N Gregg is a financial advisor at CORE Advisory Group in Charlotte, NC, holding Series 63 and Series 65 licenses with 27 years of industry experience. He previously worked at LPL Financial for 14 years and Equity Services, Inc. for five years. Outside of advisory services, Gregg is involved in managing Fairview Strategic Partners, an entity related to non-variable group and personal fixed insurance products. CORE Advisory Group serves individuals, retirement plans, trusts, corporations, and charitable organizations with discretionary asset management, financial planning, and retirement-plan consulting. The firm manages approximately $338 million for over 1,100 clients through a team-based approach utilizing proprietary model portfolios and multiple third-party platforms.

Dustin Barr is a CFA® charterholder with nine years of industry experience. He has been with Verum Partners LLC since 2019 and previously worked at Carolinas Investment Consulting LLC from 2015 to 2019. He holds a Series 63 registration and is based in Charlotte, NC. Verum Partners LLC provides customized wealth management and discretionary portfolio management services for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that combines advisory and securities transaction services and offers access to independent portfolio managers, developing client strategies based on goals, time horizon, and risk tolerance.

Laura Kido is a CFP® professional with 18 years of industry experience. She currently serves as an advisor at Novare Capital Management, joining the firm in 2025. Prior to this, she held roles at The Vanguard Group and Vanguard Advisers from 2009 to 2022, with a brief retirement period from 2023 to 2025. Novare Capital Management is an SEC-registered wealth management firm with a team of 18 advisors managing approximately $1.9 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm offers comprehensive financial planning and portfolio management using proprietary strategies and incorporates AI tools alongside human oversight in its investment process.

Alexander Halavazis is a financial advisor with Foundation Wealth & Tax Advisors, LLC in Charlotte, NC, holding Series 63 and Series 65 credentials and having 12 years of industry experience. His work history includes roles at Savvy, RCN & Associates LLC, BOFA Securities, Inc., Merrill, and Bank of America Securities. Outside of his advisory work, he is a part-time DJ in the Charlotte area, performing at bars, breweries, and private events. Foundation Wealth & Tax Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm integrates various analytical approaches in its investment process and offers additional services such as pension consulting and digital asset management.

Stephen Ratcliffe is a CERTIFIED FINANCIAL PLANNER™ professional at Providence Capital Advisors, LLC with 24 years of industry experience. He has been with Providence Capital Advisors since 2016. Outside of his advisory role, he is involved in insurance sales, focusing on non-variable life, health, annuity, and disability income insurance products. Providence Capital Advisors, LLC is a SEC-registered investment adviser providing discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis to construct customized portfolios, routinely incorporating derivatives and borrowing strategies, and utilizes third-party providers that include artificial intelligence and machine learning components.

Abigail Bennett is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Verum Partners LLC in Charlotte, NC. She previously worked at Carolinas Investment Consulting, LLC and has experience in the natural products sector with Wildtree Herbs, Inc. Verum Partners LLC provides customized wealth management and discretionary portfolio management services to high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that integrates advisory and securities transaction services, supplemented by access to independent portfolio managers.

Emma Powers is a financial advisor at Laurel Wealth Advisors, LLC in Charlotte, NC, holding Series 65 and Series 66 licenses with five years of industry experience. She previously worked at Ernst and Young and Bank of America Securities, Inc., among other firms. Laurel Wealth Advisors provides investment advice and portfolio management to individuals, charitable organizations, and business entities, combining discretionary and non-discretionary asset management with financial planning services without separate charges. The firm customizes portfolios based on fundamental analysis, client goals, risk tolerance, and time horizons, utilizing a range of strategies including options and tax-loss harvesting.

David Thompson is a financial advisor at Sparta Wealth Partners with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Realta Equities, Innovation Partners, J Alden Associates, and TD Bank. Outside of his advisory role, he serves on the advisory board for Aware, a biometric wearables and healthcare monitoring company. Sparta Wealth Partners advises individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA retirement-plan advisory services, utilizing a combination of fundamental and technical analysis along with independent managers and model-based strategies.

Jerry Neal is a financial advisor with Everstar Asset Management, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Advanced Wealth Strategies, Inc., AlphaStar Capital Management, LLC, Park Avenue Securities, and Guardian Life Insurance. Outside of finance, he officiates NCAA football games. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in regulatory assets under management and sponsors multiple private pooled investment vehicles, employing a structured investment process that includes proprietary equity and fixed-income models, as well as the use of derivatives and options.

Carter Hodgson is a CFP® and holds a Series 65 license, with one year of industry experience. He previously worked at Wells Fargo before joining Crown Wealth Group LLC, where he is currently part of an eight-advisor team in Charlotte, NC. Crown Wealth Group LLC serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm employs a goals-based investment process using written Investment Policy Statements and an Investment Committee to tailor portfolios, which typically include low-cost, diversified ETFs and mutual funds alongside other asset types as appropriate.

Robin Underwood is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Worth Advisors in Charlotte, NC. He is also the president of Conservation Exchange, Ltd, a company facilitating the exchange of transferable South Carolina state tax credits. Worth Advisors provides fee-based financial planning and portfolio management to individuals, high-net-worth clients, businesses, qualified retirement plans, and other advisers, offering tailored investment programs primarily using ETFs and no-load index mutual funds with a generally long-term focus. The firm is noted for its dedicated platform for college coaches and its integration of tax and bookkeeping support through collaboration with accounting professionals.

