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.

Christopher Osmond is a CFP® with eight years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC since 2025. His prior experience includes roles at Centura Wealth Advisory, DLP Capital, Prime Capital Investment Advisors, and BMO Harris Bank. Outside of his advisory work, he is involved in rental property management in Denver, CO, and St. Augustine, FL. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base including individuals, trusts, pension plans, charitable organizations, and governmental entities. The firm employs tailored strategic asset allocation frameworks and commonly delegates portfolio management to third-party managers and affiliated strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

Kenneth Calhoun is a financial advisor at Concurrent Investment Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors Financial Network and Wells Fargo Clearing Services. Outside of his advisory work, he owns and operates Basswood Creek Farms, an agricultural business in Gastonia, NC. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach utilizing ETFs, mutual funds, and selected individual securities, with a platform supporting over 13,000 clients managed by approximately 240 advisors.

Evan Kluttz is a CFP® with 35 years of industry experience, currently serving as an advisor at Harbour Investments, Inc. since 2017. He previously worked at Rm Stark & Co Inc. for 21 years. Outside of his advisory role, he serves as president of the board for the McGregor Downs suite owners association. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management.

Mason Lerch is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., and several other companies. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models in both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm is part of the Principal Financial Group family, offering access to affiliated products and integrated operational support.

David Worley is a financial advisor at Colony Family Offices, LLC with a Series 65 credential and four years of industry experience. He has been with Colony Family Offices since 2016, working continuously through its multi-team structure. Colony Family Offices provides wealth management and financial planning services primarily to ultra-high-net-worth families and their related entities. The firm employs a priorities-based, customized planning process and integrates both passive and active investment strategies, managing over $3 billion in discretionary assets.

Christina Schappert is a financial advisor at Modera Wealth Management, LLC in Charlotte, NC, holding a Series 65 credential with seven years of industry experience. She previously worked at Parsec Financial Management, Inc. for six years before joining Modera Wealth Management in 2023. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm emphasizes diversified asset allocation based on Modern Portfolio Theory and integrates investment management with in-house accounting and tax services, serving approximately $17.7 billion in regulatory assets under management.

Jake Riche is a financial advisor at McAdam LLC with six years of industry experience. He holds a Series 65 designation and has worked at McAdam LLC since 2020, with prior roles including positions at Mariner Finance and Winthrop University. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios using fundamental analysis and incorporates a range of investment options, including mutual funds, ETFs, independent managers, and alternative exposures such as private investment funds and cryptocurrency vehicles.

Devrin Avant is a financial advisor with Capital Investment Advisory Services, LLC who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at Capital Investment Advisory Services since 2013 and at Capital Investment Group, Inc. since 2004. Avant serves as a board member of Carson's Pond Homeowner's Association in addition to his advisory role. Capital Investment Advisory Services provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing a mix of analytical methods and ongoing portfolio monitoring.

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.