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.

William Rainwater is a CFP® professional with 12 years of industry experience, currently with United Brokerage Services, Inc. He previously worked at The Vanguard Group, Inc. for 10 years and held roles at Truist Advisory Services, Inc. and Truist Investment Services, Inc. Rainwater also has experience outside finance, having owned and managed a rental property. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, and small businesses, offering various managed account programs through its clearing relationship with Wells Fargo Clearing Services. The firm emphasizes strategic asset allocation, use of mutual funds and ETFs, and tax-aware overlays in its investment process.

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.

Connor Emmert is a financial advisor at Coppell Advisory Solutions LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Ameriprise, Modern Woodmen of America, NerdWallet, Fisher Investments, Merrill, and Bank of America. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning for individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and businesses. The firm uses an open-architecture platform with internally and independently created asset allocation models, employing a broad investment toolkit and continuous monitoring to implement tailored investment strategies on a discretionary basis.

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.

Benson Milburn is a financial advisor at Principal Advised Services with a Series 66 designation. He began his career in the financial industry in 2026 and has held roles at Principal Advised Services, Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Prior to this, he worked at Truist Bank and has experience outside finance including positions at Carolina Golf Club and DoorDash. 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 leverages proprietary and third-party models and integrates with affiliated entities within the Principal Financial Group to offer access to proprietary funds and related products.

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.

Anthony Hinds Fritz is a CFP® and ChFC® with 16 years of industry experience. He has been with IP Financial Advisory Services LLC since 2019 and also maintains roles at Innovation Partners LLC and as an independent life insurance agent. Fritz serves as a board member of the Financial Planning Association of Central New York and is the committee chair for the ALS Association. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm provides a range of services including discretionary portfolio management and access to third-party investment advisors, with an emphasis on non-high-net-worth individuals.

Stephen Norton is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Belmont Capital Advisors, Cambridge Investment Research Advisors, Dempsey Lord Smith, LLC, Kalos Management, and Centermark Capital Management. Outside of his advisory work, he is involved as an agent in the insurance and human resources sector. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, high net worth clients, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm uses an open-architecture platform to implement tailored investment strategies with continuous monitoring and rebalancing.

Katherine Pepper is a financial advisor at First Citizens Asset Management, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various First Citizens entities since 2006. Pepper serves as a board member for the Cabarrus Rowan Community Health Center. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages global, multi-asset model portfolios using a multi-team platform and integrates both quantitative and qualitative research in its discretionary management approach.

Richard Adams Jr. is a financial advisor with CG Advisory Services in Charlotte, NC, holding a Series 66 credential and nine years of industry experience. He has worked with Capital Asset Advisory Services LLC, Geneos Wealth Management, and CG Financial Services of North Carolina. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through proprietary model portfolios, third-party managers, and customized private equity and hedge fund access.

Alixis Roccia is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Principal, Roccia worked with American Security Mortgage Company and has coached lacrosse and basketball at Marvin Ridge High School. Principal Advised Services provides retirement plan participants and retail IRA clients with investment advice, combining third-party tools like Morningstar and proprietary models through its SimpleInvest program. The firm operates as part of the Principal Financial Group family, offering integrated access to affiliated financial products and services.

Sandra Carlson is a financial advisor with Waverly Advisors, LLC, holding CFP® and Series 66 designations and bringing 21 years of industry experience. She has been with Waverly Advisors since 2024 and previously worked at Rinehart Wealth Management, where she also serves as Chief Compliance Officer. Carlson teaches a tax planning course for the CFP program at Queens University and is a director of programs for the Financial Planning Association. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and multi-family office services.

Mario Brown is a financial advisor at IP Financial Advisory Services LLC with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at VALIC Financial Advisors, Merrill, NYLIFE Securities, and JP Morgan Chase. Brown is also a non-commissioned officer in the Army Reserve and teaches business-related courses online at Valencia College. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers personalized investment strategies with discretionary management and provides specialized advisory services including actuarial and benefits consulting.

Daniel Brackett is a CFP® with four years of industry experience currently advising at Choreo, LLC. He previously worked at Focus Partners Wealth, LLC and TIAA-CREF Individual & Institutional Services, LLC. His background also includes time at UBS Financial Firm Inc. and roles in education and other industries prior to entering financial services. Choreo, LLC serves a diverse client base that includes individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a quantitative, committee-approved investment process and offers a range of advisory services such as portfolio management, wealth consulting, outsourced CIO solutions, and specialized services including 1031 like-kind exchange and Opportunity Zone consulting.

Christopher Hernandez is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill, Bank of America, Jack Patterson & Co., and Wells Fargo Clearing Services. Outside of financial advising, he is a member of Better Books Advisor LLC, a bookkeeping services business. Ally Invest Advisors serves a broad retail client base, offering discretionary portfolio management through automated services and advisor-led guidance. The firm employs Modern Portfolio Theory-based model allocations across multiple risk tiers, utilizing primarily ETFs and automated rebalancing, while managing tens of thousands of client accounts through digital and automated processes.

John Aprill is a CFA® charterholder with 13 years of industry experience. He has been with Everett Harris & Co in Charlotte, NC since 2012. Everett Harris & Co provides discretionary and non-discretionary investment management services to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold strategy, investing across U.S. and foreign equities, fixed income, commodities, and options.