Brent Rosen is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 designation and bringing 21 years of industry experience. His career includes roles at OSAIC, Triad Advisors, Minnesota Life Insurance Company, and Securian Financial Services. He is also involved with GCG Financial, providing fixed business insurance products such as long-term care, property and casualty, disability, and group benefits. Alera Investment Advisors offers investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm combines internal management, an affiliate platform, and independent managers to construct portfolios primarily using mutual funds, ETFs, equities, and fixed income, with a focus on long-term fundamental analysis.

Jason Vieira is a financial advisor at First Citizens Asset Management, Inc. with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining First Citizens Asset Management in 2023, he held roles at First Citizens Investor Services, Michael Ryan Realty, LPL Financial, Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Global Alternative Investment Services. Outside of his advisory work, he owns and operates Provident Home Services LLC, a handyman and home renovation business. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and employs a global, multi-asset investment approach using dynamic asset allocation and both quantitative and qualitative manager research.

Earl Hensley is a financial advisor with IP Financial Advisory Services LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Aegis Capital Corp., Investacorp Inc., LPL Financial, and INVEST Financial Corp. He is the founder and co-owner of Asset Protection Network, an insurance agency, and serves as a board member of the Alzheimer's Association in North Carolina. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed accounts, and retirement-plan consulting. The firm emphasizes customized portfolios and supports clients through a combination of investment advisory services and referrals to third-party advisors.

Matthew Gooch is a Series 65-credentialed financial advisor with 1 year of industry experience, currently with 49 Financial. His prior work includes roles at Macon Mayhem, Film Buildings LLC, and Samford. Outside of advisory work, he is also a licensed insurance agent. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and tiered fractional family office services. The firm follows a disciplined, long-term diversified asset allocation approach using model portfolios and maintains oversight through an OCIO/model-provider arrangement.

Matthew Poulos is a financial advisor at MCF Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 15 years and Queen City Racquet Club for two years. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process tailored to individual client goals and combines traditional advisory services with in-house tax, accounting, and estate planning support.

John Black Jr is a financial advisor with Stephens in Charlotte, NC, holding a Series 66 credential and 13 years of industry experience. He has been with Stephens since 2013. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs overseen by multiple investment committees and combines advisory services with broker-dealer and investment banking activities.

Emily Jones is a CFP® with six years of industry experience, currently serving as an advisor at First Citizens Asset Management, Inc. She has been affiliated with various First Citizens entities since 2017 and also teaches an online course within the Masters of Trust and Wealth Management Program at Campbell University's Lundy-Fetterman School of Business. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages multi-asset global portfolios through a multi-team platform of 33 advisors, employing a combination of quantitative and qualitative methods with dynamic asset allocation.

Grant Wilson Jr. is a financial advisor at Ascentis Independent Advisors, LLC with seven years of industry experience. He holds a Series 66 credential and has previously worked at ORG Partners, Defender Capital, UBS Financial Services, and other firms. His background also includes roles outside finance, such as involvement with North Carolina Missions of Mercy and Bad Daddy's Burger Bar. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management, financial planning, and access to alternative investments through a Private Direct Investments program.

Justin Viviano is a CFP® professional with 11 years of industry experience, currently serving at Modera Wealth Management, LLC since 2026. His prior work includes roles at The Vanguard Group, Inc., UBS Financial Services, Merrill, JP Morgan Securities, and Fidelity Brokerage Services. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm utilizes diversified asset allocation based on Modern Portfolio Theory and combines investment management with tax, accounting, and business coaching services.

Jonathan Moody is a CFP® with six years of industry experience, currently affiliated with A.G.P. / Alliance Global Partners in Charlotte, NC. His prior work includes roles at Stifel Financial Corp., Capitol Financial Solutions, and Carroll Financial. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach with a focus on international investing and combines in-house management, third-party money managers, and sub-advisers to implement various portfolio strategies.

