Paul Durso is a financial advisor with Insight Folios in Charlotte, NC, holding Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Insight Folios since 2015 and concurrently operates Durso Capital Management Co. Outside of his advisory roles, Durso is involved with Uplift Marketing, where he contributes to sales, marketing, design, and coaching for the Simplicitree planning software. Insight Folios serves a broad range of individual clients, including high-net-worth households, as well as ERISA retirement plans and other registered investment advisers. The firm offers discretionary portfolio management and financial planning, utilizing its proprietary Simplicitree software alongside long-term trading strategies and artificial intelligence tools.

Joseph Brooks is a CFP® professional with 26 years of industry experience. He is currently with Sapere Wealth Management, LLC and has prior experience at Northwestern Mutual Wealth Management Company and Nfp. Sapere Wealth Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and trust entities. The firm employs a top-down, global-macro investment approach with an absolute-return focus, combining public equities, registered funds, and privately offered vehicles, while emphasizing active liquidity management.

Niki Erb is a Series 65-licensed financial advisor at Insight Folios with six years of industry experience. Prior to joining Insight Folios and Durso Capital Management Co. in 2020, she worked at Frito Lay for over two decades. She is also involved in insurance and annuity sales. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, along with ERISA plan consulting and participant advisory services. The firm often acts as a sub-adviser to other registered investment advisers and uses a team-of-advisers approach supported by proprietary planning software and artificial intelligence tools.

Eric Mohammed is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior work includes six years at Wells Fargo Advisors and ongoing roles with multiple Principal entities since 2021. He also serves as a retirement consultant, providing one-on-one investment advice to retirement plan participants eligible for distribution. Principal Advised Services delivers investment advice and related services mainly 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 benefits from its affiliation with the Principal Financial Group family, enabling access to a range of proprietary products and resources.

Zachary Cox is a financial advisor with Lombard Advisers Incorporated and holds a Series 66 designation. He has less than one year of industry experience and has previously worked at FD Transaction Advisory, CohnReznick, Benchmark International, and held various roles at the University of Alabama. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management, utilizing methods such as fundamental, technical, charting, and cyclical analysis, and manages approximately $670 million in assets.

Ruth Stene is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and eight years of industry experience. She previously worked at LPL Financial and Bank of America, among other firms. Stene also sells non-variable insurance products, including life and health insurance. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Laurel Bacogeorge is a financial advisor with Credit Union Investment Services and holds Series 65 and Series 63 licenses. She has 26 years of industry experience, including a long tenure at The Vanguard Group, Inc. from 1999 to 2025. Laurel also serves as a Financial Advisory Services Specialist at State Employees' Credit Union, providing financial services aimed at improving members' economic and social conditions. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning with an emphasis on long-term, goals-based strategies using low-cost index funds and ETFs. The firm operates within a credit-union ecosystem and focuses on salaried advisors who provide recommendations without earning commissions.

Jesse Walker is a financial advisor with Principal Advised Services in Monroe, NC, holding Series 63 and Series 66 licenses and having six years of industry experience. He has worked at various firms, including Principal Financial Services and Wells Fargo Clearing Services LLC. 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 and proprietary methodologies and is part of the Principal Financial Group, leveraging affiliated entities to offer a range of financial products and services.

Larry Poole is a financial advisor with Capital Analysts in Matthews, NC, holding Series 63 and Series 65 credentials with 39 years of industry experience. He has been associated with Lincoln Investment Planning since 2005 and leads Poole Financial Services Inc., providing life insurance and fixed annuity products. Poole also serves as president of Insurance and Retirement Planning Inc., which offers life, health, and fixed annuity insurance. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management with access to third-party managers and customized advisory services. The firm employs an in-house investment management team and proprietary screening tools to support its fiduciary responsibilities and portfolio offerings.

Matthew Oneil is a CFP® and ChFC® with 18 years of experience in financial advisory. He is currently with CG Advisory Services and previously worked at Geneos Wealth Management Inc and WFG Investments, Inc. Outside of advisory, he is involved with Capital Asset Insurance Services, which offers fixed insurance products. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through both proprietary model portfolios and customized account solutions.

