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.

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® certificant with 17 years of industry experience. He currently works at Procyon Advisors, LLC and has previously held roles at Wooster Corthell Wealth Management, Ameriprise, Allstate Financial Services, Equitable Insurance Company, and AXA Advisors. Procyon serves a diverse client base including individuals, high-net-worth households, trusts, businesses, and institutional investors. The firm employs a long-term, fundamental-analysis driven investment approach, managing portfolios primarily through non-discretionary mandates and offering a range of services such as investment management, financial planning, retirement-plan advisory, and support for private funds.

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 license and 24 years of industry experience. His career includes roles at StoneX Advisors and StoneX Securities since 2012, as well as positions with Synergy Investment Group and other financial firms. Outside of advising, he is involved in insurance sales and manages a handyman services business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes multiple account structures and model-based solutions, delivering investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

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.

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 CFP® with seven years of industry experience, currently serving at AlphaStar Capital Management. His prior experience includes roles at LPL Financial, Churchill Finance LLC, Wells Fargo Securities, and Man Global Private Markets. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services through model portfolios that combine strategic and tactical approaches, utilizing a range of investment vehicles and third-party portfolio technologies.

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.

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 CFP® professional with three years of industry experience, currently serving at IFG Advisory, LLC. His background includes roles at BluHawk Wealth Management and LPL Financial LLC. He provides administrative support to IFG Advisory, an independent investment advisor firm. IFG Advisory offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm utilizes a range of investment strategies and third-party managers to tailor portfolios to client objectives, including management of held-away assets like 401(k)s and HSAs.

Cody Lewallen is a CFP® professional with five years of industry experience, currently affiliated with IFG Advisory, LLC in Mooresville, NC. His prior roles include positions at Marsh McLennan Agency, LPL Financial, and Old North State Trust. Lewallen also conducts non-investment related activities for Marsh McLennan Agency, supporting its insurance services. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors and third-party models, managing both discretionary and non-discretionary portfolios across a broad range of asset types.

Gregory Bennett is a financial advisor with IFG Advisory, LLC and holds Series 63 and Series 66 licenses. He has 29 years of industry experience, including roles at Merit Financial Group, LPL Financial, and Private Portfolio Partners. Bennett serves as a trustee for his deceased father’s trust, managing assets for family beneficiaries. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a comprehensive investment approach that integrates fundamental, technical, and cyclical analysis, utilizing in-house management, sub-advisors, and third-party managers to tailor solutions aligned with client objectives.