Giana Lombardo is a financial advisor at Blue Financial in Charlotte, NC, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Blue Wealth Inc. and Cobblestone Capital Advisors. Blue Wealth Inc. provides discretionary asset management and financial planning to individuals, small businesses, trusts, estates, and high-net-worth clients. The firm employs tailored investment strategies based on fundamental and technical analysis with a long-term orientation and offers educational seminars for clients and prospects.

Matthew Hastings is a financial advisor at Burgess Investment Group, LLC with 12 years of industry experience and holds a Series 66 designation. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill. Outside of finance, he is a minority owner of a small family market garden business. Burgess Investment Group provides portfolio management and financial planning services to individuals, charities, and high-net-worth clients, employing a multi-method investment process and offering strategies ranging from long-term buy-and-hold to short-term trading. The firm includes alternative investments in its product universe and discloses both hypothetical and actual performance results.

Sophie Young is a CFP® professional with five years of experience at Novare Capital Management and a total of eight years in the financial industry. She previously worked at Wells Fargo Private Bank and Ameriprise Financial Services and has a background that includes five years at Green Valley Country Club. Novare Capital Management is an SEC-registered wealth management firm with a team of 18 advisors managing approximately $1.9 billion for a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm offers comprehensive financial planning and portfolio management services, using proprietary investment strategies and AI tools to support decision-making alongside human oversight.

Evan Calott is a financial advisor at Blue Financial with eight years of industry experience and holds a Series 65 credential. He has worked at Blue Financial since 2014 and spent five years at J.W. Cole Advisors, Inc. prior to his current role. Calott is also the owner and a licensed insurance agent at Blue Financial, Inc., where he dedicates significant time to insurance planning. Blue Wealth Inc. provides discretionary asset management and financial planning services to individuals, small businesses, trusts, estates, and high-net-worth clients. The firm manages approximately $145 million and emphasizes tailored investment strategies with a long-term orientation, offering educational seminars and workshops to clients and prospects.

Joseph Mcfaddin is a Certified Financial Planner® with 24 years of industry experience. He is currently with Cornerstone Wealth Planning in Charlotte, NC, where he has worked since 2026. Prior to that, he spent 12 years at TIAA-CREF. Cornerstone Wealth Planning serves individuals, high-net-worth clients, and small business owners with investment advisory, portfolio management, and comprehensive financial planning services. The firm combines Modern Portfolio Theory with fundamental analysis and integrates in-house tax preparation alongside advisory offerings.

Steven Greer is a CFP® with 15 years of industry experience, currently serving at Hobart Wealth. He has been with Hobart Private Capital, LLC since 2013 and has prior experience at GF Investment Services, LLC and Global Financial Private Capital, LLC. He is also licensed as an independent insurance agent. Hobart Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, and trusts. The firm offers tailored asset management, financial planning, and ERISA retirement plan consulting, utilizing a range of investment strategies including third-party managers and model providers.

Thomas Moss Jr. is a financial advisor at WMS Advisors, LLC with 48 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 16 years. WMS Advisors is a team-based SEC-registered investment adviser managing approximately $281 million for around 131 client households. The firm serves individuals, families, pension and profit-sharing plans, trusts, estates, and business entities with portfolio management, comprehensive financial planning, and retirement-plan consulting using asset-class oriented strategies and a mix of ETFs, mutual funds, individual securities, and selective alternatives.

Jonathan Swofford is a financial advisor at CORE Advisory Group in Charlotte, NC, holding a Series 66 designation with eight years of industry experience. He previously worked at Fidelity Brokerage Services LLC for several years before joining CORE Advisory Group. CORE Advisory Group provides discretionary asset management, retirement-plan consulting, financial planning, and related advisory services to individuals, retirement plans, trusts, corporations, and charitable organizations. The firm manages approximately $338 million across about 1,141 clients and utilizes a mix of proprietary model portfolios and third-party programs to tailor investment solutions.

Neil Brown is a CFP® professional with 20 years of industry experience, currently serving at BURKETT Financial Services, LLC. He worked at Freeman Wealth Management LLC from 2006 to 2017 and has been involved with BURKETT Financial Services and Advanced Financial Planning LLC since 2003. He also teaches financial planning to other professionals through Advanced Financial Planning LLC. BURKETT Financial Services, LLC advises individuals, high-net-worth clients, trusts, estates, and retirement plans, managing approximately $573 million across nearly 476 client relationships. The firm offers financial planning, portfolio management, and retirement plan consulting, utilizing a client-specific Investment Plan and an investment committee involving five advisors. Its close affiliation with an accounting firm supports integrated tax-planning services alongside wealth management.

Jacob Woodrum is a CFP® professional with eight years of experience in the financial services industry. He has worked at Wells Fargo and Hobart Insurance Services before joining Hobart Private Capital, where he has been since 2017. Outside of his advisory role, Woodrum owns a jewelry wholesale and resale business. Hobart Wealth is an SEC-registered advisory firm with a team of eight advisors managing approximately $430 million. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing tailored asset management, financial planning, and retirement plan consulting.

