David Hoshour is a financial advisor with Cornerstone Investment Services, Inc. in Indian Trail, NC, holding Series 63 and Series 65 designations and 15 years of industry experience. He has been with Cornerstone Investment Services since 1995. Cornerstone Investment Services provides ongoing investment supervisory services and basic financial planning to individuals, trusts, and nonqualified retirement accounts, as well as advising retirement plan sponsors and institutional clients. The firm offers discretionary, fee-only portfolio management with a focus on medium- to long-term holdings and emphasizes fiduciary services and customized solutions for retirement plans.

Francis Claire is a financial advisor at Double Eagle Partners, LLC in Matthews, NC, with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial LLC and Mizuho Securities USA Inc. since 2016, he has been with Double Eagle Partners, an independent firm he leads. Double Eagle Partners provides customized investment management and financial-planning services to a diverse client base including individuals, high-net-worth clients, trusts, small businesses, and charitable organizations. The firm employs a discretionary, asset-allocation investment approach guided by economic analysis and offers services such as goal setting, tax and estate planning, and educational workshops.

Kirk Block is a CFP® and PFS™ credentialed financial advisor with 22 years of industry experience. He is the principal of Block Wealth Management, Inc., an independent firm he has led since 2008. In addition to his advisory role, he is licensed to offer insurance products as an agent with various insurance companies. Block Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, including retirement plan sponsors. The firm employs a Modern Portfolio Theory-based approach using Dimensional Fund Advisors funds, integrating financial planning with tax guidance and insurance recommendations, and offers a range of fiduciary, consulting, and portfolio management services.

Robert Donovan is a financial advisor with WoodGreen Advisory, LLC in Matthews, NC. He holds the CFP® and ChFC® designations and has 18 years of industry experience. Prior to founding WoodGreen Advisory in 2021, he worked at Alphastar Capital Management LLC and has been managing Compensation Consultants, LLC since 2012, where he is also a licensed insurance agent selling life insurance and fixed annuity products. WoodGreen Advisory offers portfolio management and investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a long-term investment approach based on modern portfolio theory and provides customized Investment Policy Statements, with regular portfolio monitoring and referrals to third-party managers when appropriate.

Lucas Elliott is the sole advisor at Tactical Capital LLC in Charlotte, NC, holding a Series 65 designation with four years of industry experience. He has worked at Tactical Capital since 2021 and has held a concurrent role as Global Director of Quality Engineering at Safeguard Medical, a medical device design and manufacturing firm. Prior to this, he worked at Teleflex Inc. from 2014 to 2020. Tactical Capital LLC provides discretionary investment management and integrated financial planning services to individual, high-net-worth, and institutional clients. The firm uses a flexible investment approach tailored to client objectives and risk tolerances, incorporating asset allocation, dollar-cost averaging, technical analysis, and both short- and long-term strategies.

Craig Harvey Field is a financial advisor with Alluvial Wealth Management in Matthews, NC, holding a Series 65 designation and 14 years of industry experience. He has held roles at firms including Ryan Geer Field & Rhodes PLLC and The Watercare Group. Outside of advising, he is involved in various business ventures such as owning an accounting software company and serving as CFO for Southern Environmental Solutions of the Carolinas, an electronic recycling firm. Alluvial Wealth Management is an independent, fee-based adviser serving individual clients as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm employs a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis, and it offers pension consulting and plan-sponsor services alongside portfolio management.

John English is the principal of J W English Investment Management Services LLC in Indian Trail, NC, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his own CPA firm since 1996. In addition to his advisory and accounting work, he is the owner and sole proprietor of a mobile DJ entertainment business. J W English Investment Management Services provides discretionary portfolio management and investment supervisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs a comprehensive investment process that includes fundamental, technical, and cyclical analysis, managing portfolios across a range of securities while offering both long- and short-term strategies.

Kader Joseph is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Marquise Wealth Management, LLC in Charlotte, NC. His prior work includes roles at Wells Fargo Clearing Services, LLC and UBS Financial Services. He is also a licensed insurance agent in North Carolina. Marquise Wealth Management provides investment management, financial planning, and consulting services to individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $26.8 million in client assets and employs an investment approach based on Modern Portfolio Theory, combining active and passive strategies tailored through ongoing client engagement.

Leonard Brecken is the sole advisor at Brecken Capital Advisors, LLC in Weddington, NC, holding Series 63 and Series 66 licenses with 11 years of industry experience. His career includes roles at LINCOLN FINANCIAL SECURITIES CORP and Waddell & Reed Inc, among others. Brecken Capital Advisors, LLC provides individualized portfolio management and comprehensive financial planning to individuals, high net worth clients, and businesses. The firm employs a top-down investment framework using internal model portfolios and a mix of ETFs and individual stocks, offering services that include portfolio management for corporate clients and business-focused planning such as employee benefits optimization and exit planning.

Andrew Barker is the sole advisor at Bespoke Capital Advisors, Inc. in Charlotte, NC. He holds a Series 65 designation and has one year of experience in the financial industry. Outside of his advisory role, Barker is the owner and president of A Textiles, Ltd., a wholesale trade company he has led since 2013. Bespoke Capital Advisors, Inc. provides discretionary asset management and hourly financial planning to individuals, high-net-worth clients, trusts, small businesses, and estates. The firm employs a variety of investment methods including fundamental and technical analysis, and uses options strategies and derivatives in managed accounts.

