Corey Sunstrom is a CFP® professional with 14 years of experience in financial advisory. He has been with Hobart Private Capital since 2015 and has prior experience at Merrill and GF Investment Services. He also serves as an adjunct professor at Gardner-Webb University, teaching estate planning courses. 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 using a variety of investment strategies and third-party managers.

Cody Ritchie is a CFP® professional with three years of industry experience, currently serving at Cornerstone Wealth Planning in Charlotte, NC. He has been with Cornerstone Wealth Planning since 2016 and previously worked at Postmates. Cornerstone Wealth Planning provides portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, and small business owners. The firm employs an investment approach based on Modern Portfolio Theory and fundamental analysis, offers in-house tax preparation services, and provides flexible planning options without a minimum account size.

Joseph Zarzycki is a financial advisor at BNA Wealth with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at First Citizens Bank, First Citizens Asset Management, First Citizens Investor Services, ARGI Investment Services, Bb&T Retirement & Institutional Services, and Stancorp Investment Advisers, Inc. BNA Wealth provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, endowments, and charitable organizations. The firm offers estate-planning assistance through a digital platform with optional attorney consultation and manages client portfolios primarily on a non-discretionary basis using mutual funds, ETFs, individual securities, and alternative investments.

William Shefte is a financial advisor with SB Advisory, LLC in Charlotte, NC, holding a Series 66 license and bringing 25 years of industry experience. His prior roles include positions at Sigma Financial Corporation and SPC. He is also president of Gold Leaf Productions, Inc., a music publishing and consulting company he has led since 1989, and serves as an arbitrator for FINRA dispute cases. SB Advisory, LLC is an SEC-registered advisory firm with 34 advisors managing over $1.1 billion across approximately 2,600 clients. The firm primarily provides non-discretionary advice to individuals, businesses, and retirement plans, employing a combination of fundamental, technical, and qualitative analysis to tailor client portfolios.

Thomas Searson is a CFA® charterholder and holds a Series 65 license with 21 years of experience in the financial industry. He has been with Providence Capital Advisors, LLC since 2015. Providence Capital Advisors provides discretionary and non-discretionary investment management and integrated financial planning to individuals, high-net-worth clients, corporations, and small businesses. The firm employs a fundamental security selection process supplemented by technical and cyclical analysis, offering distinct strategy sleeves and utilizing derivatives and borrowing in certain separately managed accounts.

David Huff is a CFA® charterholder with seven years of industry experience. He is currently with Providence Capital Advisors, LLC and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and FactSet Research Systems. He is also licensed as an insurance agent and engages in the sale of various insurance products. Providence Capital Advisors, LLC is a SEC-registered investment adviser that offers discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, corporations, and small businesses. The firm emphasizes fundamental analysis combined with technical and cyclical analysis, using individualized portfolio construction and routinely incorporates derivatives and borrowing in separately managed accounts.

Donald Burkett is a PFS™ credentialed financial advisor with over 11 years of experience at BURKETT Financial Services, LLC and a total of 50 years of professional experience including work with Burkett Burkett & Burkett Certified Public Accountants, PA. He is involved in several non-investment business activities, including membership in a variety of real estate rental companies and Plex Indoor Sports, a sports park. He also created Charley Ember, LLC, an investment vehicle for his grandchildren. Burkett Financial Services, LLC advises individuals, high-net-worth clients, trusts, estates, and retirement plans, managing approximately $573 million across around 476 client relationships. The firm offers financial planning, portfolio management, and retirement plan consulting, with investment strategies built on mutual funds, ETFs, and fixed income instruments tailored to client-specific plans and reviewed annually by a five-advisor committee.

Scott Trease is the sole advisor at Sapere Wealth Management, LLC in Matthews, NC, holding a Series 63 designation and bringing 39 years of industry experience. He has been associated with Sapere Wealth Management and affiliated entities since 2002. 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 with an absolute-return focus, combining public equities, registered funds, and privately offered funds while emphasizing active liquidity management.

Janice Mc Gunnigle is a CFP® professional with eight years of industry experience. She currently works at Alpha Financial Advisors, LLC, where she has been since 2019, following previous roles at Modera Wealth Management, LLC and Matrix Wealth Advisors, Inc. 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, utilizing a strategic asset allocation approach focused on global diversification, periodic rebalancing, and fundamental analysis.

Blake Hedrick is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Family Wealth Partners, LLC since 2022 and previously held roles at LPL Financial, Independent Advisor Alliance, and TIAA-CREF. Family Wealth Partners serves individuals, business entities, charitable organizations, and pension plans with 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 both long- and short-term trading, covering a broad range of traditional and alternative securities.

