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.

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.

Bradley Kellen is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Founders Financial Securities LLC and Fairway Financial since 2015. He is based in Matthews, NC, and holds the Series 66 designation. His work includes financial planning and insurance sales with a focus on variable annuities, long-term care, and variable life products. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing multiple advisory platforms and a combination of mutual funds, ETFs, and sub-advised 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.

David Reid is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Founders Financial Securities and Fairway Financial since 2015, where he also provides insurance advice and products as part of his other business activities. Founders Financial Securities serves a broad range of clients, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, and retirement consulting, utilizing multiple investment programs and combining advisory, broker-dealer, and insurance services within its platform.

Lamaar Steadman is a financial advisor at Gradient Investments, LLC with three years of industry experience. He holds a Series 65 credential and has worked at Civitas Financial LLC and Gradient Advisors LLC prior to his current roles. Steadman is also involved in insurance sales and investment advisory through American Insurance Marketing Solutions. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and other entities using a proprietary investment framework. The firm offers a variety of portfolios, including strategic, tactical, private wealth, and tax-aware strategies, managing assets on a fee-only basis without serving as custodian.

Jia Min is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at CG Advisory Services with two years of industry experience. Prior to joining CG Advisory Services, Jia worked at Eastern Bank, Canaccord Genuity, Oppenheimer & Co., and the U.S. Steel & Carnegie Pension Fund. CG Advisory Services is an SEC-registered firm that provides discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a model-driven investment approach supported by an Investment Committee and integrates AI tools alongside fundamental and technical analysis to tailor strategies to client objectives.

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.

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.

Oliver Gooden is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He is currently affiliated with CG Advisory Services and has previously worked at Geneos Wealth Management, Wealth Advisory Group, and Steben & Company Inc. Gooden also works as a registered assistant for the Wealth Advisory Group. CG Advisory Services is an SEC-registered adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management through proprietary and customized models, along with financial planning, retirement plan consulting, and fiduciary advice, using a combination of fundamental and technical research and AI tools to support investment decisions.

Ken Adams is a financial advisor with Advisory Services Network holding the PFS™ and Series 63 designations and has 21 years of industry experience. His prior roles include positions at Cetera Wealth Services, Rock Harbor Wealth Management, and operating his own CPA practice since 2006. He is also a licensed insurance agent with experience in life, accident, and health insurance sales and service. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers a range of portfolio management and financial planning services, employing diverse investment strategies tailored to client objectives and risk tolerances.

Brendan Grady is a financial advisor with Gibbs Wealth Management, LLC in Pineville, NC. He holds a Series 65 credential and has 11 years of industry experience, including roles at FormulaFolios, Gradient Investments, Clarity Financial Group, and Questar Asset Management. Outside of his advisory work, he serves as an insurance agent for fixed insurance products and has been involved in hosting dinner seminars through his related business, Grady Group, Inc. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients, utilizing third-party model portfolios delivered through OPS and Orion OCIO platforms. The firm focuses on portfolio management rather than financial planning and occasionally uses third-party managers for hedging or income strategies.

Ryan Morgan is a CFP® with 19 years of industry experience, currently affiliated with NorthCoast Asset Management LLC. His prior roles include positions at Kovitz Investment Group Partners, Connectus Wealth, Fisher Investments, Linden Thomas & Company Securities, Charles Schwab, and Victory Capital Advisors. Outside of his advisory work, he owns and 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 based, systematic investment process and offers a range of strategies including strategic asset allocation, equity and fixed income, options overlays, and alternative funds.

Derek Herzer is a financial advisor at Kingswood Wealth Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked for Medigap Life for ten years. Outside of his advisory role, he is involved in consulting for an investment-related business and provides training and support for a national Medicare health insurance brokerage during the annual enrollment period. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm uses an open-architecture platform with both discretionary and non-discretionary investment strategies and integrates insurance-related accounts through affiliated entities.

Patrick Homan is a financial advisor at Private Client Services, LLC with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at The AmeriFlex Group, SagePoint Financial, Fortigent, LLC, Independent Adviser's Group, and LPL Financial. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors, managing about $1.05 billion across more than 3,200 client accounts.

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.

Eric Fritz is a financial advisor at CG Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has previously worked at LPL Financial, Geneos Wealth Management Inc., and WFG Investments, Inc. Fritz also has a business entity unrelated to investment advisory activities. CG Advisory Services is an SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a largely model-driven investment approach combined with customized portfolio management, financial planning, and access to alternative investment platforms.

Suzanne Barry is a financial advisor at Gladstone Wealth Partners with seven years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Bank of America, N.A., LPL Financial, and Merrill. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions.

Richard Yercheck is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Capital Investment Advisory Services and Capital Investment Group Inc since 2019 and previously at Prospera Financial Services from 2013 to 2019. Outside of his advisory role, he serves on the City of Monroe Planning Board and the Union Symphony Orchestra board, and he is a CPR instructor. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, utilizing a mix of analytical methods and ongoing portfolio monitoring.

Matthew Baldini is a financial advisor with Inspire Advisors, LLC, holding a Series 65 credential and seven years of industry experience. Prior to joining Inspire Advisors in 2019, he worked for the County of Los Angeles Probation Department for eleven years. He is also president of FHG Advisors Inc., a non-investment-related entity. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and primarily serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing into its portfolio management and employs a variety of analytical methods, often delegating management to sub-advisors and affiliated managers while providing tax-mitigation services.