Sean Planchard is a financial advisor at Torrey Growth & Income Advisors, LLC with a Series 65 designation and one year of industry experience. Before joining Torrey Growth & Income Advisors, he worked at Fortress Private Ledger, LLC and has a background that includes roles at McKinsey & Company and Wyrick, Robbins, Yates & Ponton LLP. He is the founder and general partner of v96 Capital, a private investment firm, and serves as an outside advisor on the advisory board of Dealonomy, LLC, a tech-enabled business brokerage firm. Torrey Growth & Income Advisors serves individual investors, including high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm provides discretionary investment management and modular financial planning, using both fundamental and technical analysis, tactical asset allocation, and a variety of investment instruments including equities, ETFs, fixed income, and options.

Trenton Derrick is a financial advisor at Aspire Private Capital with nine years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Vanguard Group and 7 Mile Advisors. He also leads Derrick Financial Solutions, LLC, which provides insurance, annuity sales, and financial planning services. Aspire Private Capital manages approximately $510 million for individuals, corporations, and retirement plans. The firm offers investment management, financial planning, retirement plan consulting, and tax consulting, utilizing a mix of fundamental, technical, and cyclical analysis across various asset classes.

Zachary Spainhour is a CFP® professional with five years of industry experience, currently serving as an advisor at A4 Wealth Advisors LLC. His prior experience includes roles at Highland Capital Group and LPL Financial, LLC. He is also the managing member of Spainhour Tax Prep, LLC, a seasonal tax preparation business. A4 Wealth Advisors LLC offers personalized financial planning, investment management, and third-party money manager referrals for individuals, retirement plans, trusts, estates, and charitable organizations. The firm integrates discretionary and non-discretionary portfolio management with alternative investments and maintains active oversight of insurance-related business activities and co-advisor arrangements.

Brian Seay is a CFA® charterholder with four years of industry experience. He has been with Mill Capital Management, LLC since 2021 and previously worked at Wells Fargo from 1994 to 2021. Mill Capital Management serves individual clients, including high net worth individuals, and charitable organizations by providing discretionary investment management and financial planning. The firm employs a concentrated large-cap equity strategy focused on high-quality, value-oriented U.S. companies, combining internal management with selective use of external managers.

Jonathan Bolston is a financial advisor with Wilson Wealth Management Group, L.L.C. in Charlotte, NC, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His background includes roles at Empower Financial Services, Fort Bend ISD, and the University of Houston Systems, among others. Wilson Wealth Management Group serves high-income and high-net-worth individuals, families, and business owners, as well as early-career investors. The firm employs a combination of model portfolios and customized stock selections, integrating technical analysis with longer-term passive ETF strategies, and offers comprehensive financial planning and insurance solutions.

Claudia Stern is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. She has worked at Lebenthal Global Advisors since 2020 and previously held roles at Avenir Private Advisors and Fusion Analytics Securities LLC. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension and profit-sharing plans. The firm offers discretionary portfolio management through a wrap fee program, utilizing model-based strategies managed by an affiliated sub-adviser and providing financial planning at no additional charge to portfolio management clients.

Michael Klaiber is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Verity Investment Partners since 2017. He previously worked at UBS from 2015 to 2017. Klaiber is a board member and finance chair for Lowcountry Legal Volunteers and also serves on the Duke Fuqua School of Business Alumni Board. Verity Investment Partners is a 12-advisor team providing discretionary investment management, ongoing financial planning, and family office consulting to individuals, trusts, retirement plans, and charitable organizations. The firm manages approximately $1.4 billion in assets and emphasizes portfolios constructed with dividend-paying equities, fundamental and technical analysis, and client suitability.

Thomas Farrell is a CFP® professional with 17 years of experience in financial advising, currently with Aspire Private Capital. He previously worked at Global Financial Private Capital, LLC from 2014 to 2017. In addition to his advisory role, he is an independent insurance sales agent specializing in insurance and annuity product sales. Aspire Private Capital manages approximately $510 million for individuals, corporations, and retirement plans, offering investment management, financial planning, and retirement consulting services. The firm utilizes a range of analysis techniques and often employs third-party sub-advisers and model portfolios through the GeoWealth platform.

Jack Lawrence is a CFP® professional with recent experience at Linden Thomas Advisory Services, LLC and prior roles at West Financial Services and Sandy Spring Bank. He has worked in financial services since 2018 and is currently based in Charlotte, NC. Linden Thomas Advisory Services, LLC manages approximately $1.77 billion and provides wealth management services to individuals, families, businesses, and retirement plans. The firm’s investment approach is based on modern portfolio theory and includes proprietary index-enhanced portfolios and diversified strategies tailored to client tax and investment needs.

Stephen Thomas is a financial advisor with Linden Thomas Advisory Services, LLC in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at firms including Wells Fargo Advisors Financial Network LLC and currently leads Indexperts, LLC alongside his role at Linden Thomas Advisory Services. Linden Thomas Advisory Services provides wealth management, investment advisory, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm employs a modern portfolio theory-based investment approach, offering both discretionary and non-discretionary management through separately managed accounts, proprietary enhanced-index portfolios, and passive index programs.

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 18 years of experience in the financial services industry. He is currently with Aspire Private Capital and has previously worked at Nationwide Securities LLC, Nationwide Financial, and LPL Financial. Outside of his advisory role, he is involved with Plushenko Enterprises LLC. Aspire Private Capital is an SEC-registered investment adviser managing approximately $510 million for individuals, corporations, and retirement plans. The firm provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and selective tax consulting, frequently using third-party sub-advisers and model solutions through 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.