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.

Katherine Kerns is a financial advisor with Credit Union Investment Services and holds Series 63 and Series 65 licenses. She has eight years of industry experience and has worked with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. In addition to her advisory roles, she serves as a Financial Advisory Services District Manager at State Employees' Credit Union. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and retirement planning with a focus on low-cost, index-based mutual funds and ETFs. The firm operates as a subsidiary of State Employees’ Credit Union and manages over $3.0 billion in non-discretionary advisory assets.

Jeremy Crawley is a financial advisor with Credit Union Investment Services in Concord, NC, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked with multiple related entities including State Employees’ Credit Union, Secu Life Insurance Company, and Members Trust Company. Credit Union Investment Services serves primarily individual investors who reside in North Carolina, offering non-discretionary portfolio management, financial planning, and asset allocation advice focused on long-term, goals-based strategies using low-cost mutual funds and ETFs. The firm operates within a credit union ecosystem and maintains a predominance of non-discretionary assets under management.

Jorden Masson is a financial advisor with Credit Union Investment Services in Concord, NC, holding Series 65 and Series 63 licenses and with three years of industry experience. He has worked with SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union, where he provides financial advisory services to eligible members. Credit Union Investment Services serves individual investors residing in North Carolina, offering goals-based, non-discretionary portfolio management and financial planning with a focus on long-term investment horizons primarily using mutual funds, ETFs, and fixed income products. The firm operates within a credit union ecosystem and emphasizes the use of low-cost index funds and salaried investment representatives.

John Potter is a Series 65-licensed financial advisor with Integrity Advisory Solutions, bringing 10 years of industry experience. Before joining Integrity Advisory Solutions in 2024, he worked at Strategic Planning Corporation for eight years and has been involved with The Potter Law Firm since 2012. He serves as treasurer for the North Carolina chapter of the National Academy of Elder Law Attorneys and provides estate planning and elder law services through his legal practice. Integrity Advisory Solutions is a multi-team firm serving individuals, trusts, estates, corporations, and business clients through about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing a range of asset-allocation strategies and third-party platforms to support tailored client portfolios.

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.

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.

Benjamin Mc Donald is a financial advisor at Kestra Private Wealth Services, LLC with 10 years of industry experience. He previously worked at Edward Jones for six years and BGW Wealth Advisors, LLC for two years before joining Kestra in 2023. Outside of advisory work, he is the owner of a coffee shop business, Daily Ritual Coffee LLC. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves individual and institutional clients with access to a broad range of investment products and offers both discretionary and non-discretionary advisory arrangements.

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.

Christopher Wingler is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and two years of industry experience. He has been involved with Bostian Retirement Planning since 2008, where he also acts as an insurance sales agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

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.