Kenneth Miller is a financial advisor with Integrated Financial Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Integrated Financial Strategies since 2015 and also operates Miller Financial Inc., an insurance agency focusing on life, health, and group insurance sales. Integrated Financial Strategies is a registered investment adviser serving individual clients, corporations, and business entities with portfolio management, retirement income planning, and financial planning services. The firm employs a combination of fundamental, technical, and charting analysis to construct diversified portfolios and offers both discretionary and non-discretionary management alongside web-based consulting and wrap fee programs.

Ryan Mesimer is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Gradient Advisors LLC and Bostian Retirement. In addition to his advisory role, he owns Northridge Wealth Advisors, providing financial, education, and consulting services, and is a licensed insurance agent involved in the sale of fixed insurance products. Advisory Alpha serves a diverse retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors and employs a broad range of managed portfolio strategies overseen by an internal Investment Team.

Graham Martin is a Series 66-licensed financial advisor at Principal Advised Services with two years of industry experience. He has held multiple roles within the Principal Financial Group family, including positions at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Outside of finance, he has experience working with Newsong Church (Ardent Faith Ministries) and in retail through The Bakery Shoppe. 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 investment management program called SimpleInvest. The firm operates as part of the Principal Financial Group, leveraging proprietary tools and affiliated entities to support its advice and investment solutions.

Paul Taylor is a financial advisor with AlphaStar Capital Management, holding Series 63, 65, and 66 licenses and 19 years of industry experience. Prior to joining AlphaStar in 2021, he worked at Advisory Alpha, LLC, Formula Folio Investments, LLC, and Retirement Wealth Advisors, Inc. Outside of his advisory work, he owns and operates Taylormade Custom Builders, a residential building business. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and advisor-directed strategies, utilizing a range of investment vehicles and third-party portfolio construction technology.

Larry Jones is a financial advisor at Virtue Capital Management, LLC with 11 years of industry experience. He holds the ChFC® designation and Series 65 license. His work history includes roles at Navstar Financial Planning, Horter Investment Management, and Navstar Financial Services. Outside of his advisory work, Jones is involved in insurance sales and provides college planning and advisory services to parents through separate businesses. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients across about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, utilizing a model-driven investment approach that incorporates economic data and quantitative optimization.

Jordan Beard is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Merrill Lynch and Kestra Investment Services, LLC, as well as experience outside finance with Piedmont Hardware and the YMCA. Beard is involved in several real estate ventures, including ownership and management activities. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a wide range of investment products and personalized account management.

Kyle Corgan is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at NewBridge Securities Corporation since 2018 and Fidelity Investments from 2011 to 2017. Outside of his advisory role, he is a licensed insurance agent and is involved with HomeVestors, marketing 1031 exchanges and DST investments. He also operates an insurance sales business under Goosehead Insurance Agency, LLC. NFSG Corporation provides investment advisory and financial planning services to a wide range of clients, including individuals, institutional participants, and charitable organizations. The firm offers diversified portfolio management and employs internal and third-party asset management resources to support its advisors.

David Gordon is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has 26 years of industry experience, including roles at IFG Advisory since 2016 and LPL Financial since 2001. Outside of his advisory work, he is the managing partner of Gordon, Keeter & Co, CPAs, where he oversees tax preparation, accounting, bookkeeping, and financial statement preparation. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a multi-faceted investment approach that includes in-house management, sub-advisors, third-party managers, and model portfolios.

Paige Earls is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Crestwood Advisors since 2015. She holds the Series 66 designation and is based in Boston, MA. Crestwood Advisors provides comprehensive investment and wealth management, financial planning, and advisory services to individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients. The firm combines global asset allocation with fundamental security selection and offers a digital investment program called Pathfinder that delivers automated ETF-based portfolios with periodic advisor engagement.

