Austin Portelance is a CFP®-certified financial advisor with eight years of industry experience. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2024 following six years at Edward Jones. In addition to his advisory role, he is involved with Destination Wealth Advisors, where he creates and executes financial plans and manages client assets. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with a broad range of investment products and specialized offerings. The firm oversees advisor recommendations while allowing flexibility within an approved product menu.

Jason Rindskopf is a financial advisor with Signal Advisors Wealth, LLC, holding a Series 65 credential and six years of industry experience. He has worked at several firms, including AE Wealth Management, Advisory Alpha, and Financial Independence Group. Rindskopf is also the author of the book *Survive the Crash*. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Bryant Trombly is a financial advisor with Kestra Private Wealth Services, LLC, holding the Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley spanning over a decade. Outside of his primary advisory role, he is a partner at Destination Wealth Advisors and serves as an adjunct instructor facilitating online graduate classes. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers access to a broad range of investment products and specialized services, serving both individual and institutional clients.

Jon Yancey is a financial advisor with AlphaStar Capital Management in Cornelius, NC, holding a Series 65 credential and 11 years of industry experience. He has been associated with AlphaStar since 2014 and is president of Yancey Financial, LLC, where he also works as an insurance agent specializing in fixed annuities and life insurance. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and other advisers. The firm employs both model and customized strategies using strategic asset allocation and quantitative analysis, and provides a range of portfolio management and consulting services.

William Averkamp is a financial advisor at Altitude Capital Management LLC with a Series 65 credential. He has professional experience including 14 years at Wells Fargo and more recently has been with Altitude Capital Management LLC and Harborlight Wealth since 2026. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm uses a variety of investment approaches tailored to client goals and risk tolerance, operating managed account programs with $103.6 million in discretionary assets under management.

Jeremy Bryant is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at multiple firms including Redwood Private Wealth LLC, Prosperity Capital Advisors, and Regal Investment Advisors LLC. Outside of his advisory role, he serves as president of Breese Financial Group, LLC, an insurance sales and marketing business, and is involved in managing insurance sales at Redwood Tax Specialists. He also works as a sales representative for online legal and estate planning services. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing a range of investment strategies and supplemental third-party services.

Tanner Smith is a financial advisor with Principal Advised Services and holds a Series 66 designation. He has been with Principal Advised Services, Principal Securities, Inc., and Principal Life Insurance Company since 2026 and has eight years of prior self-employed experience. He is based in Huntersville, North Carolina. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering a combination of non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm is part of the Principal Financial Group family and integrates proprietary models and third-party methodologies with governance oversight to serve its clients.

Dee Buckminster is a CFP® professional with 26 years of industry experience, currently serving at Kestra Private Wealth Services, LLC. Prior to joining Kestra in 2023, she held roles at Bank of America and Merrill from 2006 to 2023. She is a partner in Destination Wealth Advisors and the sole owner of Nichols-Coe LLC. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a diverse range of investment products and specialized offerings.

Rob Bacharach is a CFP®-certified financial advisor with nine years of industry experience. He is currently with IHT Wealth Management LLC and LPL Financial, having previously worked at Prudential Insurance Company of America and Hendrick Mercedes Benz Northlake. He operates RB Wealth, LLC, a business entity for tax and investment purposes. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm uses a combination of fundamental value screening, quantitative optimization, and periodic rebalancing tailored to clients’ objectives and risk tolerances.

Prasad Oak is a CFP® certificant with 17 years of industry experience. He currently works at Procyon Advisors, LLC and has previously held roles at Wooster Corthell Wealth Management, Ameriprise, Allstate Financial Services, Equitable Insurance Company, and AXA Advisors. Procyon serves a diverse client base including individuals, high-net-worth households, trusts, businesses, and institutional investors. The firm employs a long-term, fundamental-analysis driven investment approach, managing portfolios primarily through non-discretionary mandates and offering a range of services such as investment management, financial planning, retirement-plan advisory, and support for private funds.

