William Ham is a financial advisor with AlphaStar Capital Management holding a Series 65 designation and eight years of industry experience. His prior roles include positions at Armis Advisers, Ham Asset Management, and a long-standing role with Financial Independence Group, where he serves as Vice President of Sales in the Annuity Division. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing strategic asset allocation and quantitative tactical approaches.

John Matthews is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has held roles at several firms including Redwood Private Wealth LLC and Matthews & Co Private Wealth Advisors, where he serves as Managing Member and CEO. Outside of finance, Matthews owns The Cut Barbershop in Charlotte, NC. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and supporting tailored portfolios with negotiated fee arrangements.

Richard Reber is a CFP®-certified financial advisor with 18 years of industry experience. He is affiliated with Independent Advisor Alliance, LLC and has prior experience with Morgan Stanley and Morgan Stanley Private Bank. Reber is also the author of "How to Talk to Your Partner About Money and Not Kill Each Other." Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model of advisory representatives and integrates various portfolio management strategies along with technology platforms to support its services.

Kevin Burton is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 66, Series 63, and Series 65 designations and has worked at firms including Alphastar Capital Management and Nationwide Securities. Outside of his advisory role, he serves as an assistant high school football coach at the Community School of Davidson. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers a range of advisory models including point-in-time financial planning and ongoing portfolio management using model or customized portfolios.

Kiara Hackshaw Gary is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and three years of industry experience. She has been with Fifth Third Securities since 2022 and has prior experience at Fifth Third Bank, Bananas & Caviar, Rick Erwin's Dining Group, Ingles Market, and Johnson & Wales University. Outside of her advisory role, she is involved in a home-based pastry baking business in Statesville, NC. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, supported by services such as direct indexing and tax-overlay, operating as a wholly owned subsidiary of Fifth Third Bank.

Evangeline Lodwick is a financial advisor at Empower Advisory Group with 28 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Her prior roles include positions at Valic Financial Advisors, TIAA-CREF, and Encompass Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services feature an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and consistent rebalancing within established plan lineups.

David Weidmayer is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network. He also operates Weidmayer Wealth Solutions, LLC, a firm he has led since 2014. Outside of his advisory work, he is the owner of Sun Towels of Indiana, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad platform that includes managed-account programs, third-party asset manager access, and retirement consulting services.

Robert Steele is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Truist-affiliated firms since 2000. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

David Hudson is a CFP® and ChFC® with 20 years of industry experience. He is currently an advisor at Citizens Securities, Inc., where he has worked since 2023. Prior to that, he spent 10 years at TIAA and TIAA-CREF. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory, brokerage, and insurance services. The firm’s advisory programs include a digital platform and managed accounts, alongside commission-based brokerage and other non-discretionary business.

Robert Bogia is a financial advisor with Principal Financial Services in Cornelius, NC, holding a Series 66 designation and nine years of industry experience. He has worked with Fulcrum Capital Partners since 2018 and has been affiliated with Principal Securities Inc. since 2017. Outside of his advisory role, Bogia serves as president of his homeowners association and operates an LLC for tax purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm’s advisory offerings include financial planning, retirement plan consulting, and access to third-party money manager solutions through distinct adviser and promoter arrangements.

Brandon Bastuba is a CFP® with 15 years of industry experience currently serving at NewEdge Advisors. His prior roles include positions at Assetmark Financial, Inc., Brinker Capital Securities, and Intelliflo. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad suite of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing both in-house manager selection and third-party model portfolios.

Kyle Thomas is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Bank of America and Merrill from 2014 to 2023. Kyle also operates Founders Private Wealth, LLC, an investment advisory business affiliated with his current firm. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm combines discretionary and non-discretionary portfolio management with a technology-driven approach and maintains a unique network model supported by its partial ownership by LPL Financial.

Derek Smith is a financial advisor with Principal Financial Services in Mooresville, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with Principal Securities Inc since 1993 and with PRINCIPAL LIFE INSURANCE COMPANY since 1998, and he founded Smith Financial Corporation in 2008. He serves as a board member at large for the South Cove Homeowners' Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

John Godfrey Jr. is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and having 21 years of industry experience. His prior roles include positions at LPL Financial and Cornerstone Wealth. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary portfolio management supported by various analytical techniques and technology platforms.

Bruce Putnam is a financial advisor at Independent Advisor Alliance, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial since 2011 and Cornerstone Financial Advisors from 2011 to 2018. Beyond his advisory role, he has been involved in mortgage and real estate services and acts as an agent for fixed insurance products. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting through a network of advisory representatives utilizing discretionary and non-discretionary portfolio management strategies, supported by technology platforms and a governance model that integrates supervised advisors, sub-advisors, and third-party managers.

Raymond Yackel Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been associated with Commonwealth and Diversified Wealth Strategies, LLC since 2012, and has operated the Raymond A. Yackel Agency, Inc. since 1977. Outside of advisory work, he maintains ownership of the Raymond Yackel Agency Inc., which is a non-investment related business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, compliance, and practice-management support, enabling advisors to construct client portfolios using various securities and insurance products alongside discretionary model portfolios managed by its Investment Management and Research team.

William Harris is a financial advisor with Primerica Advisors, holding a Series 66 designation and over 21 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance, and he also operates Consolidated Planning Inc., where he sells life and long-term care insurance products. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering a range of brokerage and advisory services supported by proprietary and third-party investment platforms.

William Magill is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and eight years of industry experience. He previously worked at Edward Jones for four years and has been with both Private Advisor Group and LPL Financial since 2023. Outside of his advisory role, he has worked as an Uber driver and is employed by Primal Brewery. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions. The firm employs a fiduciary-based model that utilizes both proprietary and third-party strategies and technology platforms.

Kawii Jayjay is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at The Vanguard Group, First Citizens Bank, Merrill Lynch, LPL Financial, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Jason Woloszyn is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior roles include positions at LPL Financial and Fisher Investments. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while offering operational and compliance support to affiliated advisors.