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.

Peyton Pounds is a Series 65-licensed financial advisor with Advisory Services Network in Charlotte, NC, and has one year of industry experience. His prior roles include positions at Adhesion Wealth, SilverRock Wealth, and Williams Wealth Advisors. Outside of finance, he was involved with Queen City Grill Cleaning from 2020 to 2022. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent representatives. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and the use of diverse securities and third-party managers to meet client objectives.

Andrea Swope is a financial advisor at Blueprint Financial Advisors with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms including Maplewood Investments, Kingswood Capital Partners, and Quint Capital. In addition to her advisory role, she owns and operates Emerson Cress, a real estate consulting firm. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets and employs a strategic-and-tactical investment approach using price-driven trend-following and momentum rules across diversified global portfolios.

Kevin Haggard is a CFP® professional with 18 years of industry experience, currently affiliated with Credit Union Investment Services. His prior roles include positions at Wells Fargo Clearing, Avantax Advisory Services, and MML Investors Services. He also owns Marcus Tumban Tax Services, a tax-related business. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, with salaried advisers and client-directed implementation.

Matthew Wallen is a CFP® and CFA® with 15 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and has held prior roles at Mariner Independent, Mariner Platform Solutions, AdvicePeriod, LLC, and Feehan Financial Group. Outside of his advisory work, he is the founder of Confluence Wealth Management and serves as a business advisor to Confluence Investment Management. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based advising approach supported by proprietary quantitative metrics and integrates both passive and active investment strategies.

Michael Ortiz is a CFP® with seven years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors. His prior roles include positions at Goldman Sachs & Co. LLC, Mercer Allied, and The AYCO Company, L.P. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and corporate or institutional accounts. The firm offers a range of services such as sub-advisory and consulting, supported by the FinLife Partners platform, which assists independent investment advisors.

Kyle Mahle is a CFP® professional with five years of industry experience. He is currently with Silver Oak Securities, Inc. and has prior work history at The Vanguard Group, Inc., Facet Wealth, and Truist Financial. Silver Oak Securities serves a diverse client base including individuals, pension plans, and corporations through a large network of financial professionals, managing approximately $2.4 billion in discretionary assets with a primarily discretionary investment approach tailored to client objectives and risk tolerances.

Chia Yang is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Modera Wealth Management, LLC since 2022 and previously held a position at Merrill Lynch. Yang also has experience in academia, having been affiliated with Winthrop University in various capacities from 2018 to 2022. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers services such as wealth management, retirement plan consulting, tax preparation, and trust-related services.

Rebecca Hoover is a financial advisor at Waverly Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at McShane Partners and KPMG. In addition to her advisory role, she serves as president of Windsor Partners, LLC, a consulting firm focused on financial matters. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private market allocations and offers both discretionary and non-discretionary portfolio management.

Michael Proud is a CFP® professional with 27 years of industry experience, currently serving at Concurrent Investment Advisors, LLC. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing, and he is a co-owner of Nine Bridge Financial Partners, a firm based in Charlotte, NC. Concurrent Investment Advisors, LLC provides wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected securities, supporting over 13,000 clients across multiple offices.

Matthew Gooch is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked within various Principal Financial Group entities since 2022 and has prior experience in diverse roles including positions at Uber, Lyft, and DoorDash. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party tools and proprietary models and benefits from operational ties with affiliated Principal entities to support its advisory services.

Brandy Burgess is a financial advisor at Principal Advised Services with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Principal Financial Services, Principal Life Insurance Company, and Wells Fargo Clearing Services. Burgess is also associated with Principal Bank through her role within Individual Solutions. Principal Advised Services offers investment advice and related services 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. The firm is part of the Principal Financial Group family, leveraging its integrated operational structure and affiliated entities to provide access to proprietary funds and bank products.