Ryan Dantinne is a financial advisor with StoneX Advisors Inc. in Cornelius, NC, holding a Series 66 license and 24 years of industry experience. His career includes roles at StoneX Advisors and StoneX Securities since 2012, as well as positions with Synergy Investment Group and other financial firms. Outside of advising, he is involved in insurance sales and manages a handyman services business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes multiple account structures and model-based solutions, delivering investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

John Potter is a Series 65-licensed financial advisor at Integrity Advisory Solutions with 10 years of industry experience. He previously worked for Strategic Planning Corporation and also maintains a legal practice focusing on estate planning and elder law. Potter serves as treasurer for the North Carolina chapter of the National Academy of Elder Law Attorneys. Integrity Advisory Solutions serves individuals, trusts, estates, and business clients through approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing a range of asset-allocation strategies and third-party platforms.

Zachary Popovec is a CFP® with seven years of industry experience, currently serving at AlphaStar Capital Management. His prior experience includes roles at LPL Financial, Churchill Finance LLC, Wells Fargo Securities, and Man Global Private Markets. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services through model portfolios that combine strategic and tactical approaches, utilizing a range of investment vehicles and third-party portfolio technologies.

Tyler Storment is a financial advisor with Accurate Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Accurate Wealth Management, he worked at Everstar Asset Management, LLC. Outside of finance, he is a co-founder of Superb Spirit, an apparel and merchandise business, and is also a professional football player in the NFL, XFL, and CFL. Accurate Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charities, and corporations. The firm offers discretionary portfolio management and financial planning, emphasizing value, safety, quality, and risk control in its investment approach.

Scott Cislo is a Series 65-licensed financial advisor at Mariner Independent with three years of industry experience. His prior roles include positions at Fifth Third Wealth Advisors LLC and TIAA, with a career break between 2020 and 2024. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s platform offers portfolio management, model portfolios, and third-party manager access, with notable integration of institutional and retirement plan resources through affiliated entities.

Benjamin Mc Donald is a financial advisor at Kestra Private Wealth Services, LLC with 10 years of industry experience. He previously worked at Edward Jones for six years and BGW Wealth Advisors, LLC for two years before joining Kestra in 2023. Outside of advisory work, he is the owner of a coffee shop business, Daily Ritual Coffee LLC. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves individual and institutional clients with access to a broad range of investment products and offers both discretionary and non-discretionary advisory arrangements.

Austin Lytle is a CFP® professional with three years of industry experience, currently serving at IFG Advisory, LLC. His background includes roles at BluHawk Wealth Management and LPL Financial LLC. He provides administrative support to IFG Advisory, an independent investment advisor firm. IFG Advisory offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm utilizes a range of investment strategies and third-party managers to tailor portfolios to client objectives, including management of held-away assets like 401(k)s and HSAs.

Christopher Wingler is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and two years of industry experience. He has been involved with Bostian Retirement Planning since 2008, where he also acts as an insurance sales agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Cody Lewallen is a CFP® professional with five years of industry experience, currently affiliated with IFG Advisory, LLC in Mooresville, NC. His prior roles include positions at Marsh McLennan Agency, LPL Financial, and Old North State Trust. Lewallen also conducts non-investment related activities for Marsh McLennan Agency, supporting its insurance services. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors and third-party models, managing both discretionary and non-discretionary portfolios across a broad range of asset types.

Gregory Bennett is a financial advisor with IFG Advisory, LLC and holds Series 63 and Series 66 licenses. He has 29 years of industry experience, including roles at Merit Financial Group, LPL Financial, and Private Portfolio Partners. Bennett serves as a trustee for his deceased father’s trust, managing assets for family beneficiaries. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a comprehensive investment approach that integrates fundamental, technical, and cyclical analysis, utilizing in-house management, sub-advisors, and third-party managers to tailor solutions aligned with client objectives.