Michael Fox is a financial advisor with Hayden Harper Wealth Advisory, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Hayden Harper since 2010 and is the majority owner of Hayden Harper Inc., which oversees multiple private investment offerings. Fox also serves as CFO of HH Kayne Anderson, a private company focused on purchasing oil and gas well assets in the Appalachian region. Hayden Harper Wealth Advisory serves individuals, pension plans, trusts, estates, charitable organizations, and families with family office needs. The firm offers discretionary portfolio management, financial planning, and comprehensive family office advisory services, employing internally developed asset-allocation models and a range of investment strategies including private placements and derivatives.

William Smith is a financial advisor with TRICAPITAL Wealth Management, Inc. in Charlotte, NC, holding Series 65 and Series 63 licenses and having two years of industry experience. He has worked at multiple firms including OSAIC, Triad Advisors, and Kestra Investment Services, LLC. Outside of his advisory role, he is involved with Willcar, LLC and Z.V Smith & Co., providing bookkeeping and tax preparation services. TRICAPITAL Wealth Management offers investment management and financial planning to individuals, businesses, retirement plans, and trusts. The firm uses a personalized wealth-management process with discretionary portfolio management, employing a variety of investment vehicles and several operational features such as a broker-dealer affiliation and margin use that differentiate its service model.

Over the last 20 years, I've learned how best to help business owner families better plan for their financial future. I understand the pain points they face and how it impacts their family. A business is typically the best investment a family will ever own, but it comes with risk, responsibilities, and stress. Some families become comfortable with that over the years while others don't. The ones who do typically keep the business. The ones who don't end up selling it, which is an experience they likely only go through once in their lives. These dynamics require different approaches as it relates to managing their family's wealth. That's where we can help. At Portus, we understand business owners prioritize the growth of their company, reinvest profits, and don't usually have wealth outside of their company. We engage with them on a retainer basis, help them reduce risk, build wealth outside of the business, and then manage those investment portfolios. Along the way, we dive deep into the family finances, get to know the ins and outs of the business, and create a plan for their personal finances to thrive in conjunction with the business.

Natalie Foy is a CFP® and CFA® with 18 years of industry experience, currently serving as an advisor at Greenway Wealth Advisors, LLC since 2020. Her prior experience includes roles at Citizens Capital Markets Inc., CiTIZENS BANK, N.A., and Merrill. She is also a partner in String Bean Holdings, LLC, a real estate holding company. Greenway Wealth Advisors is a small team managing approximately $184 million for individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm focuses on passive, asset-class oriented portfolios using low-cost index funds and ETFs, offering comprehensive financial planning and ERISA-level retirement plan consulting.

Christopher Zaccarelli is a CFA® charterholder with 21 years of industry experience. He is currently with Beacon Capital Advisory Group and previously worked at Independent Advisor Alliance, LPL Financial, LLC, and Cornerstone Financial Partners. Beacon Capital Advisory Group provides discretionary portfolio management, financial planning, retirement plan investment management, and subadvisory services. The firm serves individual and high-net-worth clients as well as retirement plans, using fundamental analysis and a combination of long- and short-term trading strategies tailored to client goals.

Philip Bailey is a CFP® with 40 years of experience in financial services. He is currently with Muirfield Wealth Advisors LLC, where he has worked since 2021. His prior experience includes roles at Raymond James Financial and Bailey Retirement Partners. He is also licensed as an insurance agent and sells life insurance, annuities, and long-term care products as a secondary business activity. Muirfield Wealth Advisors serves individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management and financial planning services. The firm uses a goal-driven, primarily long-term investment approach with customized portfolios and acts as a fiduciary for retirement accounts.

Matthew Jellison is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Gunderson Capital Management and has previously worked at firms including The Vanguard Group, Guardian Life Insurance Company, and Park Avenue Securities. Gunderson Capital Management provides customized investment management and financial planning services primarily to individual and high-net-worth clients. The firm manages discretionary portfolios with a varied investment approach and performs regular account reviews through an investment committee.

Christopher Patton is a financial advisor at Novare Capital Management in Charlotte, NC, with 24 years of industry experience. He has been with Novare Capital Management since 2007. He holds Series 63 and Series 65 designations. 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 artificial intelligence tools alongside human oversight in its investment process.

Andrew Pitts is a financial advisor at Worth Advisors in Charlotte, NC, with three years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors for three years. His early career includes roles at Lowe's Home Improvement, Christ Community Church, and Davidson College. Worth Advisors is a fee-based financial planning and investment management firm serving individuals, college coaches, businesses, and retirement plans. The firm emphasizes portfolio construction aligned with clients’ objectives and risk tolerances, utilizing ETFs, no-load index mutual funds, and third-party money managers while maintaining oversight and due diligence.

