Bradley Joubert is a CFP® professional with 17 years of industry experience, currently serving at Wealthcare Capital Management LLC since 2013. He is also involved with Beacon Small Business Solutions. Wealthcare Capital Management LLC is a multi-team SEC-registered advisor managing approximately $3.03 billion for a diverse client base, utilizing model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms.

Matthew Wallen is a CFP® and CFA® with 15 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and has held prior roles at Mariner Independent, Mariner Platform Solutions, AdvicePeriod, LLC, and Feehan Financial Group. Outside of his advisory work, he is the founder of Confluence Wealth Management and serves as a business advisor to Confluence Investment Management. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based advising approach supported by proprietary quantitative metrics and integrates both passive and active investment strategies.

Joseph Bennett is a Certified Financial Planner® with 21 years of industry experience. He has been with Great Valley Advisor Group, LLC since 2016 and is also affiliated with LPL Financial, LLC. Bennett provides administrative services within Great Valley Advisor Group in addition to his advisory role. Great Valley Advisor Group is an SEC-registered, 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, using a combination of in-house strategies and third-party managers across various platforms.

Jaynene Landrum is a financial advisor with Credit Union Investment Services in Gastonia, NC, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Credit Union Investment Services since 2021 and is also associated with Members Trust Company and SECU Life Insurance Company. Landrum serves as a Financial Advisory Services Specialist at State Employees' Credit Union, providing financial services to eligible members. 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 emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with advisers as salaried employees of the parent credit union.

Christopher Shaw is a financial advisor with NFSG Corporation, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at Newbridge Financial Services Group, Pruco Securities LLC, and Kalos Capital Inc. Outside of his advisory work, he serves as treasurer and bookkeeper for Resurgence PPG, a nonprofit providing powered paragliding therapy to disabled veterans, and he is the head varsity soccer coach at South Point High School. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary asset management and employs an internal portfolio manager to support its advisors, utilizing a variety of investment styles and third-party asset managers.

Timothy Fox is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked in various roles within the credit union ecosystem, including positions at State Employees' Credit Union since 2008, Members Trust Company, and Secu Life Insurance Company. Fox also serves as a Financial Advisory Services District Manager for State Employees' Credit Union, providing financial services to eligible members. Credit Union Investment Services primarily serves North Carolina residents with goals-based, non-discretionary investment advice focused on long-term planning using low-cost mutual funds and ETFs. The firm operates within the credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union and emphasizes asset-based arrangements with a predominance of non-discretionary assets under management.

Michael Baker is a CFP® and Series 65-licensed financial advisor with 15 years of industry experience. He is currently with Advisory Alpha, LLC and has previously worked at Planners Alliance LLC, Vertex Capital Advisors, and AlphaStar Capital Management. In addition to his advisory work, he owns The Wealth Technique, LLC, through which he provides financial education and public speaking. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised fund offerings. The firm also acts as a subadvisor or co-advisor for other registered investment advisors, managing a diverse range of managed portfolio series with a discretionary investment approach.

Richard Myrick is a Series 65-licensed advisor with First Advisors National, LLC. He has been with the firm since 2026 and has over a decade of experience working with Virtual SC and the Clover School District. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and implements client strategies through third-party money managers, employing tactical and strategic asset allocation methodologies.

William Rainwater is a CFP® professional with 12 years of industry experience, currently with United Brokerage Services, Inc. He previously worked at The Vanguard Group, Inc. for 10 years and held roles at Truist Advisory Services, Inc. and Truist Investment Services, Inc. Rainwater also has experience outside finance, having owned and managed a rental property. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, and small businesses, offering various managed account programs through its clearing relationship with Wells Fargo Clearing Services. The firm emphasizes strategic asset allocation, use of mutual funds and ETFs, and tax-aware overlays in its investment process.

Connor Emmert is a financial advisor at Coppell Advisory Solutions LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Ameriprise, Fisher Investments, and Merrill. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning services to a broad client base, including high net worth individuals, pension participants, trusts, estates, charitable organizations, and business entities. The firm employs an open-architecture platform with tailored investment strategies and a diverse range of investment tools, managing over $1.1 billion in client assets.

Stephen Norton is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Belmont Capital Advisors, Cambridge Investment Research Advisors, Dempsey Lord Smith, LLC, Kalos Management, and Centermark Capital Management. Outside of his advisory work, he is involved as an agent in the insurance and human resources sector. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, high net worth clients, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm uses an open-architecture platform to implement tailored investment strategies with continuous monitoring and rebalancing.

Eric Kotecki is a CFP®-certified financial advisor with three years of industry experience, currently serving at Credit Union Investment Services. He has been associated with State Employees’ Credit Union since 2018, where he provides financial advisory services to eligible members. Kotecki also holds an agent role with SECU Life Insurance Company, working in conjunction with his credit union responsibilities. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost index funds and ETFs, and operates within the credit-union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.

Logan Haga is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and savings rates.

Ryan Schrift is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 19 years of industry experience, including roles at Independent Advisor Alliance since 2016 and LPL Financial since 2012. Outside of his advisory work, he serves as a City Councilman for Belmont, NC, and is a managing partner of The Schrift Boys Farm in South Carolina. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, pooled vehicles, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary portfolio management supported by various analytical techniques and technology platforms.

Trevor Sellers is a financial advisor with Empower Advisory Group in Gastonia, NC. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Empower Financial Services, Inc and PHMG, as well as diverse experience outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

David Srulevitch is a CFP® with four years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior work includes roles at The Colony Group, Buckingham Strategic Wealth, Carolina Capital Consulting, and Blair, Bohle & Whitsitt. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Katie Ellis is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. She has eight years of industry experience, with prior roles at BB&T Securities, First Citizens Investor Services, and First Citizens Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Angela Thomas is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. Her career includes roles at Wells Fargo Bank NA and Wells Fargo Clearing Services before joining Truist Advisory Services in 2022. Outside of her advisory work, she is the owner of two ventures focused on developing organizational tools and wellness apps for women and families. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary manager relationships and third-party platform solutions.

Brendan Petty is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Transamerica Life Insurance Company, MassMutual, and Mutual of Omaha. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisory programs focused on asset allocation and retirement guidance, utilizing Morningstar Investment Management’s proprietary tools for portfolio construction and oversight.

Kara Grabow is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. Prior to joining Truist Advisory Services in 2026, she worked at Truist Bank from 2020 to 2026 and previously at Buy Buy Baby from 2015 to 2020. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary approaches supported by affiliated entities and third-party platforms.