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.

Matthew Baldini is a financial advisor with Inspire Advisors, LLC, holding a Series 65 credential and seven years of industry experience. Prior to joining Inspire Advisors in 2019, he worked for the County of Los Angeles Probation Department for eleven years. He is also president of FHG Advisors Inc., a non-investment-related entity. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and primarily serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing into its portfolio management and employs a variety of analytical methods, often delegating management to sub-advisors and affiliated managers while providing tax-mitigation 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. 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 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 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 with Concurrent Investment Advisors, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has previously worked with Nine Bridge Financial Partners and Wells Fargo Advisors in various capacities over a 12-year span. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Ryan Robinson is a financial advisor at Principal Advised Services with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked with several Principal entities as well as Wells Fargo Clearing Services. His background also includes roles outside the financial sector at DoorDash and Food Lion. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models to provide both nondiscretionary and discretionary investment solutions. The firm’s integration within the Principal Financial Group affiliates enables access to a range of proprietary products and services.

Edwin Peacock III is a financial advisor with ValMark Advisers, Inc., holding the ChFC® designation and Series 63 license. He has 27 years of industry experience, including extensive tenure at Northwestern Mutual from 2003 to 2019 before joining ValMark in 2019. Outside of his advisory work, he serves as a trustee of The Seymour Family Foundation and is a volunteer council member for the Leading on Opportunity Council in Charlotte, NC. He is also an elected city council member for Charlotte, beginning a part-time term in mid-2025. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios and asset allocation, implementing strategies through mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by its investment committee.

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.

William Freidinger is a financial advisor at 49 Financial in Charlotte, NC. He holds a Series 65 designation and has been with 49 Financial since 2026. Prior to joining the firm, he was involved in hospitality with Chapter 6 - Rare Roots Hospitality and worked in education at Furman University and Cannon School. 49 Financial serves a diverse client base including individuals, institutions, and retirement plans, offering financial planning, investment management, and family office services. The firm employs a disciplined, long-term diversified asset allocation strategy using proprietary model portfolios and third-party managers.

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.

Thomas Colombo is a financial advisor with NorthCoast Asset Management LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at Kovitz Investment Group Partners, Connectus Wealth, and Morgan Stanley. Outside of finance, he is co-owner of QB Focus LLC, an athletic training business. 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 diverse range of strategies including strategic asset allocation, tactical equity, and alternative interval funds.

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.