Jonathan Moody is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at A.G.P. / Alliance Global Partners since 2024. He previously worked at Stifel Financial Corp. for five years and has additional experience at Capitol Financial Solutions and Carroll Financial. Moody has held instructional roles at Winthrop University and Central Piedmont Community College. A.G.P. / Alliance Global Partners is a multi-team firm that serves individual clients, including high-net-worth households, retirement plans, and institutional vehicles. The firm offers a range of services including discretionary and non-discretionary portfolio management, financial and estate planning, and brokerage and insurance products, with a notable emphasis on international investing and management of pooled vehicles.

Steven Grubner is a financial advisor at Arkadios Wealth Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Kalos Capital from 2015 to 2022 before joining Arkadios Capital. He is treasurer of the Rotary District 7680 - Charlotte South Club. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of programs including advisor-managed accounts, wrap programs, and access to third-party money managers. The firm supports advisors with an internal portfolio team and offers diverse investment strategies along with retirement plan consulting and comprehensive portfolio reporting.

Philip Brody is a financial advisor with CWA Asset Management Group in Charlotte, NC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at CWA Asset Management Group since 2014, following seven years at Byron Financial, LLC and one year at Kestra Investment Services, LLC. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, and institutional investors. The firm employs a range of active and quantitative strategies based on proprietary research and models, combining global diversification with techniques such as short selling, tax-aware strategies, and the selective use of artificial intelligence.

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.

Joel Poole is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Principal Securities, LPL Enterprise, Merrill, Bank of America, and The Vanguard Group. Outside of advising, he works as a security investigator for Allied Universal. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary investment management program called SimpleInvest, utilizing a combination of third-party methodologies and proprietary models supported by its affiliation with Principal Financial Group.

John Thacker II is a Certified Financial Planner® with 17 years of industry experience. He has been with SignatureFD, LLC since 2019 and previously worked at Cornerstone Wealth Group, LLC, Cornerstone Financial Advisors, and LPL Financial. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing wealth management, retirement plan management, and consulting services. The firm manages portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

Marc Horgan is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with First Citizens Asset Management, Inc. and holds a management role at SVB Wealth LLC, a wholly owned subsidiary of First Citizens Bank & Trust. His career includes positions at First Citizens Bank and affiliated entities dating back to 1998. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm employs a multi-team platform with discretionary management of approximately $167 million, utilizing global multi-asset model portfolios and a combination of quantitative and qualitative investment criteria.

Sampson Reavis Jr. is a financial advisor at Asset Allocation Strategies, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Arthur J Gallagher and GLP Investment Services. Outside of his advisory role, he serves as a board member and secretary for Lions Services, a nonprofit helping the blind, and volunteers with Seeds of Hope, a scholarship organization in Charlotte. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced quantitative asset allocation models and offers both discretionary and non-discretionary services through diversified portfolios, including ETFs and third-party managers.

I believe financial planning should feel personal, practical, and empowering, not overwhelming. As a CERTIFIED FINANCIAL PLANNER™ professional with a Ph.D. in Personal Financial Planning, I combine deep academic knowledge with years of real-world advisory experience to help individuals and families make smart, confident financial decisions. On top of that, I value my relationship with my clients. Over the years, I’ve guided professionals, and families through life’s most important financial milestones, planning for retirement, funding education, managing investments, or navigating complex transitions. My approach is grounded in research, but always tailored to your unique goals and values. I take the time to listen, simplify the complex, and create strategies that bring both clarity and peace of mind. Beyond my advisory work, I serve as a professor of finance and associate dean at Winthrop University. Teaching and research keep me sharp, ensuring that the guidance I provide my clients is rooted not just in practice, but also in the latest financial insights. When I’m not working with clients or teaching, you can usually find me on the tennis court, traveling with my family, or enjoying time outdoors.

