Ryan Hammond is a financial advisor at Hammond Wealth Partners with one year of industry experience. He has held positions at Amplified Planning, The Vanguard Group, and Wells Fargo. Hammond Wealth Partners is a fee-only fiduciary firm providing discretionary investment management and financial planning mainly to individuals, families, and high-net-worth clients. The firm offers customized portfolios combining strategic asset allocation, tax-efficient management, and active tactical approaches based on multiple analysis methods, with clients able to impose reasonable investment restrictions.

Steven Mullooly is a CFP® with 33 years of industry experience. He is the principal advisor at Mullooly Wealth Planning LLC, an independent firm he has been with since 2022. Prior to this, he held roles at Osaic Wealth, Inc., ALPS Distributors, Inc., and Cullen Capital Management. He also works as a compliance consultant through Compliance Risk Concepts. Mullooly Wealth Planning provides portfolio management and comprehensive financial planning to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes institutional and retirement-plan services and offers educational programs alongside its investment and planning services.

My name is Charles Thomas. I am a Certified Financial Planner® and founder of Intrepid Eagle Finance. We work with Christian families on their journey to financial freedom. The first time I ever taught someone about finance was on a school trip to a roller skating rink when I was in the fifth grade. I spent the bus ride teaching a classmate about the value of saving. My career has been spent around the same basic premise: help others to be wise with their finances. I have been working with people and their money for over 14 years of my career. I have had experience at global financial firms in a wide variety of roles. This diverse experience has included everything from helping people who just received their first paycheck to counseling millionaires in the financial crisis to helping large corporations provide retirement plans for their employees. I completed a double major at Appalachian State University and hold Bachelor degrees in Music and Marketing. I later earned an MBA at the University of South Carolina’s Moore School of Business. I started Intrepid Eagle Finance to serve a community I believe has unique needs. Christian families face the challenge of balancing the needs of Mom and Dad, children, work, church and other things craving resources. The financial component of this difficult balancing act can be stressful to harmonize for this kind of family. How do I know this? My family is part of this group too! That’s why I started Intrepid Eagle. I spend my days helping families like mine who value things like God, Family, and Country. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I am an active supporter of independent education and homeschooling. My wife and I are active supporters of helping others get started and find success with their own homeschool journey. When I am not working with other families, I spend time with my own family. My wife Amy and I make our home in South Carolina with our three children. Our family is active in our homeschool each day where we work hard and play hard. We spend our breaks on time outdoors, playing music, traveling, and serving our church family. Visit our website to learn more about how we use technology to serve you wherever you are located.

Jackson Wilson is a financial advisor at Mauney-Pitt Financial Management, Inc. with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Jenkins Foods and attended The University of Tennessee, Knoxville. Mauney-Pitt Financial Management provides discretionary wealth management, comprehensive financial planning, and 3(38) retirement plan advisory services for individuals, trusts, estates, and businesses. The firm employs a primarily long-term investment approach, utilizing low-cost mutual funds and ETFs, and offers fiduciary services with ongoing oversight for plan sponsors.

Bre Ann Weaver is a financial advisor at Gragg Financial with a Series 65 designation and has been in the industry since 2024. Prior to joining Gragg Financial, she worked at Truist Bank for 11 years. Gragg Financial provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a value-driven investment philosophy focused on undervalued companies with strong fundamentals and offers both discretionary and non-discretionary portfolio management alongside tax and accounting services.

Cory Shuford is a CFP® professional with 13 years of industry experience. He is currently with WealthPoint Advisors and has previously worked at Dempsey Lord Smith, LLC and Kalos Management. WealthPoint Financial, LLC provides discretionary investment management and financial planning services primarily to non-high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and tactical asset allocation strategies, managing portfolios on a discretionary basis with continuous monitoring and at least annual formal reviews.

Lauren Ivester is a financial advisor at WealthPoint Advisors with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Dempsey Lord Smith, Kalos Capital, Belmont Capital Advisors, and The Bowman Law Firm. Outside of her advisory role, she has ownership interests in SSI Holdings, LLC and SSI Wealth Management, LLC. WealthPoint Financial, LLC provides discretionary investment management, financial planning, and consulting services primarily to non-high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios using a combination of fundamental, technical, and tactical asset allocation strategies, employing both passive and active approaches while continuously monitoring accounts.

