Jordan Walters is a Series 65-licensed advisor at OneSeven with three years of industry experience. Prior to joining OneSeven, he worked at Capitol Financial Solutions and Amazon Inc. He is also vice president of Community Educational Funding, a college education planning business. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using diversified portfolios and offers both discretionary and non-discretionary arrangements.

Charis Jones is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her prior experience includes roles at LPL Financial and Hightower Advisors. Stratos Wealth Advisors serves individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients, offering financial planning and portfolio management through advisor-managed wrap and non-wrap programs, third-party platforms, and outsourced CIO solutions. The firm is affiliated with SEI, providing integrated access to SEI’s investment management and custody services.

Clarence Collins is a financial advisor with Foundations Investment Advisors LLC based in Charlotte, NC. He holds a Series 65 designation and has experience working since 2007, including a military career with the U.S. Army and roles at Driven Management, Stay Plugged In, and Alloy Investment Management. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and third-party sub-advisers to deliver tailored investment advice.

Charles Mansfield is a CFA® charterholder with 24 years of industry experience. He is currently a financial advisor at MissionSquare Retirement, where he has worked since 2018, and previously worked at LPL Financial LLC from 2016 to 2018. Outside of his advisory role, Mansfield serves as a Higher Education Academic Specialist at Wake Forest University, instructing courses in Quantitative Methods, Macroeconomics, Managerial Economics, and Finance. He also participates as an actor in interactive dinner theater shows. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management, employing asset-class allocation models and a total wealth approach tailored to client information.

Ross Marynell is a financial advisor with Advisory Alpha, LLC, holding a Series 65 credential and 14 years of industry experience. He has worked at Advisory Alpha since 2020 and has prior experience with Planners Alliance LLC, Vertex Capital Advisors, LLC, and AlphaStar Capital Management. Outside of his advisory role, he is a licensed insurance agent involved in selling annuities, health, and life insurance products through Vertex Capital Advisors. Advisory Alpha serves individual and high-net-worth investors with portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors, offering a broad menu of managed portfolio series that include factor, hedged, and manager-of-managers strategies.

Thomas Clark is a financial advisor at Altitude Capital Management LLC in Charlotte, NC, with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at the Clark Agency, Horace Mann Investors, Horace Mann Companies, and Liberty Mutual Insurance. Clark is also involved in insurance sales as an agent, dedicating up to 30% of his working time to this activity. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs tailored strategies that include asset allocation, dollar-cost averaging, and technical analysis, managing $103.6 million in discretionary assets under a multi-team structure.

Hailey Hall is a financial advisor with Advisory Solutions Group and holds the Series 66 designation. She has five years of industry experience, including roles with Wealth Enhancement Advisory Services and LPL Financial. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis, and offers both discretionary and non-discretionary strategies with regular client reviews.

Jacob Chandler is a financial advisor with Inspire Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Inspire Advisors since 2019, previously working at Ameriprise Financial Services from 2007 to 2019. Chandler is also the owner and director of JKC Consulting Inc. and serves as a fund manager for the Inspire Tactical Balanced ESG ETF. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing in its strategies and employs a combination of quantitative, fundamental, and technical analyses, often implementing portfolios through model allocations and proprietary ETFs.

Jordan Nichols is a financial advisor with Credit Union Investment Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been affiliated with Members Trust Company since 2015, SECU Life Insurance Company since 2014, and State Employees’ Credit Union since 2011. Outside of his advisory roles, Nichols owns The Wooden Nickel Woodworking LLC, a business focused on woodworking projects and children's furniture. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost index mutual funds and ETFs, operating within a credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.

