Ciji Fisher is a financial advisor with First Citizens Asset Management, Inc. in Charlotte, NC, holding Series 65 and Series 63 licenses and having 16 years of industry experience. She has worked with various entities within the First Citizens organization since 2007. Fisher serves on the Cabarrus County Hospice Advisory Board, which supports people living with life-limiting illnesses and their families. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, institutions, and municipalities, employing a multi-asset class investment approach that combines fundamental, quantitative, and technical analysis.

Kathleen Kowkabany is a financial advisor at Cary Street Partners with a Series 66 designation and one year of industry experience. Her prior work history includes roles at Merrill, Rhodes Branding, and Nemours Children's Health. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients, providing portfolio management, financial planning, and access to proprietary investment strategies and third-party managers. The firm integrates AI tools into its investment process while maintaining human oversight.

Charles Agnew is a financial advisor with Credit Union Investment Services in Charlotte, NC, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has been associated with State Employees’ Credit Union since 2012 and concurrently holds roles at SECU Life Insurance Company, SECU Brokerage Services, and Members Trust Company. Agnew serves as a Financial Advisory Services District Manager at State Employees' Credit Union, overseeing financial services for eligible members. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and comprehensive retirement and financial planning. The firm emphasizes a long-term, goals-based investment approach using low-cost mutual funds and ETFs within a credit union ecosystem.

Keith Blumenstock is a CFP® professional with 12 years of industry experience, currently advising at Modera Wealth Management, LLC since 2026. He spent the prior decade with PNC Investments from 2016 to 2026. Outside of his financial advisory role, he has worked as a dog sitter. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, financial planning, tax services, trust services, and business coaching. The firm employs diversified asset allocation guided by Modern Portfolio Theory and combines investment management with in-house accounting and tax capabilities.

James Thompson Jr. is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Stephens in Charlotte, NC. His prior roles include positions at Sallux Investments, LLC, Prodeo Asset Management, Inc., and Elevation LLC, where he is a Senior Managing Director. He serves on the Board of Governors of Charlotte Country Club. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs, committee-based oversight, and a range of services including portfolio management, financial planning, and institutional equity research.

Alex Joseph is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 credential with one year of industry experience. He also serves as a retirement consultant and assistant vice president focused on advice, education, and sales within the Principal Financial Group. 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 integrates proprietary models with third-party methodologies and operates within the broader Principal Financial Group, leveraging affiliated entities to deliver its services.

Todd Rowe is a CFP® professional with 13 years of industry experience. He has worked at Compound Planning, Inc. since 2024, following roles at Choreo, LLC and RSM US Wealth Management LLC. Compound Planning, Inc. serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program for financial intermediaries. The firm employs customized, risk-based allocations using fundamental, technical, and modern portfolio theory analysis, integrating low-cost ETFs, direct indexing, and alternative strategies.

Heather Hammonds is a financial advisor at Cape Investment Advisory, Inc. with one year of industry experience. She holds a Series 66 credential and has worked with firms including American Global Wealth Management and John Tonissen. Outside of finance, she is an owner and member manager of Spot On Roofing & Solar LLC, where she manages the company's bookkeeping. Cape Investment Advisory provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports approximately 1,624 clients through a network of about 40 advisors and employs a model that allows advisors flexibility in tailoring asset allocation and portfolio construction using fundamental, technical, and macroeconomic analysis.

Monica Hamilton is a financial advisor at Choreo, LLC with six years of industry experience. She holds the PFS™ designation and previously worked at GreerWalker Wealth Management LLC from 2015 to 2023. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, and corporate clients. The firm employs a strategic asset allocation process with diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Zach Ziros is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 credentials and seven years of industry experience. He has previously worked at Wells Fargo Clearing Services and AXA Advisors and currently serves in roles involving retirement plan participant advice and bank deposit product sales within the Principal Financial Group. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, blending third-party and proprietary investment models. The firm is part of the Principal Financial Group and offers integrated access to affiliated mutual funds, bank products, and model services to serve its clients.

William Simmons is a CFP® with 12 years of industry experience, currently affiliated with Credit Union Investment Services in Charlotte, NC. He has held roles at Secu Life Insurance Company, Secu Brokerage Services, Members Trust Company, and State Employees' Credit Union, where he serves as a Financial Services Officer. Simmons’s activities include providing financial services aimed at improving the economic and social conditions of credit union members. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, along with fixed-income products and a goals-based, long-term planning approach.

Michael Barrows is a financial advisor at IP Financial Advisory Services LLC in Charlotte, NC, with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Kingswood Capital Partners and M Stevens Wealth Advisors. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a variety of analyses to construct customized portfolios and also refers clients to third-party investment advisors while providing a range of advisory and consulting services beyond traditional investment management.

Raymond Morrill is a CFP® with 13 years of industry experience and is currently affiliated with Choreo, LLC in Charlotte, NC. His prior roles include positions at RSM US Wealth Management LLC, Argosy Wealth Management, and CETERA Advisor Networks LLC. Choreo, LLC serves a diverse clientele ranging from individual investors to institutional clients, offering a range of advisory services including portfolio management, financial planning, and outsourced CIO services. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various investment vehicles and specialized advisory services.

Wendell Estep is a financial advisor at SignatureFD, LLC with 5 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Goldman Sachs & Co. LLC, The Ayco Company, L.P./Mercer Allied, and The Citadel. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors. The firm offers discretionary wealth management, financial planning, retirement plan management, and advisory services for private investment funds, implementing diversified, long-term asset allocation strategies.

Jared Hollands is a ChFC® credentialed financial advisor with four years of industry experience, currently with Accelerate Retirement in Charlotte, NC. His prior roles include positions at NFP Retirement and Jonathan W. White CPA, PLLC, where he also serves as Operations Director outside of his investment advisory work. Accelerate Retirement serves individual and institutional clients, offering retirement plan consulting, discretionary investment management, financial planning, and fiduciary services. The firm utilizes a network of Investment Adviser Representatives to create customized long-term investment portfolios and manages significant retirement plan advisory relationships.

Edwin Shields Jr. is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 66 designation. He has 20 years of industry experience, including previous roles at Wells Fargo Advisors and Nine Bridge Financial Partners, where he maintains a one-third ownership interest. Concurrent Investment Advisors, LLC is a multi-team, SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets through a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

John Polyviou is a financial advisor with IP Financial Advisory Services LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Linden Thomas and Company Securities, LLC since 2019 and was previously with Merrill from 2014 to 2021. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting for non-high-net-worth individuals. The firm uses a combination of discretionary portfolio management and third-party investment advisor referrals to meet client needs.

Robert Warren is a financial advisor with Principal Advised Services in Charlotte, NC. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Bank, Principal Securities, Inc., and Merrill Lynch Wealth Management. 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, combining third-party methodologies with proprietary models and supported by its affiliation with Principal Financial Group.

Sydney Cross is a financial advisor at Choreo, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and The Vanguard Group. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Clinton Crocker is a CFP® with 27 years of industry experience, currently affiliated with M Holdings Securities, Inc. since 2008. He is also a member and CEO of JM Barry & Associates LLC, where he has held leadership responsibilities since 1999. M Holdings Securities, Inc. serves individual, corporate, and retirement plan clients through a nationwide network of advisors, offering investment management, financial planning, and sub-advisory services. The firm supports a variety of programs and platforms and acts as a promoter and co-adviser for unaffiliated RIAs and third-party managers.