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 an advisor at Intercarolina Financial Services, Inc. with 39 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, Inc. provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, as well as qualified retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs, offering both discretionary and non-discretionary account management.

Andrea Kovacs is a financial advisor at CORE Advisory Group in Charlotte, NC, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior roles include positions at Wells Fargo Securities, Merrill Lynch, and Bank of America, as well as a period at the University of Virginia Darden School of Business. 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 through a variety of investment strategies and platform solutions.

Lori Copeland is a financial advisor at Sparta Wealth Partners in Charlotte, NC, with five years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, SilverRock Wealth Partners, and The Morgan Companies. Prior to her advisory career, she spent nine years as a homemaker. Sparta Wealth Partners serves individuals, high-net-worth clients, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm employs a combination of fundamental and technical analysis and collaborates with Independent Managers to support client investment strategies.

John Balcerzak is a CFP® professional with 20 years of industry experience, currently serving at A4 Wealth Advisors LLC in Huntersville, NC. He has held various roles in related firms including BDuck Capital LLC and Sunset Cove Enterprises LLC, where he manages investor relations for land development projects. Outside of his advisory work, he is involved in insurance sales and services through A4 Insurance Solutions and oversees financial matters for JBB Holdings, a family holding company. A4 Wealth Advisors is a team-based registered investment adviser managing approximately $265 million for around 600 clients. The firm provides personalized financial planning, portfolio management, and access to third-party managers, employing a combination of in-house and co-advisor strategies with ongoing client education and monitoring.

Jamie Bigsby is a CFP® with 23 years of industry experience, currently serving at Glassy Mountain Advisors, Inc. in Charlotte, NC. Prior to joining Glassy Mountain Advisors in 2026, Jamie worked at PNC, Vanguard, Wells Fargo Clearing, and UBS Financial Services. Outside of financial advising, Jamie owns and operates SouthPark Mahjong, a business focused on mahjong instruction, event planning, and design. Glassy Mountain Advisors provides wealth management and financial planning services to individual and institutional clients, managing approximately $370 million across about 127 client relationships with a value-oriented investment approach.

Taylor Wade is a CFP® with 11 years of industry experience, currently serving as a financial advisor at MBL Advisors in Charlotte, NC. His prior work includes roles at M Holdings Securities, Inc., MBL Wealth LLC, The American College of Financial Services, and Wells Fargo Clearing. MBL Wealth serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, providing discretionary and non-discretionary wealth management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $1.42 billion in discretionary assets, employing a goals-based, diversified investment process informed by macro, fundamental, and technical analysis.

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, currently with Zenith Wealth Partners since 2024. He previously worked at Alchemist Wealth, LLC and spent several years with Northwestern Mutual in various roles. Outside of his advisory work, he participates in the Vanta Investment Group, where he helps organize meetings and oversee activities. Zenith Wealth Partners is an SEC-registered advisory team serving individuals, small businesses, charitable organizations, and retirement plan sponsors. The firm focuses on a risk-first investment approach using low-cost index exposures combined with selective active management and alternative strategies, and offers a broad range of financial planning and investment services.

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.

Jennifer Fuller is a financial advisor at Defender Capital with Series 65 and Series 63 licenses and one year of industry experience. Her prior roles include positions at TIAA and Trader Joe’s. She has also been involved with organizations such as Advantage Living, The Charlotte Church, and Life to the Full. Defender Capital serves individual and high-net-worth investors, pension plans, trusts, charitable organizations, and business entities, offering portfolio management and financial planning. The firm employs fundamental analysis and custom portfolio strategies, focusing on exchange-traded equities and tailored investment approaches.

Brian Ager is a financial advisor at Verum Partners LLC in Charlotte, NC, holding a Series 65 designation. He has one year of industry experience, with prior roles at Yellow Ventures and Sands Investment Group. Outside of finance, he was involved with Queen Anne Spirits & Wine from 2023 to 2025. 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 and supplements its offerings with access to independent portfolio managers, using client goals and risk tolerance to develop tailored investment strategies.

Nick Stockdale is a financial advisor at Linden Thomas Advisory Services, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group, Inc and Adhesion Wealth. Outside of his advisory role, he owns RockBox Fitness, a franchise specializing in boxing-based fitness classes. Linden Thomas Advisory Services provides wealth management, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm employs a diversified investment approach based on modern portfolio theory, offering both discretionary and non-discretionary portfolio management through separately managed accounts and proprietary index programs.

James Baynard is a CFA® charterholder with five years of industry experience. He is currently with Novare Capital Management in Charlotte, NC, where he has worked since 2023. Prior to that, he held roles at Kudu Investment Management, JPMorgan Chase Bank, and GE Capital. Baynard also engages in independent consulting related to GP stakes through expert network firms. Novare Capital Management is a wealth management firm with 18 advisors managing approximately $1.9 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm provides comprehensive financial planning and portfolio management using proprietary strategies and employs both artificial intelligence tools and human oversight in investment decisions.

Greg Derderian is a financial advisor at Capitalwize, LLC with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Strategic Advisers, LLC and Fidelity Brokerage Services, LLC. Outside of advising, he is a senior recruiter for Talent Retriever LLC. Capitalwize is a fee-only financial planning firm serving individuals and business entities, primarily those who are not high-net-worth. The firm offers various advisory engagements and educational programs, often using third-party managers for portfolio management while providing ongoing oversight.

Gavin Finnical is a CFP® professional with two years of industry experience, currently serving at Linden Thomas Advisory Services, LLC. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Equitable Advisors, among others. Before entering financial services, he worked in brewing and hospitality industries. Linden Thomas Advisory Services provides wealth management, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm employs a modern portfolio theory-based investment approach with globally diversified allocations and offers both discretionary and non-discretionary management through separately managed accounts and proprietary enhanced-index portfolios.

Phoebe Son Oh is a CFP® with four years of industry experience, currently serving as a financial advisor at Verum Partners LLC. She previously worked at Equitable Advisors, LLC and has experience in educational roles. Outside of her advisory work, she is a commissioned artist and volunteers as a childcare worker at a local church. Verum Partners LLC provides customized wealth management services primarily to high-net-worth individuals, families, trusts, and estates, offering discretionary portfolio management alongside financial planning. The firm engages independent managers for client portfolios while maintaining oversight and due diligence.

Dustin Waide is a CFP® with 23 years of industry experience and has been with Laurel Wealth Advisors, LLC since 2010. He is based in Charlotte, NC. Outside of his advisory role, he is a member of Mortimer Enterprises, a real estate ownership vehicle related to office space leased to Laurel Wealth Advisors. Laurel Wealth Advisors provides investment advice and portfolio management to individuals, charitable organizations, and business entities. The firm uses fundamental analysis to customize portfolios according to client goals and risk tolerance, offering both discretionary and non-discretionary asset management alongside financial planning services.

Taylor Funke is a financial advisor at Blue Financial in Charlotte, NC, with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including 49 Wealth Management and Oakwood Capital Securities. Outside of his advisory role, he is involved with Financial Independence Group, focusing on due diligence for insurance products suitable for clients. Blue Wealth Inc. provides discretionary asset management and financial planning services to individuals, small businesses, trusts, estates, and high-net-worth clients. The firm manages approximately $145 million across about 324 client relationships, tailoring investment strategies to client goals and employing a long-term approach without using margin, options, or leverage.