Evan Normile is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 license with two years of industry experience. His prior roles include positions at Ryder System, Inc. and Dick's Sporting Goods, and he currently serves as a retirement consultant providing one-on-one investment advice to Principal retirement plan participants. Evan also holds an assistant vice president role at Principal Bank, where he is involved in sales of bank deposit products. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers non-discretionary recommendations and a discretionary, wrap-fee investment management program, leveraging both proprietary models and third-party methodologies within the Principal Financial Group family.

William Swecker is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Swecker holds roles across multiple Principal affiliates, including serving as an investment adviser representative providing retirement plan distribution advice. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm operates within the Principal Financial Group family, providing integrated access to affiliated products and discretionary investment management through its SimpleInvest program.

Jason Hathcock is a financial advisor at Alphastar Capital Management with 17 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Alphastar in 2025, he worked at Wells Fargo Clearing Services and LPL Financial. Alphastar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of firm-designed model portfolios and advisor-directed strategies that incorporate both strategic and tactical approaches across various investment vehicles.

Laura Fellows is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 credentials and seven years of industry experience. Her work history includes roles at Principal Financial Services, MWA Financial Services, Eagle Strategies, and New York Life. Outside of her advisory duties, she serves as a board member for Many Paws, a nonprofit focused on care for abandoned older dogs with special medical needs. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients through a range of non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm leverages proprietary models and third-party tools, serving clients with products integrated across the Principal Financial Group family.

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.

Thomas Burick is a financial advisor with Credit Union Investment Services in Concord, NC, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Members Trust Company since 2023 and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2015. In addition to his advisory roles, he serves as a financial advisory services specialist at State Employees' Credit Union and as an agent with SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm recommends mostly low-cost, index-based mutual funds and ETFs, fixed-income products, and employs a goals-based, long-term planning approach.

Joshua South is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Members Trust Company since 2016 and has been affiliated with State Employees’ Credit Union in various capacities since 2007, including roles related to financial advisory and life insurance services. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with salaried advisers who provide recommendations while clients retain final decision authority.

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.

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.

Kassidy Greer is a financial advisor with Credit Union Investment Services based in Harrisburg, NC. She holds Series 63 and Series 65 licenses and has four years of industry experience. Greer has worked concurrently at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union, serving in roles related to financial advisory, trust representation, and insurance. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning with a focus on long-term goals and cost-efficient investment products. The firm operates within a credit-union ecosystem and emphasizes salaried advisors who do not receive commissions on recommended products.

Ioulia Link is a CFP® professional with 16 years of industry experience, currently serving at Credit Union Investment Services. She has held multiple roles within the State Employees' Credit Union system since 2005, including Regional Vice President overseeing financial services for members. Link also acts as a Trust Representative for Members Trust Company and an agent for SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, along with fixed-income products, while allowing clients to retain final decision-making authority.

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.

Gary Stewart is a financial advisor at Principal Advised Services with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at TIAA-CREF for 15 years. Outside of his advisory role, 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 investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates within the Principal Financial Group family, enabling access to affiliated products and services.

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.

Jennifer Jost is a financial advisor with Simplicity Wealth in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at Ameritas Investment Corp and LifePro Asset Management, among other firms. Outside of her advisory role, she is a motivational speaker and money coach focusing on women’s groups, a certified divorce analyst, and the host of a weekly podcast called Rock My Finances. Simplicity Wealth serves a broad client base including individual and high-net-worth investors, retirement plans, and institutional clients, offering advisory services from financial planning to discretionary retirement plan management. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, and provides technology and operational support for other advisers through its managed account platform.