Reilly Treadwell is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, he worked at Wofford College and Clemson University. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management with an emphasis on diversified asset allocation and behavioral coaching. The firm provides tiered fractional family office services and utilizes a combination of proprietary and third-party investment models.

Alaina Sanders is a Series 65 licensed financial advisor with Coppell Advisory Solutions LLC and has two years of industry experience. She is also affiliated with Belmont Capital Advisors. Outside of advisory work, she manages Zebra Home Solutions and related entities involved in real estate holdings and operations. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning to a diverse client base, including individuals, pension and profit-sharing plan participants, trusts, estates, charities, and businesses. The firm employs a broad investment toolkit and an open-architecture platform to implement tailored strategies with continuous monitoring and periodic rebalancing.

James Beam is a financial advisor with Capital Investment Advisory Services, LLC, holding the Series 63, 65, and 66 designations and bringing 28 years of industry experience. His prior roles include positions at Sollinda Capital Management LLC and Capital Investment Group, Inc. He serves as chairman of the Cherryville ABC Board of Directors, overseeing operations related to controlled spirit sales in Cherryville, NC. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base including individuals, corporations, and institutional accounts. The firm offers tailored investment programs with a focus on discretionary management and employs fundamental, technical, and charting analyses across various investment strategies.

Eric Smith is a CFP® professional with one year of industry experience, currently serving at Ritholtz Wealth Management. His prior work includes roles at Corient Services LLC, CIPW Service Company, and Brightworth. Outside of financial advising, he has experience with Miami Ice Snowcones, a business he was involved with for five years. Ritholtz Wealth Management advises individual and institutional clients, offering comprehensive portfolio management and financial planning services. The firm uses a goal-based investment approach that incorporates behavioral finance principles, diversified ETFs, tactical overlays, and alternative investments, supported by both advisor-led services and digital platforms.

Christian Cancello is a financial advisor with 49 Financial in Charlotte, NC. He holds a Series 65 designation and has one year of experience in the financial industry. Prior to joining 49 Financial, he held positions at Resurgent Capital Services and Indaco Greenville. 49 Financial serves a diverse client base including retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, providing financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and offers tiered fractional family office services.

Brendan Grady is a Series 65 licensed advisor at Gibbs Wealth Management, LLC with 11 years of industry experience. He has worked at multiple firms, including FormulaFolios, Gradient Investments, Clarity Financial Group, and Questar Asset Management. Outside of his advisory role, he is also an insurance agent and holds seminars on fixed insurance products through his business, Grady Group, Inc. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

Nickles Spryn is a CFP® with 19 years of industry experience, currently serving at Coppell Advisory Solutions LLC. His prior roles include positions at Vanguard Advisers, Inc., Old Point Trust & Financial Services, and Wells Fargo Advisors. He is also an insurance agent with Belmont Capital, focusing on life and long-term care annuities. Coppell Advisory Solutions LLC (operating as Fusion Investment Advisors) provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an open-architecture investment platform utilizing both fundamental and technical analysis across a broad range of asset types.

Tyler Reller is a CFP®-credentialed financial advisor at Principal Advised Services with seven years of industry experience. He has held roles at Principal Securities, Principal Life Insurance Company, and Wells Fargo Clearing Services. In addition to his advisory work, he serves as a financial counselor at Principal Bank, where he is responsible for sales of bank deposit products. 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 investment management program, leveraging a combination of third-party tools and proprietary models while benefiting from its affiliation with the Principal Financial Group.

Maximilian Hillerbrand IV is a financial advisor with 49 Financial in Charlotte, NC, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments, and has prior professional experience in the food service industry. Outside of advisory work, he assists clients with life insurance and annuity products as a licensed insurance agent. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, providing financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and blends multiple analytical methods, managing proprietary and external model portfolios with ongoing monitoring and client behavioral coaching.

Max Kuhle is a Series 65-licensed advisor at 49 Financial in Charlotte, NC, with less than one year of industry experience. Prior to joining 49 Financial, he held various roles including at TST Fab & Machine and Beach Cages, LLC, and spent several years in full-time education. 49 Financial serves a diverse client base ranging from retail and high-net-worth individuals to institutions, offering financial planning, retirement-plan consulting, and investment management. The firm’s investment approach focuses on disciplined, long-term diversified asset allocation using a blend of fundamental, cyclical, technical, and behavioral analysis.

Jason Craig is a financial advisor at Prospera Financial Services, Inc. with 24 years of industry experience. He has held positions at Prospera since 2013, following prior roles at TCA Financial Group, LLC, Wells Fargo Clearing, and Banc Of America Investment Services, Inc. He holds Series 63 and Series 65 designations. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through multiple advisory programs and platforms.

Jeffrey Hillesland is a financial advisor at Merit Financial Advisors in Charlotte, NC, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for eight years. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation with a combination of internal management, third-party managers, and customizable model portfolios.

Shaun Moynihan is a financial advisor at Coppell Advisory Solutions LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Dempsey Lord Smith, LLC, Kalos Management, Kalos Capital, and Belmont Capital Advisors. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporate clients. The firm provides discretionary portfolio management and financial planning through a flexible investment approach that incorporates internally developed asset allocation models and both fundamental and technical analysis.

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.

Jalen Randolph is a CFP® professional with four years of industry experience, currently serving as an advisor at Ritholtz Wealth Management in Charlotte, NC. His prior roles include positions at Corient Services LLC, CIPW Service Company, LLC, CI Brightworth, and Lincoln Financial Group. Ritholtz Wealth Management provides comprehensive portfolio management and financial planning services to individual, high-net-worth, and institutional clients, employing a goal-based investment process that incorporates asset allocation and behavioral finance principles. The firm manages approximately $9.4 billion in assets and offers both advisor-led and digital platform solutions.

Jarrett Meadors is a financial advisor with Belpointe Asset Management LLC in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2011 to 2018 and is also involved with Belpointe Insurance, LLC. Belpointe Asset Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, trusts, and other advisers. The firm manages approximately $7.6 billion in client assets through a network of 174 advisors, offering discretionary investment management and financial planning with a focus on customized portfolio strategies.

Sarah Peter is a financial advisor with A.G.P. / Alliance Global Partners in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Her work history includes roles at B. Riley Wealth Management, B. Riley Wealth Advisors, and National Securities Corp. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled vehicles across a multi-team platform. The firm emphasizes international investing through its EPC Advisors Group division and offers a range of portfolio management and financial planning services.

Clayton Cross is a financial advisor at 49 Financial based in Charlotte, NC, holding a Series 65 designation with two years of industry experience. Before joining 49 Financial, he worked briefly at Celonis and has a background as a college student. Outside of his advisory role, he is also a licensed insurance agent. 49 Financial serves a range of clients including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm’s investment approach focuses on disciplined, long-term diversified asset allocation supported by a blend of fundamental, cyclical, technical, and behavioral analysis.

Aaron Ruen is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Principal Financial Services, Principal Life Insurance Company, and Wells Fargo in various roles since 2010. In addition to his advisory work, he provides one-on-one investment advice specifically for Principal retirement plan participants at benefit events. 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. As part of the Principal Financial Group, the firm integrates bank products, proprietary funds, and model services through affiliated entities to deliver non-discretionary recommendations and discretionary investment management.

Ryan Robinson is a financial advisor with Principal Advised Services, holding Series 66 and Series 63 licenses and six years of industry experience. His work history includes roles at Principal Financial Services and Wells Fargo Clearing Services LLC. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, using a blend of third-party methodologies and proprietary models. The firm is part of the Principal Financial Group family, providing integrated access to affiliated products and services.