Jason Gragg is a financial advisor at Gragg Financial with eight years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to his current role, he worked at CPS Investment Advisors from 2017 to 2025. Gragg Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm follows a value-driven investment philosophy and combines its advisory services with Certified Public Accounting, offering income tax and accounting services alongside investment management.

Robert Pitt Jr. is a financial advisor with Mauney-Pitt Financial Management, Inc., holding a Series 63 credential and over 42 years of industry experience. He worked at Raymond James Financial Services from 1990 to 2026 before joining his current firm. He serves as trustee of his parents’ trust, managing its investments. Mauney-Pitt Financial Management provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using low-cost mutual funds, ETFs, and individual securities, with a team that manages approximately $418 million in assets.

Gary Gragg is a financial advisor at Gragg Financial with eight years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Gragg Financial, he worked at CPS Investment Advisors from 2017 to 2025. Outside of his advisory role, he is the owner of Revo Wifi LLC. Gragg Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm follows a value-driven investment philosophy and offers portfolio management, financial planning, and consulting services, combining investment advisory with traditional income tax and accounting services.

Patrick Mauney is a financial advisor at Mauney-Pitt Financial Management, Inc. with 34 years of industry experience. He held roles at Raymond James Financial Services from 2002 until 2026 before joining Mauney-Pitt Financial Management, where he is a partner. Mauney holds Series 63 and Series 65 designations. He also owns a commercial property with multiple tenants. Mauney-Pitt Financial Management provides discretionary wealth management, comprehensive financial planning, and retirement plan advisory services to individuals, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using low-cost mutual funds, ETFs, and individual securities, acting as a fiduciary for ERISA accounts and offering ongoing oversight and participant education.

Kyle Sikes is a financial advisor at WealthPoint Advisors with 12 years of industry experience. He holds a Series 66 designation and previously worked at firms including Dempsey Lord Smith, LLC, and Kalos Management. Outside of his advisory role, he serves on the board of CaroMont Care Advocates, which supports patient- and family-centered healthcare initiatives. WealthPoint Financial LLC provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a blend of fundamental, technical, and relative-strength analysis across both passive and active strategies, serving a broad retail client base with customized portfolios.

Keith Miller is a financial representative at Vestech Asset Management Inc. with 35 years of industry experience. He previously worked at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Miller serves on several local boards, including the Kings Mountain Housing Authority and the Cleveland County Board of Equalization & Review. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both ongoing investment management and project-based planning.

Amanda Pate is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant® (ChFC®) with nine years of industry experience. She has worked at Summit Wealth Partners, LLC since 2014. Summit Wealth Partners serves individuals, including high-net-worth clients, as well as institutional and tax-sheltered entities across more than 20 states. The firm offers comprehensive financial planning and portfolio management with an investment approach that emphasizes broad diversification, strategic asset allocation, and tax-efficient funds, supported by academic frameworks and technological tools.

Jeffrey Thomas is a financial advisor at Packerland Brokerage Services, Inc. with six years of industry experience. He holds a Series 66 designation and has been with Packerland since 2019. In addition to his advisory role, he owns J S Thomas Consulting, Inc., a business involved in insurance and residential construction, and serves as a Deacon and teacher at Parkwood Baptist Church. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through a variety of platforms, including firm-managed portfolios and third-party arrangements, with a focus on individualized financial planning and routine client reviews.

Jon Hoyle is a financial advisor at Gradient Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Cambridge Investment Research Advisors, Securities America, and VOYA Financial Advisors. Outside of his advisory role, he has operated as an independent Medicare 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, managing approximately $289 million in regulatory assets and administering about $1.10 billion in assets.

Michael Bono is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at TIAA-CREF and Western Southern Life. Bono is also involved with Sloan Financial Group, LLC, a financial services business operating in Clover, SC. Madison Avenue Securities serves individual and high-net-worth clients, offering investment advisory and brokerage services along with pension consulting, college-savings assistance, and services for charitable entities. The firm manages approximately $2.0 billion across 14,000 clients and provides both discretionary and non-discretionary portfolio management through multiple investment models and third-party managers.

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.

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.

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.