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 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.

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.

Vanessa Harris is a financial advisor with Focus Financial, holding Series 65 and Series 66 licenses and one year of industry experience. She has worked previously at Osaic Wealth Inc., Mass Mutual, Goosehead Insurance Agency, and Sun-Kissed Gardens. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advice and comprehensive financial planning, coordinating with other professionals for estate and tax planning.

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.

Jeffrey Carbone is a CFP® professional with 35 years of industry experience, currently serving as a managing partner and advisor at Cornerstone Wealth. His career includes roles at Cornerstone Financial Partners LLC and LPL Financial, among others. Outside of his advisory work, he serves as president of a local homeowners association and is a board member of the Make A Wish nonprofit organization. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, corporations, and plan sponsors with comprehensive portfolio management and financial planning services. The firm utilizes model-based portfolios with diverse asset classes and offers both discretionary and non-discretionary solutions, supported by an investment committee and access to a network of affiliated firms.

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.

Michael Mahoney is a financial advisor with Coastal Bridge Advisors in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. Prior to joining Coastal Bridge Advisors in 2025, he worked at Trinity Point Wealth, LLC, Peachtree PC Investors, LLC, and Morgan Stanley Distribution, Inc., among other firms. Outside of his advisory role, Mahoney serves as treasurer for American Legion Post 503 and the Brunswick County Chamber of Commerce and is a member of the Investment & Wealth Institute committee. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios, often utilizing external managers and scenario analysis, and is affiliated with the Focus Financial Partners network.

Keith Stabasefski is a CFP® professional with 14 years of experience in financial advisory services. He is currently with Kestra Private Wealth Services, LLC and has previously worked at BGW Wealth Advisors, BGW CPA, Capital One Investing, United Income, Secrest Blakey & Associates, and Cavok Wealth Consulting. 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. The firm manages approximately $13.45 billion in client assets and offers a wide range of investment products and platforms with both discretionary and non-discretionary arrangements.

Philip Miller is a financial advisor at Exodus Wealth, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Prosperity Wealth Management, Fortune Financial Services, Integrated Financial Strategies, and his own Miller Insurance & Financial Services. Miller dedicates limited time to outside insurance appointments. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans, offering asset management, financial planning, and consulting. The firm manages several hundred million dollars in discretionary assets and emphasizes tailored portfolio supervision using a combination of investment strategies across various asset types.

Sean Bandazian is a financial advisor at Cornerstone Wealth with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alphastar Capital Management, The Leaders Group, Inc., and LPL Financial. He has been with Cornerstone Wealth Group, LLC since 2020. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, using model-based portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments where appropriate.

Edward Wood III is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Cornerstone Wealth Group LLC, where he has worked since 2018, and has held positions at several firms including Mutual Securities, Inc., Cornerstone Financial Partners, Inc., and LPL Financial. Wood is also involved in insurance-related activities through Cornerstone Risk Management Advisors, LLC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, advisers, and corporations. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing model-based portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments when appropriate.

Isaiah Smith II is a financial advisor with Integrity Advisory Solutions, holding Series 63 and 65 licenses and bringing 11 years of industry experience. Prior to joining Integrity Advisory Solutions in 2025, he worked at AlphaStar Capital Management, LLC for five years and Regal Investment Advisors LLC for four years. He also serves as Senior Vice President of Annuity Sales at The Assurance Group, where he is involved in training and mentoring agents. Integrity Advisory Solutions serves individual, trust, estate, corporate, and business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and uses both fundamental and technical analysis supported by various asset allocation strategies and third-party platforms.

Michael Ames is a financial advisor at StoneX Advisors Inc. with 15 years of industry experience. He has worked at StoneX Advisors since 2020, following roles at Fifth Third Securities and Truist Investment Services. Ames is also involved in insurance sales as an agent with Synergy Insurance Group and Buckhead Brokerage Group. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes a variety of strategies and platforms to support customized investment solutions.

Andrea Pine is a financial advisor at Cornerstone Wealth with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Mutual Securities, Inc., Cornerstone Financial Partners, and LPL Financial. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm provides portfolio management, financial planning, retirement plan consulting, and related services using model-based portfolios that incorporate ETFs, mutual funds, individual securities, and, for qualified clients, alternative investments and third-party manager sleeves.

Matthew Sandberg is a CFP® professional with 10 years of industry experience, currently serving at Cornerstone Wealth Group since 2017. His prior roles include positions at Mutual Securities, Inc., Cornerstone Financial Partners, and LPL Financial, LLC. 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, employing model-based portfolios guided by an investment committee and providing both discretionary and non-discretionary solutions.

Orlando Ricci is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and possessing five years of industry experience. His career includes roles at Principal Life Insurance Company and NYLIFE Securities LLC. Outside of financial advising, he officiates high school wrestling in North Carolina and South Carolina and is a published author working on multiple novels. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools and proprietary models. The firm is part of the Principal Financial Group family, offering access to affiliated products and combining non-discretionary recommendations with a discretionary investment management program.