Konrad Brown is a financial advisor at United Capital Financial Advisors with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at CETERA Advisor Networks LLC and Girard Securities, Inc. He is the owner of KB Group Sales & Leasing, Inc., a retail company based in Fort Lauderdale, FL. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse range of clients, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm’s investment teams employ client-specific financial plans to guide asset allocation and utilize a platform that supports customization and access to third-party strategies, alternative investments, and related services.

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 33 years of experience in the financial advisory industry. He has worked at Bragg Financial Advisors since 1993 and spent 20 years at Queens Road Securities, LLC. Bragg serves on the finance committees and boards of several nonprofit organizations, including the Mecklenburg County Council of Boy Scouts, Wingate University, Dowd YMCA, and Davidson College Presbyterian Church. 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, diversification, and longer-term holdings through discretionary portfolio management and managed-account services, and also manages and sub-advises mutual funds.

Nathan Antonik is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 credential and one year of industry experience. His background includes roles at Principal Life Insurance Company, Principal Securities, and other positions in various industries prior to joining Principal Advised Services. 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 leverages proprietary models and third-party methodologies, operating within the Principal Financial Group family to access a range of affiliated products and services.

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.

Andrew Parow is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 license and one year of industry experience. He has held roles within Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc., focusing on retirement plan participant advice and related banking sales activities. 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. The firm’s approach combines third-party tools and proprietary models and benefits from integration with affiliated Principal Financial Group entities.

James Winters III is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 licenses and having three years of industry experience. His career includes roles at Principal Financial Services, Principal Bank, Principal Life Insurance Company, and Cardinal Financial. He also has experience working outside the financial sector, including at Wofford College and Carolinas Animal Hospital. 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 investment management program, leveraging a combination of third-party methodologies and proprietary models within the Principal Financial Group family.

Michael Martin is a financial advisor at CWA Asset Management Group in Charlotte, NC, holding Series 63 and Series 65 licenses with 18 years of industry experience. His prior roles include positions at Capital Wealth Advisors, Burney Company, TD Ameritrade, UBS Financial Services, and Ameriprise. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs in-house research, proprietary models, and both active and quantitative strategies that incorporate multi-factor stock selection models and selective use of artificial intelligence.

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 financial advisor at Gladstone Wealth Partners with seven years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Bank of America, N.A., LPL Financial, and Merrill. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions.

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.

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.

Charles Walters is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at The Vanguard Group and Wells Fargo Clearing Services. Outside of his advisory work, Walters also works as a travel agent and has served as a driver for Uber. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, combining third-party and proprietary methodologies to offer both non-discretionary recommendations and a discretionary investment management program. The firm is part of the Principal Financial Group family, which enables integration with affiliated entities to support its services.

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 in Charlotte, NC. Her prior roles include positions at The Vanguard Group and Burkett Financial Services. She is a member of the finance committee at Pioneer Church in Rock Hill, SC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm provides comprehensive portfolio management and consulting services, employing model-based portfolios with a range of investment vehicles and offers both discretionary and non-discretionary solutions.

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 with four years of industry experience. She holds a Series 66 designation and has worked previously at B. Riley Wealth Management, B. Riley Wealth Advisors, and National Securities Corp. Prior to her financial career, she held positions outside the industry including at Olive Garden and College of DuPage. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with about 131 advisors managing approximately $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies with sub-advisory relationships and offers a range of financial planning, portfolio management, and brokerage services.

Clayton Cross is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 designation. Prior to joining 49 Financial, his work history includes roles at Celonis and Saltwater Cowboys, as well as periods as a college student. He is also a licensed insurance agent. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm applies a disciplined, long-term asset allocation strategy and provides tiered fractional family office services alongside access to third-party managers and legacy position implementation.