Kara Kunz is a CFP® with two years of industry experience, currently serving as a financial advisor at Cornerstone Wealth Group. She previously worked at Bragg Financial and spent 16 years at the Community School of Davidson. Cornerstone Wealth Group is an SEC-registered investment adviser that serves individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services using model-based portfolios and access to affiliated investment vehicles and subadvisors.

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 at Cornerstone Wealth with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms, including Mutual Securities, Inc. and Signature Investment Advisors, LLC. Outside of her advisory role, she also engages in gig work related to food delivery. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, utilizing model-based portfolios with a range of investment vehicles and an investment committee that oversees asset allocation and rebalancing.

Matthew Moyzis is a CFP® professional with 18 years of industry experience. He is currently with Cornerstone Wealth and has previously worked at firms including Gratus Capital, The Vanguard Group, and Robert Baird & Co. His background includes roles spanning investment advisory and financial planning across multiple well-known financial institutions. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm uses model-based portfolios with a range of investment vehicles and offers both discretionary and non-discretionary solutions, supported by an investment committee and access to affiliated firms through its parent company, Focus Financial Partners.

Cynthia Cross is a financial advisor with Cornerstone Wealth Group, holding a Series 66 designation and 12 years of industry experience. She has worked at Cornerstone Wealth Group since 2018 and previously held roles at Mutual Securities, Inc., LPL Financial, and Cornerstone Financial Partners. Outside of her advisory work, she serves as the treasurer for the Edgewater Park Homeowners Association. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm employs model-based portfolios using ETFs, mutual funds, equities, bonds, and, when appropriate, alternative investments managed by third parties, and it offers both discretionary and non-discretionary solutions.

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. He has been with Cornerstone Wealth Group since 2018 and previously worked 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, employer plan sponsors, other advisers, and corporations. The firm offers comprehensive portfolio management and financial planning, using model-based portfolios and a variety of investment vehicles, with oversight by an investment committee and access to affiliated resources through its parent company, Focus Financial Partners.

Robert Benton is a financial advisor at Cornerstone Wealth with eight years of industry experience. He holds the Series 65 designation and previously worked at Morningstar Inc. for six years before joining Cornerstone Wealth in 2018. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, utilizing model-based portfolios with various asset classes and third-party managers.

Jerett Dimarzio is a financial advisor at Cornerstone Wealth Group with 11 years of industry experience. He holds the CFP® and Series 66 designations. Dimarzio has been with Cornerstone Wealth Group since 2018 and previously worked at Cornerstone Financial Partners, Inc. and LPL Financial. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services using model-based portfolios that include ETFs, mutual funds, individual securities, and alternative investments when appropriate.

Brenda Pressley is a financial advisor with Cornerstone Wealth Group, LLC, holding the PFS™ designation as well as Series 65 and Series 66 licenses. She has 11 years of experience in financial advising and has been with Cornerstone Wealth since 2018, following previous roles at Cornerstone Financial Partners and her own CPA firm, Brenda H. Pressley, CPA, PA, which she has operated since 2002. In addition to her advisory work, she serves as Secretary/Treasurer for the nonprofit Water Well Trust. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, advisers, and corporations. The firm employs model-based portfolios featuring ETFs, mutual funds, individual securities, and alternative investments, with an investment committee overseeing allocation and rebalancing.

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 experience in the financial services industry. He is currently a managing partner at Cornerstone Wealth Group, LLC, where he has worked since 2018. His prior experience includes roles at Mutual Securities, Inc., Cornerstone Financial Advisors, and LPL Financial. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm employs model-based portfolios with a range of investment vehicles and provides comprehensive portfolio management, financial planning, retirement plan consulting, and related services.

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.

Patrick Hawkins is a financial advisor at Cornerstone Wealth with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oakwood Capital Securities, 49 Wealth Management, and Purshe Kaplan Sterling Investments. Hawkins is also associated with the Financial Independence Group, where he serves as a fiduciary financial professional. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, using model-based portfolios with ETFs, mutual funds, individual securities, and alternative investments when appropriate.

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 eight years of industry experience and holds a Series 66 designation. He 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 an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers comprehensive portfolio management and financial planning, utilizing model-based portfolios that include ETFs, mutual funds, individual securities, and, when suitable, alternative investments managed by third parties.

Ethan Bemis is a financial advisor at AlphaStar Capital Management with a Series 65 designation and three years of industry experience. Prior to joining AlphaStar, he held positions at Fleet Feet Huntersville, Cabarrus Country Club, and Catawba College. 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 employs both model portfolios and custom strategies using strategic asset allocation and quantitative analysis, and it also serves as a subadviser and referral agent to other investment advisers.

Robin Radovich is a financial advisor at United Brokerage Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including BB&T and Crescom. Radovich also serves as secretary of the Rotary Club of Lincolnton, NC. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of banking affiliation and a primarily non-discretionary advisory model.