Jana Morrison is a CFP® with 13 years of industry experience, currently serving at BURKETT Financial Services, LLC. She has been with the firm since 2014, including a brief period at Buckingham Strategic Wealth, LLC in 2022. BURKETT Financial Services advises individuals, high-net-worth clients, trusts, estates, and retirement plans, managing approximately $573 million across about 476 client relationships. The firm provides financial planning, portfolio management, and retirement plan consulting, with investment strategies tailored to client-specific plans and reviewed by a five-advisor investment committee.

Cooper Brown is a financial advisor at Oakworth Asset Management, LLC in Charlotte, NC, holding a Series 66 designation. He has prior experience at Truist Bank, Rockefeller Financial LLC, and Truist Financial Corporation, with a total of one year in the industry. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm follows a top-down, macro-driven investment process and manages a diversified asset base including mutual funds, ETFs, alternative investments, and private securities.

James Mccollom is a financial advisor with CORE Advisory Group in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Independent Advisor Alliance, LLC and LPL Financial. CORE Advisory Group is an SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations. The firm manages approximately $297 million in assets and offers discretionary asset management, financial planning, and retirement-plan consulting, utilizing a range of investment strategies tailored to clients’ objectives and risk profiles.

Laura Olney is a CFP® professional with six years of experience in the financial services industry. She is currently with Tru Independence Asset Management, LLC, where she works as part of a seven-advisor team. Her background includes roles at Charles Schwab, TD Ameritrade, and RSM US, LLP. 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 manages diversified portfolios using active and passive strategies, employs a combination of digital and held-away platforms, and sponsors the YellowWood Wealth Solutions wrap program.

Victoria Waldman is a CFP® professional with eight years of experience in financial services. She is currently with Tru Independence Asset Management, LLC and YellowWood Wealth, where she manages client relationships. Her prior experience includes roles at The Vanguard Group, UBS Financial Services, and Duke Energy. Tru Independence Asset Management, LLC provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm manages approximately $337 million in assets, utilizing a combination of active and passive strategies and offering access to independent managers, third-party sub-advisors, and digital platforms.

David Caivano is a financial advisor at Cornerstone Wealth Planning in Charlotte, NC. He holds a Series 65 designation and has been in the industry since 2026. Prior to joining Cornerstone, he worked at Cogent Analytics, Augusta National, and Bed Bath & Beyond. Cornerstone Wealth Planning serves individuals, high-net-worth clients, and small business owners with investment advisory services, portfolio management, and comprehensive financial planning. The firm integrates in-house tax preparation with its advisory services and offers a range of planning engagement formats, including hourly work, retainers, and comprehensive plans.

Adam Coleman is a financial advisor at Nectarine with two years of industry experience. He holds a Series 65 designation and has previously worked at SmartPath Financial Education and Core Planning. Outside of his advisory role, he is involved as a mortgage loan originator at Loan Pronto and provides remote financial coaching through SmartPath Financial Education. Nectarine serves individual and high-net-worth clients by offering consultative financial planning through selected advisor representatives. The firm emphasizes long-term asset allocation using low-cost, index-based funds and provides services on a fee-for-service basis without managing client investment portfolios.

Jamie Esler is a CFP® professional with 12 years of industry experience, currently serving at Sparta Wealth Partners. Prior to joining Sparta Wealth Partners, he worked at High Flows Capital Group LLC for eight years and has held roles at Capital Management Group of Washington D.C., Bank of America, N.A., and Merrill. He holds Series 63 and Series 65 licenses. Sparta Wealth Partners provides advisory services to 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 mix of fundamental and technical analysis alongside third-party managers and model-based strategies.

Shon Mc Carley is a Series 65-licensed advisor at Cornerstone Wealth Planning in Charlotte, NC, with experience in legal and financial services. He is a member and attorney at McCarley Legal, PLLC, where he provides estate planning and related legal advice. His prior work includes roles at Arnot & Haley, PLLC and Consilio, LLC. Cornerstone Wealth Planning serves individuals, high-net-worth clients, and small business owners, offering portfolio management and comprehensive financial planning grounded in Modern Portfolio Theory and fundamental analysis. The firm also provides in-house tax preparation and structured retirement-planning courses, with flexible planning options and no minimum account size.

Wade Menzies is a financial advisor at Insight Folios with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Tactical Investment Advisors for 12 years. In addition to his advisory role, he is involved in insurance sales. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as ERISA plan consulting and participant advisory services. The firm also serves other registered investment advisers through sub-advisory relationships and employs a team-of-advisers approach supported by proprietary planning software and artificial intelligence tools.