Jeffrey Phillips is a financial advisor with Blueprint Financial Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes nearly a decade at Securities America Advisors and Securities America Inc, followed by roles at OSAIC and Maplewood Investments Inc. He serves as a board member for two elementary charter schools affiliated with National Heritage Academies. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in assets, offering portfolio management, financial planning, and retirement consulting services to individuals, trusts, pension plans, and nonprofit organizations. The firm employs a strategic-and-tactical investment approach that integrates trend-following and momentum rules across diversified asset classes.

Derrick Morgan is a financial advisor at SAX Wealth Advisors, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Dimensional Fund Advisors and The Auxin Group prior to joining SAX Wealth Advisors. Outside of his advisory role, he owns Queen City Greens CLT LLC, an urban farming business focused on growing and selling microgreens. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy using low-cost, passively managed funds and offers specialized consulting on employee benefit plans, real estate exchanges, private funds, and alternative investments.

John Bragg III is a CFP® professional with 37 years of industry experience, currently practicing at Bragg Financial Advisors Inc in Charlotte, NC. He has been with Bragg Financial Advisors since 1990 and worked previously at Queens Road Securities, LLC from 2001 to 2020. Bragg Financial Advisors is a family-owned, multi-advisor firm serving individuals, charitable organizations, corporations, and some investment companies. The firm follows a model-based investment approach focused on strategic asset allocation, broad diversification, and periodic rebalancing, with notable involvement as a sub-advisor to small-cap value and value mutual funds.

Paul Zodtner is a financial advisor at Ritholtz Wealth Management with 12 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for six years before joining Ritholtz in 2019. Outside of his advisory role, he has fiduciary responsibilities such as acting as a trustee or personal representative. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment approach focused on asset allocation and behavioral finance, using diversified, low-cost ETFs alongside tactical overlays and alternative investments, and provides digital platforms for model portfolio implementation and management.

Peter Dolan Jr. is a financial advisor at Ally Invest Advisors with three years of industry experience. He holds the Series 63 and Series 66 credentials. His work history includes roles at Ally Invest Securities LLC, Ally Bank, Lowe’s Companies Inc., and Dolan Landscape Service. Ally Invest Advisors provides discretionary portfolio management mainly to individual and high-net-worth clients through web-based platforms and virtual interaction, offering ETF-based Robo Portfolios as well as advisor-delivered personal financial advice.

Jeffrey Hillesland is a financial advisor at Merit Financial Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at Merrill and The Vanguard Group. Merit Financial Group, LLC manages approximately $10.6 billion for a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with services that include asset management, financial planning, retirement plan advice, educational workshops, and employee financial wellness programs.

Malik Pearson is a financial advisor with IP Financial Advisory Services LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with IP Financial Advisory Services since 2019 and also has experience with Innovation Partners LLC and Truth of Touch Apparel. IP Financial Advisory Services primarily serves individual retail clients, focusing on personalized portfolio management and financial planning, with additional consulting services including actuarial analysis and investment banking support. The firm emphasizes tailored strategies for non-high-net-worth investors and retirement plan participants.

Konrad Brown is a financial advisor with United Capital Financial Advisors, holding Series 63 and Series 65 credentials and over 15 years of industry experience. He previously worked at Cetera Advisor Networks LLC and Girard Securities, Inc. Brown is also the owner of KB Group Sales & Leasing, Inc., a retail business based in Fort Lauderdale, FL. United Capital offers national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment strategies and operates FinLife Partners, a platform that provides technology and sub-advisory services to independent advisors.

Wesley Mattox is a CFA® charterholder with seven years of industry experience, currently affiliated with Exodus Wealth, LLC. His prior roles include positions at Prosperity Wealth Management, Integrated Financial Strategies, Wolfe Research Advisors, Wolfe Research, and Evaluserve. 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 portfolios using a blend of fundamental, technical, and cyclical analysis across various investment strategies and conducts regular portfolio reviews and due diligence on third-party managers.

Benton Bragg is a CFP® and CFA® with 32 years of experience in financial advising. He is the principal of Bragg Financial Advisors Inc and previously spent 20 years at Queens Road Securities, LLC. Bragg serves on the boards and investment committees of several nonprofit organizations, including the Mecklenburg County Council of Boy Scouts and Wingate University. Bragg Financial Advisors is a family-owned, multi-advisor firm offering financial planning and discretionary portfolio management to individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation and broad diversification, operating distinctive small-cap value investment programs and serving as a sub-advisor to mutual funds.

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.

James Winters III is a financial advisor at Principal Advised Services in Charlotte, NC, with three years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Principal Financial Group entities since 2022. In addition to his advisory role, he provides one-on-one retirement distribution advice to Principal retirement plan participants as a Retirement Consultant. Principal Advised Services specializes in offering investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm provides both non-discretionary recommendations and a discretionary investment management program, leveraging proprietary models and third-party methodologies within the Principal Financial Group family.

Jonathan Kisch is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at LPL Financial LLC, MML Investors Services, LLC, and MetLife Securities Inc. He also assists with compliance oversight at Ally Invest Advisors. 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 process is based on Modern Portfolio Theory, utilizing ETF-based model portfolios across multiple risk tiers and employs automated algorithms alongside supervised monitoring for allocation and rebalancing.

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.

Michael Cox is a financial advisor with Lombard Advisers Incorporated in Matthews, NC, holding Series 63, Series 65, and Series 66 licenses and bringing 41 years of industry experience. He has been with Lombard Securities Incorporated since 2007. In addition to his advisory role, he has started insurance sales for life and health in North Carolina. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary programs, employing various analytical approaches to portfolio construction and management, with a significant portion of assets managed on a non-discretionary basis.

Suzanne Barry is a CFP® with seven years of industry experience, currently serving as a financial advisor at Gladstone Wealth Partners in Charlotte, NC. Her prior experience includes roles at Merrill, Bank of America, and LPL Financial. She is involved in independent investment advisory services through Gladstone Institutional Advisory, LLC. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and charitable organizations. The firm operates through a network of independent advisors who customize strategies and utilize third-party managers and technology to serve client needs.

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.

Richard Yercheck is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Capital Investment Advisory Services and Capital Investment Group Inc since 2019 and previously at Prospera Financial Services from 2013 to 2019. Outside of his advisory role, he serves on the City of Monroe Planning Board and the Union Symphony Orchestra board, and he is a CPR instructor. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, utilizing a mix of analytical methods and ongoing portfolio monitoring.

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.