John Potter is a Series 65-licensed financial advisor at Integrity Advisory Solutions with 10 years of industry experience. He previously worked for Strategic Planning Corporation and also maintains a legal practice focusing on estate planning and elder law. Potter serves as treasurer for the North Carolina chapter of the National Academy of Elder Law Attorneys. Integrity Advisory Solutions serves individuals, trusts, estates, and business clients through approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing a range of asset-allocation strategies and third-party platforms.

Kelly Guadagnino is a CFP® professional with three years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2023. Prior to joining Modera, Kelly worked at Battery Global Advisors and PwC. She volunteers with the Volunteer Income Tax Assistance (VITA) program, providing free tax preparation for low-income taxpayers. Modera Wealth Management offers wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm emphasizes diversified asset allocation grounded in Modern Portfolio Theory and combines traditional investment management with in-house accounting and tax services, serving approximately $17.7 billion in assets under management.

Patrick Galvin is a CFP® and ChFC® credentialed financial advisor with seven years of industry experience. He is currently with Blueprint Financial Advisors in Charlotte, NC, having previously worked at firms including Park Avenue Securities and Hornor, Townsend & Kent LLC. Outside of his advisory role, he owns and manages a vehicle rental business. Blueprint Financial Advisors is a multi-advisor SEC-registered firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities with portfolio management, financial planning, and retirement consulting. The firm employs a proprietary strategic-and-tactical investment approach across diversified asset classes and offers access to private placements and illiquid investments.

Carter Collins is a financial advisor at Advisory Services Network with a Series 65 credential and one year of industry experience. He previously worked at DSP Wealth Strategies and Trading Composure. Outside of his advisory roles, he works as a gym attendant at Ballantyne Country Club in Charlotte, NC. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with a range of investment strategies and implementation options.

William Brantley is a financial advisor at Meridian Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Independent Advisor Alliance, Kestra Investment Services, Citigroup Global Markets, and Merrill. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities with discretionary portfolio management, financial planning, and retirement-plan services. The firm employs an IPS-driven, tailored investment approach and manages most client relationships on a discretionary basis using a diversified mix of asset types.

Peyton Pounds is a Series 65-licensed financial advisor with Advisory Services Network in Charlotte, NC, and has one year of industry experience. His prior roles include positions at Adhesion Wealth, SilverRock Wealth, and Williams Wealth Advisors. Outside of finance, he was involved with Queen City Grill Cleaning from 2020 to 2022. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent representatives. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and the use of diverse securities and third-party managers to meet client objectives.

Andrea Swope is a financial advisor at Blueprint Financial Advisors with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms including Maplewood Investments, Kingswood Capital Partners, and Quint Capital. In addition to her advisory role, she owns and operates Emerson Cress, a real estate consulting firm. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets and employs a strategic-and-tactical investment approach using price-driven trend-following and momentum rules across diversified global portfolios.

Ryan Russell is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior experience includes roles at Ally Invest Securities LLC and E*TRADE Securities LLC. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, including ETF-based Robo Portfolios and personalized financial advice. The firm uses model portfolios based on Modern Portfolio Theory and provides services such as tax-sensitive allocations and tax-loss harvesting.

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.

Michael Ortiz is a financial advisor at United Capital Financial Advisors in Charlotte, NC, holding the CFP®, Series 65, and Series 63 designations with seven years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, Mercer Allied, and The AYCO Company, L.P. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base that includes individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions supported by a broad affiliate network and technology platform, FinLife Partners, which also serves independent advisors.

Kyle Mahle is a CFP® professional with five years of industry experience. He is currently with Silver Oak Securities, Inc. and has prior work history at The Vanguard Group, Inc., Facet Wealth, and Truist Financial. Silver Oak Securities serves a diverse client base including individuals, pension plans, and corporations through a large network of financial professionals, managing approximately $2.4 billion in discretionary assets with a primarily discretionary investment approach tailored to client objectives and risk tolerances.

Chia Yang is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Modera Wealth Management, LLC since 2022 and previously held a position at Merrill Lynch. Yang also has experience in academia, having been affiliated with Winthrop University in various capacities from 2018 to 2022. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers services such as wealth management, retirement plan consulting, tax preparation, and trust-related services.

Rebecca Hoover is a financial advisor with Waverly Advisors, LLC in Charlotte, NC, holding a Series 65 designation and seven years of industry experience. She previously worked at McShane Partners for five years and KPMG for five years. In addition to her advisory role, she serves as president of Windsor Partners, LLC, a consulting business focused on financial matters. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Natalia Ruiz is a financial advisor with Principal Advised Services in Dallas, NC, holding Series 63 and Series 66 licenses and having nine years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Wells Fargo Bank. She currently serves as a retirement consultant, providing one-on-one investment advice to Principal retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools and proprietary models to deliver both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm is part of the Principal Financial Group family, integrating affiliated products and services with robust governance and supervision.

Matthew Gooch is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 66 and Series 63 licenses and having four years of industry experience. He has worked in various roles at Principal Financial Services, Principal Life Insurance Company, and Principal Advised Services since 2022. Outside of his advisory work, Gooch has experience in other industries including ride-sharing and staffing. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party tools and proprietary models to offer both nondiscretionary recommendations and discretionary investment management, serving clients affiliated with Principal Financial Group and others.

Brandy Burgess is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 66 and Series 63 registrations and nine years of industry experience. Her career includes roles at Principal Financial Services, Principal Life Insurance Company, Wells Fargo Clearing Services, and a period of self-employment prior to joining Principal. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm is part of the Principal Financial Group family, leveraging proprietary models and affiliated resources to serve its clients.

Brandon Allain is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Charlotte, NC, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has previously worked at Axa Advisors, LLC, and has been associated with J.M. Barry & Associates, LLC since 2019. Outside of his advisory work, Allain is involved as a financial consultant specializing in life insurance and securities consultation and sales. M HOLDINGS SECURITIES, Inc. serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, combining discretionary and non-discretionary investment management with financial planning, insurance advisory, and retirement plan consulting.

Jeffrey Chapman is a financial advisor with First Citizens Asset Management, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials with 24 years of industry experience. His prior roles include positions at BB&T Investment Management and Sterling Capital Management. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm offers global multi-asset class portfolios using a combination of fundamental, quantitative, and technical analysis within discretionary management frameworks.

David Lentz is a financial advisor with SVB Wealth in Charlotte, NC, holding Series 63 and Series 66 licenses and 24 years of industry experience. He previously worked at Merrill and First Citizens Investor Services and Asset Management. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients. The firm utilizes a due diligence process to select third-party managers and offers both discretionary and non-discretionary account management, operating as a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Claude Corbett is a financial advisor with Royal Fund Management, LLC in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has worked at Royal Fund Management since 2020 and previously spent four years at Horter Investment Management and ten years at Corbett Insurance Services. Outside of advising, he is an independent insurance agent with I65PLUS, where he assists clients in meeting their health, life, disability, long-term care, and annuity insurance needs. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental, technical, and cyclical analysis across a range of investment strategies and offers specialized services including participant account management and access to select non-traded REITs and an options-writing overlay.