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.

Timothy Moore is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at The Vanguard Group, Inc. for 18 years before joining Principal Financial Services and affiliated entities in 2025. 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 wrap-fee investment management program called SimpleInvest. The firm combines third-party methodology with proprietary models and operates within the Principal Financial Group family, which allows access to affiliated investment products and services.

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.

Jonathan Mathews is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Principal Financial Services, Principal Life Insurance Company, and Businessolver. Mathews serves as a Retirement Consultant, providing one-on-one investment advice to retirement plan participants on distribution options. 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 is part of the Principal Financial Group, allowing operational integration with affiliated entities and access to proprietary products and services.

Matthew Haddad is a CFA® charterholder with eight years of industry experience. He has worked at Dakota Wealth, LLC since 2020 and previously was employed at Willingdon Wealth Management, LLC and BMGI. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm utilizes a long-term, customized investment approach incorporating fundamental, technical, and quantitative analysis, and is involved in managing pooled investment vehicles and serving as a sub-advisor to a registered ETF.

Michael Mahoney is a financial advisor at Coastal Bridge Advisors with 32 years of industry experience. He previously worked at firms including Trinity Point Wealth, LLC, Morgan Stanley Distribution, Inc., and Voya Investment Management CO. LLC. 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 uses a goal-based, fundamental analysis approach and constructs diversified portfolios, often incorporating external managers and specialized advisory services.

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.

Cole Batchelor is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Alloy Investment Management, Voya Financial Advisors, Merrill Lynch, Bank of America, and other firms. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach.

Matthew Marcus is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 designation. He has been with Principal Advised Services and affiliated Principal entities since 2026. Prior to joining Principal, Marcus worked in various roles including with Live Events Media Group and UNC Charlotte. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm integrates third-party and proprietary models and operates within the Principal Financial Group family, providing access to affiliated products and services.

Andrew Harris is a Series 66-credentialed financial advisor with one year of industry experience, currently serving at Principal Advised Services in Charlotte, NC. His prior experience includes roles at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., Nexseer Capital, and BNY Mellon. He also held positions related to investment advice and retirement consulting within the Principal Financial Group. 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 wrap-fee investment management program. The firm integrates proprietary models and third-party tools within the Principal Financial Group family, leveraging affiliated entities for a range of financial products and services.

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.

Mason Barish is a financial advisor at Principal Advised Services with Series 66 credentials and one year of industry experience. Prior to joining Principal, he held roles at Travelers Insurance and Murphy Matza Wealth Management, and worked in education at Wake County Public Schools for 15 years. 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, wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary investment models and operates within the Principal Financial Group family, providing access to affiliated products and services.

Connor Tuerlings is a Series 66-licensed financial advisor at Principal Advised Services with two years of industry experience. He has held positions within several Principal Financial Group affiliates, including Principal Bank, Principal Life Insurance, and Principal Securities, Inc. Prior to joining Principal, he worked in marketing and loan services. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest, integrating proprietary models and third-party tools to support client portfolios.

Brian Barnes is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His work history includes roles at Principal Life Insurance Company, Principal Financial Services, Principal Bank, Robinhood Markets, and Wells Fargo Clearing. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both nondiscretionary recommendations and a discretionary wrap-fee investment management program. The firm integrates third-party methodologies with proprietary models and operates within the Principal Financial Group family, enabling access to a range of affiliated financial products and services.

Sean Bandazian is a financial advisor at Cornerstone Wealth Group with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group, Alphastar Capital Management, and LPL Financial. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plans, other advisers, and corporations. The firm offers comprehensive portfolio management and financial planning, implementing model-based portfolios that use ETFs, mutual funds, individual securities, and third-party managed alternatives.

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.

Casey Hepburn is a financial advisor at Principal Advised Services with three years of industry experience. He holds a Series 66 designation and has worked with Principal Financial Services, Principal Bank, and Truist Financial. Hepburn provides investment advice to retirement plan participants regarding their distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools like Morningstar with proprietary models. The firm is part of the Principal Financial Group family, providing access to affiliated mutual funds, bank products, and trading services through integrated operations.

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 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, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, implementing model-based portfolios with a mix of ETFs, mutual funds, equities, bonds, and alternative investments when appropriate.