disciplined, long-term investment approach rooted in a derivative of Modern Portfolio Theory, utilizing proprietary and platform model portfolios mainly composed of mutual funds and ETFs.

Thomas Walker is a Series 65-licensed advisor with Impact Partnership Wealth, LLC, and has been in the industry for one year. He is also the founder and president of Walker Capital Preservation Group, where he has been involved since 2014, focusing on fixed and life insurance sales and federal benefit education. Outside of his financial advisory work, Walker performs guitar for charity events. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating on a wrap-fee platform supported by a third-party services provider.

Eric Fritz is a financial advisor at CG Advisory Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Geneos Wealth Management, and WFG Investments. Fritz is also involved with Capital Asset Advisory Services, an independent investment advisory firm he started in 2003. CG Advisory Services is an SEC-registered adviser managing over $4 billion for a diverse client base including individuals, retirement plans, charitable organizations, and businesses. The firm employs proprietary discretionary model portfolios alongside third-party managers and customized private equity and hedge-fund access, supported by an Investment Committee and AI tools under human oversight.