Christel Turkiewicz is a financial advisor at ONE Advisory Partners, LLC with 14 years of industry experience. She holds Series 63 and Series 65 registrations and previously worked at Northwest Investment Counselors LLC for 13 years. She is also the owner of TTTF, LLC, a consulting business established in 2023. ONE Advisory Partners serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and discretionary investment management, including a Virtual Family Office that coordinates financial and legal professionals. The firm constructs globally diversified portfolios using both fundamental and technical analysis and operates under fiduciary standards for retirement accounts.

Luke Stenzel is a financial advisor with Linden Thomas Advisory Services, LLC based in Charlotte, NC. He holds the Series 65 designation and has one year of industry experience. His prior work includes roles at Morris Jenkins, FedEx Express, and Roots Catering. Linden Thomas Advisory Services manages approximately $1.77 billion and provides wealth management services to individuals, families, businesses, and retirement plans. The firm employs a globally diversified investment approach based on modern portfolio theory and offers a range of portfolio management and financial planning services.

Gregory Padgitt is a CFP® with 19 years of industry experience. He is currently with Aspire Private Capital and has held prior roles at Nationwide Securities LLC, Nationwide Financial, LPL Financial, and TIAA-CREF. He is also involved with Plushenko Enterprises LLC. Aspire Private Capital is an SEC-registered adviser managing approximately $510 million for individuals, corporations, and retirement plans. The firm offers investment management, financial planning, and retirement plan consulting, often implementing portfolios through third-party sub-advisers and model solutions on the GeoWealth platform.

Robert Riedl is a CFA® charterholder with 11 years of industry experience. He is currently with Endowment Wealth Management, Inc. in Charlotte, NC, where he has worked since 2026. His prior experience includes roles at KeyBanc Capital Markets Inc. and Wells Fargo Securities, LLC. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients by offering financial planning, portfolio management, retirement consulting, alternative investment advisory, private fund management, and family office services. The firm employs an endowment-style investment philosophy, combining traditional and alternative assets through varied investment vehicles tailored to client needs.

Douglas Marion is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Everstar Asset Management, LLC and has previously worked at AlphaStar Capital Management, LLC and Advanced Wealth Strategies, Inc. Outside of his advisory role, Marion is an independent insurance agent and a partner in two non-investment related businesses, Fruitful Roots Brewing, LLC and Aspiration Adventures, LLC. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in assets and sponsors multiple private investment funds, employing a proprietary investment process that includes equity and fixed-income models, derivatives, and a diversified range of securities.

David Monk is a financial advisor at Fortress Private Ledger, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Sparta Wealth Partners, MML Investors Services, MassMutual Life Insurance Company, and New York Life. Outside the financial industry, he has longstanding involvement with Lexington Barbecue. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and entities by providing financial planning, consulting, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs a model-driven investment approach combining technical and fundamental strategies and offers both discretionary and non-discretionary programs.

Daniel Antonelli is a CFA® charterholder with 19 years of industry experience. He is currently with Everstar Asset Management, LLC and has worked at J.P. Morgan Securities Inc. since 2003. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in regulatory assets for about 1,077 clients and sponsors multiple privately offered pooled investment vehicles, employing a multi-step investment process that includes proprietary equity and fixed-income models.

Shauntae Funkhouser is a financial advisor with A4 Wealth Advisors LLC in Huntersville, NC, holding a Series 65 credential and four years of industry experience. She has worked at several firms including Gradient Investments, LLC and Thrive Mortgage, where she is also a residential mortgage loan originator. Funkhouser is the owner and Certified Divorce Financial Analyst at LKN Finance and Divorce Consultants LLC. A4 Wealth Advisors LLC provides personalized financial planning and investment management services to individuals, retirement and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs both discretionary and non-discretionary portfolio management, integrates alternative investments, and combines in-house advice with sub-advisors and co-advisor models.

Brandon Mcpherson is a CFA® charterholder with six years of industry experience. He is currently with Linden Thomas Advisory Services, LLC and has previously worked at Wells Fargo. Linden Thomas Advisory Services provides wealth management, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm employs a modern portfolio theory approach with globally diversified asset allocations and offers both discretionary and non-discretionary management through separately managed accounts and proprietary enhanced-index portfolios.

Antonio Burkett is a CFP® with 13 years of industry experience, currently serving as an advisor at Aspire Private Capital since 2018. He previously worked at LPL Financial LLC and Morton Malloy Realty. Aspire Private Capital is an SEC-registered investment adviser managing approximately $510 million for individuals, corporations, and retirement plans. The firm provides investment management, financial planning, retirement consulting, and selective tax consulting, often utilizing third-party sub-advisers and model portfolios through the GeoWealth platform.

