Jonathan Moody is a CFP® with six years of industry experience, currently affiliated with A.G.P. / Alliance Global Partners in Charlotte, NC. His prior work includes roles at Stifel Financial Corp., Capitol Financial Solutions, and Carroll Financial. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach with a focus on international investing and combines in-house management, third-party money managers, and sub-advisers to implement various portfolio strategies.

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.

Anthony Bridges is a financial advisor at Forvis Mazars Wealth Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Prior to his financial services career, he was involved in education at the University of North Carolina Wilmington and Richard J. Reynolds High School. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides financial planning, investment management, and consulting services, managing approximately $12 billion in assets while integrating wealth management with coordinated tax and accounting services through its affiliation with a national professional services firm.

Philip Brody is a financial advisor with CWA Asset Management Group in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with CWA Asset Management Group since 2014. CWA Asset Management Group provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm uses proprietary models combining fundamental active analysis with multi-factor quantitative rankings and offers family-office services, retirement plan fiduciary services, and access to private pooled investment vehicles and insurance products.

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.

Gregory Klibanov is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously spent over two decades with TIAA and joined Principal Advised Services and affiliated entities in 2025. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, combining third-party tools and proprietary models to deliver both non-discretionary recommendations and discretionary investment management through its SimpleInvest program. The firm operates as part of the Principal Financial Group family, leveraging integrated resources such as Principal Bank and Principal Asset Management.

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 with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Asset Allocation Strategies, he worked at Arthur J Gallagher and has involvement in multiple related businesses including serving as a partner at Reavis Financial Group. He is also a board member and secretary of Lions Services, a nonprofit supporting the blind, and volunteers with Seeds of Hope, a scholarship organization in Charlotte, NC. Asset Allocation Strategies, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting to individual and high-net-worth clients as well as plan sponsors. The firm uses quantitative techniques and model portfolios to construct goal-based allocations and offers supplemental services such as 529 plan assistance and advice for 401(k)/403(b) sponsors.

Austin Carter is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Principal Securities, Inc., Principal Life Insurance Company, Wells Fargo Clearing Services, and Sun and Ski Sports. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies with proprietary models and benefits from integration within the Principal Financial Group family, providing access to a range of affiliated products and services.

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 20 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Retirement Capital Planners, LLC, O'Dell, Winkfield, Roseman & Shipp, LLC, Corecap Advisors, and he has owned Roseman Financial since 2000. He co-hosts webinars with Medicaid Success, a nationwide Medicaid planning service. Simplicity Wealth serves a broad mix of clients, including individual and high-net-worth investors, retirement plans, institutional investors, and other financial firms. The firm offers advisory services ranging from financial planning to managed account platforms, implementing a fund-of-funds approach using ETFs, mutual funds, and individual securities, combined with technology and operational support for other advisers.

Lynn Lins De Araujo is a CFP® with five years of industry experience, currently affiliated with Bragg Financial Advisors Inc in Charlotte, NC. She has worked at Wachovia Securities, LLC and Wachovia Bank, N.A. since 2002 and 2003, respectively. Bragg Financial Advisors is a family-owned, multi-advisor firm providing financial planning and discretionary portfolio management to individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation and broad diversification, offering model-based portfolio management and a Small Cap Value managed account program, along with sub-advisory services to mutual funds.

Sean Powley is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Facet. He previously worked at UBS Financial Services and The Vanguard Group, Inc. Sean is based in Charlotte, NC. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services with a focus on holistic financial planning using its Total Financial Life Resources framework and discretionary asset-allocation programs. The firm does not charge percentage-of-AUM investment fees and leverages technology-driven features such as machine-learning recommendations for employer plan accounts.

Dalton Thiem is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 license and two years of industry experience. He has worked at Principal Life Insurance Company, Principal Securities, and Principal Advised Services since 2024. In addition to his advisory role, he serves as an assistant vice president at Principal Bank, focusing on sales of bank deposit products. 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 integrates proprietary models with third-party methodologies and leverages its affiliation with the Principal Financial Group family to provide access to proprietary mutual funds, bank products, and affiliated trading services.

Haad Majied is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Stratos Wealth Advisors LLC since 2018. Prior to this, he worked at Fidelity Investments for six years. Outside of advisory work, he is the owner and CEO of Majied Properties LLC and is involved in life insurance sales through Majied Financial Group, LLC. Stratos Wealth Advisors serves a diverse clientele including individuals, corporations, charitable organizations, and retirement plans, offering investment management, financial planning, and insurance consulting through a network of investment advisory representatives. The firm uses a combination of bespoke and model portfolios and maintains relationships with affiliated and third-party subadvisers and custodians to deliver its services.

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 with Belpointe Asset Management LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Purpose Comprehensive Wealth Management, Mutual Advisors, Wells Fargo Clearing, and U.S. Bancorp Investments. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting with customized portfolios and a variety of advisory and administrative services.

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 industry. He is affiliated with Bragg Financial Advisors Inc in Charlotte, NC, where he has worked since 2000. Prior to and concurrently, he spent 20 years at Queens Road Securities, LLC. Bragg Financial Advisors is a family-owned, multi-advisor firm serving individuals, charitable organizations, corporations, and investment companies with financial planning and discretionary portfolio management. The firm emphasizes strategic asset allocation and broad diversification, offering model-based portfolios, a Small Cap Value managed account program, and sub-advisory services to mutual funds.