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 at Cornerstone Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cornerstone Wealth Group since 2018, following prior roles at Mutual Securities, Inc., Cornerstone Financial Advisors, and LPL Financial. Rubrecht serves on the Focus Strategic Advisory Board, a collective of investment firms that meets biannually to discuss strategic initiatives. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, offering portfolio management, financial planning, retirement plan consulting, and management of certain annuity and 529 subaccounts, primarily through model portfolios emphasizing ETFs, mutual funds, individual equities, and fixed income.

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 with IFG Advisory, LLC and holds a Series 66 designation. He has 26 years of industry experience, including roles at IFG Advisory since 2016 and LPL Financial since 2001. Outside of his advisory work, he is the managing partner of Gordon, Keeter & Co, CPAs, where he oversees tax preparation, accounting, bookkeeping, and financial statement preparation. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a multi-faceted investment approach that includes in-house management, sub-advisors, third-party managers, and model portfolios.

Vanessa Harris is a financial advisor with Focus Financial who holds Series 65 and Series 66 licenses and has one year of industry experience. She previously worked at Mass Mutual and Goosehead Insurance Agency and has an extensive background outside finance, including sixteen years at Sun-Kissed Gardens. Focus Financial Network serves a diverse client base that includes individuals, retirement plans, trusts, charities, and corporate entities, providing customized advisory services such as portfolio management and financial planning with an emphasis on coordination with other professionals for estate and tax planning.

Cameron Meares is a CFA® charterholder and holds the Series 66 designation, with five years of industry experience. He is currently with Cornerstone Wealth Group, where he has worked since 2019, and previously held positions at UBS Financial Services, Rhett Sinclair and Associates LLC, and ASE Financial Advisory Group. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, estates, employer retirement plans, other advisers, and corporate entities. The firm offers portfolio management and financial planning services, retirement plan consulting, and manages a range of investment vehicles primarily through model portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Jeffrey Carbone is a CERTIFIED FINANCIAL PLANNER™ professional with 35 years of industry experience. He is a managing partner at Cornerstone Wealth Group, LLC in Huntersville, NC, where he has worked since 2018, and has held various advisory and management roles dating back to 1991. Outside of his advisory work, Carbone serves as president of the Somerset Shores HOA and is a board member of the Make-A-Wish Foundation. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, estates, employer retirement plans, other advisers, and corporate entities. The firm provides comprehensive portfolio management and financial planning, utilizing model portfolios and a range of investment vehicles, and operates as a subsidiary of Focus Financial Partners with multiple affiliate relationships influencing its offerings.

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.

Cole Batchelor is a financial advisor with Foundations Investment Advisors LLC in Huntersville, NC. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Merrill Lynch, Voya Financial Advisors, and Bank of America. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach, delivering services through a broad network of affiliated offices and investment adviser representatives.

Philip Miller is a financial advisor at Prosperity Wealth Management, Inc. in Concord, NC, with 21 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Fortune Financial Services, Integrated Financial Strategies, and his own Miller Insurance & Financial Services. Miller also has an outside insurance appointment and performs fee-based advisory work through Integrated Financial Group. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, consulting, and referrals to third-party money managers. The firm manages approximately $442 million for around 1,600 clients and employs a multi-method investment process with ongoing oversight of recommended managers.

Penny Paugh is a ChFC® with 28 years of industry experience, currently serving as an advisor at Inspire Advisors, LLC. Her prior roles include positions at Carson Wealth, Cetera Advisor Networks, IFG Advisory, and LPL Financial. She is also a board member of the Statesville Chamber of Commerce. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients—including high-net-worth individuals—as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing into its portfolios using proprietary tools and combines multiple analytical methods to construct investment models, often delegating management to sub-advisors and affiliated managers.

Sean Bandazian is a financial advisor at Cornerstone Wealth Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Leaders Group, Alphastar Capital Management, and LPL Financial. Cornerstone Wealth Group is a multi-team SEC-registered advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, offering portfolio management, financial planning, and retirement plan consulting with an investment approach centered on model portfolios using ETFs, mutual funds, individual equities, and fixed income.

Edward Wood is a CFP® with 28 years of industry experience, currently serving as an advisor at Cornerstone Wealth. He has previously worked at Mutual Securities, Cornerstone Financial Partners, Cornerstone Financial Advisors, and LPL Financial. Outside of his advisory role, he is involved with Cornerstone Risk Management Advisors, LLC, an insurance-related business. Cornerstone Wealth Group is a multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, offering portfolio management, financial planning, and consulting services primarily through model portfolios with discretionary management.

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 with Cornerstone Wealth, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. She has worked at Mutual Securities, Inc. since 2017 and at Cornerstone Financial Partners since 2014, with prior experience at LPL Financial from 2013 to 2017. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts and estates, employer retirement plans, other advisers, and corporate entities. The firm offers portfolio management, financial planning, and retirement plan consulting, primarily implementing investment advice through model portfolios that include ETFs, mutual funds, individual securities, and alternative investments, with oversight by an investment committee.

Matthew Sandberg is a CFP® professional with 10 years of industry experience. He has worked at Cornerstone Wealth Group, LLC and Mutual Securities, Inc. since 2017 and previously held roles at Cornerstone Financial Partners and LPL Financial, LLC. Sandberg operates out of Huntersville, NC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts and estates, employer retirement plans, advisers, and corporate entities. The firm provides portfolio management, financial planning, and retirement plan consulting, implementing investment advice primarily through model portfolios composed of ETFs, mutual funds, stocks, and bonds.

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.