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.

Arron Price is a financial advisor at AlphaStar Capital Management with five years of industry experience. He holds a Series 65 designation and serves as the COO of Financial Independence Group, where he oversees the strategic direction of operations and technology. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, estates, and institutions. The firm offers both predefined model portfolios and customized strategies, employing a quantitative and tactical investment approach that incorporates third-party research and momentum evaluation.

Jeremy Grant is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Cornerstone Wealth. He has worked at multiple financial firms, including Mutual Securities, Cornerstone Financial Partners, Cornerstone Financial Advisors, and LPL Financial. Grant is also involved with an insurance agency as part of his other business activities. 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 access to affiliate-managed private investment vehicles.

Donabel Triplett is a financial advisor with Principal Advised Services in Troutman, NC, holding Series 63 and Series 66 licenses and having nine years of industry experience. She has worked with Principal Bank, Principal Life Insurance Company, Principal Financial Services, and Wells Fargo Clearing Services. Outside of her advisory role, she manages a real estate rental property. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, using a combination of third-party tools and proprietary models. The firm is part of the Principal Financial Group family, offering integrated access to affiliated products and discretionary investment management through its SimpleInvest program.

Matthew Conrad is a financial advisor with Inspire Advisors, LLC in Troutman, NC, holding Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Inspire Advisors, he worked at CWM, LLC dba Carson Wealth and served ten years with the Social Security Administration. He also has a background working with Calvary Chapel Lake Norman. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients along with institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a range of investment methodologies, including fundamental, technical, and quantitative analysis, while providing discretionary and non-discretionary portfolio management and financial planning services.

Deborah Stamets is a Series 65-licensed financial advisor with Merit Financial Advisors in Davidson, NC. She has seven years of industry experience and has been with Merit Financial Group since 2015. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices and managing about $23.9 billion in client assets. The firm provides coordinated wealth-management services and uses a long-term, diversified investment approach supported by an internal Investment Management team and Investment Committee.

Kara Kunz is a CFP®-certified financial advisor with two years of industry experience, currently with Cornerstone Wealth Group. She previously worked at Bragg Financial and spent sixteen years at the Community School of Davidson. Cornerstone Wealth Group is a multi-team SEC-registered advisory firm managing approximately $2.1 billion in assets, serving individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients. The firm utilizes model portfolios emphasizing ETFs, mutual funds, individual equities, and fixed income, with discretionary management and periodic rebalancing.

Jeffrey Thompson is a financial advisor with Geneos Wealth Management, Inc. in Davidson, NC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been associated with Geneos Wealth Management since 2005 and leads Thompson Wealth Advisors, an investment services business. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm provides financial planning, portfolio management, and access to third-party money managers through various traditional and wrap-fee programs.

Jason Rindskopf is a financial advisor with Signal Advisors Wealth, LLC, holding a Series 65 credential and six years of industry experience. He has worked at several firms, including AE Wealth Management, Advisory Alpha, and Financial Independence Group. Rindskopf is also the author of the book *Survive the Crash*. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Andrew Ball is a financial advisor at AlphaStar Capital Management with four years of industry experience. He holds a Series 65 designation and has worked at AlphaStar since 2021. In addition to his advisory role, he serves as Vice President of Sales for the Annuity Division at Financial Independence Group. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and other advisers. The firm employs both model and custom strategies, utilizing strategic asset allocation combined with quantitative and momentum analysis, and provides a range of portfolio management and consulting services.

Rachel Posner is a financial advisor with Cornerstone Wealth, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has worked at several firms, including Mutual Securities, Inc., Signature Intelligent Portfolios, and Signator Investors Inc. Outside of her advisory role, she also engages in food delivery services on a part-time basis. 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, and retirement plan consulting through model portfolios with discretionary management and options for alternative investments for qualified clients.

William Averkamp is a financial advisor at Altitude Capital Management LLC with a Series 65 credential. He has professional experience including 14 years at Wells Fargo and more recently has been with Altitude Capital Management LLC and Harborlight Wealth since 2026. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm uses a variety of investment approaches tailored to client goals and risk tolerance, operating managed account programs with $103.6 million in discretionary assets under management.

Matthew Moyzis is a CFP® professional at Cornerstone Wealth with 18 years of industry experience. His prior roles include positions at Gratus Capital, The Vanguard Group, MML Investors Services, and Mass Mutual Life Insurance Company. Cornerstone Wealth Group is an SEC-registered investment adviser that serves individuals, trusts, estates, employer retirement plans, other advisers, and corporate entities. The firm offers portfolio management and financial planning through model portfolios using ETFs, mutual funds, stocks, bonds, and alternative investments, with regular reviews by its investment committee.

Patrick Schultz is a CFP®-credentialed financial advisor with 20 years of industry experience, currently with Concurrent Investment Advisors, LLC. He has worked at firms including New York Life Investment Management, Purshe Kaplan Sterling Investments, and Neuberger Berman. Outside of his advisory role, he provides marketing consulting for Armstrong, Fleming, & Moore. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, with approximately $15.7 billion in assets under management and a multi-office platform.

Dee Buckminster is a CFP®-certified financial advisor with 26 years of industry experience, currently with Kestra Private Wealth Services, LLC. Prior to joining Kestra in 2023, Dee worked at Bank of America and Merrill for over 14 and 17 years respectively. Dee is also a partner in Destination Wealth Advisors, an insurance-related business. Kestra Private Wealth Services, LLC serves a diverse client base including individual, retirement plan, and institutional clients. The firm offers a broad range of investment and advisory services, utilizing multiple platforms and investment products to meet client needs.

Cynthia Cross is a financial advisor at Cornerstone Wealth with 11 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial LLC and Mutual Securities, Inc. Outside of her advisory role, she serves as treasurer for a local homeowners association. 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, and consulting services with an investment approach centered on model portfolios that include ETFs, mutual funds, individual equities, and fixed income.

Boyd Barnhardt is a CFA® charterholder with 14 years of industry experience. He is currently with AlphaStar Capital Management and previously worked at Lifeworth Financial, Wells Fargo Advisors, Linden Thomas Advisory Services, and AON Hewitt. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, pension plans, and other advisers. The firm offers both model and custom portfolio strategies using strategic asset allocation combined with quantitative and momentum analysis, and it provides a range of portfolio management and consulting services.

Clifford Hodge III is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Cornerstone Wealth Group since 2018. His prior experience includes roles at Fintrust Investment Advisory Services and FinTrust Brokerage Services. He also serves on the American Funds RIA Advisory Board, advising on client business matters. Cornerstone Wealth Group is an SEC-registered investment adviser that serves individuals, trusts, estates, employer retirement plans, other advisers, and corporate entities. The firm provides comprehensive portfolio management and financial planning using model portfolios that include ETFs, mutual funds, individual securities, and alternative investments, with an active investment committee overseeing allocations.

Rob Bacharach is a CFP®-certified financial advisor with nine years of industry experience. He is currently with IHT Wealth Management LLC and LPL Financial, having previously worked at Prudential Insurance Company of America and Hendrick Mercedes Benz Northlake. He operates RB Wealth, LLC, a business entity for tax and investment purposes. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm uses a combination of fundamental value screening, quantitative optimization, and periodic rebalancing tailored to clients’ objectives and risk tolerances.