Jesse Wideman Jr. is a CFP® professional at Zenith Wealth Partners with eight years of industry experience. He previously worked at The Vanguard Group and Facet Wealth before joining Zenith in 2025. Between 2024 and 2025, he took time away from the industry to be a full-time parent. Zenith Wealth Partners serves individuals, small businesses, retirement plan sponsors, and charitable organizations with a range of financial planning and portfolio management services. The firm combines low-cost, diversified index strategies with selective active management and alternative investments, supported by a documented investment policy and ongoing portfolio reviews.

Alexander Hill is a CFA® charterholder with 13 years of industry experience. He has worked at Linden Thomas Advisory Services, LLC since 2018 and previously spent three years at Wells Fargo Advisors. Hill holds Series 63 and Series 65 licenses. Linden Thomas Advisory Services, LLC manages approximately $1.77 billion and provides wealth management services to individuals, families, businesses, and retirement plans. The firm employs a globally diversified investment approach based on modern portfolio theory and offers proprietary index-enhanced portfolios, serving a large client base through both discretionary and non-discretionary programs.

Jared Hollands is a financial advisor at Accelerate Retirement with the ChFC® designation and Series 65 license, bringing four years of industry experience. His prior roles include positions at NFP Retirement, Jonathan W. White CPA, PLLC, and Future Plan by Ascensus. Outside of his advisory work, he is involved with Omni Retirement Consulting, a non-investment actuarial and TPA business, and serves as Operations Director at Jonathan W. White CPA. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans, offering investment management, financial planning, and retirement plan consulting. The firm utilizes a primarily long-term allocation strategy with customized portfolios and provides comprehensive services including plan design, provider selection, and fiduciary support under ERISA.

Ravi Mujumdar is a financial advisor at Everstar Asset Management, LLC with a Series 65 credential and over 18 years of professional experience, including a 17-year tenure at Duke Energy. He has also worked as an independent consultant prior to joining Everstar. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in regulatory AUM for about 1,077 clients and sponsors multiple private investment funds using a proprietary five-step investment process.

Christina Dell'aquila is a financial advisor at Victrix Investment Advisors with two years of industry experience. She holds a Series 66 designation and has previously worked at firms including Wealth Advisors Trust Company and Lincoln Financial Advisors Corporation. Outside of her advisory role, she provides freelance pet sitting services through Rover. Victrix Investment Advisors offers investment advisory services to individuals, trusts, and retirement plan clients, managing approximately $343 million in assets. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored financial profiles and investment plans, and it utilizes derivatives and related strategies in some separately managed accounts.

Heather Fowler is a financial advisor at A4 Wealth Advisors LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Thrive Mortgage and Covius Services LLC. Outside of advising, she owns HeatherGrown, LLC, where she teaches yoga and assists with plant sales. A4 Wealth Advisors LLC provides personalized financial planning, investment management, and referrals to third-party money managers for individuals, retirement plans, trusts, estates, and charitable organizations. The firm integrates in-house advice with sub-advisors and co-advisor models, incorporating alternative investments and offering both discretionary and non-discretionary portfolio management.

Chandler Smith is a financial advisor with Four Financial Management in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. He has been with Four Financial Management since 2018 and also provides administrative support to independent investment advisor firms and assists in tax preparation operations. Outside of his advisory work, he is involved as an author. Four Financial Management serves individual investors, including high-net-worth clients, as well as non-profits, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and consulting with a focus on customized asset allocation strategies. The firm manages accounts on a discretionary basis and utilizes both proprietary and third-party model portfolios, operating within a network of industry affiliations including LPL Financial and related advisory and tax services.

Matthew Costa is a CFP® professional with seven years of industry experience, currently serving at Foundation Wealth & Tax Advisors, LLC. He has held roles at several firms including Bestgate Wealth Advisors, LLC and RSM US LLP. Outside of investment advisory, he is an accountant and principal at RCN & Associates LLC and provides tax consulting and preparation services through MRC Financial Services, LLC. Foundation Wealth & Tax Advisors, LLC offers portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm integrates multiple analytical approaches and uses third-party managers and platforms, including services for externally held digital assets and pension consulting.

Brian Willis is a financial advisor with Wilson Wealth Management Group, LLC in Charlotte, NC, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to joining Wilson Wealth Management Group, he worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, Willis owns a drone video and photography business and serves as CEO of a business referrals company. Wilson Wealth Management Group is a team-based RIA that advises high-income individuals, families, business owners, and early-career investors. The firm offers investment management and comprehensive financial planning, combining model portfolios, technical analysis, and customized strategies alongside estate planning coordination and insurance solutions.

Maurice Wilson is a financial advisor with Wilson Wealth Management Group, L.L.C. in Charlotte, NC. He holds a Series 66 designation and has 19 years of industry experience, including over two decades with his current firm. Wilson Wealth Management Group is a team-based RIA serving high-income and high-net-worth individuals, families, business owners, and early-career investors. The firm combines model and customized portfolios with technical analysis and passive ETF strategies, offering comprehensive financial planning, estate planning coordination, insurance, and annuity solutions.