Ivan Henriquez is a financial advisor at Forthright Capital with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Equitable Advisors and Park Avenue Securities. Henriquez is also involved with Forthright Capital Partners, an affiliated insurance agency. Forthright Capital Advisory is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets. The firm serves individuals, retirement plans, corporations, and charitable organizations, primarily practicing passive investment management through model portfolios and may engage outside managers when appropriate.

Brian Jones is a CFP® with 20 years of industry experience and has been with Providence Capital Advisors, LLC since 2015. He holds Series 63 and Series 66 licenses and is based in Charlotte, NC. 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 valuation-driven investment approach supplemented by technical and cyclical analysis, offering multiple distinct strategy sleeves and utilizing derivatives and limited leverage as part of its portfolio construction and risk management.

Harrison Clark is a financial advisor at Blue Financial in Charlotte, NC, holding a Series 66 designation with two years of industry experience. His prior roles include positions at UBS Financial Services and the Federal Deposit Insurance Corporation. Blue Financial serves individual clients, small businesses, trusts, estates, and high-net-worth individuals, offering discretionary asset management and financial planning. The firm focuses on building portfolios aligned with client goals, time horizons, and risk tolerances using both fundamental and technical analysis with a long-term investment approach.

Michael Papi is a financial advisor at Capstone Wealth Management Group, LLC with four years of industry experience. He holds the Series 65 designation and previously worked with the Cleveland Indians from 2014 to 2020. Prior to joining Capstone in 2022, he was briefly affiliated with the Gastonia Honey Hunters in 2021. Capstone Wealth Management Group serves individuals, high net worth clients, families, trusts, businesses, and retirement plans by providing wealth management, discretionary investment management, financial planning, and retirement plan advisory services. The firm emphasizes long-term strategic asset allocation combined with tactical adjustments, investing in low-cost mutual funds, ETFs, individual securities, and fixed income.

Michael Fowler is a financial advisor at Insight Folios in Charlotte, NC, holding a Series 65 designation. He has one year of experience in the financial industry, joining Insight Folios in 2026 after prior roles in sales and outdoor solutions. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, while also offering ERISA plan consulting and serving as a sub-adviser to other registered investment adviser firms. The firm uses a team approach combined with proprietary planning software and artificial intelligence tools to support its discretionary account management and long-term trading orientation.

Sara Warntz is a CFP® professional with 14 years of industry experience, currently serving at Topsail Wealth Management LLC since 2024. Her prior experience includes over a decade at THE Vanguard Group, Inc. and a year at Independent Advisor Alliance. Topsail Wealth Management advises high-net-worth and ultra-high-net-worth families, trusts, and related entities, providing comprehensive wealth management services including financial planning, investment advisory, tax and estate planning, and ancillary services such as bookkeeping and trustee services. The firm employs a customized investment process that integrates passive and active strategies across various asset classes and manages over $1.3 billion in regulatory assets.

Nicholas Morabito IV is a financial advisor at Hobart Wealth with a Series 66 designation and one year of industry experience. He previously worked at Nelson Investment Planning Services, Inc and Signature Wealth Advisors. 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 individual securities, ETFs, and third-party managers.

Holly Skipper is a financial advisor at Verum Partners LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at Verum Partners since 2019, previously spending five years at Carolinas Investment Consulting LLC. 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 combines advisory and securities transaction services, offering access to independent portfolio managers and maintaining institutional relationships with Schwab and Fidelity for research and technology support.

Mallen Bruggeman is a financial advisor at Auctus Advisors LLC in Charlotte, NC, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at M HOLDINGS SECURITIES, Inc. and MBL Advisors. In addition to her advisory role, she is a licensed insurance agent and occasionally offers insurance products to clients. Auctus Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm uses a goals-based investment process incorporating comprehensive planning and Monte Carlo simulations, blending strategic and tactical asset allocation with potential use of advanced trading strategies and third-party managers.

Brian Baum is a CFP® professional with nine years of industry experience. He has worked at Family Wealth Partners, LLC since 2024 and previously spent seven years with The Vanguard Group, Inc. Brian also has a background in Impact Media Systems, Inc, where he worked for nine years. Family Wealth Partners is an SEC-registered advisory firm serving individuals, business entities, charitable organizations, and pension/profit-sharing plans. The firm offers discretionary investment management, financial planning, pension consulting, and estate plan coordination, using a digital platform and a range of traditional and alternative investments tailored to each client’s financial profile.

Jennifer Jones is a financial advisor at Laurel Wealth Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Laurel Wealth Advisors since 2007. In addition to her advisory role, she is the managing member of Single Shingle, LLC, a real estate holding company. Laurel Wealth Advisors provides investment advice and portfolio management to individuals, charitable organizations, and business entities. The firm customizes strategies based on client goals and risk tolerance, utilizing fundamental analysis and various investment techniques, while integrating financial planning within its asset management services.