Michael Mahoney is a financial advisor at Coastal Bridge Advisors with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Coastal Bridge Advisors in 2025, he worked at Trinity Point Wealth, LLC and Morgan Stanley Distribution, Inc., among other firms. Outside of his advisory role, Mahoney serves as treasurer for the American Legion Post 503 and the Brunswick County Chamber of Commerce, and participates on committees for the Investment & Wealth Institute and the Sea Trail Master Association. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and alternative investments, often utilizing external managers and scenario analysis tools.

Logan Tingley is a financial advisor at 49 Financial in Charlotte, NC. He holds the Series 65 designation and joined the firm in 2024 after completing his studies. 49 Financial serves a wide range of clients including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering services such as financial planning, investment management, and tiered fractional family office programs. The firm manages approximately $1.4 billion with a multi-team advisory structure and follows a disciplined, long-term investment approach based on a derivative of Modern Portfolio Theory.

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.

Stephanie Baszner is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Ritholtz Wealth Management since 2023. Prior to joining Ritholtz, she spent seven years at The Vanguard Group, Inc. She holds a Series 63 license and is based in Charlotte, NC. Ritholtz Wealth Management serves individual and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance, utilizing diversified low-cost ETFs alongside tactical overlays and alternative investments.

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.

James Newman is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ascentis Independent Advisors, LLC. His prior roles include positions at ORG Partners, Ameriprise, and UBS. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers comprehensive portfolio management and financial planning, utilizing a range of public and private securities and a distinctive Private Direct Investments program for select clients.

Paxton Wood is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Ally Invest Advisors, Ally Invest Securities LLC, and The Vanguard Group. He also holds director-level roles in business line risk at Ally Invest Advisors and Ally Bank, assisting with third-party risk management and new product assessment. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, offering a Retirement Income Strategy Report and facilitating referrals to third-party broker-dealers and advisers. The firm operates mainly as a referral intermediary without managing client assets or charging percentage-of-assets fees.

John Helmers 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 Forward Wealth Management and Rinse N Repeat. He also has experience in fixed insurance sales. 49 Financial serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, and fractional family office services, employing a model-driven, long-term diversified investment approach.

Marcus Anderson is a Series 66-credentialed financial advisor with 22 years of industry experience. He has worked at Merit Financial Advisors since 2016 and previously at Purshe Kaplan Sterling Investments and LPL Financial, LLC. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices. The firm offers coordinated wealth management services and employs a long-term, diversified investment approach overseen by an internal committee, allowing advisors to customize portfolios using fundamental, technical, and cyclical analysis methods.

Anthony Montanari is a financial advisor with Prospera Financial Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Prospera since 2012. Outside of his advisory role, Montanari is involved in several private business activities, including ownership and management roles in multiple LLCs. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base that includes individuals, high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across about 207 advisors and offers a range of investment advisory and financial planning services through multiple platforms and customizable portfolio approaches.

Thomas Worth III is a CFP® with 16 years of industry experience. He is currently with Ascentis Independent Advisors, LLC and previously worked at Defender Capital and ORG Partner's LLC. Worth also operates as a Personal CFO. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers a broad range of services including asset management, comprehensive portfolio management, and financial planning, utilizing portfolios composed of both public and private securities that are actively monitored and rebalanced.

William Smiley is a financial advisor at Coastal Bridge Advisors with eight years of industry experience. He previously worked at TrinityPoint Wealth, LLC, and Penland Legacy Advisors. He serves on the board of directors for the Winthrop University Foundation, providing volunteer leadership in community outreach and university engagement. Coastal Bridge Advisors offers financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and provides specialized advisory services including retirement plan consulting and HSA investment management.

Anna Houser is a CFP® with five years of industry experience and has been with Prospera Financial Services, Inc. since 2014. She serves as president of the counsel and volunteers at Holy Trinity Lutheran Church, where she also teaches Sunday school and leads Bible study. Additionally, she is the managing member of Sandy Ventures, LLC, a business focused on the sale of apparel, stickers, and accessories currently in early development. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion across 207 advisors and about 140 offices. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Lekshmi Rajaram is a financial advisor with CG Advisory Services in Charlotte, NC, holding Series 65 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include positions at LPL Financial LLC, Wells Fargo Securities, and UBS Financial Services. CG Advisory Services is an SEC-registered advisory firm serving individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm employs a largely model-driven investment approach, supplemented by fundamental and technical research, options strategies, and alternative investments, supported by AI tools and an Investment Committee.

Mitchell Roth is a CFP® professional with eight years of experience in the financial services industry. He is currently with Sovran Advisors, LLC and holds a Series 66 license. His prior experience includes positions at The Vanguard Group, LPL Financial, Equitable Advisors, and Ameriprise Financial Services. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management across various program types. The firm employs both active and passive investment strategies and utilizes multiple custodial platforms to support its clients' diverse objectives.

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 in educational roles at Wofford College and Clemson University. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, retirement-plan consulting, and tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach grounded in Modern Portfolio Theory.

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 been in the industry since 2023, including experience at Resurgent Capital Services and Indaco Greenville. Prior to advisory roles, his background includes work at the University of South Carolina and various other positions. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, and tiered fractional family office services. The firm employs a disciplined, long-term, diversified asset allocation strategy based on Modern Portfolio Theory and leverages proprietary and platform model portfolios with oversight of sub-advisers and model providers.