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.

Brandon Allain is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Charlotte, NC, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has previously worked at Axa Advisors, LLC, and has been associated with J.M. Barry & Associates, LLC since 2019. Outside of his advisory work, Allain is involved as a financial consultant specializing in life insurance and securities consultation and sales. M HOLDINGS SECURITIES, Inc. serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, combining discretionary and non-discretionary investment management with financial planning, insurance advisory, and retirement plan consulting.

Jeffrey Chapman is a financial advisor with First Citizens Asset Management, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Resilience Wealth Advisors, LLC, Resources Investment Advisors, LLC, and BB&T RIS Investment Management. First Citizens Asset Management, Inc. 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 of 33 advisors, offering global, multi-asset model portfolios across various implementation frameworks with an emphasis on dynamic asset allocation and manager research.

David Lentz is a financial advisor with SVB Wealth in Charlotte, NC, holding Series 63 and Series 66 licenses and 24 years of industry experience. He previously worked at Merrill and First Citizens Investor Services and Asset Management. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients. The firm utilizes a due diligence process to select third-party managers and offers both discretionary and non-discretionary account management, operating as a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Claude Corbett is a financial advisor with Royal Fund Management, LLC in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has worked at Royal Fund Management since 2020 and previously spent four years at Horter Investment Management and ten years at Corbett Insurance Services. Outside of advising, he is an independent insurance agent with I65PLUS, where he assists clients in meeting their health, life, disability, long-term care, and annuity insurance needs. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental, technical, and cyclical analysis across a range of investment strategies and offers specialized services including participant account management and access to select non-traded REITs and an options-writing overlay.

Russell Cearley is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at SignatureFD, LLC in Charlotte, NC. He has been with SignatureFD since 2010. SignatureFD provides wealth management services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, complemented by ongoing financial planning and periodic reviews.

Tyler Washington is a financial advisor with Foundations Investment Advisors LLC in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His prior experience includes roles at Edward Jones, Newbridge Securities, and Bluecrest Capital Ltd. Outside of his advisory work, he is also an insurance agent, selling fixed annuities and life insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach, and offers a range of affiliated services and sub-advisory arrangements.

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.

Malachi Stille 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 work includes roles at Principal Asset Management and Principal Life Insurance Company, as well as diverse positions outside the financial sector. 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. The firm is part of the Principal Financial Group family, providing integrated access to affiliated products and services through its various subsidiaries.

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.