Steven Grubner is a financial advisor at Arkadios Wealth Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Kalos Capital from 2015 to 2022 before joining Arkadios Capital. He is treasurer of the Rotary District 7680 - Charlotte South Club. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of programs including advisor-managed accounts, wrap programs, and access to third-party money managers. The firm supports advisors with an internal portfolio team and offers diverse investment strategies along with retirement plan consulting and comprehensive portfolio reporting.

Anthony Bridges is a financial advisor at Forvis Mazars Wealth Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Prior to his financial services career, he was involved in education at the University of North Carolina Wilmington and Richard J. Reynolds High School. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides financial planning, investment management, and consulting services, managing approximately $12 billion in assets while integrating wealth management with coordinated tax and accounting services through its affiliation with a national professional services firm.

Christopher Shaw is a financial advisor with NFSG Corporation, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at Newbridge Financial Services Group, Pruco Securities LLC, and Kalos Capital Inc. Outside of his advisory work, he serves as treasurer and bookkeeper for Resurgence PPG, a nonprofit providing powered paragliding therapy to disabled veterans, and he is the head varsity soccer coach at South Point High School. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary asset management and employs an internal portfolio manager to support its advisors, utilizing a variety of investment styles and third-party asset managers.

Philip Brody is a financial advisor with CWA Asset Management Group in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with CWA Asset Management Group since 2014. CWA Asset Management Group provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm uses proprietary models combining fundamental active analysis with multi-factor quantitative rankings and offers family-office services, retirement plan fiduciary services, and access to private pooled investment vehicles and insurance products.

Robin Radovich is a financial advisor at United Brokerage Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including BB&T and Crescom. Radovich also serves as secretary of the Rotary Club of Lincolnton, NC. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of banking affiliation and a primarily non-discretionary advisory model.

Timothy Fox is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked in various roles within the credit union ecosystem, including positions at State Employees' Credit Union since 2008, Members Trust Company, and Secu Life Insurance Company. Fox also serves as a Financial Advisory Services District Manager for State Employees' Credit Union, providing financial services to eligible members. Credit Union Investment Services primarily serves North Carolina residents with goals-based, non-discretionary investment advice focused on long-term planning using low-cost mutual funds and ETFs. The firm operates within the credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union and emphasizes asset-based arrangements with a predominance of non-discretionary assets under management.

John Thacker II is a Certified Financial Planner® with 17 years of industry experience. He has been with SignatureFD, LLC since 2019 and previously worked at Cornerstone Wealth Group, LLC, Cornerstone Financial Advisors, and LPL Financial. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing wealth management, retirement plan management, and consulting services. The firm manages portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

Gregory Klibanov is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously spent over two decades with TIAA and joined Principal Advised Services and affiliated entities in 2025. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, combining third-party tools and proprietary models to deliver both non-discretionary recommendations and discretionary investment management through its SimpleInvest program. The firm operates as part of the Principal Financial Group family, leveraging integrated resources such as Principal Bank and Principal Asset Management.

Marc Horgan is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with First Citizens Asset Management, Inc. and holds a management role at SVB Wealth LLC, a wholly owned subsidiary of First Citizens Bank & Trust. His career includes positions at First Citizens Bank and affiliated entities dating back to 1998. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm employs a multi-team platform with discretionary management of approximately $167 million, utilizing global multi-asset model portfolios and a combination of quantitative and qualitative investment criteria.

Sampson Reavis Jr. is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Asset Allocation Strategies, he worked at Arthur J Gallagher and has involvement in multiple related businesses including serving as a partner at Reavis Financial Group. He is also a board member and secretary of Lions Services, a nonprofit supporting the blind, and volunteers with Seeds of Hope, a scholarship organization in Charlotte, NC. Asset Allocation Strategies, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting to individual and high-net-worth clients as well as plan sponsors. The firm uses quantitative techniques and model portfolios to construct goal-based allocations and offers supplemental services such as 529 plan assistance and advice for 401(k)/403(b) sponsors.