Ronald Powell is a CFP® with 10 years of industry experience currently serving at Blue Financial, Inc. He has worked at Blue Financial since 2014 and has prior experience with Global Financial Private Capital, LLC and J.W. Cole Advisors, Inc. In addition to his advisory role, Powell is an owner and licensed insurance agent at Blue Financial, focusing on insurance planning. Blue Wealth Inc. provides discretionary asset management and financial planning services to individuals, small businesses, trusts, estates, and high-net-worth clients. The firm manages approximately $145 million across more than 320 client relationships, using tailored investment strategies with a long-term focus and offering educational seminars that cover a wide range of financial planning topics.

Bernard Ackerman is a CFP® with 27 years of experience in financial advising. He is currently with BNA Wealth, where he has worked since 2022, following a 24-year tenure at Consolidated Investment Advisors LLC and over four decades running his own CPA firm, Bernard N Ackerman CPA PA, specializing in tax planning, return preparation, and business advice. BNA Wealth is a registered investment adviser serving individuals, retirement plans, trusts, estates, and institutional clients. The firm manages portfolios primarily on a non-discretionary basis using mutual funds, ETFs, and individual securities, employing a combination of fundamental, technical, and charting analyses tailored to client plans.

Briggs Bouchillon is a CFP® with four years of industry experience, currently affiliated with Blue Financial in Charlotte, NC. His prior roles include positions at The Vanguard Group and Jordan Lash. Blue Wealth Inc. provides discretionary asset management and financial planning to individuals, small businesses, trusts, estates, and high-net-worth clients, managing approximately $145 million across about 324 client relationships. The firm’s investment strategies are tailored to client goals and risk tolerance, emphasizing long-term orientation without the use of short sales, margin, derivatives, leverage, or options.

Dylan Harnett is a CFP® with four years of industry experience, currently serving at Alpha Financial Advisors, LLC. Prior to joining Alpha, he worked for five years at Vanguard Marketing Corporation and The Vanguard Group, Inc. He has also held roles at Midtown Consulting Group and has experience in education, including a position at the Darla Moore School of Business. Alpha Financial Advisors, LLC is an SEC-registered investment adviser serving individuals, families, trusts, estates, and small businesses, including high-net-worth clients. The firm offers personalized financial planning and discretionary investment management, focusing on strategic asset allocation with primarily no-load mutual funds and ETFs, global diversification, and regular account reviews.

Carlton Dixon is a Chartered Financial Consultant (ChFC®) with 22 years of industry experience. He has been with Sapere Wealth Management, LLC and Sapere Wealth Creation, LLC since 2004. In addition to his advisory role, he is also licensed as a life insurance agent. Sapere Wealth Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and trust entities. The firm employs a top-down, global-macro investment approach focused on absolute returns, combining public equities, registered funds, and privately offered investment vehicles while emphasizing active liquidity management.

David Morgan is a Series 65-licensed advisor with six years of industry experience, currently serving at Insight Folios and Durso Capital Management Co. since 2019. His prior work includes a three-year period at Blackberry Farm and a brief involvement with Burial Beer Co. He is also engaged in insurance and annuity sales as an insurance producer. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, along with ERISA plan consulting and participant advisory services. The firm employs a team-of-advisers approach, uses proprietary planning software, and maintains sub-advisory relationships with other registered investment advisers.

Evan Mc Coy is a financial advisor at Blue Financial with one year of industry experience. He holds a Series 66 credential and has held prior roles at Trinity Wealth Securities, Florida Financial Advisors, and the Dubois Center at UNC Charlotte Center City. Outside of advisory work, he is also an insurance agent focusing on fixed insurance sales. Blue Wealth Inc., where Evan is affiliated, provides discretionary asset management and financial planning services to individuals, small businesses, trusts, estates, and high-net-worth clients. The firm manages approximately $145 million across about 324 client relationships and employs a long-term, tailored investment approach without the use of short sales, margin, derivatives, leverage, or options.

William Kernodle is a financial advisor at Strathmore Capital Advisors with 17 years of industry experience. He holds a Series 65 designation and has been with Strathmore Capital since 2009. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and ongoing, goals-based financial planning. The firm employs an asset-allocation driven investment approach focused on mutual funds and ETFs, complemented by technology tools for client service and an integrated offering that includes tax preparation and a securities-backed lending strategy.

Linda Walden is a CFP® with 16 years of industry experience and has been with Novare Capital Management since 2004. She is based in Charlotte, NC, and holds the Series 65 designation. Novare Capital Management is an SEC-registered wealth management firm with 18 advisors managing approximately $1.9 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm provides comprehensive financial planning and portfolio management using proprietary strategies and incorporates AI tools alongside human oversight in its investment process.

Kevin Keller is a financial advisor with Delta Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Carolina Piedmont Investments, Retirement Wealth Advisors, and Ohio National Financial Services. Outside of advising, he is involved in managing a timber farm and supports marketing and business management for a real estate firm. Delta Investment Management provides discretionary investment management and consulting to individuals, institutions, trusts, and pension plans, also serving as a subadvisor to other firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning with asset management.