Marcus Sturdivant is a financial advisor at The ABC Squared with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Florida Financial Advisors, LLC/Tristate Financial Advisors. Outside of advising, he volunteers for The Kaizen Foundation of North Carolina, a nonprofit focused on financial literacy. The ABC Squared provides financial planning services to individual clients through tiered offerings ranging from basic to advanced, covering areas such as investment planning, retirement and tax strategy, and business continuity. The firm delivers advice primarily through one-time financial plans and tailors recommendations using a combination of cyclical and fundamental analysis, modern portfolio theory, and technical analysis.

Walter Bahr is a Series 66 licensed financial advisor with 16 years of industry experience. He is the sole advisor at World Trends Wealth Management, LLC, an independent registered investment adviser based in Waxhaw, NC. Bahr has worked with World Trends Wealth Management since 2013 and has prior experience with World Trends Capital and Euro Pacific Capital, Inc. He holds a doctoral degree in chiropractic. World Trends Wealth Management serves a small number of primarily individual clients, focusing on personalized portfolio management and financial planning for about a dozen households with approximately $9 million in assets under management. The firm emphasizes direct client relationships and offers both advisory services and sales of other financial products.

Thomas Nardozzi is a CFP® professional with 18 years of industry experience and the principal of Perpetual Wealth Advisors, LLC, an independent advisory firm he founded in 2007. He has also worked as a tax preparer and has taught financial planning courses as a CFP instructor at Emory University and may continue teaching with other providers. Perpetual Wealth Advisors serves individuals and couples with comprehensive financial planning, discretionary asset management, and tax preparation services. The firm employs a structured planning process and diversified model portfolios using low-cost ETFs and mutual funds, incorporating tax-aware strategies and regular client reporting.

Trista Holwager is the sole advisor at KubiTree LLC and holds a Series 65 designation. She has no prior experience in the financial advisory industry but has been the Broker-in-Charge at Tree Realty LLC since 2003. KubiTree LLC provides non-discretionary investment advisory and financial planning services to individual clients without account minimums. The firm focuses on ETFs and digital assets, using a combination of fundamental, technical, quantitative, and cyclical analysis to support various trading strategies, while leaving trade execution decisions to clients.

Thomas Alvis III is a financial advisor with Elevated Performance Investment Group, LLC in Charlotte, NC, holding a Series 65 designation and 10 years of industry experience. He is also CEO of Elevated Financial & Tax, LLC, a tax preparation firm, which he has led since 2015. His prior roles include positions at Foundations Investment Advisors, LLC, Gradient Investments, LLC, and Rick Barnett Financial Group Inc. Elevated Performance Investment Group primarily operates as a referral and advisory intermediary, connecting clients to third-party managers and offering financial planning, consulting, and ERISA 3(21) retirement-plan advisory support. The firm provides educational seminars and sources investment solutions through platforms like AssetMark and selected external managers.

Walker Davidson is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at CornerCap Investment Counsel for eight years before founding his own practice and currently leads Carolina Strategy, LLC. Carolina Strategy, LLC provides discretionary portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and select charitable organizations. The firm combines cyclical and fundamental analysis with modern portfolio theory and manages portfolios using a mix of trading strategies and investment vehicles, with a distinctive focus on pension consulting and charitable clients.

Susan Kelly is a CFP® at Tassel Capital Management, Inc with experience at the firm dating back to 2017. She has been with Tassel Capital in her current role since 2025. Tassel Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm uses a research approach that combines modern portfolio theory with fundamental analysis and internal due diligence, managing portfolios primarily through low-cost, diversified mutual funds and ETFs supplemented as needed with individual securities.

Reagan Brittain is a financial advisor at Ascendant Capital Research, Ltd. with three years of industry experience. He holds the Series 65 designation and previously worked at Georgia-Pacific, LLC, Rheem Manufacturing Company, and Proliant, Inc. before joining Ascendant Capital Research in 2021. Ascendant Capital Research provides investment management and consulting services primarily to individual clients focusing on wealth building and retirement planning. The firm uses an academic-based investment approach that combines fundamental, economic, and quantitative analysis with proprietary portfolio construction techniques, managing a limited client base with an emphasis on total-portfolio and tax-efficient strategies.

David Rawson is a financial advisor at Three Phases Wealth Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Three Phases, he has held roles at FranklinCovey providing leadership training and client account management, and he serves as a financial coach at Centsei LLC, where he advises families on strategies to eliminate debt, grow savings, and build wealth. Three Phases Wealth Advisors serves individual clients, including high-net-worth individuals, with comprehensive financial planning and discretionary investment management. The firm emphasizes tailored planning addressing various financial areas and integrates educational resources from Centsei LLC to support its advisory services.

Samuel Crump is a CFP® and ChFC® with 14 years of experience in the financial services industry. He is currently with Telos Wealth Advisors and has previously worked at Apollon Wealth Management and Northwestern Mutual Investment Services. Outside of advising, he is involved in insurance sales and provides tax and accounting services through affiliated entities. Telos Wealth Management serves individuals, families, trusts, estates, businesses, non-profits, and retirement plans, managing approximately $58 million for about 75 clients. The firm’s investment approach focuses on fundamental analysis and diversified, low-cost mutual funds and ETFs, while maintaining flexibility to use other asset types based on client needs.