Tommy Lewis is a financial advisor at First Financial Group in Raleigh, NC, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with First Financial Group since 2012, operating in a self-employed capacity with the firm since 1994. Outside of his advisory role, he serves on the Board of Trustees at East Carolina University and works as a boat captain and merchandise/music seller for Island Hopper Charters, LLC. First Financial Group serves individual investors, trusts, estates, and business entities, providing portfolio management, consulting, and financial planning services. The firm employs a client-driven, tailored investment approach that includes fundamental and cyclical analysis, with strategies ranging from long- and short-term to option writing and margin transactions.

Monte Resnick is a financial advisor at Resnick Wealth Alliance, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Matrix Private Capital Group and Camden Capital, LLC. Resnick Wealth Alliance, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to high- and ultra-high-net-worth individuals and families, as well as business owners, attorneys, trusts, and private foundations. The firm manages approximately $110 million in client assets for about 45 clients through a two-advisor team, employing fundamental and cyclical analysis alongside modern portfolio theory across a broad investment universe.

Erik Lembcke is a CFP® professional with 14 years of industry experience, currently serving as an advisor at URS Advisory. He previously worked at Gradient Securities, LLC and has been involved in the affiliated insurance business, JEL Enterprises Inc. dba URS Insurance, since 2016. URS Advisory serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, including special-needs planning. The firm uses a fee-based model and combines quantitative tools and personalized strategies, managing over $200 million in client assets with a small team.

Michael Soroudi is a CFA® charterholder with 10 years of experience in the financial industry. He has worked at Digital Asset Investment Management since 2021 and previously held roles at Tax and Financial Group and Securian Financial Services Inc. He holds a Series 63 license and is based in Palm Beach Gardens, FL. Digital Asset Investment Management specializes in investment management and consulting for high-net-worth and high-income individuals, accredited investors, non-profits, and institutions, focusing on digital assets. The firm employs a tactical allocation strategy centered on Bitcoin, blending fundamental and technical analysis, and offers discretionary and non-discretionary services, educational programs, and litigation support.

Corey Crawford is a financial advisor at Boggess Asset Management with two years of industry experience. He holds a Series 65 designation and has been affiliated with Alluvium House since 2016. Boggess Asset Management is a quantitative investment manager serving qualified investors, family offices, and charitable foundations with systematic, factor-based strategies that incorporate machine learning, AI-driven models, and fundamental valuation techniques. The firm offers discretionary portfolio management across multiple institutional-style funds and provides a unique Portfolio Analysis service billed on an hourly basis.

Nathan Amos is a financial advisor with Davis Private Wealth, LLC, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Davis Private Wealth, he worked at Ameriprise and Thrivent Financial. Outside of his advisory role, he co-owns Agape Handcrafted Goods, a cosmetic products business based in Boca Raton, FL. Davis Private Wealth, LLC provides advisory services primarily to individuals, high-net-worth individuals, and certain retirement plans. The firm offers discretionary portfolio management, financial planning, and sub-advisory investment management, using long-term trading strategies tailored to client risk tolerances and incorporating advanced service providers with artificial intelligence components.

Baltazar Moreno Fuentes is a financial advisor at Moreno Capital with a Series 65 designation and two years of industry experience. He has held positions at Herbert Capital Management and operated his own entity, Baltazar Moreno LLC, prior to joining Moreno Capital. Moreno Capital provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting for individuals, high-net-worth clients, and small businesses. The firm employs fundamental, technical, and cyclical analysis in its investment approach and manages a concentrated client base with approximately $41.6 million in assets under management.

Tyler Kiepke is a financial advisor at Holden Family Office, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Tyler is also involved in managing futures contracts through Eleven Two Investments LLC, where he serves as managing member. Holden Family Office provides discretionary and non-discretionary investment management to individuals, trusts, family offices, and other entities, offering customized portfolios across public securities and alternative private investments. The firm also provides family office services, consolidated reporting, and business advisory work, including mergers and acquisitions advice.

Jack Monahan is a financial advisor at Elevation Wealth Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Elevation Wealth Partners, he worked at Empire Merchants and Clare Rose. Elevation Wealth Partners provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, charitable organizations, and employer-sponsored plans. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds and ETFs, with additional use of individual stocks, bonds, and alternative investments as appropriate.

Sergio Mariaca is a CFP® with 23 years of industry experience and is a principal at Mariaca Wealth Management, LLC, where he has worked since 2009. Prior to that, he was an independent agent for over two decades. Mariaca Wealth Management provides discretionary investment management and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on tailored portfolio management using proprietary model asset-allocation portfolios and emphasizes global diversification and academic-driven asset-class exposures, frequently incorporating Dimensional Fund Advisors (DFA) funds.

