Laura Fellows is a financial advisor with Principal Advised Services based in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at NY Life Insurance Company, Eagle Strategies, and MWA Financial Services. She serves as a board member of Many Paws, a nonprofit organization that provides care for abandoned older dogs with special medical needs. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients through both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm uses a combination of third-party methodologies and proprietary models and benefits from its integration within the Principal Financial Group family, offering access to affiliated products and services.

James Vick is a financial advisor at Principal Advised Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Bank, and Principal Securities, Inc., all part of the Principal Financial Group. Outside of finance, he has experience working in various roles at East Carolina University and involvement with small businesses in the food and hospitality sector. 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. The firm is part of the Principal Financial Group, which provides access to affiliated products and integrated operational support.

Casey Mc Intyre is a CFA® charterholder with over 18 years of experience in the investment management industry. He currently works at AlphaStar Capital Management and previously held roles at Sterling Capital Management, LLC and Cambridge Associates, LLC. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and retirement plans. The firm employs both model and customized investment strategies that combine strategic asset allocation with quantitative and momentum analysis, and it offers a range of portfolio management and consulting services.

Graham Martin is a Series 66-licensed financial advisor at Principal Advised Services with two years of industry experience. He has held multiple roles within the Principal Financial Group family, including positions at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Outside of finance, he has experience working with Newsong Church (Ardent Faith Ministries) and in retail through The Bakery Shoppe. 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 operates as part of the Principal Financial Group, leveraging proprietary tools and affiliated entities to support its advice and investment solutions.

Brian Spencer is a financial advisor at CoreCap Advisors with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at CoreCap Advisors and affiliated firms since 2019. In addition to his advisory role, Spencer serves as President and Director of Credit on the Board of Directors for Hooker Furniture Company, where he has been involved since 2014, and he also works as an associate marketing director in life insurance and annuity sales. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment and portfolio management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, typically long-term investment approach focused on 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 ChFC® credentialed financial advisor with 12 years of industry experience, currently associated with Virtue Capital Management, LLC. He has previously worked at Horter Investment Management and Navstar Financial Services. In addition to his advisory role, Jones is involved in insurance sales and financial counseling through Navstar Financial Planning and provides college advising services to parents. Virtue Capital Management serves a range of clients including individuals, trusts, and institutions, offering portfolio management, financial planning, and consulting. The firm utilizes a multi-team model and combines tactical, strategic, and dynamic investment approaches with third-party manager due diligence.

Zachary Macfarland is a financial advisor at Principal Advised Services in Charlotte, NC, holding Series 65 and Series 66 licenses with two years of industry experience. He has held multiple roles within the Principal Financial Group, including positions at Principal Bank and Principal Life Insurance Company. 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 leverages a combination of third-party and proprietary models and benefits from its affiliation with the Principal Financial Group family, which includes Principal Bank and Principal Asset Management.

Jordan Beard is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Merrill Lynch and Kestra Investment Services, LLC, as well as experience outside finance with Piedmont Hardware and the YMCA. Beard is involved in several real estate ventures, including ownership and management activities. 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 wide range of investment products and personalized account management.

Jared Daeschner is a financial advisor at Principal Advised Services with one year of industry experience. He holds a Series 66 designation and is based in Charlotte, NC. His prior work includes roles at Principal Life Insurance Company, Principal Bank, and Principal Securities, Inc., as well as experience outside the financial sector including at Green Brothers Juice Co. 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. The firm is part of the Principal Financial Group family, enabling access to proprietary products and integrated services across affiliated entities.

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.

Robert White is a financial advisor with Principal Advised Services based in Charlotte, NC. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior roles include positions at Bank of America, Merrill, Fidelity Investments, Ally Invest Securities, Wells Fargo Clearing Services, and The Vanguard Group, among others. Principal Advised Services provides investment advice mainly to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies and proprietary models and operates as part of the Principal Financial Group, leveraging affiliated entities to offer a range of products and services.

Gary Stewart is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. His career includes roles at Principal Financial Services, Principal Life Insurance Company, Wells Fargo, and TIAA-CREF. Outside of his advisory work, he is the owner and president of I RUN ZERO, Inc., a retail business selling bumper stickers. 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 wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and operates as part of the Principal Financial Group family, integrating services across affiliated entities.

Kyle Corgan is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at NewBridge Securities Corporation since 2018 and Fidelity Investments from 2011 to 2017. Outside of his advisory role, he is a licensed insurance agent and is involved with HomeVestors, marketing 1031 exchanges and DST investments. He also operates an insurance sales business under Goosehead Insurance Agency, LLC. NFSG Corporation provides investment advisory and financial planning services to a wide range of clients, including individuals, institutional participants, and charitable organizations. The firm offers diversified portfolio management and employs internal and third-party asset management resources to support its advisors.

Craig Rubrecht is a financial advisor with Cornerstone Wealth Group, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has worked at several firms, including Mutual Securities, Inc., Cornerstone Financial Advisors, LPL Financial, and Securities America Advisors, Inc. He serves as a board member of the Focus Strategic Advisory Board, which meets biannually to provide strategic guidance. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm uses model-based portfolios incorporating ETFs, mutual funds, equities, bonds, and alternative investments, guided by an investment committee, and offers both discretionary and non-discretionary solutions.

Kane Alvarez Del Pino is a financial advisor at Principal Advised Services with Series 65 and Series 63 licenses. He is based in Charlotte, NC and has less than one year of industry experience. His prior roles include positions at Principal Bank, Principal Life Insurance Company, and various non-financial organizations. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies and proprietary models, providing both non-discretionary guidance and a discretionary investment management program, supported by its affiliation with Principal Financial Group and its subsidiaries.

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.

David Gordon is a financial advisor at IFG Advisory, LLC in Concord, NC, with 27 years of industry experience. He holds a Series 66 designation and has worked at IFG Advisory since 2016, following a 15-year tenure at LPL Financial. Gordon is also the managing partner of Gordon, Keeter & Co, CPAs, where he oversees management, client engagement, and the preparation of financial statements and tax returns. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a range of investment strategies and tools, utilizing sub-advisors and third-party managers to align portfolios with client objectives while offering various financial planning and consulting services.

Gina Trokey is a financial advisor with Principal Advised Services in Charlotte, NC. She holds the Series 66 designation and has been with Principal Advised Services and its affiliated entities since 2026. Prior to joining the firm, she worked in education and tutoring roles. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients through a combination of non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models and is part of the Principal Financial Group family, offering access to affiliated products and services.

Cameron Meares is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently with Cornerstone Wealth Group, where he has worked since 2019, and has prior experience at UBS Financial Services and Rhett Sinclair and Associates. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, utilizing model-based portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments when appropriate.