Alec Luna is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 designation and just beginning his career in the industry. His experience includes roles at Principal Securities, Principal Bank, Principal Life Insurance Company, and Bankers Life Advisory. Outside of advising, he has worked in sales and education roles within a banking environment. 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 combines third-party methodologies with proprietary models and leverages its affiliation with Principal Financial Group to offer access to affiliated funds, bank products, and trading services.

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.

Nickles Spryn is a CFP® with 19 years of industry experience, currently serving at Coppell Advisory Solutions LLC. He has previously worked at Vanguard Advisers, Inc., Old Point Trust & Financial Services, and Wells Fargo Advisors, LLC. In addition to his advisory role, Mr. Spryn is also an insurance agent at Belmont Capital, focusing on suitability assessments for life and long-term care annuities. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning to a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations. The firm utilizes an open-architecture platform offering tailored investment strategies and a broad range of investment tools, supported by a team of 76 advisors managing over $1.1 billion in client assets.

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.

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.

Alexander Barnes is a CFP® with 13 years of industry experience, currently advising at Savvy. His prior roles include positions at Cornerstone Wealth Group, LLC, Mutual Securities, Inc., Cornerstone Financial Partners, and LPL Financial. He is also licensed as an insurance agent, engaging in fixed insurance sales as a secondary business activity. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party sub-advisers.

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.

Evan Hudak is a financial advisor at Choreo, LLC with a Series 65 designation and less than one year of industry experience. Prior to joining Choreo, he held roles at Baird and Indiana University. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a quantitative and committee-driven investment process, offering services such as discretionary portfolio management, financial planning, outsourced CIO, and specialized consulting for ultra-high-net-worth clients.

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.

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.

Jason Craig is a financial advisor with Prospera Financial Services, Inc. in Mount Holly, NC, holding Series 63 and Series 65 designations and totaling 24 years of industry experience. He has been with Prospera Financial Services since 2013. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering investment advisory and financial planning services through multiple delivery vehicles and a combination of firm models, third-party sub-advisers, and customizable allocations.

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® with 37 years of experience and serves at Bragg Financial Advisors Inc in Charlotte, NC. He was previously with Queens Road Securities, LLC for 19 years. Bragg Financial Advisors, Inc. is a family-owned SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation, broad diversification, and longer-term holdings, providing discretionary portfolio management, financial planning, and managed-account services.

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.