Gregory Padgitt is a CFP® with 19 years of industry experience. He is currently with Aspire Private Capital and has held prior roles at Nationwide Securities LLC, Nationwide Financial, LPL Financial, and TIAA-CREF. He is also involved with Plushenko Enterprises LLC. Aspire Private Capital is an SEC-registered adviser managing approximately $510 million for individuals, corporations, and retirement plans. The firm offers investment management, financial planning, and retirement plan consulting, often implementing portfolios through third-party sub-advisers and model solutions on the GeoWealth platform.

Douglas Marion is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Everstar Asset Management, LLC and has previously worked at AlphaStar Capital Management, LLC and Advanced Wealth Strategies, Inc. Outside of his advisory role, Marion is an independent insurance agent and a partner in two non-investment related businesses, Fruitful Roots Brewing, LLC and Aspiration Adventures, LLC. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in assets and sponsors multiple private investment funds, employing a proprietary investment process that includes equity and fixed-income models, derivatives, and a diversified range of securities.

Daniel Antonelli is a CFA® charterholder with 19 years of industry experience. He is currently with Everstar Asset Management, LLC and has worked at J.P. Morgan Securities Inc. since 2003. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in regulatory assets for about 1,077 clients and sponsors multiple privately offered pooled investment vehicles, employing a multi-step investment process that includes proprietary equity and fixed-income models.

Shauntae Funkhouser is a financial advisor with A4 Wealth Advisors LLC in Huntersville, NC, holding a Series 65 credential and four years of industry experience. She has worked at several firms including Gradient Investments, LLC and Thrive Mortgage, where she is also a residential mortgage loan originator. Funkhouser is the owner and Certified Divorce Financial Analyst at LKN Finance and Divorce Consultants LLC. A4 Wealth Advisors LLC provides personalized financial planning and investment management services to individuals, retirement and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs both discretionary and non-discretionary portfolio management, integrates alternative investments, and combines in-house advice with sub-advisors and co-advisor models.

Antonio Burkett is a CFP® with 13 years of industry experience, currently serving as an advisor at Aspire Private Capital since 2018. He previously worked at LPL Financial LLC and Morton Malloy Realty. Aspire Private Capital is an SEC-registered investment adviser managing approximately $510 million for individuals, corporations, and retirement plans. The firm provides investment management, financial planning, retirement consulting, and selective tax consulting, often utilizing third-party sub-advisers and model portfolios through the GeoWealth platform.

Ravi Mujumdar is a financial advisor at Everstar Asset Management, LLC with a Series 65 credential and over 18 years of professional experience, including a 17-year tenure at Duke Energy. He has also worked as an independent consultant prior to joining Everstar. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in regulatory AUM for about 1,077 clients and sponsors multiple private investment funds using a proprietary five-step investment process.

Christina Dell'aquila is a financial advisor at Victrix Investment Advisors with two years of industry experience. She holds a Series 66 designation and has previously worked at firms including Wealth Advisors Trust Company and Lincoln Financial Advisors Corporation. Outside of her advisory role, she provides freelance pet sitting services through Rover. Victrix Investment Advisors offers investment advisory services to individuals, trusts, and retirement plan clients, managing approximately $343 million in assets. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored financial profiles and investment plans, and it utilizes derivatives and related strategies in some separately managed accounts.

Heather Fowler is a financial advisor at A4 Wealth Advisors LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Thrive Mortgage and Covius Services LLC. Outside of advising, she owns HeatherGrown, LLC, where she teaches yoga and assists with plant sales. A4 Wealth Advisors LLC provides personalized financial planning, investment management, and referrals to third-party money managers for individuals, retirement plans, trusts, estates, and charitable organizations. The firm integrates in-house advice with sub-advisors and co-advisor models, incorporating alternative investments and offering both discretionary and non-discretionary portfolio management.

Kevin Daley is a financial advisor at Lifestyle Freedom Advisory Group, LLC with six years of industry experience and a Series 65 designation. He has worked with the firm since 2018 in multiple roles and previously held positions at NAVEX Global and public school systems. In addition to his advisory work, he is involved with Lifestyle Freedom Group, LLC dba Array Partners, providing business consultation services. Lifestyle Freedom Advisory Group serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary asset management, financial planning, and ERISA plan services. The firm emphasizes customized portfolios tailored to client goals and risk tolerances, employing fundamental, technical, and cyclical analysis, and often uses third-party managers or sub-advisors for portfolio management.

