Monica Hamilton is a financial advisor at Choreo, LLC with six years of industry experience. She holds the PFS™ designation and previously worked at GreerWalker Wealth Management LLC from 2015 to 2023. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, and corporate clients. The firm employs a strategic asset allocation process with diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Michael Barrows is a financial advisor with IP Financial Advisory Services LLC and Innovation Partners LLC, holding Series 63 and Series 66 credentials. He has 26 years of industry experience and has previously worked at firms including Kingswood Capital Partners, M Stevens Wealth Advisors, and National Planning Corporation. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers personalized investment strategies, discretionary management, and specialized advisory services such as actuarial analysis and benefits consulting, with an emphasis on non-high-net-worth retail investors and retirement plan participants.

Raymond Morrill is a CFP® with 13 years of industry experience and is currently affiliated with Choreo, LLC in Charlotte, NC. His prior roles include positions at RSM US Wealth Management LLC, Argosy Wealth Management, and CETERA Advisor Networks LLC. Choreo, LLC serves a diverse clientele ranging from individual investors to institutional clients, offering a range of advisory services including portfolio management, financial planning, and outsourced CIO services. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various investment vehicles and specialized advisory services.

Wendell Estep is a financial advisor at SignatureFD, LLC with 5 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Goldman Sachs & Co. LLC, The Ayco Company, L.P./Mercer Allied, and The Citadel. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors. The firm offers discretionary wealth management, financial planning, retirement plan management, and advisory services for private investment funds, implementing diversified, long-term asset allocation strategies.

Ann Marie Ladnier is a financial advisor at Principal Advised Services with one year of industry experience. She holds a Series 66 designation and has worked with several entities within the Principal Financial Group, including Principal Bank and Principal Life Insurance Company. Outside of her advisory role, she serves as chief executive officer and owner of Bambee LLC, an online retail business specializing in apparel and other customized 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. The firm integrates third-party tools and proprietary models, drawing on its affiliation with Principal Financial Group entities to offer access to proprietary funds and banking products.

Caden Losier is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience and has worked across several Principal affiliates including Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. His prior experience includes roles in staffing, sports promotions, and retail. Principal Advised Services provides investment advice 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 third‑party tools and proprietary models, and operates within the Principal Financial Group family, enabling access to affiliated products and services.

John Polyviou is a financial advisor with IP Financial Advisory Services LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Linden Thomas and Company Securities, LLC since 2019 and was previously with Merrill from 2014 to 2021. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting for non-high-net-worth individuals. The firm uses a combination of discretionary portfolio management and third-party investment advisor referrals to meet client needs.

Robert Warren is a financial advisor with Principal Advised Services in Charlotte, NC. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Bank, Principal Securities, Inc., and Merrill Lynch Wealth Management. 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, wrap-fee investment management program, combining third-party methodologies with proprietary models and supported by its affiliation with Principal Financial Group.

Madison Cothran is a financial advisor with Principal Advised Services in Charlotte, NC. Holding a Series 66 designation, Madison has been with Principal and its affiliated entities since 2026. Prior to joining the financial industry, Madison gained work experience in various service roles and attended Clemson University. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering a mix of non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party tools with proprietary models and operates as part of the Principal Financial Group, benefiting from integrated access to affiliated products and services.

Sydney Cross is a financial advisor at Choreo, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and The Vanguard Group. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Clinton Crocker is a CFP® with 27 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. since 2008. He is also CEO of JM Barry & Associates LLC, where he has held a leadership role since 1999. Based in Charlotte, NC, Crocker’s background includes extensive leadership and advisory responsibilities. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and insurance advisory.

Christopher Osmond is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC since 2025. His prior experience includes roles at Centura Wealth Advisory, DLP Capital, and Prime Capital Investment Advisors. Outside of his advisory work, he is involved in rental property management in Denver, CO, and St. Augustine, FL. Fifth Third Wealth Advisors LLC is a registered investment adviser managing approximately $7.8 billion in discretionary assets for a broad client base, including individuals, trusts, pension plans, and institutional clients. The firm utilizes household-level Investment Policy Statements and a combination of in-house oversight and third-party managers to construct and rebalance portfolios, leveraging its affiliation with Fifth Third Bank for research and operational support.

Evan Kluttz is a CFP® with 35 years of industry experience, currently serving as an advisor at Harbour Investments, Inc. since 2017. He previously worked at Rm Stark & Co Inc. for 21 years. Outside of his advisory role, he serves as president of the board for the McGregor Downs suite owners association. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management.

Mason Lerch is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., and several other companies. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models in both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm is part of the Principal Financial Group family, offering access to affiliated products and integrated operational support.

David Worley is a financial advisor at Colony Family Offices, LLC with a Series 65 credential and four years of industry experience. He has been with Colony Family Offices since 2016, working continuously through its multi-team structure. Colony Family Offices provides wealth management and financial planning services primarily to ultra-high-net-worth families and their related entities. The firm employs a priorities-based, customized planning process and integrates both passive and active investment strategies, managing over $3 billion in discretionary assets.

Christina Schappert is a Series 65 registered advisor at Modera Wealth Management, LLC with seven years of industry experience. She joined Modera in 2023 after working at Parsec Financial Management, Inc. from 2016 to 2023. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors with wealth management, retirement plan consulting, and financial planning. The firm combines diversified investment strategies based on Modern Portfolio Theory with in-house accounting and tax services, offering a broad range of integrated advisory and ancillary services.

Jake Riche is a financial advisor at McAdam LLC with six years of industry experience. He holds a Series 65 designation and has worked at McAdam LLC since 2020, with prior roles including positions at Mariner Finance and Winthrop University. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios using fundamental analysis and incorporates a range of investment options, including mutual funds, ETFs, independent managers, and alternative exposures such as private investment funds and cryptocurrency vehicles.

Devrin Avant is a financial advisor with Capital Investment Advisory Services, LLC who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at Capital Investment Advisory Services since 2013 and at Capital Investment Group, Inc. since 2004. Avant serves as a board member of Carson's Pond Homeowner's Association in addition to his advisory role. Capital Investment Advisory Services provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing a mix of analytical methods and ongoing portfolio monitoring.

Brent Rosen is a financial advisor at Alera Investment Advisors, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Minnesota Life Insurance Company and Securian Financial Services, Inc. In addition to his advisory role, Rosen is involved with GCG Financial, providing fixed business insurance products such as long-term care, property and casualty, disability, and group benefits. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental analysis investment approach and integrates its advisory services with insurance and pension consulting platforms.

Jason Vieira is a financial advisor at First Citizens Asset Management, Inc. with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining First Citizens Asset Management in 2023, he held roles at First Citizens Investor Services, Michael Ryan Realty, LPL Financial, Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Global Alternative Investment Services. Outside of his advisory work, he owns and operates Provident Home Services LLC, a handyman and home renovation business. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and employs a global, multi-asset investment approach using dynamic asset allocation and both quantitative and qualitative manager research.