Kenneth Miller is a financial advisor with Integrated Financial Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Integrated Financial Strategies since 2015 and also operates Miller Financial Inc., an insurance agency focusing on life, health, and group insurance sales. Integrated Financial Strategies is a registered investment adviser serving individual clients, corporations, and business entities with portfolio management, retirement income planning, and financial planning services. The firm employs a combination of fundamental, technical, and charting analysis to construct diversified portfolios and offers both discretionary and non-discretionary management alongside web-based consulting and wrap fee programs.

Evan Normile is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 license with two years of industry experience. His prior roles include positions at Ryder System, Inc. and Dick's Sporting Goods, and he currently serves as a retirement consultant providing one-on-one investment advice to Principal retirement plan participants. Evan also holds an assistant vice president role at Principal Bank, where he is involved in sales of bank deposit products. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers non-discretionary recommendations and a discretionary, wrap-fee investment management program, leveraging both proprietary models and third-party methodologies within the Principal Financial Group family.

William Swecker is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Swecker holds roles across multiple Principal affiliates, including serving as an investment adviser representative providing retirement plan distribution advice. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm operates within the Principal Financial Group family, providing integrated access to affiliated products and discretionary investment management through its SimpleInvest program.

Laura Fellows is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 credentials and seven years of industry experience. Her work history includes roles at Principal Financial Services, MWA Financial Services, Eagle Strategies, and New York Life. Outside of her advisory duties, she serves as a board member for Many Paws, a nonprofit focused on care for abandoned older dogs with special medical needs. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients through a range of non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm leverages proprietary models and third-party tools, serving clients with products integrated across the Principal Financial Group family.

Graham Martin is a Series 66-licensed financial advisor at Principal Advised Services with two years of industry experience. He has held multiple roles within the Principal Financial Group family, including positions at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Outside of finance, he has experience working with Newsong Church (Ardent Faith Ministries) and in retail through The Bakery Shoppe. 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 investment management program called SimpleInvest. The firm operates as part of the Principal Financial Group, leveraging proprietary tools and affiliated entities to support its advice and investment solutions.

Thomas Burick is a financial advisor with Credit Union Investment Services in Concord, NC, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Members Trust Company since 2023 and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2015. In addition to his advisory roles, he serves as a financial advisory services specialist at State Employees' Credit Union and as an agent with SECU Life Insurance Company. 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 recommends mostly low-cost, index-based mutual funds and ETFs, fixed-income products, and employs a goals-based, long-term planning approach.

Joshua South is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Members Trust Company since 2016 and has been affiliated with State Employees’ Credit Union in various capacities since 2007, including roles related to financial advisory and life insurance services. 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, fixed-income products, and a goals-based, long-term planning approach, with salaried advisers who provide recommendations while clients retain final decision authority.

Paul Taylor is a financial advisor with AlphaStar Capital Management, holding Series 63, 65, and 66 licenses and 19 years of industry experience. Prior to joining AlphaStar in 2021, he worked at Advisory Alpha, LLC, Formula Folio Investments, LLC, and Retirement Wealth Advisors, Inc. Outside of his advisory work, he owns and operates Taylormade Custom Builders, a residential building business. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and advisor-directed strategies, utilizing a range of investment vehicles and third-party portfolio construction technology.

Zachary Macfarland is a financial advisor at Principal Advised Services in Charlotte, NC, holding Series 65 and Series 66 licenses with two years of industry experience. He has held multiple roles within the Principal Financial Group, including positions at Principal Bank and Principal Life Insurance Company. 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 investment management program called SimpleInvest. The firm leverages a combination of third-party and proprietary models and benefits from its affiliation with the Principal Financial Group family, which includes Principal Bank and Principal Asset Management.

Kassidy Greer is a financial advisor with Credit Union Investment Services based in Harrisburg, NC. She holds Series 63 and Series 65 licenses and has four years of industry experience. Greer has worked concurrently at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union, serving in roles related to financial advisory, trust representation, and insurance. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning with a focus on long-term goals and cost-efficient investment products. The firm operates within a credit-union ecosystem and emphasizes salaried advisors who do not receive commissions on recommended products.

