Neil Brown is a CFP® professional with 19 years of industry experience, currently serving at Burkett Financial Services, LLC. He previously worked at Freeman Wealth Management LLC for 11 years. In addition to his advisory role, Mr. Brown teaches financial planning to other professionals through Advanced Financial Planning LLC. Burkett Financial Services serves individual investors, high-net-worth clients, and retirement plans with financial planning, portfolio management, and consulting services. The firm offers discretionary management and targeted project consulting, integrating tax and accounting expertise through an affiliated CPA firm.

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® and Series 65 licensed advisor with 10 years of industry experience. He currently works at Blue Wealth Inc. and Blue Financial, Inc., where he has been involved since 2014. Powell is also the owner and a licensed insurance agent at Blue Financial, Inc., focusing on insurance planning. Blue Wealth Inc. provides discretionary asset management and financial planning to individuals, small businesses, trusts, and estates. The firm emphasizes long-term investment strategies supported by fundamental and technical analysis and incorporates comprehensive planning including cash flow, tax, retirement, and estate considerations.

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®-certified financial advisor at Blue Financial with three years of industry experience. Prior to joining Blue Wealth, Inc. in 2025, he worked at The Vanguard Group, Inc. from 2022 to 2025. Blue Wealth Inc. provides discretionary asset management and financial planning to individuals, small businesses, trusts, and estates, emphasizing long-term investment strategies guided by fundamental and technical analysis. The firm also incorporates comprehensive planning elements such as cash flow, tax, retirement, and estate considerations.

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 a Series 66 designation and one year of industry experience. His background includes roles at Blue Financial Inc., Blue Wealth Inc., and Trinity Wealth Securities, LLC. He is also an insurance agent for fixed insurance sales. Blue Wealth Inc. serves individual clients, small businesses, trusts, estates, and high-net-worth individuals by providing discretionary asset management and financial planning. The firm employs a long-term investment approach based on clients’ goals, time horizons, and risk tolerances, and offers educational seminars alongside client reporting and planning services.

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.

Sterling Alexander is a financial advisor at Insight Folios with a Series 65 designation and one year of industry experience. Prior to joining Insight Folios, he served multiple terms in the North Carolina Army National Guard from 2013 to 2024. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, while also offering ERISA plan consulting and sub-advisory services to other registered investment adviser firms. The firm employs a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools in its long-term, discretionary management process.

Leslie Watson is a CFP® with 24 years of experience in the financial services industry. He is currently a financial advisor at Tru Independence Asset Management, LLC and has previously worked at Bank of America and Merrill. Watson is also actively involved in managing YellowWood Financial Advisors, LLC as a managing partner. Tru Independence Asset Management, LLC provides investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm employs a combination of active and passive strategies across various asset classes and offers both discretionary and non-discretionary portfolio management.

Eric Lockerman is a financial advisor at Novare Capital Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Bank and Tiaa. 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 provides comprehensive financial planning and portfolio management, employing proprietary strategies and AI-supported research overseen by an investment committee.

James Scharff is a financial advisor with Stark Financial Advisers, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His career includes over two decades at R.M. Stark & Co., Inc., where he serves as assistant branch manager with responsibilities in client account management, portfolio supervision, and trading. Stark Financial Advisers, Inc. manages approximately $94.7 million in discretionary assets for individuals, pension and profit-sharing plans, corporations, and other entities. The firm employs an asset-allocation driven approach using both fundamental and technical analysis and offers a range of portfolio strategies from conservative to aggressive, including the use of derivatives and options.

Ryan Knight is a financial advisor at Family Wealth Partners, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Wells Fargo Advisors and Founders Federal Credit Union. Prior to his financial career, he was employed at Liberty University, Pelican's Snoballs, and Lancaster County School District. Family Wealth Partners serves individuals, business entities, charitable organizations, and pension/profit-sharing plans, offering discretionary investment management, financial planning, pension consulting, and estate plan coordination. The firm employs a diversified, model- and research-driven investment process that includes fundamental analysis, modern portfolio theory, and a range of traditional and alternative securities.

Brian Alderson is a CFA® charterholder with eight years of industry experience, currently serving at Providence Capital Advisors, LLC. He has been with the firm and its predecessor entity since 2016. Providence Capital Advisors, LLC is an SEC-registered investment adviser providing discretionary and non-discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, corporations, and small businesses. The firm’s investment approach emphasizes fundamental analysis enhanced by technical and cyclical analysis, with a focus on individual securities and customized portfolio construction, including the use of derivatives and margin within separately managed accounts.

Henry Barringer is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Alpha Financial Advisors, LLC in Charlotte, NC. He has been with Alpha Financial Advisors since 2013. Alpha Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, trusts, estates, small businesses, and certain retirement plans. The firm employs strategic asset allocation primarily using no-load mutual funds and ETFs, managing client portfolios on a discretionary basis with regular reviews and rebalancing.

Nathan Carey is a financial advisor at Blue Financial with one year of industry experience. He holds a Series 65 license and previously worked at Equitable Advisors. Outside of his advisory role, he is also a licensed insurance agent involved in insurance planning activities. Blue Wealth Inc., where Nathan serves on a seven-person team, provides discretionary asset management and financial planning to individuals, small businesses, trusts, and estates. The firm’s investment approach focuses on long-term strategies without the use of margin, short sales, derivatives, leverage, or options, and it offers client educational seminars and workshops.

David Williams is a CFP® with 32 years of industry experience, currently serving with WMS Advisors, LLC, where he has worked since 1999. He has also been associated with Grove Point Advisors, LLC, Grove Point Investments, LLC, and TWG Advisor Group, Inc. Outside of his advisory work, Williams is a trustee for the Newcomb Testamentary Trust and is involved in insurance sales related to life, long-term care, and disability insurance. WMS Advisors is a team-based SEC-registered investment adviser managing approximately $281 million for a diverse client base including individuals, families, trusts, estates, and business entities. The firm employs asset-class oriented strategies using ETFs, index mutual funds, individual securities, and alternatives, providing both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and retirement-plan consulting.