George Mcdow is a CFP® with 18 years of industry experience, currently serving with Mutual Of Omaha Investor Services, Inc. since 2013. He is also the owner of The McDow Group, LLC, an insurance agency offering life, health, annuities, dental, property and casualty, disability, and Medicare supplement lines. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs, third-party money manager relationships, and financial planning. The firm operates using a platform relationship with Envestnet and offers a range of model portfolios and retirement plan consulting services.

Richard Yercheck is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Capital Investment Advisory Services and Capital Investment Group Inc since 2019 and previously at Prospera Financial Services from 2013 to 2019. Outside of his advisory role, he serves on the City of Monroe Planning Board and the Union Symphony Orchestra board, and he is a CPR instructor. Capital Investment Advisory Services, LLC 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, utilizing a mix of analytical methods and ongoing portfolio monitoring.

Matthew Baldini is a financial advisor with Inspire Advisors, LLC in Waxhaw, NC, holding a Series 65 license and six years of industry experience. Prior to joining Inspire Advisors in 2019, he worked for the County of Los Angeles Probation Department for eleven years. Baldini also serves as president of FHG Advisors Inc., a non-investment related S Corporation based in Waxhaw. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a mix of quantitative, fundamental, and modern portfolio theory analyses in its portfolio management strategies.

Thomas Colombo is a financial advisor with NorthCoast Asset Management LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at Kovitz Investment Group Partners, Connectus Wealth, and Morgan Stanley. Outside of finance, he is co-owner of QB Focus LLC, an athletic training business. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process and offers a diverse range of strategies including strategic asset allocation, tactical equity, and alternative interval funds.

Ethan Scharf is a financial advisor with Exodus Wealth, LLC, holding Series 65 and Series 63 licenses and beginning his industry career in 2026. Prior to joining Exodus Wealth, he has experience at Fortune Financial Services, as well as diverse roles including videography and education at South Piedmont Community College. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans with asset management, financial planning, and consulting services. The firm employs a blend of fundamental, technical, and cyclical analysis across various investment vehicles and strategies, maintaining discretionary portfolio management with regular reviews and rebalancing.

Keith Chandler is a CFP® and ChFC® with 32 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 22 years before joining Inspire Advisors, LLC in 2019 as part of The Chandler Team. He serves as a fund manager for the Inspire Tactical Balanced ESG ETF, overseeing asset allocation based on trend-following triggers. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing about $1.03 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary scoring and screening tools and employs a mix of quantitative, fundamental, technical, and modern portfolio theory analyses in its portfolio management.

Garry Pakozdy is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and 14 years of industry experience. He has worked at Foundations Investment Advisors since 2018 and has been involved with Chadmere Capital since 2012, where he serves as an insurance and annuities agent. Additionally, he manages Coastal Real Estate SC, LLC, overseeing property management operations. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and retirement plans, utilizing a mix of fundamental, technical, and cyclical analysis alongside model portfolios and third-party sub-advisers.

Jordan Hanson is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has worked at Ritholtz Wealth Management since 2024 and previously spent nine years at HCR Wealth Advisors. Ritholtz Wealth Management serves individual and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs and tactical strategies, alongside digital platforms for portfolio implementation and management.

Aaron Olson is a financial advisor with Belpointe Asset Management LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Purpose Comprehensive Wealth Management, Mutual Advisors, Wells Fargo Clearing, and U.S. Bancorp Investments. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting with customized portfolios and a variety of advisory and administrative services.

Jason Creel is a financial advisor with TIAA-CREF, holding a Series 66 designation and 25 years of industry experience. He has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm also advises a donor-advised fund and operates within a vertically integrated structure using affiliated funds.

Francis Chimenti is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2012. He holds Series 63 and Series 65 licenses and is based in Weddington, NC. Oppenheimer provides a range of advisory and brokerage services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm utilizes strategic and tactical asset allocation, manager selection, and various investment strategies, offering both discretionary and non-discretionary management programs.

Ryan Shank is a financial advisor at &PARTNERS with 29 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining &PARTNERS in 2024, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a variety of strategies and a combination of proprietary and third-party models.

Zachary Farmer is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. He has worked at Commonwealth and The Pinnacle Financial Group since 2018. Outside of his advisory roles, he previously operated Farmer Painting Plus from 2012 to 2020. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Erin Koch is a financial advisor at Commonwealth Financial Network with a Series 66 designation and over 18 years of industry experience. She has been associated with The Pinnacle Financial Group since 2005 and joined Commonwealth Financial Network in 2024. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including managed model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Leo Harrington Jr. is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Waxhaw, NC, holding Series 63, Series 65, and Series 66 licenses and bringing 19 years of industry experience. He has been with Fifth Third Securities since 2013, totaling 13 years at the firm. FIFTH THIRD SECURITIES, Inc. serves individual, institutional, and business clients through both investment advisory and brokerage channels. The firm offers a variety of program types and third-party portfolio managers on its Passageway Managed Account platform, accommodating a range of investment strategies including mutual funds, ETFs, SMAs, and direct indexing.

Kevin Chase is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and 36 years of industry experience. His career includes over three decades at Merrill and multiple roles at Sanctuary Advisors and Sanctuary Securities. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, supported by a network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services and employs various analytical approaches, delivering advice through dually licensed advisers who manage accounts on both discretionary and non-discretionary bases.

Daniel Holloway is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Bankers Life Advisory Services, Inc. in Charlotte, NC. He has been associated with various entities within the Bankers Life organization since 2009. Outside of advisory work, he is a partner in a fitness franchise in Pittsburgh, PA, involved in operations and business activities. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored investment strategies aligned with clients’ goals and risk tolerances.

Jacob Brock is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Prior to his advisory role, he worked at Papa Johns Inc. for five years. He is also an insurance agent with Bankers Life and Casualty, Inc., where he sells life insurance, annuities, long-term care, and senior insurance products including Medicare supplements and Medicare Advantage programs. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Ethel Muhammad is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 credential and three years of industry experience. She has worked at Bankers Life and its affiliated entities since 2021 and has been involved with Magnolia Consulting Services, Inc. since 1999. In addition to her advisory role, she operates as an insurance agent writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analyses to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Timothy Creech is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. His prior roles include positions at LPL Financial, National Planning Corporation, Creek Financial LLC, and ING ReliaStar Life Insurance. He also operates Blackbridge Financial, an investment advisory business separate from LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs a network model of advisory representatives and leverages technology platforms alongside various portfolio management strategies.