Sara Warntz is a CFP® professional with 13 years of industry experience. She currently serves as an advisor at Topsail Wealth Management LLC, joining the firm in 2024 after roles at Independent Advisor Alliance and THE Vanguard Group, Inc. Topsail Wealth Management provides comprehensive wealth management and investment advisory services primarily for high-net-worth and ultra-high-net-worth families, trusts, estates, retirement plans, corporations, and family foundations. The firm uses a customized investment process combining passive and active strategies, and manages over $1 billion in discretionary 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 in Charlotte, NC, with 10 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Laurel Wealth Advisors since 2007. Outside of her advisory role, she is a managing member of Single Shingle, LLC, a real estate holding company. Laurel Wealth Advisors serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary asset management along with financial planning. The firm employs a team of seven advisors and manages nearly $1 billion in client assets with tailored investment programs based on fundamental analysis and regular portfolio reviews.

Natale Monastra is a financial advisor with WestEnd Advisors, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining WestEnd Advisors, Natale worked at Victory Capital Services, Inc. and Opus Capital Management, LLC, and spent five years at Xavier University. WestEnd Advisors is an SEC-registered investment adviser that offers 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, using economic data to guide sector and equity allocations, and operates as an autonomous franchise of Victory Capital while providing model portfolio recommendations to other financial institutions.

Jessica Rickert is a financial advisor at Novare Capital Management with 12 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Vanguard Advisors, Inc. for five years. 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, and institutions. The firm provides comprehensive financial planning and portfolio management, using proprietary strategies and AI tools alongside human oversight.

Brian Rudisill is a CFA® charterholder with 19 years of industry experience. He has been with Novare Capital Management in Charlotte, NC since 2010. 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, utilizing proprietary strategies and a combination of individual securities, mutual funds, ETFs, and alternative investments, supported by both human oversight and artificial intelligence tools.

Michelle Notardonato is a financial advisor at Matauro, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors, LLC and AxA Advisors. She is also a licensed insurance agent in New York, focusing on life insurance and variable annuities. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with wealth management, financial planning, and retirement plan consulting. The firm employs a comprehensive investment process that integrates fundamental, macro, technical, and ESG analysis across a broad range of investment instruments.

Jared Audette is a financial advisor at Eagle Wealth Management Group Inc. in Charlotte, NC, with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Abiding Wealth Advisors and Crown Capital Securities. Eagle Wealth Management Group serves both individual clients, including high-net-worth households, and institutional retirement-plan sponsors. The firm offers financial planning, discretionary portfolio management, retirement plan advisory, and business planning services through a multidisciplinary team with diverse credentials.

N Gregg 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. He has been with CORE Advisory Group since 2020 and has worked at LPL Financial since 2008. Outside of advisory services, he is involved in non-variable insurance product sales and operates a separate business entity for tax and investment purposes. 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 with a team of ten advisors, offering discretionary asset management, financial planning, and retirement-plan consulting, utilizing a range of investment strategies and platform solutions.

Cameron Newell is a CFP® and CFA® with eight years of industry experience. He currently works at Alpha Financial Advisors, LLC and previously held roles at Rock Point Advisors, Bank of America, and Wells Fargo Securities. Alpha Financial Advisors serves individuals, families, trusts, estates, small businesses, and certain retirement plans with comprehensive financial planning and investment management. The firm employs strategic asset allocation primarily through no-load mutual funds and ETFs, managing most accounts on a discretionary basis with quarterly reviews and rebalancing.

Brian Colan is a financial advisor at Hobart Wealth in Charlotte, NC, holding a Series 65 credential. He has experience in mortgage brokerage through his role at MPIRE Financial LLC and has worked in healthcare and lending sectors prior to his current advisory position. 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 plans, trusts, and estates, offering customized asset management and financial planning using a range of analytical methods and implementation strategies.

Dustin Barr is a CFA® charterholder with nine years of industry experience. He has been with Verum Partners LLC since 2019 and previously worked at Carolinas Investment Consulting LLC from 2015 to 2019. He holds a Series 63 registration and is based in Charlotte, NC. Verum Partners LLC 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 and offers access to independent portfolio managers, developing client strategies based on goals, time horizon, and risk tolerance.

Seth Knight is a financial advisor at WestEnd Advisors, LLC with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at WestEnd Advisors since 2016, including its current iteration, and Victory Capital Services, Inc. since 2023. WestEnd Advisors is an SEC-registered investment adviser providing 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 and operates as an autonomous franchise of Victory Capital, with approximately $1.868 billion in regulatory assets under management and $23.68 billion in assets under advisement.

Laura Kido is a CFP® professional with 18 years of industry experience. She currently serves as an advisor at Novare Capital Management, joining the firm in 2025. Prior to this, she held roles at The Vanguard Group and Vanguard Advisers from 2009 to 2022, with a brief retirement period from 2023 to 2025. 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 AI tools alongside human oversight in its investment process.

Thomas Cleveland is a financial advisor with Tru Independence Asset Management, LLC in Charlotte, NC, holding Series 65 and Series 66 credentials with three years of industry experience. His prior roles include positions at TD Bank, Wells Fargo, Bank of America, AssuredPartners, and HUB International. Tru Independence Asset Management provides investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm manages approximately $336.9 million in assets across various accounts using diversified portfolios composed of active and passive strategies, including equities, fixed income, alternatives, and ETFs.

Stephen Ratcliffe is a CERTIFIED FINANCIAL PLANNER™ professional at Providence Capital Advisors, LLC with 24 years of industry experience. He has been with Providence Capital Advisors since 2016. Outside of his advisory role, he is involved in insurance sales, focusing on non-variable life, health, annuity, and disability income insurance products. Providence Capital Advisors, LLC is a SEC-registered investment adviser providing discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis to construct customized portfolios, routinely incorporating derivatives and borrowing strategies, and utilizes third-party providers that include artificial intelligence and machine learning components.

Abigail Bennett is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Verum Partners LLC in Charlotte, NC. She previously worked at Carolinas Investment Consulting, LLC and has experience in the natural products sector with Wildtree Herbs, Inc. Verum Partners LLC provides customized wealth management and discretionary portfolio management services to high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that integrates advisory and securities transaction services, supplemented by access to independent portfolio managers.