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 at Everstar Asset Management, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including AlphaStar Capital Management, Park Avenue Securities, and Guardian Life Insurance. Outside of her advisory role, she assists with a family-owned restaurant, Mt. Pleasant Smokehouse. 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 under management and employs a structured investment process that includes proprietary models and the use of derivatives within its portfolios and private funds.

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.

Micheal Foster is a financial advisor at A4 Wealth Advisors LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Hornor, Townsend & Kent, LLC and Valic Financial Advisors, Inc. Outside of advising, Foster runs a camp for college-bound athletes through his business, R2L LLC. A4 Wealth Advisors serves individuals, trusts, estates, retirement plans, and charitable organizations, managing approximately $214 million. The firm employs a multi-strategy investment approach involving direct management and third-party managers, providing comprehensive financial planning and access to alternative investments.

Bryan Krakker is a financial advisor at Linden Thomas Advisory Services, LLC in Charlotte, NC, with 15 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors Financial Network LLC for seven years before joining Linden Thomas in 2018. Linden Thomas Advisory Services provides wealth management, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm focuses on globally diversified asset allocations using modern portfolio theory and offers both discretionary and non-discretionary portfolio management through separately managed accounts and proprietary enhanced-index programs.

Patrick Raminski is a CFA® charterholder and holds a Series 66 registration. He has over 14 years of industry experience, including 13 years at Capital Resource Management and one year at Verum Partners LLC. Verum Partners LLC provides customized wealth management services primarily to high-net-worth individuals, families, trusts, and estates. The firm offers discretionary portfolio management and financial planning, utilizing Independent Managers while maintaining oversight and client access to its portfolio managers.

Breton Tagg is a CFP® with three years of industry experience, currently serving as a financial advisor at Verum Partners LLC since 2022. Prior to joining Verum Partners, he worked at Bank of America Merrill Lynch from 2019 to 2022 and Deloitte from 2017 to 2019. Verum Partners 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 integrates advisory and securities transaction services, and it offers access to independent portfolio managers while maintaining institutional relationships with Schwab and Fidelity.

Jennifer Fensley is a CFP® and Series 65 credentialed advisor at CapSouth Wealth Management with eight years of industry experience. She has been with CapSouth Partners Inc since 2017 and previously worked at Spectrum Brands Global Batteries & Appliances for four years. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and employs a multidisciplinary team offering a range of strategies and fiduciary services.

Conrad Phillips is a financial advisor at A4 Wealth Advisors LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Alphastar Capital Management LLC and Tactical Investment Advisors, LLC. In addition to his advisory role, he operates a life and health insurance agency as a sole proprietor. 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 combines in-house advice with sub-advisors and co-advisor models, incorporating alternative investments and maintaining active oversight of these holdings.

Jennifer Friedland is a financial advisor at WestEnd Advisors, LLC in Charlotte, NC, holding a Series 66 designation with 15 years of industry experience. She has been with WestEnd Advisors since 2011. WestEnd Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and third-party ETF model strategies to a diverse client base, including individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process, focusing on sector and equity selection based on broad economic trends, and operates as an autonomous investment franchise under Victory Capital.

John Balcerzak is a CFP® professional with 19 years of industry experience, currently serving at A4 Wealth Advisors LLC. He has held roles at multiple firms including Gradient Investments, Formulafolio Investments, and High Tech Lending. Outside of advisory work, he is involved with Sunset Cove Enterprises LLC, focusing on land development and investor relations. A4 Wealth Advisors LLC provides personalized financial planning and investment management to individuals, retirement and profit-sharing plans, trusts, estates, and charitable organizations. The firm integrates in-house advice with sub-advisors and co-advisor models, emphasizing alternative investments and maintaining insurance-related business activities as part of its operating approach.