Ioulia Link is a CFP® professional with 16 years of industry experience, currently serving at Credit Union Investment Services. She has held multiple roles within the State Employees' Credit Union system since 2005, including Regional Vice President overseeing financial services for members. Link also acts as a Trust Representative for Members Trust Company and an agent for SECU Life Insurance Company. 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, along with fixed-income products, while allowing clients to retain final decision-making authority.

Jared Daeschner is a financial advisor at Principal Advised Services with one year of industry experience. He holds a Series 66 designation and is based in Charlotte, NC. His prior work includes roles at Principal Life Insurance Company, Principal Bank, and Principal Securities, Inc., as well as experience outside the financial sector including at Green Brothers Juice Co. 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 investment management program. The firm is part of the Principal Financial Group family, enabling access to proprietary products and integrated services across affiliated entities.

Gary Stewart is a financial advisor at Principal Advised Services with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at TIAA-CREF for 15 years. Outside of his advisory role, he is the Owner and President of I RUN ZERO, Inc., a retail business selling bumper stickers. 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 investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates within the Principal Financial Group family, enabling access to affiliated products and services.

Jennifer Jost is a financial advisor with Simplicity Wealth in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at Ameritas Investment Corp and LifePro Asset Management, among other firms. Outside of her advisory role, she is a motivational speaker and money coach focusing on women’s groups, a certified divorce analyst, and the host of a weekly podcast called Rock My Finances. Simplicity Wealth serves a broad client base including individual and high-net-worth investors, retirement plans, and institutional clients, offering advisory services from financial planning to discretionary retirement plan management. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, and provides technology and operational support for other advisers through its managed account platform.

David Gordon is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has 26 years of industry experience, including roles at IFG Advisory since 2016 and LPL Financial since 2001. Outside of his advisory work, he is the managing partner of Gordon, Keeter & Co, CPAs, where he oversees tax preparation, accounting, bookkeeping, and financial statement preparation. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a multi-faceted investment approach that includes in-house management, sub-advisors, third-party managers, and model portfolios.

Gina Trokey is a financial advisor with Principal Advised Services in Charlotte, NC. She holds the Series 66 designation and has been with Principal Advised Services and its affiliated entities since 2026. Prior to joining the firm, she worked in education and tutoring roles. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients through a combination of non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models and is part of the Principal Financial Group family, offering access to affiliated products and services.

Adam Mark is a financial advisor with Credit Union Investment Services in Harrisburg, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has held roles at Members Trust Company since 2018 and is involved with State Employees' Credit Union in a financial advisory capacity. Mark’s outside activities include serving as a district manager providing financial advisory services at State Employees' Credit Union. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes a long-term investment horizon using low-cost mutual funds and ETFs and operates within a credit union ecosystem that provides ancillary services through affiliated entities.

Alaina Mc Gahan is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked extensively within the State Employees' Credit Union system since 2016, including roles at SECU Life Insurance and SECU Brokerage Services. In addition to her advisory work, Mc Gahan is the owner of a construction and trade business, Laurel Fork Hauling LLC. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, offering goals-based, non-discretionary advice focused on long-term investment strategies using no-load, low-cost index mutual funds and ETFs. The firm operates within a credit union ecosystem and provides clients with a range of financial planning and asset allocation services.

Timothy Moore is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at The Vanguard Group, Inc. for 18 years before joining Principal Financial Services and affiliated entities in 2025. 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 combines third-party methodology with proprietary models and operates within the Principal Financial Group family, which allows access to affiliated investment products and services.

Jonathan Mathews is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Principal Financial Services, Principal Life Insurance Company, and Businessolver. Mathews serves as a Retirement Consultant, providing one-on-one investment advice to retirement plan participants on distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm is part of the Principal Financial Group, allowing operational integration with affiliated entities and access to proprietary products and services.