Brian Spencer is a financial advisor with CoreCap Advisors in Cornelius, NC, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked at CoreCap Advisors and CoreCap Investments since 2020 and has been with Capital Choice Financial Services since 2019. Outside of advisory roles, Spencer serves as President and Director of Credit on the Board of Directors at Hooker Furniture Company, a position he has held since 2014. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans, trusts, and corporations. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with an investment approach focused on long-term relationships and a range of mutual funds, ETFs, equities, and bonds.

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.

Shawn Sigler is a financial advisor at AlphaStar Capital Management with six years of industry experience. He holds a Series 65 designation and serves as Executive Vice President of Financial Independence Group, an independent marketing organization representing multiple insurance carriers. In this role, he dedicates significant time to consulting and supporting insurance agents. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, businesses, and other advisers, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting. The firm employs a strategic asset-allocation approach with quantitative analysis and works with subadvisers, underlying funds, and exchange-traded products.

Kyle Corgan is a financial advisor with NFSG Corporation, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He previously worked at NewBridge Securities Corporation and Fidelity Investments. Outside of advisory work, he is involved in insurance sales through his own agency and markets 1031 exchanges and DST investments within a real estate franchise network. NFSG Corporation is an SEC-registered investment adviser providing asset management, third-party manager selection, and financial planning to individuals, institutions, and charitable organizations. The firm customizes portfolios using a variety of investment strategies and frequently employs third-party asset managers, offering services on both discretionary and non-discretionary bases.

Eric Sides is a financial advisor with StoneX Advisors Inc. in Statesville, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with StoneX Advisors since 2016 and StoneX Securities since 2010. Outside of his advisory role, he serves as Vice President and Chief Compliance Officer of Elledge Bain Sides, LLC, overseeing operations part-time, and is a board member of Synergy Holding Group, Inc. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple account structures and model-based solutions, implementing strategies via advisor-managed portfolios, proprietary models, third-party money managers, and various platforms.

Craig Rubrecht is a financial advisor at Cornerstone Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cornerstone Wealth Group since 2018, following prior roles at Mutual Securities, Inc., Cornerstone Financial Advisors, and LPL Financial. Rubrecht serves on the Focus Strategic Advisory Board, a collective of investment firms that meets biannually to discuss strategic initiatives. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, offering portfolio management, financial planning, retirement plan consulting, and management of certain annuity and 529 subaccounts, primarily through model portfolios emphasizing ETFs, mutual funds, individual equities, and fixed income.

Patrick Muldowney is a financial advisor at AlphaStar Capital Management with one year of industry experience. He holds a Series 65 designation and has worked at AlphaStar since 2023. His prior work includes positions in education and the food service industry. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base that includes individuals, trusts, estates, small businesses, and pension plans. The firm employs a strategic asset-allocation and quantitative tactical approach, offering both model and custom portfolio strategies along with a range of advisory and consulting services.

Vanessa Harris is a financial advisor with Focus Financial who holds Series 65 and Series 66 licenses and has one year of industry experience. She previously worked at Mass Mutual and Goosehead Insurance Agency and has an extensive background outside finance, including sixteen years at Sun-Kissed Gardens. Focus Financial Network serves a diverse client base that includes individuals, retirement plans, trusts, charities, and corporate entities, providing customized advisory services such as portfolio management and financial planning with an emphasis on coordination with other professionals for estate and tax planning.

Cameron Meares is a CFA® charterholder and holds the Series 66 designation, with five years of industry experience. He is currently with Cornerstone Wealth Group, where he has worked since 2019, and previously held positions at UBS Financial Services, Rhett Sinclair and Associates LLC, and ASE Financial Advisory Group. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, estates, employer retirement plans, other advisers, and corporate entities. The firm offers portfolio management and financial planning services, retirement plan consulting, and manages a range of investment vehicles primarily through model portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Jeffrey Carbone is a CERTIFIED FINANCIAL PLANNER™ professional with 35 years of industry experience. He is a managing partner at Cornerstone Wealth Group, LLC in Huntersville, NC, where he has worked since 2018, and has held various advisory and management roles dating back to 1991. Outside of his advisory work, Carbone serves as president of the Somerset Shores HOA and is a board member of the Make-A-Wish Foundation. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, estates, employer retirement plans, other advisers, and corporate entities. The firm provides comprehensive portfolio management and financial planning, utilizing model portfolios and a range of investment vehicles, and operates as a subsidiary of Focus Financial Partners with multiple affiliate relationships influencing its offerings.

Alaina Mc Gahan is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked extensively within the State Employees' Credit Union system since 2016, including roles at SECU Life Insurance and SECU Brokerage Services. In addition to her advisory work, Mc Gahan is the owner of a construction and trade business, Laurel Fork Hauling LLC. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, offering goals-based, non-discretionary advice focused on long-term investment strategies using no-load, low-cost index mutual funds and ETFs. The firm operates within a credit union ecosystem and provides clients with a range of financial planning and asset allocation services.

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.

Cole Batchelor is a financial advisor with Foundations Investment Advisors LLC and holds a Series 66 designation. He has four years of industry experience, including prior roles at Alloy Investment Management, Voya Financial Advisors, Merrill Lynch, and Bank of America. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

Penny Paugh is a ChFC® with 28 years of industry experience, currently serving as an advisor at Inspire Advisors, LLC. Her prior roles include positions at Carson Wealth, Cetera Advisor Networks, IFG Advisory, and LPL Financial. She is also a board member of the Statesville Chamber of Commerce. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients—including high-net-worth individuals—as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing into its portfolios using proprietary tools and combines multiple analytical methods to construct investment models, often delegating management to sub-advisors and affiliated managers.

Sean Bandazian is a financial advisor at Cornerstone Wealth Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Leaders Group, Alphastar Capital Management, and LPL Financial. Cornerstone Wealth Group is a multi-team SEC-registered advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, offering portfolio management, financial planning, and retirement plan consulting with an investment approach centered on model portfolios using ETFs, mutual funds, individual equities, and fixed income.

Edward Wood is a CFP® with 28 years of industry experience, currently serving as an advisor at Cornerstone Wealth. He has previously worked at Mutual Securities, Cornerstone Financial Partners, Cornerstone Financial Advisors, and LPL Financial. Outside of his advisory role, he is involved with Cornerstone Risk Management Advisors, LLC, an insurance-related business. Cornerstone Wealth Group is a multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, offering portfolio management, financial planning, and consulting services primarily through model portfolios with discretionary management.

Michael Ames is a Financial Advisor with StoneX Advisors Inc. in Cornelius, NC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Prior to joining StoneX in 2020, he worked at Fifth Third Securities for five years. Outside of his advisory role, Ames is involved in insurance sales as an agent with Synergy Insurance Group and partners with Buckhead Brokerage Group for access to index annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and annuity allocation services. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon, to deliver customized investment solutions.

Andrea Pine is a financial advisor with Cornerstone Wealth, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. She has worked at Mutual Securities, Inc. since 2017 and at Cornerstone Financial Partners since 2014, with prior experience at LPL Financial from 2013 to 2017. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts and estates, employer retirement plans, other advisers, and corporate entities. The firm offers portfolio management, financial planning, and retirement plan consulting, primarily implementing investment advice through model portfolios that include ETFs, mutual funds, individual securities, and alternative investments, with oversight by an investment committee.