Jamie Bigsby is a CFP® with 22 years of experience in the financial industry. He currently works at Glassy Mountain Advisors, Inc. and previously held roles at PNC and The Vanguard Group, Inc. Outside of finance, Jamie owns SouthPark Mahjong, a business focused on mahjong instruction, event planning, and design. Glassy Mountain Advisors provides wealth management services primarily to high-net-worth individuals and institutions, using a value-oriented, fundamentals-based investment approach with discretionary portfolio management and integrated financial planning offered at no extra cost to clients.

Taylor Wade is a CFP® professional with 11 years of experience in the financial services industry. He is currently affiliated with MBL Advisors, where he has worked since 2021. His prior experience includes roles at Wells Fargo Advisors and The American College of Financial Services. MBL Wealth serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary wealth management, comprehensive financial planning, and retirement plan consulting. The firm’s investment approach is goals-based and emphasizes diversified, long-term asset allocation using macro, fundamental, and technical analysis along with modern portfolio theory.

Jonathan Dry is a CFP® professional with 15 years of industry experience, currently serving as an advisor at MBL Advisors in Charlotte, NC. His prior experience includes roles at Bank of America and Merrill Lynch. Outside of his advisory work, he serves on the advisory boards of several companies, including RiceWrap Foods Corporation, Sheets Laundry Club, and BatteryXchange, providing strategic and growth guidance. MBL Wealth (MBL Advisors) offers 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 incorporating macroeconomic, fundamental, and technical analysis, managing over $1.14 billion in discretionary assets through a team of ten advisors.

Andrew Tudor is a CFP® with 10 years of industry experience. He is currently with Zenith Wealth Partners, where he has worked since 2024. His prior roles include positions at Alchemist Wealth, LLC and Northwestern Mutual. Tudor is also active in Vanta Investment Group, an investment club where he organizes meetings and oversees activities. Zenith Wealth Partners provides wealth planning and investment management services to individuals, small businesses, and charitable organizations. The firm utilizes both active and passive management styles and offers a range of services including financial planning, portfolio management, retirement plan consulting, and business advisory support.

Grace Klopstad is a financial advisor with WestEnd Advisors, LLC in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Principal Asset Management, Principal Securities, and Victory Capital Services. She is also affiliated with Principal Global Investors, LLC where she performs certain functions. WestEnd Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and third-party ETF model strategies to a diverse client base, including individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm’s macro-driven investment process emphasizes sector and large-cap equity allocation based on broad economic analysis and operates as an autonomous Victory Capital investment franchise while leveraging affiliate support services.

Brooks Riley is a financial advisor at GRP Retirement Planning with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at AlphaStar Capital Management, Advisory Alpha, and Greene Point Partners. Outside of his advisory work, he provides business consulting focused on practice management and marketing strategy. GRP Retirement Planning is an SEC-registered investment adviser managing approximately $155 million for individuals, high-net-worth clients, businesses, non-profits, and municipal entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party sub-advisors, tailoring advice based on client objectives, risk tolerance, and time horizon.

Frederick Porter is a CFA® charterholder with 18 years of industry experience. He has been with WestEnd Advisors, LLC since 2008. The firm provides discretionary portfolio management and third-party ETF model strategies to a diverse client base, including individuals, pension plans, trusts, charitable organizations, government entities, and corporations. WestEnd's investment process is macro-driven, combining quantitative and qualitative analysis to identify economically favorable sectors and securities, and it operates as an autonomous franchise under Victory Capital while serving as a notable model provider in the advisory industry.

Charles Teden is a financial advisor at Alpha Omega Wealth Management, LLC in Charlotte, NC, holding a Series 66 designation with 10 years of industry experience. He worked at Davenport & Company LLC from 2008 to 2018 before joining Alpha Omega Investment Advisors, where he has been since 2018. Alpha Omega Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, retirement plan consulting, and family-office style services. The firm’s approach includes fundamental analysis, use of options and derivatives, and allocation to various investment vehicles, supported by AI tools and a documented strategy uncommon among similarly sized advisory teams.