Richard Rust is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 credential and two years of industry experience. He has held multiple roles within the Principal Financial Group family, including positions at Principal Bank and Principal Life Insurance Company. Outside of finance, Rust creates and markets music and digital art commissions for personal clients. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering a mix of non-discretionary and discretionary services supported by proprietary and third-party models. The firm is part of the Principal Financial Group, enabling integrated access to affiliated products and services.

Jerrica John is a financial advisor at Principal Advised Services with Series 63 and Series 66 licenses and three years of industry experience. She has held roles within Principal Bank, Principal Financial Services, and Principal Life Insurance Company since 2023. Outside of her advisory work, she is the managing director of Juke Properties, LLC, a real estate investment business involving property renovation and rental management. 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 combines third-party and proprietary models and operates within the Principal Financial Group family, providing access to affiliated products and integrated services.

Andrew Watkins is a financial advisor at Principal Advised Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Principal Financial Services, Principal Life Insurance Company, and Wells Fargo Clearing. He currently serves as a team lead at Principal Advised Services, offering investment advice to retirement plan participants. 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 to offer both nondiscretionary recommendations and discretionary investment management through its SimpleInvest program. The firm is part of the Principal Financial Group family, which integrates affiliated entities to provide access to a broad range of proprietary products and services.

Gerald Craig is a financial advisor at IFG Advisory, LLC with over 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked at IFG Advisory since 2016. Prior to this, he has been associated with LPL Financial and Carolina Planning Consultants, LLP for over two decades. IFG Advisory, LLC provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of analytical approaches and utilizes sub-advisors and third-party managers to tailor investment strategies that align with client objectives.

Jonathan Blevins is a CFP® and ChFC® at AlphaStar Capital Management with 22 years of industry experience. His prior roles include tenure at TIAA-CREF and Oakwood Capital Securities. He also serves as Vice President of Advisor Consulting for Alpha Star. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm uses model portfolios and advisor-directed strategies incorporating multiple asset types and employs third-party portfolio construction technology.

Ryan Leake is a financial advisor with Principal Advised Services in Charlotte, NC. He holds a Series 66 designation and has been working in the industry since 2023, including prior roles at firms such as Capstone Financial and Cetera Advisors LLC. 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 combines third-party and proprietary models, leveraging its membership in the Principal Financial Group family to offer access to proprietary funds and affiliated services.

Derek Ahrens is a financial advisor at Principal Advised Services with one year of industry experience. He holds a Series 66 designation and has worked at several Principal affiliates since 2025. Prior to his financial services career, he held various roles in the automotive and retail sectors. He previously sold life insurance from April to October 2024. 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 Principal Financial Group to offer access to proprietary funds, bank products, and trading services.

Kenneth Miller is a financial advisor with Exodus Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Miller Financial Inc. since 1983 and has held roles at Integrated Financial Strategies and Fortune Financial Services. Outside of advisory work, he owns and operates an insurance agency focused on life, health, and group insurance sales. Exodus Wealth serves individuals, including high net worth clients, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm offers asset management, financial planning, and consulting services, managing several hundred million dollars in discretionary assets with a tailored investment approach that combines fundamental, technical, and cyclical analysis.

Evan Normile is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 license with two years of industry experience. His prior roles include positions at Ryder System, Inc. and Dick's Sporting Goods, and he currently serves as a retirement consultant providing one-on-one investment advice to Principal retirement plan participants. Evan also holds an assistant vice president role at Principal Bank, where he is involved in sales of bank deposit products. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers non-discretionary recommendations and a discretionary, wrap-fee investment management program, leveraging both proprietary models and third-party methodologies within the Principal Financial Group family.

William Swecker is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Swecker holds roles across multiple Principal affiliates, including serving as an investment adviser representative providing retirement plan distribution advice. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm operates within the Principal Financial Group family, providing integrated access to affiliated products and discretionary investment management through its SimpleInvest program.

Jason Hathcock is a financial advisor at AlphaStar Capital Management with 17 years of industry experience. He holds the Series 66 and Series 63 licenses and previously worked at LPL Financial for 12 years and Wells Fargo Clearing Services. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services through a combination of firm-designed portfolios and advisor-directed models. The firm manages approximately $2.5 billion in assets across over 8,400 client relationships.