Matthew Haddad is a CFA® charterholder with seven years of industry experience. He has been with Dakota Wealth, LLC since 2020 and previously worked at Willingdon Wealth Management and BMGI. Dakota Wealth Management provides investment advisory and wealth management services to a wide range of clients, including individuals, trusts, retirement plans, and charitable organizations. The firm offers customized portfolios with a diversified approach, combining various asset classes and research methods, and serves as an investment manager to a registered mutual fund as well as a sub-adviser to an ETF.

Keith Stabasefski is a CFP® professional with 14 years of experience in financial advisory services. He is currently with Kestra Private Wealth Services, LLC and has previously worked at BGW Wealth Advisors, BGW CPA, Capital One Investing, United Income, Secrest Blakey & Associates, and Cavok Wealth Consulting. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a wide range of investment products and platforms with both discretionary and non-discretionary arrangements.

Philip Miller is a financial advisor at Prosperity Wealth Management, Inc. in Concord, NC, with 21 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Fortune Financial Services, Integrated Financial Strategies, and his own Miller Insurance & Financial Services. Miller also has an outside insurance appointment and performs fee-based advisory work through Integrated Financial Group. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, consulting, and referrals to third-party money managers. The firm manages approximately $442 million for around 1,600 clients and employs a multi-method investment process with ongoing oversight of recommended managers.

Isaiah Smith II is a financial advisor with Integrity Advisory Solutions, holding Series 63 and 65 licenses and bringing 11 years of industry experience. Prior to joining Integrity Advisory Solutions in 2025, he worked at AlphaStar Capital Management, LLC for five years and Regal Investment Advisors LLC for four years. He also serves as Senior Vice President of Annuity Sales at The Assurance Group, where he is involved in training and mentoring agents. Integrity Advisory Solutions serves individual, trust, estate, corporate, and business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and uses both fundamental and technical analysis supported by various asset allocation strategies and third-party platforms.

Michael Ames is a financial advisor at StoneX Advisors Inc. with 15 years of industry experience. He has worked at StoneX Advisors since 2020, following roles at Fifth Third Securities and Truist Investment Services. Ames is also involved in insurance sales as an agent with Synergy Insurance Group and Buckhead Brokerage Group. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes a variety of strategies and platforms to support customized investment solutions.

Orlando Ricci is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and possessing five years of industry experience. His career includes roles at Principal Life Insurance Company and NYLIFE Securities LLC. Outside of financial advising, he officiates high school wrestling in North Carolina and South Carolina and is a published author working on multiple novels. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools and proprietary models. The firm is part of the Principal Financial Group family, offering access to affiliated products and combining non-discretionary recommendations with a discretionary investment management program.

Clifford Sorel is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior firms include Arco Capital Partners LLC, Saybrus Partners, and Raymond James Financial Services Advisors Inc. He is a member of the Salisbury Rotary Club. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment solutions through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

Trenton Whalen is a financial advisor at AlphaStar Capital Management with five years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Fifth Third Securities, and Fifth Third Bank. Outside of his advisory role, Whalen serves as Chief Judge of an election precinct and is Chair of the Cabarrus Community Foundation board. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, employing both model and custom strategies that combine strategic asset allocation with quantitative and momentum analysis.

Deborah Stamets is a Series 65-licensed financial advisor with Merit Financial Advisors in Davidson, NC. She has seven years of industry experience and has been with Merit Financial Group since 2015. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices and managing about $23.9 billion in client assets. The firm provides coordinated wealth-management services and uses a long-term, diversified investment approach supported by an internal Investment Management team and Investment Committee.

Austin Palmer is a financial advisor at Kestra Private Wealth Services, LLC with 27 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is a founding partner and wealth advisor at Destination Wealth Advisors, where he holds an ownership stake and assists with firm growth through advisor and client acquisition. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients with access to a wide range of investment products and specialized offerings.

Jeffrey Thompson is a financial advisor with Geneos Wealth Management, Inc. in Davidson, NC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been associated with Geneos Wealth Management since 2005 and leads Thompson Wealth Advisors, an investment services business. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm provides financial planning, portfolio management, and access to third-party money managers through various traditional and wrap-fee programs.