William Newton Jr. is a CFP® with 24 years of industry experience, currently serving at Archer Investment Corporation since 2011. He also operates Newton Wealth Management and has been a CPA since 1976. His additional business activities include involvement in fixed insurance, life, and annuities. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, offering services through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

Scott Vanderlinden is a financial advisor with Chelsea Advisory Services, Inc. in Lancaster, SC, holding Series 63 and Series 65 designations and 23 years of industry experience. He previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. Vanderlinden also operates a sole proprietorship, Veritus Financial Strategies, where he markets investment, insurance, and financial planning services. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate clients. The firm emphasizes a fundamental, long-term investment approach, managing diversified portfolios with an option for discretionary account management and allowing client-imposed investment restrictions.

Ken Adams is a financial advisor with Advisory Services Network, LLC, holding the PFS™ designation and Series 63 license, and has 21 years of industry experience. Before joining Advisory Services Network in 2025, he was with Cetera Wealth Services for 12 years. Adams also owns and operates an accounting and tax services business and is a licensed insurance agent specializing in life, accident, and health insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing various investment strategies tailored to clients’ objectives and risk tolerances.

Ryan Morgan is a Certified Financial Planner® with 18 years of experience in the financial services industry. He is currently with NorthCoast Asset Management LLC and has held prior roles at Kovitz Investment Group Partners, Connectus Wealth, Fisher Investments, Charles Schwab, and Victory Capital Advisors. Outside of his advisory work, he manages a rental property in Parker, Colorado. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively driven, systematic investment process and offers a diverse range of strategies, including strategic asset allocation, equity and fixed income approaches, options overlays, and alternative interval funds.

Alexander Barnes is a CFP® with 13 years of industry experience, currently advising at Savvy. His prior roles include positions at Cornerstone Wealth Group, LLC, Mutual Securities, Inc., Cornerstone Financial Partners, and LPL Financial. He is also licensed as an insurance agent, engaging in fixed insurance sales as a secondary business activity. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party sub-advisers.

George Mcdow is a CFP® with 18 years of industry experience, currently serving with Mutual Of Omaha Investor Services, Inc. since 2013. He is also the owner of The McDow Group, LLC, an insurance agency offering life, health, annuities, dental, property and casualty, disability, and Medicare supplement lines. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs, third-party money manager relationships, and financial planning. The firm operates using a platform relationship with Envestnet and offers a range of model portfolios and retirement plan consulting services.

Matthew Baldini is a financial advisor with Inspire Advisors, LLC in Waxhaw, NC, holding a Series 65 license and six years of industry experience. Prior to joining Inspire Advisors in 2019, he worked for the County of Los Angeles Probation Department for eleven years. Baldini also serves as president of FHG Advisors Inc., a non-investment related S Corporation based in Waxhaw. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a mix of quantitative, fundamental, and modern portfolio theory analyses in its portfolio management strategies.

Annabeth Wilkes is a CFP® with seven years of industry experience, currently serving as an advisor at Cornerstone Wealth. Her previous roles include positions at The Vanguard Group and Burkett Financial Services. She is also a member of the finance committee at Pioneer Church. 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 with ETFs, mutual funds, individual securities, and alternative investments, and integrates held-away accounts into client portfolios.

Jarrett Meadors is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Belpointe Insurance, LLC and Belpointe Asset Management since 2018, following seven years at Bank of America and Merrill Lynch. Outside of advisory work, he is involved with Belpointe Insurance, where he conducts insurance sales. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and a wrap program, using customized portfolios and a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Thomas Colombo is a financial advisor with NorthCoast Asset Management LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at Kovitz Investment Group Partners, Connectus Wealth, and Morgan Stanley. Outside of finance, he is co-owner of QB Focus LLC, an athletic training business. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process and offers a diverse range of strategies including strategic asset allocation, tactical equity, and alternative interval funds.

Bradley Joubert is a CFP® professional with 17 years of industry experience, currently serving at Wealthcare Capital Management LLC since 2013. He is also involved with Beacon Small Business Solutions. Wealthcare Capital Management LLC is a multi-team SEC-registered advisor managing approximately $3.03 billion for a diverse client base, utilizing model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms.