Matthew Conrad is a financial advisor with Inspire Advisors, LLC in Troutman, NC, holding Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Inspire Advisors, he worked at CWM, LLC dba Carson Wealth and served ten years with the Social Security Administration. He also has a background working with Calvary Chapel Lake Norman. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients along with institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a range of investment methodologies, including fundamental, technical, and quantitative analysis, while providing discretionary and non-discretionary portfolio management and financial planning services.

Kara Kunz is a CFP®-certified financial advisor with two years of industry experience, currently with Cornerstone Wealth Group. She previously worked at Bragg Financial and spent sixteen years at the Community School of Davidson. Cornerstone Wealth Group is a multi-team SEC-registered advisory firm managing approximately $2.1 billion in assets, serving individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients. The firm utilizes model portfolios emphasizing ETFs, mutual funds, individual equities, and fixed income, with discretionary management and periodic rebalancing.

Andrew Ball is a financial advisor at AlphaStar Capital Management with four years of industry experience. He holds a Series 65 designation and has worked at AlphaStar since 2021. In addition to his advisory role, he serves as Vice President of Sales for the Annuity Division at Financial Independence Group. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and other advisers. The firm employs both model and custom strategies, utilizing strategic asset allocation combined with quantitative and momentum analysis, and provides a range of portfolio management and consulting services.

Rachel Posner is a financial advisor with Cornerstone Wealth, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has worked at several firms, including Mutual Securities, Inc., Signature Intelligent Portfolios, and Signator Investors Inc. Outside of her advisory role, she also engages in food delivery services on a part-time basis. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, offering portfolio management, financial planning, and retirement plan consulting through model portfolios with discretionary management and options for alternative investments for qualified clients.

Matthew Moyzis is a CFP® professional at Cornerstone Wealth with 18 years of industry experience. His prior roles include positions at Gratus Capital, The Vanguard Group, MML Investors Services, and Mass Mutual Life Insurance Company. Cornerstone Wealth Group is an SEC-registered investment adviser that serves individuals, trusts, estates, employer retirement plans, other advisers, and corporate entities. The firm offers portfolio management and financial planning through model portfolios using ETFs, mutual funds, stocks, bonds, and alternative investments, with regular reviews by its investment committee.

Cynthia Cross is a financial advisor at Cornerstone Wealth with 11 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial LLC and Mutual Securities, Inc. Outside of her advisory role, she serves as treasurer for a local homeowners association. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, offering portfolio management, financial planning, and consulting services with an investment approach centered on model portfolios that include ETFs, mutual funds, individual equities, and fixed income.

Boyd Barnhardt is a CFA® charterholder with 14 years of industry experience. He is currently with AlphaStar Capital Management and previously worked at Lifeworth Financial, Wells Fargo Advisors, Linden Thomas Advisory Services, and AON Hewitt. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, pension plans, and other advisers. The firm offers both model and custom portfolio strategies using strategic asset allocation combined with quantitative and momentum analysis, and it provides a range of portfolio management and consulting services.

Clifford Hodge III is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Cornerstone Wealth Group since 2018. His prior experience includes roles at Fintrust Investment Advisory Services and FinTrust Brokerage Services. He also serves on the American Funds RIA Advisory Board, advising on client business matters. Cornerstone Wealth Group is an SEC-registered investment adviser that serves individuals, trusts, estates, employer retirement plans, other advisers, and corporate entities. The firm provides comprehensive portfolio management and financial planning using model portfolios that include ETFs, mutual funds, individual securities, and alternative investments, with an active investment committee overseeing allocations.

Robert Benton is a financial advisor at Cornerstone Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at Morningstar Inc. for six years. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts and estates, employer retirement plans, other advisers, and corporate entities. The firm offers comprehensive portfolio management and financial planning, employing model portfolios that include ETFs, mutual funds, individual securities, and alternative investment sleeves, with regular investment committee oversight.

Jerett Dimarzio is a financial advisor at Cornerstone Wealth Group with 11 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Cornerstone Wealth since 2018, with prior experience at LPL Financial and Cornerstone Financial Partners. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, providing portfolio management, financial planning, and retirement plan consulting with an investment approach centered on model portfolios using ETFs, mutual funds, and individual securities.

Brenda Pressley is a financial advisor with Cornerstone Wealth who holds the PFS™ designation along with Series 65 and Series 66 licenses and has 11 years of experience in the industry. She has worked with Cornerstone Wealth Group since 2018 and previously spent two years at Cornerstone Financial Partners. Outside of her advisory role, she is president and sole shareholder of a tax and accounting services firm and serves as Secretary/Treasurer for a local nonprofit organization, Water Well Trust. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts and estates, employer retirement plans, other advisers, and corporate entities. The firm provides comprehensive portfolio management and financial planning, utilizing model portfolios with ETFs, mutual funds, and individual securities, while integrating affiliated strategies and conducting periodic portfolio reviews aligned with client objectives.

Ernest Ceccato Jr. is a financial advisor with Founders Financial Alliance, LLC, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Founders Financial Alliance and LPL Financial since 2015. Founders Financial Alliance provides discretionary investment management, financial planning, retirement plan consulting, and related advisory services to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process using ETFs, third-party managers, and regular portfolio monitoring, and offers a flat-fee family-office style program combining management, planning, and tax analysis.

Brian Williams is a financial advisor at Alphastar Capital Management with 14 years of industry experience. He holds a Series 65 credential and has been with Alphastar since 2011. Outside of his advisory role, Williams is involved in several business ventures, including ownership interests in fitness centers and an insurance product development company. Alphastar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base that includes individuals, trusts, small businesses, and pension plans. The firm employs strategic asset allocation combined with quantitative analysis and momentum evaluation, offering both model portfolios and customized strategies.

Andrew Barnett is a financial advisor with AlphaStar Capital Management, holding a Series 65 credential and six years of industry experience. He has worked at AlphaStar Capital Management since 2020 and concurrently serves as Director of Technology Innovation at Financial Independence Group, LLC, where he leads software engineering efforts to develop solutions for financial professionals. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and other investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing a strategic asset-allocation approach combined with quantitative analysis and tactical methods.

Andrew Smith is a CFP® with 26 years of industry experience, currently serving as a managing partner at Cornerstone Wealth Group, LLC. He has held roles at Mutual Securities, Inc. and Cornerstone Financial Advisors, among others. Outside of advisory work, he is involved in management activities through CWG Management Group, LLC. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, retirement plan consulting, and access to alternative investments and affiliate private funds.

Sara Milam is a Series 65 licensed financial advisor with three years of industry experience, currently with AlphaStar Capital Management. Her prior work includes roles at Financial Independence Group, Ann Taylor LOFT, and Target Corporation. She is also a licensed insurance agent. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and subadvisory services, utilizing both predefined model portfolios and custom strategies based on quantitative analysis and tactical asset allocation.

Deana Spainhour is a financial advisor at Credit Union Investment Services with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Members Trust Company, SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union, where she has provided financial advisory services since 2003. Spainhour is also co-owner of a restaurant in Lincolnton, NC, where she supports administrative operations and staff management. Credit Union Investment Services primarily serves individual investors in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement planning. The firm emphasizes a long-term, goals-based investment approach that relies on low-cost index funds and ETFs, with investment representatives as salaried employees of the parent credit union.

Patrick Hawkins is a financial advisor at Cornerstone Wealth Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Oakwood Capital Securities, 49 Wealth Management, and Purshe Kaplan Sterling Investments. Hawkins is also involved with the Financial Independence Group in a fiduciary role. Cornerstone Wealth Group is an SEC-registered investment adviser that serves individuals, trusts, estates, employer retirement plans, advisers, and corporate entities. The firm provides portfolio management and financial planning using model portfolios that include ETFs, mutual funds, stocks, and bonds, while also offering retirement plan consulting and related services.

Carmen Maria Andrews is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has previously worked at Sharp Advisors and Merit Financial Group, LLC, and has been affiliated with LPL Financial since 2010. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers personalized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers, with a network of approximately 190 advisors.

Richard Fallon III is a financial advisor at Cornerstone Wealth with seven years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and JP Morgan Chase & Co. Outside of his advisory role, he works occasionally as a freelance golf caddy in Charlotte, NC. Cornerstone Wealth Group is a multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, offering portfolio management, financial planning, and consulting services with an investment approach centered on model portfolios and discretionary management.