James Vande Logt is a CFP® and ChFC® with 21 years of industry experience. He is currently with VestGen Advisors, LLC, having previously worked at LPL Financial, ValMark Securities, ValMark Advisers, Woodbury Financial Services, and Northwestern Mutual Investment Management. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client relationship work with centralized portfolio construction and employs third-party managers alongside proprietary strategies.

Christian Little is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Ausdal, he worked at Wells Fargo and has experience in both educational and medical supply sectors. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets through a network of approximately 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations.

James Johnson is a financial advisor at Lombard Advisers Incorporated with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Lombard Securities Incorporated since 2007. Outside of his advisory work, he owns and manages real estate through entities separate from his investment activities. Lombard Advisers provides personalized investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management using fundamental, technical, charting, and cyclical analysis, and manages approximately $670 million in assets.

Bradley Kellen is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Founders Financial Securities LLC and Fairway Financial since 2015. He is based in Matthews, NC, and holds the Series 66 designation. His work includes financial planning and insurance sales with a focus on variable annuities, long-term care, and variable life products. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing multiple advisory platforms and a combination of mutual funds, ETFs, and sub-advised strategies.

Timothy Beldner is a financial advisor with Ausdal Financial Partners, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Ausdal in 2020, he worked at Larson Financial Securities, LLC and Larson Financial Group LLC. Outside of his advisory role, he is involved in managing and developing real estate investments and assists his daughter with a coffee trailer business. Ausdal Financial Partners manages over $2 billion in client assets and provides investment advisory, retirement planning, and financial planning services to individuals, trusts, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs, including discretionary and non-discretionary portfolios, through a network of advisors, combining advisory, brokerage, and insurance services.

David Reid is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Founders Financial Securities and Fairway Financial since 2015, where he also provides insurance advice and products as part of his other business activities. Founders Financial Securities serves a broad range of clients, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, and retirement consulting, utilizing multiple investment programs and combining advisory, broker-dealer, and insurance services within its platform.

Jacob Stevenson is a financial advisor with Ausdal Financial Partners, Inc., holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. He previously worked at Larson Financial Securities, LLC and Larson Financial Group, LLC from 2015 to 2022. Outside of his advisor role, Stevenson is involved in insurance sales as an agent and partner at Mint Hill Insurance. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, and retirement-plan advisory, with investment strategies tailored at the advisor level based on client-specific goals and risk profiles.

Leslie Moise is a financial advisor with Arete Wealth Advisors, LLC in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Arete Wealth Management LLC in 2022, Leslie worked at National Securities Corp for 11 years. Outside of investment advising, Leslie is the owner and president of LIANMAC, Inc., a small accounting and tax-related business. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and integrates with affiliated financial businesses and product channels.

Thomas Braun is a financial advisor at Gradient Investments, LLC with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Goldenguard Wealth Management, GoldenGuard Financial, Thrivent Investment Management, and Worth Financial Group. He is also the owner of GoldenGuard Financial, an insurance services business based in Matthews, NC. Gradient Investments, LLC provides discretionary investment management services to individuals, high-net-worth clients, institutions, and various entities. The firm uses a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios managed on a discretionary basis.

John Bly is a financial advisor with Aprio Wealth Management, LLC in Matthews, NC, holding a Series 66 license and bringing 16 years of industry experience. His career includes roles at Aprio Advisory Group and Aprio Risk Management since 2019, as well as prior experience at HK Financial Services, Proequities Inc, and L B & A, CPA, PLLC. Bly is also a partner at a CPA firm and is involved in insurance sales. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on tailored portfolio management, financial planning, and uses a combination of asset allocation, specialist sub-advisers, and various investment strategies to help preserve clients’ purchasing power over the long term.

Katrina Hayes is a CFP® professional with 25 years of industry experience. She has worked at Prospera Financial Services since 2013, following roles at TCA Financial Group and Wells Fargo Clearing. Outside of her advisory work, she is active in community and professional organizations, including serving as Chair of the Charlotte chapter of Ellevate, a global professional networking association, and holding leadership roles in a local nonprofit wine tasting social club. Prospera Financial Services is a multi-team advisory firm with 271 advisors and approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, and other entities, offering financial planning and portfolio management through multiple advisory programs and platforms.

Phillipe Toupin is a CFP® with eight years of industry experience, currently serving as a financial advisor at Aprio Wealth Management, LLC. His prior experience includes roles at Jones Gregg Financial, LLC and Business Acquisition & Merger Associates. He is also an insurance agent with Aprio Risk Management, LLC. Aprio Wealth Management offers discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios based on client objectives and risk tolerance, using a mix of asset classes and specialized strategies, and is part of a broader Aprio group that integrates tax, accounting, and benefit consulting services.

Jacob Chandler is a financial advisor at Inspire Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Inspire Advisors since 2019, previously spending over a decade at Ameriprise Financial Services. Outside of advising, he is the owner and director of JKC Consulting Inc. and serves as a fund manager for the Inspire Tactical Balanced ESG ETF. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual, high-net-worth, institutional, charitable, and brokerage clients. The firm incorporates Biblically Responsible Investing using proprietary scoring tools and employs a combination of fundamental, technical, quantitative analysis, and modern portfolio theory to develop portfolios.

Mariana Vega Ortega is a financial advisor at Arete Wealth Advisors, LLC in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Arete, she worked at H & Co LLP for four years. Outside of her advisory role, she is the owner of Blackbull Holding Group LLC, a business involved in the import and export of classic cars. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm uses a combination of advisor-driven and proprietary model allocations, third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

William Newton Jr. is a CFP® with 24 years of industry experience, currently serving at Archer Investment Corporation since 2011. He also operates Newton Wealth Management and has been a CPA since 1976. His additional business activities include involvement in fixed insurance, life, and annuities. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, offering services through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

Roy Mattox is a financial advisor at Exodus Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Integrated Financial Strategies, LLC, Uwharrie Investment Advisors, and Darvas Investment Management LLC. Before his advisory career, Mattox was a self-employed trader for 18 years. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm emphasizes tailored portfolio supervision using a range of investment strategies and conducts regular due diligence on recommended managers.

Michael Reilly is a financial advisor at MissionSquare Retirement with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at GWFS Equities, Inc., MML Distributors, LLC, and MassMutual Financial Group. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, including discretionary Managed Accounts and nondiscretionary Fund Advice, supported by Morningstar Investment Management’s model portfolios and investment expertise.

Judy Poole is a financial advisor at Capital Analysts with eight years of industry experience. She holds a Series 66 designation and has worked at Lincoln Investment and Robinson & Assoc during her career. Outside of her advisory role, she is a 50% owner and officer of Poole Financial Services Inc., focusing on life insurance and fixed annuities. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering portfolio management and retirement-plan advice through a combination of in-house investment management and third-party managers. The firm operates nationwide with integration through Lincoln Investment and emphasizes fiduciary services for retirement and tax-advantaged accounts.

Mandisa Landry is a financial advisor at Belpointe Asset Management LLC with 11 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Purpose Comprehensive Wealth Management and Wells Fargo. Outside of advising, she is an insurance agent, selling various insurance products. 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 and offers discretionary portfolio management and financial planning using a combination of passive, active, tactical, and blended strategies.

Derek Herzer is a financial advisor at Kingswood Wealth Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked for Medigap Life for ten years. Outside of his advisory role, he is involved in consulting for an investment-related business and provides training and support for a national Medicare health insurance brokerage during the annual enrollment period. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm uses an open-architecture platform with both discretionary and non-discretionary investment strategies and integrates insurance-related accounts through affiliated entities.