Wade Menzies is a financial advisor at Insight Folios with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Tactical Investment Advisors for 12 years. In addition to his advisory role, he is involved in insurance sales. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as ERISA plan consulting and participant advisory services. The firm also serves other registered investment advisers through sub-advisory relationships and employs a team-of-advisers approach supported by proprietary planning software and artificial intelligence tools.

Christopher Hobart is a financial advisor with Hobart Wealth in Charlotte, NC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has previously worked with firms including G.F. Investment Services, LLC and Global Financial Private Capital. Outside of his advisory role, he owns a marketing consulting business and serves as secretary for a local business park homeowners association. Hobart Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, and trusts, offering tailored asset management, financial planning, and ERISA retirement plan consulting. The firm constructs portfolios based on client objectives and employs a range of investment strategies, including third-party managers and model providers.

Paul Durso is a financial advisor with Insight Folios in Charlotte, NC, holding Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Insight Folios since 2015 and concurrently operates Durso Capital Management Co. Outside of his advisory roles, Durso is involved with Uplift Marketing, where he contributes to sales, marketing, design, and coaching for the Simplicitree planning software. Insight Folios serves a broad range of individual clients, including high-net-worth households, as well as ERISA retirement plans and other registered investment advisers. The firm offers discretionary portfolio management and financial planning, utilizing its proprietary Simplicitree software alongside long-term trading strategies and artificial intelligence tools.

Stewart Neely is a financial advisor at Cornerstone Wealth Planning in Charlotte, NC, holding a Series 65 designation with five years of industry experience. Prior to joining Cornerstone in 2021, he spent six years working at Christ Covenant Church. Cornerstone Wealth Planning serves individuals, high-net-worth clients, and small business owners with investment advisory, portfolio management, and comprehensive financial planning. The firm combines Modern Portfolio Theory with fundamental analysis and integrates in-house tax preparation alongside its advisory services.

Joseph Brooks is a CFP® professional with 26 years of industry experience. He is currently with Sapere Wealth Management, LLC and has prior experience at Northwestern Mutual Wealth Management Company and Nfp. Sapere Wealth Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and trust entities. The firm employs a top-down, global-macro investment approach with an absolute-return focus, combining public equities, registered funds, and privately offered vehicles, while emphasizing active liquidity management.

Niki Erb is a Series 65-licensed financial advisor at Insight Folios with six years of industry experience. Prior to joining Insight Folios and Durso Capital Management Co. in 2020, she worked at Frito Lay for over two decades. She is also involved in insurance and annuity sales. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, along with ERISA plan consulting and participant advisory services. The firm often acts as a sub-adviser to other registered investment advisers and uses a team-of-advisers approach supported by proprietary planning software and artificial intelligence tools.

Eric Mohammed is a financial advisor at Principal Advised Services with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he worked at Wells Fargo Advisors, LLC for six years. In addition to his advisory duties, he provides one-on-one investment advice to Principal retirement plan participants at benefit events. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. As part of the Principal Financial Group family, the firm integrates affiliated resources to deliver both nondiscretionary recommendations and discretionary investment management through its SimpleInvest program.

James Winther is a financial advisor at Beacon Global Advisor Network, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Brookstone Wealth Advisors, Royal Alliance, and Lincoln Financial Advisors. Outside of his advisory work, he is the CEO of Atlas NexGen Group, which focuses on impact investing to create residential housing for low-income residents in Atlanta. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts by providing asset management, financial planning, retirement consulting, and a dedicated pension-advice service for U.K. expatriates. The firm customizes portfolios using third-party managed models, mutual funds, ETFs, individual equities, and fixed income, typically managing accounts on a discretionary basis through unified managed account platforms.

Ruth Stene is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and seven years of industry experience. She has previously worked at LPL Financial, Bank of America, Merrill, and Kennedy Consulting LLC. Stene is licensed as a non-variable insurance agent, focusing on life, health, annuity, and long-term care products. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers across various platforms.

Jesse Walker is a financial advisor with Principal Advised Services in Monroe, NC, holding Series 63 and Series 66 licenses and having six years of industry experience. He has worked at various firms, including Principal Financial Services and Wells Fargo Clearing Services LLC. 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 integrates third-party and proprietary methodologies and is part of the Principal Financial Group, leveraging affiliated entities to offer a range of financial products and services.

Larry Poole is a financial advisor with Capital Analysts and holds Series 63 and Series 65 credentials. He has 39 years of industry experience, including over two decades at Lincoln Investment Planning and Poole Financial Services Inc. He is president and a 50% owner of Poole Financial Services Inc., which provides life insurance and fixed annuity products. Capital Analysts serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house investment management team and proprietary screening tools to support various advisory models.

Matthew Oneil is a CFP® and ChFC® with 18 years of experience in financial advisory. He is currently with CG Advisory Services and previously worked at Geneos Wealth Management Inc and WFG Investments, Inc. Outside of advisory, he is involved with Capital Asset Insurance Services, which offers fixed insurance products. 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 both proprietary model portfolios and customized account solutions.

Elizabeth Newton is a financial advisor with Archer Investment Corporation in Charlotte, NC. She holds a Series 65 designation and has two years of industry experience. Her prior work includes positions at Newton Wealth Management and Wray Ward, as well as five years at Cory's Audio Visual. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and The Archer Funds. The firm manages approximately $900 million on a primarily discretionary basis, offering customized portfolio management and model-based strategies across a diversified range of asset classes.

James Vande Logt is a CFP® and ChFC® with 20 years of experience in financial advisory roles. He currently serves at VestGen Advisors, LLC and Private Client Services, having previously worked at LPL Financial LLC and Valmark Securities, Inc. Outside of advising, he is involved as a co-founder and member of VestGen Wealth Partners Holdings, a financial services holding company. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a variety of analytical methods and third-party managers to implement client portfolios.

Thomas Baysinger is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 66 designations and seven years of industry experience. His career includes roles at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, State Employees' Credit Union, Bank of America, Merrill, and The Vanguard Group. He also serves as a Financial Advisory Services Specialist at State Employees' Credit Union and as a Trust Representative with Members Trust Company. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes a goals-based, long-term investment approach, focusing mainly on no-load, low-cost index mutual funds and ETFs within a credit-union ecosystem.

James Johnson is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Lombard Securities Incorporated since 2007 and also has a long-standing role at Perigee.Net Corporation. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a range of discretionary and non-discretionary programs, combining fundamental and technical analysis, with a notable portion of assets managed on a non-discretionary basis where clients retain final trading authority.

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.

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.

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, Series 65, and Series 66 licenses. Braun has been with Gradient Investments since 2018 and is also the owner of GoldenGuard Financial, where he provides insurance services and products. Gradient Investments offers discretionary investment management to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm utilizes a proprietary Wright Investment Strategies framework and provides a variety of model and custom portfolios managed on a discretionary basis.