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. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and JP Morgan Chase & Co. Outside of his advisory role, Fallon occasionally works 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 provides portfolio management, financial and retirement plan consulting, and employs model-based portfolios using a range of investment vehicles.

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.

William Ham is a financial advisor with AlphaStar Capital Management holding a Series 65 designation and eight years of industry experience. His prior roles include positions at Armis Advisers, Ham Asset Management, and a long-standing role with Financial Independence Group, where he serves as Vice President of Sales in the Annuity Division. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing strategic asset allocation and quantitative tactical approaches.

Suzanne Dean is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Truist Advisory Services and its affiliated entities since 2015, including roles at Bb&T Investment Services and Bb&T Securities prior to the firm’s rebranding. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, and its integrated structure includes affiliated broker-dealer and banking services.

Richard Reber is a CFP®-certified financial advisor with 18 years of industry experience. He is affiliated with Independent Advisor Alliance, LLC and has prior experience with Morgan Stanley and Morgan Stanley Private Bank. Reber is also the author of "How to Talk to Your Partner About Money and Not Kill Each Other." Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model of advisory representatives and integrates various portfolio management strategies along with technology platforms to support its services.

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.

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.

Kyle Thomas is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Bank of America and Merrill from 2014 to 2023. Kyle also operates Founders Private Wealth, LLC, an investment advisory business affiliated with his current firm. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm combines discretionary and non-discretionary portfolio management with a technology-driven approach and maintains a unique network model supported by its partial ownership by LPL Financial.

John Godfrey Jr. is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and having 21 years of industry experience. His prior roles include positions at LPL Financial and Cornerstone Wealth. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary portfolio management supported by various analytical techniques and technology platforms.

Bruce Putnam is a financial advisor at Independent Advisor Alliance, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial since 2011 and Cornerstone Financial Advisors from 2011 to 2018. Beyond his advisory role, he has been involved in mortgage and real estate services and acts as an agent for fixed insurance products. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting through a network of advisory representatives utilizing discretionary and non-discretionary portfolio management strategies, supported by technology platforms and a governance model that integrates supervised advisors, sub-advisors, and third-party managers.

Cynthia Sherrill is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial for 10 years. Cynthia is also associated with Sherrill, Blake & Harrison CPA PA. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing advisory programs, operations, technology, compliance, and practice-management support. The firm offers a variety of portfolio construction options and manages discretionary model portfolios through its Investment Management and Research team.

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.

Adam Sailers is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 65 and Series 63 licenses and has six years of industry experience. Adam has been with Fifth Third Securities since 2020 and has been associated with Fifth Third Bank since 2016. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, combining advisor-directed models, SMA strategies, and direct-indexing options.

Kerr Ann Dempster is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Denver, NC, holding Series 65 and Series 63 licenses with six years of industry experience. She has worked with Fifth Third Securities since 2019 and FIFTH THIRD BANK since 2014. Outside of her advisory role, she is the owner and author of Ink City Books, a self-publishing fiction venture. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering access to multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, managing a range of investment options including mutual funds, ETFs, SMAs, and tax-overlay strategies.

Amanda Durbiano is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at TIAA, Exencial Wealth Advisors, Hefren Tillotson, Inc., and PNC Investments. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active managers overseen by an internal Investment Committee.

Michael Fox is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 credentials and has 23 years of industry experience. Prior to joining T. Rowe Price in 2025, he worked for Hewitt Associates and Hewitt Financial Services LLC from 2011 to 2025. T. Rowe Price Advisory Services offers a retirement advisory program focused on individual investors and households, combining financial planning, retirement income planning, and discretionary investment management primarily through proprietary mutual funds and ETFs. The firm uses model allocations, tax-aware strategies, and an interactive online tool to deliver financial plans and manage accounts on a discretionary basis.