William Ham is a financial advisor with AlphaStar Capital Management holding a Series 65 designation and eight years of industry experience. His prior roles include positions at Armis Advisers, Ham Asset Management, and a long-standing role with Financial Independence Group, where he serves as Vice President of Sales in the Annuity Division. 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 consulting services, utilizing strategic asset allocation and quantitative tactical approaches.

Douglas Frye is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His prior roles include positions at Brookstone Capital Management and Spinnaker Financial, Inc. Frye is also involved in personal finance education through his ownership and hosting of TheMoneyClassroom.com, a platform that generates social media content on financial topics. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering a comprehensive platform that includes access to third-party asset managers and both discretionary and non-discretionary account options.

Amanda Rembert is a financial advisor at Benjamin F. Edwards & Company, Inc. with seven years of industry experience. She holds a Series 66 designation and has previously worked at Stifel and Wells Fargo Clearing. Outside of her advisory role, she serves on the boards of Eastern Catawba Cooperative Christian Ministry and Ashure Ministry, assisting with charitable fundraising events. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and both discretionary and non-discretionary managed investment solutions.

Richard Reber is a CFP®-certified financial advisor with 18 years of industry experience. He is affiliated with Independent Advisor Alliance, LLC and has prior experience with Morgan Stanley and Morgan Stanley Private Bank. Reber is also the author of "How to Talk to Your Partner About Money and Not Kill Each Other." Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model of advisory representatives and integrates various portfolio management strategies along with technology platforms to support its services.

Evangeline Lodwick is a financial advisor at Empower Advisory Group with 28 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Her prior roles include positions at Valic Financial Advisors, TIAA-CREF, and Encompass Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services feature an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and consistent rebalancing within established plan lineups.

Robert Steele is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Truist Advisory Services since 2023 and previously served in related roles at Truist Investment Services, BB&T Securities, and BB&T Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supplemented by AI-enabled research tools, and is notable for its integration across affiliated entities and its AMC Advantage manager-selection program.

Kathy White is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various Truist-affiliated firms since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools to manage client portfolios and oversee investment selections.

Kyle Thomas is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Bank of America and Merrill from 2014 to 2023. Kyle also operates Founders Private Wealth, LLC, an investment advisory business affiliated with his current firm. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm combines discretionary and non-discretionary portfolio management with a technology-driven approach and maintains a unique network model supported by its partial ownership by LPL Financial.

John Godfrey Jr. is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and having 21 years of industry experience. His prior roles include positions at LPL Financial and Cornerstone Wealth. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary portfolio management supported by various analytical techniques and technology platforms.

Bruce Putnam is a financial advisor at Independent Advisor Alliance, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial since 2011 and Cornerstone Financial Advisors from 2011 to 2018. Beyond his advisory role, he has been involved in mortgage and real estate services and acts as an agent for fixed insurance products. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting through a network of advisory representatives utilizing discretionary and non-discretionary portfolio management strategies, supported by technology platforms and a governance model that integrates supervised advisors, sub-advisors, and third-party managers.

Adam Sailers is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cornelius, NC. He holds Series 63 and Series 65 licenses and has six years of industry experience, all with FIFTH THIRD SECURITIES and affiliated Fifth Third Bank. FIFTH THIRD SECURITIES, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, including advisor-directed mutual fund and ETF models, separately managed accounts, and direct indexing options.

Kerr Ann Dempster is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2019, following a tenure at Fifth Third Bank beginning in 2014. Outside of her financial advisory role, she is the owner and author of Ink City Books, where she self-publishes fiction novels. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through both investment advisory and brokerage services. The firm offers access to multiple program types via the Passageway Managed Account Program, combining third-party portfolio managers and advisor-directed strategies to meet varied client needs.

David Raudman is a CFP® with 25 years of industry experience currently affiliated with Independent Financial Partners in Denver, NC. He has worked at Independent Financial Partners since 2011 and spent eight years with LPL Financial prior to that. Raudman is also involved in the sale of non-variable life insurance and fixed annuities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients with a notable focus on retirement-plan advisory and pension consulting services.

Cameron Wood is a financial advisor at Empower Advisory Group with a Series 66 credential and approximately one year of industry experience. Before joining Empower Advisory Group, he held roles at TD Bank, MWA Financial Services Inc., Modern Woodmen of America, and Maine State Credit Union. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s integrated service model focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates within plan lineups chosen by plan sponsors.

Lisa Baverso is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Truist and its predecessor firms since 2006, including roles at Bb&T Investments and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment approach.

James Gowen is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has worked with Truist Advisory Services and related entities since 2018, following earlier roles at BB&T Investments. Outside of his advisory work, he serves as a volunteer firefighter with the Propst Crossroads Volunteer Fire Department. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enhanced research.

Thomas Rembert IV is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience. He holds a Series 66 designation and previously worked at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory role, he serves as a councilman and mayor pro-tempore for the Town of Maiden, North Carolina. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory, brokerage, and consulting services, utilizing proprietary and third-party investment strategies alongside in-house trading and custody solutions.

Jaclyn Mcgrew is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Fifth Third Securities since 2021 and Fifth Third Bank since 2019. Prior to her financial services career, she was involved with D9 Brewing Company for four years. Fifth Third Securities serves a broad range of individual and institutional clients through investment advisory and brokerage services, offering access to multiple program types and third-party portfolio managers on the Passageway Managed Account platform.

Kate Holton is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has nine years of industry experience. Kate has been with Bankers Life since 2007 and Bankers Life Securities since 2016. In addition to her advisory role, she serves as a Field Development Manager, training agents and managers on insurance-related topics and products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

William Rhodes II is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Huntersville, NC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes positions at Wells Fargo Clearing, Wells Fargo Advisors, and Fifth Third Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities with investment advisory and brokerage services. The firm offers multiple program types through its Passageway Managed Account platform, combining third-party portfolio management with advisor-guided investment solutions.