Bradley Davis is a financial advisor with Linden Thomas Advisory Services, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including LPL Financial and Cogent Advisory Group, before joining Linden Thomas in 2022. Outside of his advisory role, he serves as a board member for LC Eldridge Sales Co., an industrial ventilation and acoustic control company. Linden Thomas Advisory Services, LLC manages approximately $1.77 billion and provides wealth management services to individuals, families, businesses, and retirement plans. The firm uses a globally diversified investment approach based on modern portfolio theory and offers both discretionary and non-discretionary services through various managed account platforms and proprietary index-enhanced portfolios.

Kelly Lawrence is a financial advisor at NobleBridge Wealth with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Merrill Lynch and UBS Financial Services. Outside of his advisory role, he is a member and co-investor in a real estate agency, Mastermind Alliance Realty, and is a licensed independent insurance agent. NobleBridge Wealth Management provides investment management, financial planning, and retirement-plan consulting services to individuals, high-net-worth families, trusts, and charitable organizations. The firm uses a combination of fundamental, technical, and quantitative analyses across various strategies and offers access to third-party managers and a formal educational program for clients.

Randall Newton is a financial advisor with Eagle Wealth Management Group Inc. in Charlotte, NC, holding Series 63, 65, and 66 credentials and having 19 years of industry experience. He has worked with Abiding Wealth Advisors, Lodestar Tax and Accounting, Crown Capital Securities, and Service Express. Outside of his advisory role, he owns and operates Newton CPA, a tax practice specializing in corporate and individual income tax returns. Eagle Wealth Management Group is a team-based SEC-registered adviser serving individual clients and sponsor-level retirement plans, including governmental and church plans. The firm employs a mixed investment approach involving discretionary and non-discretionary portfolio management, comprehensive financial planning, and specialized services for state, municipal, and church retirement plans.

Andrew Hellstedt is a Series 66-licensed financial advisor with three years of industry experience. He has worked at KMG Fiduciary Partners, LLC since 2026 and previously held roles at Fidelity Investments and several other organizations. KMG Fiduciary Partners provides comprehensive wealth management services primarily to individual clients and high-net-worth households, incorporating a strategic asset-allocation framework with a tactical overlay and a focus on direct investments alongside low-cost funds for diversification.

Thomas Kelly is a financial advisor at Aspire Private Capital with 14 years of industry experience. He holds a Series 65 designation and has worked at Aspire since 2014. Kelly also owns Covenant Private Capital, an insurance and annuity product sales firm, and works as a marketing consultant for Aspire Insurance Solutions. Aspire Private Capital manages approximately $510 million for individuals, corporations, and retirement plans, offering investment management, financial planning, and retirement consulting. The firm uses a combination of fundamental, technical, and cyclical analysis and often recommends third-party sub-advisers through the GeoWealth platform.

Zachary Huneycutt is a financial advisor at Strathmore Capital Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Dimensional Fund Advisors since 2017 and previously was employed at Duke University. Outside of his advisory role, he serves as a volunteer on the finance committee for First Baptist Church Mount Holly. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and goals-based financial planning. The firm emphasizes an asset-allocation approach using mutual funds and ETFs, including Dimensional Fund Advisors products, and integrates technology such as Wealth.com and AI for administrative tasks, while offering distinctive services like a synthetic lending strategy and integrated tax-preparation and estate-planning platforms.

Renee Simpson is a financial advisor with Everstar Asset Management, LLC, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. Her prior roles include positions at AlphaStar Capital Management, LLC, Advanced Wealth Strategies, Inc., Park Avenue Securities, and Guardian Life Insurance. Outside of finance, she assists with operations at Mt. Pleasant Smokehouse, a restaurant in North Carolina. Everstar Asset Management serves individuals, high-net-worth clients, and families with customizable financial planning and portfolio management, including sponsorship and management of private pooled funds. The firm’s investment approach is IPS-driven, focusing on long-term capital appreciation through proprietary equity and fixed-income models applied across public and private markets.

Cameron Amos is a CFP® professional currently with Novare Capital Management in Charlotte, NC. He has three years of experience in the financial industry, including prior roles at Envestnet Tamarac and MegaCorp Logistics. Novare Capital Management is an SEC-registered wealth management firm with a team of 18 advisors managing approximately $1.9 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm offers comprehensive financial planning and portfolio management using proprietary strategies and incorporates third-party AI tools alongside human oversight in investment decisions.

Jason Rericha is a financial advisor with Tru Independence Asset Management, LLC, holding a Series 66 designation and 16 years of industry experience. His work history includes roles at APW Capital, Inc., tru Independence Asset Management – YellowWood Wealth Solutions, Bank of America, and Merrill Lynch. Tru Independence Asset Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and other institutional and business clients. The firm manages approximately $336.9 million in client assets using diversified portfolios that combine active and passive strategies across multiple asset classes and employs both digital and held-away platforms alongside affiliated advisory and brokerage relationships.