Patrick Sandner is a financial advisor with Landing Financial Group, Inc. He holds a Series 65 designation and has nine years of industry experience. Sandner has worked at Landing Financial Group since 2022 and previously spent five years with AE Wealth Management, LLC. He is also the president of Florida Adult Education, Inc., which offers educational classes on health and wealth. Landing Financial Group, Inc. provides asset management, financial planning, and retirement-plan advisory services, focusing primarily on non-discretionary assets. The firm employs a variety of analytical approaches and offers plan clients services including investment policy documentation, monitoring, and participant education.

Christopher Fetes is a CFA® charterholder and holds Series 63 and Series 65 licenses, with two years of industry experience. He is currently with Grey Rhodes Advisors, LLC and has previously worked at MAI Capital Management, Evoke Advisors, PNC Private Bank, and Bolderwood Capital Management. Grey Rhodes Advisors provides investment advice and portfolio management to individuals, including high-net-worth clients, and to pension and profit-sharing plans. The firm employs a long-term investment approach based on independent research and fundamental analysis, offering both discretionary and non-discretionary services.

Jacob Craton is a financial advisor at Rollingwave Capital with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rollingwave Capital since 2015. The firm is an independent advisory practice serving primarily individual investors, including high-net-worth clients, as well as some corporate clients. Rollingwave Capital manages about $21 million using client-specific investment policies and employs a variety of active strategies such as option strategies, short sales, and margin, with custodial services provided by Interactive Brokers.

Edward Holt Jr. is a financial advisor at Global Trust Wealth Management LLC with 19 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, he is a tax partner at the accounting firm Nowlen, Holt & Miner P.A., where he has worked since 2003. Global Trust Wealth Management LLC provides investment management, tax planning, estate planning, and retirement plan consulting for individuals, trusts, corporations, and employer-sponsored retirement plans. The firm emphasizes diversification, asset allocation, and tax-efficient strategies, serving a client base that includes both individual and high-net-worth clients.

Peter Blatt is a financial advisor at Center for Asset Management, LLC with 25 years of industry experience. He holds a Series 66 designation and has been with Center for Asset Management since 2008. In addition to his advisory role, he is a licensed attorney practicing estate planning law through Blatt Legal, PLC. Center for Asset Management provides discretionary asset management, financial planning, and retirement-plan consulting services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a range of investment strategies including fundamental and technical analysis and manages many accounts through the AssetMark advisory platform.

Andrew Little is a financial advisor at ISGAM US LLC with over two years of industry experience. He holds a Series 65 designation and has worked with ISGAM AG since 2018, where he serves as a Business Development Manager, Financial Planner, and Partner. He is also the sole shareholder and director of Global Private Client Solutions Sarl, a consultancy firm that connects high-net-worth clients with service providers. ISGAM US LLC provides discretionary asset management and financial planning primarily to individual clients and families, including high-net-worth individuals. The firm employs a strategic, quality-oriented investment approach focused on global and U.S. equities, fixed income, and alternative assets, incorporating model portfolios from a related foreign sub-adviser while maintaining sole discretion and custody.

Troy Katterheinrich is a financial advisor at Retire Agile with six years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at Agile Retirement Management, Merit Financial Group, and LPL Financial. Outside of advising, he is a commissioned notary in the state of Florida. Retire Agile provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis within a primarily long-term buy-and-hold approach, incorporating AI-assisted tools that are reviewed by professionals.

Tyler Wright is a financial advisor at Stillwater Wealth Management Group LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, Palm Beach Atlantic University, SandPointe LLC, and operated Sailfish Alley Outfitters for four years. Stillwater Wealth Management Group LLC provides portfolio management and pension consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $206 million across about 244 accounts, utilizing a mix of fundamental, technical, and charting analysis to create tailored investment allocations.

Joel Braswell is a financial advisor at Holden Family Office, LLC with a Series 65 credential and one year of industry experience. Prior to joining Holden Family Office, he worked at Savant Wealth Management and has a background that includes engineering and education. Holden Family Office provides discretionary and non-discretionary investment management to individuals, family offices, charitable organizations, and corporations. The firm customizes portfolios based on client objectives and risk tolerance, managing assets through separately managed accounts and pooled vehicles while offering family office, governance, and business advisory services.

John Convery is a financial advisor at Retirement Capital Advisors with 19 years of industry experience. He holds a Series 65 designation and has worked at firms including Brookstone and NTB Advisers. He is also the managing member of Educated Wealth Center, LLC, where he provides leadership and oversight of operations. Retirement Capital Advisors serves individual and high-net-worth clients by offering discretionary and non-discretionary portfolio management and retirement-account fiduciary advice. The firm’s investment approach is based on modern portfolio theory and tailored to each client’s risk tolerance and time horizon, with ongoing portfolio monitoring across a range of asset classes.