William Pierce is a financial advisor with MBL Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at MBL Wealth since 2025 and is also president of TPG Consulting, LLC, where he consults and sells insurance and investment products. MBL Wealth provides discretionary and non-discretionary wealth management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm employs a goals-based, broadly diversified investment approach and utilizes third-party models and research providers to support portfolio management and integrated planning services for its clients.

Jessica Carnes is a financial advisor with Worth Advisors in Charlotte, NC. She holds a Series 66 designation and has 14 years of industry experience, including 10 years at Worth Financial Advisory Group, LLC. Worth Advisors provides fee-based financial planning and portfolio management to individuals, high-net-worth clients, businesses, qualified retirement plans, and other advisers. The firm is known for its CoachNetWorth platform serving college coaches and integrates tax and bookkeeping support through collaboration with accounting professionals.

Theodora Mbuyu is a financial advisor at Wilson Wealth Management Group, L.L.C. in Charlotte, NC, holding a Series 65 designation with one year of industry experience. Her prior roles include work with Big Brothers Big Sisters and Teach for America, reflecting a background in nonprofit and educational settings. 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 employs a combination of model and customized portfolios using technical analysis alongside passive ETF allocations, and offers financial planning, estate planning coordination, and insurance and annuity solutions.

John Frechette is a CFP® affiliated with Foundry Financial LLC and has one year of industry experience. Before joining Foundry Financial in 2025, he worked at the Trust Company of the South, Huber Engineered Woods, Lowe's Companies, Inc., and Caterpillar. Foundry Financial provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and charitable organizations. The firm employs risk-based, diversified portfolios across various asset types with adviser-held discretion focused on long-term allocation and client coaching.

William Morton is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with MBL Advisors and MBL Wealth, where he has worked since 2018 and 2019, respectively. Prior to that, he held roles at Bank of America and Merrill Lynch. Outside of his advisory work, he serves on the board of directors for E. Dillon & Co., a family-owned limestone quarry. MBL Wealth provides discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm manages over $1.14 billion in discretionary assets across a team of ten advisers and employs a goals-based, diversified investment approach incorporating macroeconomic, fundamental, and technical analysis.

Thomas Hamilton is a financial advisor at Everstar Asset Management, LLC with one year of industry experience. He holds the Series 65 designation and previously worked for American Equity Investment Life Insurance Company for 20 years. Everstar Asset Management provides investment advisory and management services to individuals, high-net-worth clients, and families, as well as sponsoring and managing multiple private pooled funds. The firm uses an IPS-driven investment approach focused on long-term capital appreciation through proprietary equity and fixed-income models and operates across public and private markets with various strategies including derivatives and private equity.

Jaime Guevara is a financial advisor at Aspire Private Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aspire since 2016. Outside of his advisory role, he works as a freelance English-Spanish interpreter for state and federal agencies. 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 consulting, and tax services, commonly employing third-party sub-advisers and model solutions to serve its clients.

Marsha Thorne is a financial advisor at Worth Advisors in Charlotte, NC, with 24 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and First Citizens. Worth Advisors is a fee-based financial planning and investment management firm serving individuals, including high-net-worth clients, college coaches, businesses, and retirement plans. The firm’s portfolios are constructed using ETFs and no-load index mutual funds, with an option for third-party money managers under ongoing oversight.

George Acheampong is a financial advisor at Capitalwize, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Wells Fargo and Gradient Investments, LLC. Outside of advisory services, he is President of Acheampong Enterprises, LLC, which sells digital financial education resources and apparel promoting wealth building for minorities. Capitalwize, LLC provides fee-only financial planning and portfolio management primarily to non-high-net-worth individuals and business entities. The firm emphasizes a documented client profile and risk tolerance through a financial audit and intake interview, often delegating portfolio management to third-party managers and digital platforms while retaining discretionary authority.

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 six years of industry experience, currently serving at A4 Wealth Advisors LLC. He has held roles at firms including Highland Capital Group and LPL Financial, and manages a tax preparation business, Spainhour Tax Prep, LLC. He is also involved with World Wide Financial Solutions, LLC, an affiliated insurance business. A4 Wealth Advisors manages approximately $214 million for individuals, trusts, estates, retirement plans, and charitable organizations. The firm offers comprehensive financial planning and portfolio management, employing a combination of fundamental, technical, and cyclical analysis delivered through direct management and third-party managers.

Jonathan Bolston is a financial advisor at Wilson Wealth Management Group, L.L.C. in Charlotte, NC, holding Series 66 and Series 63 licenses with 10 years of industry experience. His prior roles include positions at Empower Financial Services, Fort Bend ISD, and Edward Jones, among others. Wilson Wealth Management Group is a team-based registered investment advisor serving high-income and high-net-worth individuals, families, business owners, and early-career investors. The firm combines model and customized portfolios using a mix of technical analysis and passive ETF strategies, while also offering financial planning, estate planning coordination, and insurance and annuity solutions.

Claudia Stern is a financial advisor with Lebenthal Global Advisors, LLC in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. Her career includes roles at Merrill from 2005 to 2016, Fusion Analytics Securities LLC, and Avenir Private Advisors before joining Lebenthal Global Advisors in 2020. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension and profit-sharing plans. The firm employs model-based portfolio strategies managed through an affiliated sub-adviser, offering diversified, tax-sensitive, and specialty investment options with ongoing monitoring and rebalancing tailored to client objectives.

Luther Lockwood II is a ChFC® credentialed financial advisor with 36 years of industry experience. He is affiliated with MBL Advisors and MBL Wealth, where he has held leadership roles since 1996. Lockwood serves as vice chairman of the Atrium Health Foundation and is involved with the University of Georgia Foundation’s Patrick H. Mell Leadership Fund selection committee, among other nonprofit and corporate board positions. MBL Wealth serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, providing discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting. The firm manages approximately $1.42 billion in discretionary assets using a goals-based, diversified investment approach supported by macro, fundamental, and technical analysis.

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® with 18 years of experience in the financial advisory industry. He currently serves at Aspire Private Capital and has prior experience with Global Financial Private Capital, Wells Fargo Clearing, and Edward Jones. In addition to his advisory role, he works as an independent insurance sales agent focusing on insurance and annuity product sales. 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, and retirement and tax consulting, utilizing third-party sub-advisers and a blend of fundamental, technical, and cyclical analysis across various asset classes.

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.

Glen Wright II is a CFP® with over 21 years of experience in the financial industry. He has been with Worth Financial Advisory Group since 2011. Glen holds the Series 63 and Series 66 licenses and is based in Charlotte, NC. Worth Advisors is a fee-based financial planning and investment management firm serving individuals, college coaches, businesses, and retirement plans. The firm constructs portfolios tailored to client objectives and risk tolerances, often utilizing ETFs, no-load index mutual funds, and third-party money managers while maintaining oversight.

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.

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.