William Petty is a financial advisor at ON Investment Management Company with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Paychex Inc. from 2015 to 2021. In addition to his advisory work, he assists Golden Mack & Associates by enrolling and educating participants in retirement plans. ON Investment Management Company is a registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive and modular financial plans and access to third-party investment programs, maintaining a mix of discretionary and non-discretionary asset management.

Brendan Grady is a Series 65 licensed advisor at Gibbs Wealth Management, LLC with 11 years of industry experience. He has worked at multiple firms, including FormulaFolios, Gradient Investments, Clarity Financial Group, and Questar Asset Management. Outside of his advisory role, he is also an insurance agent and holds seminars on fixed insurance products through his business, Grady Group, Inc. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

John Walker is a financial advisor at Stephens with Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Stephens since 2003 and spent 11 years at Merrill prior to that. Outside of his advisory role, he serves as an Innovative Club Advocate for Rotary District 7680, supporting new club development and participating on several committees. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory, brokerage, and investment banking services supported by in-depth equity research and committee-driven portfolio management.

Katherine Grzeszczak is a financial advisor at Stephens in Charlotte, NC, holding a Series 66 designation. She joined Stephens in 2026 and has prior experience with Barings and AdventHealth among other employers. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and also provides municipal advisory services and investment banking.

Joshua Kight is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Principal Advised Services since 2022 and has held roles at Principal Financial Services and Principal Life Insurance Company since 2016 and 2012, respectively. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients through nondiscretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models, serving clients within the Principal Financial Group family and other retail clients.

Connor Snook is a financial advisor at Ally Invest Advisors with 10 years of industry experience and holds a Series 66 designation. His prior experience includes a one-year tenure at Merrill and multiple roles within Ally Invest Advisors and Ally Invest Securities since 2019. Outside of advising, he works as a Senior Analyst in AML Quality Control for Ally Financial, supporting investigations related to financial crimes and compliance. 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 personal advice services, implementing model portfolios grounded in Modern Portfolio Theory across multiple risk tiers.

Landon Pate is a financial advisor with Principal Advised Services in Charlotte, NC. He holds a Series 66 designation and has been with Principal since 2026. Prior to joining Principal, his background includes roles in education and small business operations. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies with proprietary models and is part of the Principal Financial Group family, offering integrated access to affiliated bank products and investment management services.

David Stortz is a Series 66-licensed advisor with Principal Advised Services in Charlotte, NC. He has been with Principal Advised Services and affiliated entities, including Principal Bank and Principal Life Insurance Company, since 2026. Prior to joining Principal, Mr. Stortz has experience in various roles across multiple industries, including marketing and community-focused organizations. Principal Advised Services provides investment advice 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 integrates third-party and proprietary models and benefits from its affiliation with Principal Financial Group and related entities.

Jamal Jordan is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has 19 years of industry experience, including eight years at Equitable Advisors, LLC and six years at Axa Advisors LLC. In addition to his advisory role, he manages digital product development for Ally Invest’s self-directed investment platform, focusing on product discovery and execution. Ally Invest Advisors serves a broad retail client base, offering discretionary portfolio management through automated services and advisor-led guidance. The firm utilizes ETF-based portfolios grounded in Modern Portfolio Theory, with automated allocation and rebalancing across multiple risk tiers and strategy variants, supporting both individual and high-net-worth clients.

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 with Cary Street Partners in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Morgan Stanley and Ancora Wealth Management before joining Cary Street Partners in 2015. Cary Street Partners offers investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm uses a broad investment menu and proprietary strategies, serving a diverse client base that notably includes state and municipal government entities and insurance company clients.

Mandisa Landry is a financial advisor at Belpointe Asset Management LLC with 11 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Purpose Comprehensive Wealth Management and Wells Fargo. Outside of advising, she is an insurance agent, selling various insurance products. Belpointe Asset Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, trusts, and other advisers. The firm manages approximately $7.6 billion in client assets and offers discretionary portfolio management and financial planning using a combination of passive, active, tactical, and blended strategies.

Nnamdi Anyafo is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Simplicity Wealth and has held roles at Freedom Financial Advantage, LLC and NCI Wealth Management, Inc. Outside of advisory work, he is involved as a partner and tax preparer in tax and accounting businesses affiliated with H&R Block. Simplicity Wealth serves a broad client base including individual investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside technology and operational services for advisers.

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.

John Moore is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 credential and one year of industry experience. He has held multiple roles within the Principal Financial Group affiliates since 2025, including positions at Principal Bank and Principal Life Insurance Company. 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 called SimpleInvest. The firm integrates third-party methodologies with proprietary models and benefits from operational ties within the Principal Financial Group family, enabling access to affiliated products and services.

Ryan Morgan is a CFP® with 19 years of industry experience, currently affiliated with NorthCoast Asset Management LLC. His prior roles include positions at Kovitz Investment Group Partners, Connectus Wealth, Fisher Investments, Linden Thomas & Company Securities, Charles Schwab, and Victory Capital Advisors. Outside of his advisory work, he owns and 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 based, systematic investment process and offers a range of strategies including strategic asset allocation, equity and fixed income, options overlays, and alternative funds.

Alec Luna is a financial advisor at Principal Advised Services with one year of industry experience. He holds the Series 66 designation and has worked at multiple Principal Financial Group affiliates, including Principal Securities, Principal Bank, and Principal Life Insurance Company. His role includes providing one-on-one investment advice to retirement plan participants regarding their distribution options. 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. The firm leverages proprietary models and third-party methodologies and operates within the Principal Financial Group family, providing integrated access to affiliated products and services.

Dwain Gullion is a financial advisor with Blueprint Financial Advisors holding a Series 65 designation and 15 years of industry experience. His prior work includes roles at Securities America Advisors, Inc., Deep River Capital Advisors, LLC, and Robinson-Langley Capital Management, LLC. He serves as a board member for Bethesda Family Ministries and holds leadership roles with The Abba Fund, Inc. and Gullion's CSC, Inc. Blueprint Financial Advisors is an SEC-registered multi-advisor firm that provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm employs a strategic, multi-team approach with a proprietary framework that adjusts asset allocations using 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.