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.

Annabeth Wilkes is a CFP® with seven years of industry experience, currently serving as an advisor at Cornerstone Wealth. Her previous roles include positions at The Vanguard Group and Burkett Financial Services. She is also a member of the finance committee at Pioneer Church. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, 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, individual securities, and alternative investments, and integrates held-away accounts into client portfolios.

Jarrett Meadors is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Belpointe Insurance, LLC and Belpointe Asset Management since 2018, following seven years at Bank of America and Merrill Lynch. Outside of advisory work, he is involved with Belpointe Insurance, where he conducts insurance sales. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and a wrap program, using customized portfolios and a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

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.

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.

Jason Weis is a financial advisor with Advisory Services Network, LLC, holding the CFP® designation and Series 63 and 66 licenses. He has 17 years of industry experience, including roles at Fidelity Investments and Charles Schwab. In addition to his advisory work, Weis is a licensed insurance agent and serves as managing member of Queen City Capital Management, LLC, a service company for business income and expenses. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, and retirement-plan consulting, using a variety of investment strategies and implementation options tailored to client objectives.

Jake Gregory is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 66 and Series 63 credentials and four years of industry experience. He has held various roles within the Principal Financial Group family, including positions at Principal Bank and Principal Life Insurance Company. Outside of his advisory work, he has conducted eBay sales on a small scale. Principal Advised Services offers investment advice primarily to retirement plan participants and retail IRA clients, combining third-party tools and proprietary models. The firm operates within the Principal Financial Group network, providing access to affiliated products and integrated services while maintaining oversight through governance and supervision committees.

Michael Kirkendale Haak is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Core Planning since 2025. His prior roles include positions at Facet Wealth and The Vanguard Group. He has also held self-employed roles and worked briefly at Uber. Core Planning is a fee-only advisory firm that offers financial planning, wealth management, and portfolio management services primarily to individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and rule-based rebalancing tools to tailor investment strategies based on client objectives and risk tolerance.

Michael Santos is a financial advisor at Gibbs Wealth Management, LLC in Pineville, NC, holding Series 65 and Series 63 licenses. He has one year of industry experience, with prior roles at Northwestern Mutual and Grady Group Inc. Outside of finance, he has served in the Armed Forces since 2022. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through an advisor-directed Model Management program, utilizing third-party platforms and strategists to implement model portfolios.

Rand Gordon is a CFP® with 22 years of experience in the financial services industry. He has worked at United Capital Financial Advisors since 2021 and previously spent over two decades at Harbor Capital Management, Inc. in various roles. United Capital Financial Advisors provides financial planning and investment management services nationwide to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies including ESG and faith-based options, supported by client-facing technology and research resources.

Rodney Amicone is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc., Signator Investors, Inc., and Signator Financial Services, Inc. Outside of his advisory work, he serves as a financial and educational retirement instructor for the American Retirement Institute & Adult Financial Education Services and owns a business providing estate planning document software. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm constructs customized portfolios using various analytical approaches and also facilitates client referrals to unaffiliated third-party investment advisors.

Nathan D'erminio is a financial advisor with Principal Advised Services in Charlotte, NC. He holds a Series 66 credential and has one year of industry experience. His background includes roles at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Outside of finance, he has experience working with a local gymnastics program and in retail food service. 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, wrap-fee investment management program called SimpleInvest, combining third-party methodologies and proprietary models while leveraging its affiliation with Principal Financial Group.

Bradley Joubert is a CFP® professional with 17 years of industry experience, currently serving at Wealthcare Capital Management LLC since 2013. He is also involved with Beacon Small Business Solutions. Wealthcare Capital Management LLC is a multi-team SEC-registered advisor managing approximately $3.03 billion for a diverse client base, utilizing model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms.

Kelly Guadagnino is a CFP® professional with three years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2023. Prior to joining Modera, Kelly worked at Battery Global Advisors and PwC. She volunteers with the Volunteer Income Tax Assistance (VITA) program, providing free tax preparation for low-income taxpayers. Modera Wealth Management offers wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm emphasizes diversified asset allocation grounded in Modern Portfolio Theory and combines traditional investment management with in-house accounting and tax services, serving approximately $17.7 billion in assets under management.

Patrick Galvin is a CFP® and ChFC® with seven years of industry experience, currently serving as a financial advisor at Blueprint Financial Advisors in Charlotte, NC. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Hornor, Townsend & Kent LLC. Outside of his advisory work, he owns a vehicle rental business, Galvin Management Group, LLC. Blueprint Financial Advisors is a multi-advisor SEC-registered firm that provides portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in client assets using globally diversified portfolios and a proprietary strategic-and-tactical investment framework focused on price-driven trend-following and momentum rules.

Carter Collins is a financial advisor at Advisory Services Network with a Series 65 credential and one year of industry experience. He previously worked at DSP Wealth Strategies and Trading Composure. Outside of his advisory roles, he works as a gym attendant at Ballantyne Country Club in Charlotte, NC. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with a range of investment strategies and implementation options.