Robert Benton is a financial advisor at Cornerstone Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at Morningstar Inc. for six years. 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 comprehensive portfolio management and financial planning, employing model portfolios that include ETFs, mutual funds, individual securities, and alternative investment sleeves, with regular investment committee oversight.

Jerett Dimarzio is a financial advisor at Cornerstone Wealth Group with 11 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Cornerstone Wealth since 2018, with prior experience at LPL Financial and Cornerstone Financial Partners. 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, providing portfolio management, financial planning, and retirement plan consulting with an investment approach centered on model portfolios using ETFs, mutual funds, and individual securities.

Prasad Oak is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Procyon. His prior roles include positions at Wooster Corthell Wealth Management, Ameriprise, Allstate Financial Services, Equitable Insurance Company, and AXA Advisors. Procyon serves a broad client base, including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm offers investment management, financial planning, consulting, and retirement plan advisory services, using a fundamentally driven, customized investment approach with a primarily long-term orientation.

Brenda Pressley is a financial advisor with Cornerstone Wealth who holds the PFS™ designation along with Series 65 and Series 66 licenses and has 11 years of experience in the industry. She has worked with Cornerstone Wealth Group since 2018 and previously spent two years at Cornerstone Financial Partners. Outside of her advisory role, she is president and sole shareholder of a tax and accounting services firm and serves as Secretary/Treasurer for a local nonprofit organization, Water Well Trust. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts and 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, and individual securities, while integrating affiliated strategies and conducting periodic portfolio reviews aligned with client objectives.

Ryan Dantinne is a financial advisor with StoneX Advisors Inc. in Cornelius, NC, holding a Series 66 designation and possessing 23 years of industry experience. He has been with StoneX Advisors since 2016 and StoneX Securities since 2012. Outside of his advisory role, he is involved in selling insurance products through Synergy Insurance Group and manages a handyman services business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a variety of portfolio implementation strategies, including advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon.

Brian Williams is a financial advisor at Alphastar Capital Management with 14 years of industry experience. He holds a Series 65 credential and has been with Alphastar since 2011. Outside of his advisory role, Williams is involved in several business ventures, including ownership interests in fitness centers and an insurance product development company. Alphastar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base that includes individuals, trusts, small businesses, and pension plans. The firm employs strategic asset allocation combined with quantitative analysis and momentum evaluation, offering both model portfolios and customized strategies.

Connor Bain is a CFP® with four years of industry experience, currently with StoneX Advisors Inc. in Statesville, NC. His prior experience includes roles at TIAA and Capital Investment Brokerage, Inc. He has also worked at North Carolina State University and Robert Bosch Tool Corp. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and annuity allocation. The firm uses a combination of independent advisors and an in-house Private Client Group to implement strategies through various managed portfolios, model solutions, and third-party money managers.

Andrew Barnett is a financial advisor with AlphaStar Capital Management, holding a Series 65 credential and six years of industry experience. He has worked at AlphaStar Capital Management since 2020 and concurrently serves as Director of Technology Innovation at Financial Independence Group, LLC, where he leads software engineering efforts to develop solutions for financial professionals. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and other investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing a strategic asset-allocation approach combined with quantitative analysis and tactical methods.

Andrew Smith is a CFP® with 26 years of industry experience, currently serving as a managing partner at Cornerstone Wealth Group, LLC. He has held roles at Mutual Securities, Inc. and Cornerstone Financial Advisors, among others. Outside of advisory work, he is involved in management activities through CWG Management Group, LLC. 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, and corporate clients, offering portfolio management, financial planning, retirement plan consulting, and access to alternative investments and affiliate private funds.

Sara Milam is a Series 65 licensed financial advisor with three years of industry experience, currently with AlphaStar Capital Management. Her prior work includes roles at Financial Independence Group, Ann Taylor LOFT, and Target Corporation. She is also a licensed insurance agent. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and subadvisory services, utilizing both predefined model portfolios and custom strategies based on quantitative analysis and tactical asset allocation.

Zachary Popovec is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Churchill Finance LLC, Wells Fargo Securities, and Man Global Private Markets. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and pension plans. The firm employs both predefined Model Portfolios and custom strategies that combine strategic asset allocation with quantitative and momentum-based analysis, and it provides a range of portfolio management and consulting services.

Deana Spainhour is a financial advisor at Credit Union Investment Services with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Members Trust Company, SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union, where she has provided financial advisory services since 2003. Spainhour is also co-owner of a restaurant in Lincolnton, NC, where she supports administrative operations and staff management. Credit Union Investment Services primarily serves individual investors in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement planning. The firm emphasizes a long-term, goals-based investment approach that relies on low-cost index funds and ETFs, with investment representatives as salaried employees of the parent credit union.

Tyler Storment is a financial advisor with Accurate Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Accurate Wealth Management, he worked at Everstar Asset Management, LLC. Outside of finance, he is a co-founder of Superb Spirit, an apparel and merchandise business, and is also a professional football player in the NFL, XFL, and CFL. Accurate Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charities, and corporations. The firm offers discretionary portfolio management and financial planning, emphasizing value, safety, quality, and risk control in its investment approach.

Scott Cislo is a Series 65-licensed financial advisor at Mariner Independent with three years of industry experience. His prior roles include positions at Fifth Third Wealth Advisors LLC and TIAA, with a career break between 2020 and 2024. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s platform offers portfolio management, model portfolios, and third-party manager access, with notable integration of institutional and retirement plan resources through affiliated entities.

Patrick Hawkins is a financial advisor at Cornerstone Wealth Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Oakwood Capital Securities, 49 Wealth Management, and Purshe Kaplan Sterling Investments. Hawkins is also involved with the Financial Independence Group in a fiduciary role. Cornerstone Wealth Group is an SEC-registered investment adviser that serves individuals, trusts, estates, employer retirement plans, advisers, and corporate entities. The firm provides portfolio management and financial planning using model portfolios that include ETFs, mutual funds, stocks, and bonds, while also offering retirement plan consulting and related services.

Carmen Maria Andrews is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has previously worked at Sharp Advisors and Merit Financial Group, LLC, and has been affiliated with LPL Financial since 2010. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers personalized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers, with a network of approximately 190 advisors.

Richard Fallon III is a financial advisor at Cornerstone Wealth with seven years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and JP Morgan Chase & Co. Outside of his advisory role, he works occasionally as a freelance golf caddy in Charlotte, NC. 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 with an investment approach centered on model portfolios and discretionary management.

Ethan Bemis is a financial advisor at AlphaStar Capital Management with a Series 65 designation and three years of industry experience. Prior to joining AlphaStar, he held positions at Fleet Feet Huntersville, Cabarrus Country Club, and Catawba College. 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 employs both model portfolios and custom strategies using strategic asset allocation and quantitative analysis, and it also serves as a subadviser and referral agent to other investment advisers.

Austin Lytle is a financial advisor with IFG Advisory, LLC and holds the Series 66 designation. He has three years of industry experience, including roles at BluHawk Wealth Management and LPL Financial LLC. Outside of advising, he provides administrative support to IFG Advisory LLC and operates Lytle Investment Management for tax and investment purposes. IFG Advisory, LLC serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using a combination of sub-advisors, third-party models, and various investment instruments tailored to client objectives.

Robin Radovich is a financial advisor at United Brokerage Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including BB&T and Crescom. Radovich also serves as secretary of the Rotary Club of Lincolnton, NC. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of banking affiliation and a primarily non-discretionary advisory model.