David Thompson is a financial advisor at Sparta Wealth Partners with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Realta Equities, Innovation Partners, J Alden Associates, and TD Bank. Outside of his advisory role, he serves on the advisory board for Aware, a biometric wearables and healthcare monitoring company. Sparta Wealth Partners advises 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 combination of fundamental and technical analysis along with independent managers and model-based strategies.

Jerry Neal is a financial advisor with Everstar Asset Management, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Advanced Wealth Strategies, Inc., AlphaStar Capital Management, LLC, Park Avenue Securities, and Guardian Life Insurance. Outside of finance, he officiates NCAA football games. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in regulatory assets under management and sponsors multiple private pooled investment vehicles, employing a structured investment process that includes proprietary equity and fixed-income models, as well as the use of derivatives and options.

Carter Hodgson is a CFP® and holds a Series 65 license, with one year of industry experience. He previously worked at Wells Fargo before joining Crown Wealth Group LLC, where he is currently part of an eight-advisor team in Charlotte, NC. Crown Wealth Group LLC serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm employs a goals-based investment process using written Investment Policy Statements and an Investment Committee to tailor portfolios, which typically include low-cost, diversified ETFs and mutual funds alongside other asset types as appropriate.

Robin Underwood is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Worth Advisors in Charlotte, NC. He is also the president of Conservation Exchange, Ltd, a company facilitating the exchange of transferable South Carolina state tax credits. Worth Advisors provides fee-based financial planning and portfolio management to individuals, high-net-worth clients, businesses, qualified retirement plans, and other advisers, offering tailored investment programs primarily using ETFs and no-load index mutual funds with a generally long-term focus. The firm is noted for its dedicated platform for college coaches and its integration of tax and bookkeeping support through collaboration with accounting professionals.

Bradley Davis is a financial advisor with Linden Thomas Advisory Services, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including LPL Financial and Cogent Advisory Group, before joining Linden Thomas in 2022. Outside of his advisory role, he serves as a board member for LC Eldridge Sales Co., an industrial ventilation and acoustic control company. Linden Thomas Advisory Services, LLC manages approximately $1.77 billion and provides wealth management services to individuals, families, businesses, and retirement plans. The firm uses a globally diversified investment approach based on modern portfolio theory and offers both discretionary and non-discretionary services through various managed account platforms and proprietary index-enhanced portfolios.

Kelly Lawrence is a financial advisor with NobleBridge Wealth Management in Charlotte, NC, holding Series 63 and Series 66 licenses and over 20 years of industry experience. Prior to joining NobleBridge in 2018, Lawrence worked at Merrill Lynch from 2012 to 2018 and was affiliated with Tag Insurance Services for two years. Outside of advising, Lawrence is a member and co-investor in a real estate agency, Mastermind Alliance Realty. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a strategic core allocation combined with active tactical overlays and uses both quantitative and qualitative methods to select managers, while also providing educational seminars and insurance products through an affiliated agency.

Randall Newton is a financial advisor at Eagle Wealth Management Group Inc. with 19 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked with firms including Abiding Wealth Advisors, Crown Capital Securities, and Service Express. In addition to his advisory work, he owns and operates Newton CPA, PLLC, where he prepares corporate and individual income tax returns, and serves as owner and CFO of Lodestar Tax and Accounting, focusing on tax preparation, bookkeeping, and business consulting. Eagle Wealth Management Group provides financial planning and asset management services to individual and institutional clients, including high-net-worth individuals, retirement plans, corporations, and non-profits. The firm offers discretionary portfolio management, customized ERISA retirement plan advisory services, and business planning, with a focus on public-sector retirement arrangements and private placement opportunities for accredited investors.

Andrew Hellstedt is a Series 66-licensed financial advisor with three years of industry experience. He has worked at KMG Fiduciary Partners, LLC since 2026 and previously held roles at Fidelity Investments and several other organizations. KMG Fiduciary Partners provides comprehensive wealth management services primarily to individual clients and high-net-worth households, incorporating a strategic asset-allocation framework with a tactical overlay and a focus on direct investments alongside low-cost funds for diversification.

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.

Jason Rericha is a financial advisor at Tru Independence Asset Management, LLC with 16 years of industry experience. He has worked at APW Capital, Inc., Bank of America, and Merrill Lynch. Rericha also serves as managing director of YellowWood Wealth Solutions, an affiliated registered investment advisory firm based in Charlotte, NC. Tru Independence Asset Management offers investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm employs a diversified portfolio approach using active and passive strategies across multiple asset classes and sponsors the YellowWood Wealth Solutions wrap program.

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.

Ori Boucvalt is a financial advisor at Sparta Wealth Partners in Charlotte, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Sparta Wealth Partners and The Morgan Company in 2025, he completed graduate studies at Vanderbilt University and undergraduate education at Clemson University. Outside of financial advising, Boucvalt is involved in environmental safety and health consulting and serves on the board of an emergency response and environmental cleanup organization. Sparta Wealth Partners serves individual and high-net-worth clients, as well as pension, profit-sharing, corporate, and retirement plans. The firm provides portfolio management, financial planning, and ERISA retirement-plan advisory services, utilizing both fundamental and technical analysis complemented by Independent Managers and model-based strategies.

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.

Lynn Irvin is a financial advisor at Intercarolina Financial Services, Inc. in Concord, NC, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Intercarolina Financial Services since 1993. Prior to that, he worked at CK Federal Savings Bank starting in 1990. Intercarolina Financial Services provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, as well as qualified retirement plans. The firm develops individualized investment policies and employs a range of analytical methods to manage portfolios across equities, fixed income, mutual funds, and ETFs.