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 at Prospera Financial Services, Inc. with 24 years of industry experience. He has held positions at Prospera since 2013, following prior roles at TCA Financial Group, LLC, Wells Fargo Clearing, and Banc Of America Investment Services, Inc. He holds Series 63 and Series 65 designations. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through multiple advisory programs and platforms.

Derrick Morgan is a financial advisor at SAX Wealth Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Dimensional Fund Advisors and The Auxin Group. Outside of his advisory role, Morgan owns an urban farming business called Queen City Greens CLT LLC, which grows and sells microgreens. SAX Wealth Advisors provides investment management and comprehensive financial planning to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes long-term, evidence-based asset allocation using low-cost, passively managed funds, supplemented by customized fixed-income strategies, sub-advisers, and alternative investment advisory services.

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 13 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services for six years. Outside of his advisory role, he is involved in real estate ownership through a privately held LLC and serves in fiduciary capacities such as trustee or personal representative. Ritholtz Wealth Management serves individual and institutional clients with portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach emphasizing asset allocation and behavioral finance, using diversified low-cost ETFs alongside tactical and alternative strategies, and offers both advisor-led and digital platform solutions.

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, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for eight years. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation with a combination of internal management, third-party managers, and customizable model portfolios.

Shaun Moynihan is a financial advisor at Coppell Advisory Solutions LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Dempsey Lord Smith, LLC, Kalos Management, Kalos Capital, and Belmont Capital Advisors. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporate clients. The firm provides discretionary portfolio management and financial planning through a flexible investment approach that incorporates internally developed asset allocation models and both fundamental and technical analysis.

Malik Pearson is a financial advisor at IP Financial Advisory Services LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at IP Financial since 2019. Prior to this, he was involved with Innovation Partners LLC and Truth of Touch Apparel. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and specialized consulting services. The firm emphasizes personalized portfolio construction and offers a range of analytical approaches and consulting tools tailored to non-high-net-worth individuals and retirement plan participants.

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. He is currently with Exodus Wealth, LLC and previously worked 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 employs a mix of fundamental, technical, and cyclical analysis to tailor portfolios composed of various public and private investments, conducting regular reviews and ongoing due diligence.

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.

Abigail Dionne is a Series 66-licensed advisor at Principal Advised Services with one year of industry experience. Her prior work history includes roles at Principal Life Insurance Company, Principal Bank, and New York Life. Principal Advised Services provides investment advice and related services 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 tools and proprietary models, with governance and supervision to manage recommendations and conflicts stemming from its affiliation with the Principal Financial Group family.

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.

Jonathan Kisch is a financial advisor with Ally Invest Advisors, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at LPL Financial, Mass Mutual Investors Services, MetLife Securities, and Securities America Advisors. Kisch also assists with compliance oversight for Ally Invest Advisors as Manager of Business Line Regulatory Controls. 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 financial advisor–delivered personal advice, using model portfolios constructed on Modern Portfolio Theory with multiple risk tiers and cash allocation strategies.

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 14 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. His prior roles include positions at Dimensional Fund Advisors LP and WealthSource Partners, LLC. Brewer has also operated Brewer Marketing Consulting LLC. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm utilizes a diversified asset allocation approach based on Modern Portfolio Theory and offers integrated services including accounting, tax preparation, and business coaching.