Elizabeth Newton is a financial advisor with Archer Investment Corporation in Charlotte, NC. She holds a Series 65 designation and has two years of industry experience. Her prior work includes positions at Newton Wealth Management and Wray Ward, as well as five years at Cory's Audio Visual. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and The Archer Funds. The firm manages approximately $900 million on a primarily discretionary basis, offering customized portfolio management and model-based strategies across a diversified range of asset classes.

James Vande Logt is a CFP® and ChFC® with 20 years of experience in financial advisory roles. He currently serves at VestGen Advisors, LLC and Private Client Services, having previously worked at LPL Financial LLC and Valmark Securities, Inc. Outside of advising, he is involved as a co-founder and member of VestGen Wealth Partners Holdings, a financial services holding company. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a variety of analytical methods and third-party managers to implement client portfolios.

Thomas Baysinger is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 66 designations and seven years of industry experience. His career includes roles at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, State Employees' Credit Union, Bank of America, Merrill, and The Vanguard Group. He also serves as a Financial Advisory Services Specialist at State Employees' Credit Union and as a Trust Representative with Members Trust Company. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes a goals-based, long-term investment approach, focusing mainly on no-load, low-cost index mutual funds and ETFs within a credit-union ecosystem.

Christian Little is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Ausdal, he worked at Wells Fargo and has experience in both educational and medical supply sectors. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets through a network of approximately 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations.

James Johnson is a financial advisor at Lombard Advisers Incorporated with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Lombard Securities Incorporated since 2007. Outside of his advisory work, he owns and manages real estate through entities separate from his investment activities. Lombard Advisers provides personalized investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management using fundamental, technical, charting, and cyclical analysis, and manages approximately $670 million in assets.

Bradley Kellen is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Founders Financial Securities LLC and Fairway Financial since 2015. He is based in Matthews, NC, and holds the Series 66 designation. His work includes financial planning and insurance sales with a focus on variable annuities, long-term care, and variable life products. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing multiple advisory platforms and a combination of mutual funds, ETFs, and sub-advised strategies.

Timothy Beldner is a financial advisor with Ausdal Financial Partners, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Ausdal in 2020, he worked at Larson Financial Securities, LLC and Larson Financial Group LLC. Outside of his advisory role, he is involved in managing and developing real estate investments and assists his daughter with a coffee trailer business. Ausdal Financial Partners manages over $2 billion in client assets and provides investment advisory, retirement planning, and financial planning services to individuals, trusts, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs, including discretionary and non-discretionary portfolios, through a network of advisors, combining advisory, brokerage, and insurance services.

David Reid is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Founders Financial Securities and Fairway Financial since 2015, where he also provides insurance advice and products as part of his other business activities. Founders Financial Securities serves a broad range of clients, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, and retirement consulting, utilizing multiple investment programs and combining advisory, broker-dealer, and insurance services within its platform.

Jacob Stevenson is a financial advisor with Ausdal Financial Partners, Inc., holding Series 66 and Series 63 credentials and 15 years of industry experience. He previously worked at Larson Financial Securities, LLC and Larson Financial Group, LLC from 2015 to 2022. In addition to his advisory role, Stevenson is involved in outside insurance sales as an agent and partner at Mint Hill Insurance. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients through a large network of advisors. The firm offers a wide range of services, including advisor-managed and separately managed accounts, retirement-plan advisory, and financial planning, with investment strategies tailored at the advisor level to meet client-specific objectives and risk tolerances.

Leslie Moise is a financial advisor with Arete Wealth Advisors, LLC in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Arete Wealth Management LLC in 2022, Leslie worked at National Securities Corp for 11 years. Outside of investment advising, Leslie is the owner and president of LIANMAC, Inc., a small accounting and tax-related business. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and integrates with affiliated financial businesses and product channels.