Joseph Roseman Jr. is a financial advisor at Simplicity Wealth with over 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Retirement Capital Planners, LLC and O'Dell, Winkfield, Roseman & Shipp, LLC. In addition to his advisory role, he owns Roseman Financial, where he markets annuities, long-term care, and life insurance products. Simplicity Wealth serves a diverse client base ranging from individuals to institutional investors and other financial firms. The firm employs a fund-of-funds approach primarily using ETFs, mutual funds, and selected individual securities, while providing advisory and operational services including a managed account platform and technology solutions for advisers.

Lynn Lins De Araujo is a financial advisor at Bragg Financial Advisors Inc with the CFP® designation and Series 63 license. She has six years of industry experience and has worked at Wachovia Securities, LLC and Wachovia Bank, N.A. since 2002. Bragg Financial Advisors, Inc. is a family-owned, SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm emphasizes strategic asset allocation, broad diversification, and longer-term holdings, offering discretionary portfolio management, financial planning, and managed-account services.

Sean Powley is a CFP® with 10 years of experience in the financial services industry. He is currently with Facet Wealth, where he has worked since 2022. His previous experience includes roles at UBS Financial Services and The Vanguard Group. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses technology-driven processes and model-based asset allocations, offering a range of services including portfolio design, retirement and tax planning, and estate planning referrals.

Derek Cox is a financial advisor at Ally Invest Advisors in Charlotte, NC, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work history includes roles at ProCamps, Dexian, and Jobot. Ally Invest Advisors delivers discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual services, including ETF-based Robo Portfolios and personalized financial advice. The firm employs model portfolios grounded in Modern Portfolio Theory with multiple risk tiers and cash allocation strategies.

Haad Majied is a CFP®-certified financial advisor with 19 years of industry experience. He has been with Stratos Wealth Advisors LLC since 2018 and previously worked at Fidelity Investments and Ameriprise. Outside of his advisory role, he is the owner and CEO of Majied Properties LLC and operates a separate life insurance business. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers customized financial planning and portfolio management services, utilizing third-party managers and technology platforms to meet client goals.

Mark Rothwell is a CFP® professional with three years of industry experience, currently serving at ValMark Advisers, Inc. He previously worked at State Street Corporation for eight years and has held a COO and Director of Financial Planning role at Scott Jones Financial since 2021. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and sub-advisory services.

Bryan Woodell Sr. is a financial advisor at Blueprint Financial Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Penn Mutual Life Insurance and Hornor Townsend & Kent. He also operates Emerald Financial Group, providing brokerage and advisory services along with multi-line insurance products. Blueprint Financial Advisors is a multi-advisor firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities with portfolio management, financial planning, and retirement consulting. The firm manages approximately $1.4 billion in assets and employs a strategic, trend-following approach to global diversified portfolios.

Aaron Olson is a financial advisor at Belpointe Asset Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Purpose Comprehensive Wealth Management, Mutual Advisors, Wells Fargo Clearing, U.S. Bancorp Investments, and Chase Investment Services. He is based in Weddington, NC. Belpointe Asset Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, trusts, and other advisers. The firm manages approximately $7.6 billion in client assets through a network of about 174 advisors and offers customized portfolio management and financial planning across individual and institutional accounts.

Matthew Papandrea is a CFP® with 18 years of industry experience, currently serving at Ritholtz Wealth Management. He has worked at The Vanguard Group since 2008. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering comprehensive portfolio management and financial planning services. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Steven Scruggs is a CFA® charterholder with 26 years of experience in the financial services industry. He has worked at Bragg Financial Advisors Inc since 2000 and previously spent 20 years with Queens Road Securities, LLC. Bragg Financial Advisors, Inc. is a family-owned investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm emphasizes strategic asset allocation, diversification, and rebalancing, offering discretionary portfolio management and financial planning services, often through portfolio models managed directly or by independent managers.

John Lindros is a financial advisor at Composition Wealth, LLC with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Miracle Mile Advisors, Equity Services, National Life Group, and Guardian Life Insurance of America. In addition to his advisory role, he is involved in insurance sales, dedicating approximately 10% of his time to this activity. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.