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.

Matthew Snipes is a CFP® with 20 years of industry experience. He is currently with Topsail Wealth Management LLC and previously worked at Independent Advisor Alliance and The Vanguard Group, Inc. since 2006. Snipes provides trustee services for clients in addition to his advisory role. Topsail Wealth Management advises high-net-worth and ultra-high-net-worth families, their trusts, and related entities through comprehensive wealth management services that include financial planning, investment advisory, tax and estate planning, bookkeeping, and trustee services. The firm employs a customized, priorities-based investment process using both passive and active strategies across multiple asset classes.

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.

Nathan Fulks is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Family Wealth Partners, LLC, where he has worked since 2019. His prior experience includes roles at LPL Financial, Independent Advisor Alliance, Efficient Advisors, and Family Wealth Counselors of the Carolinas. Family Wealth Partners serves individuals, business entities, charitable organizations, and pension/profit-sharing plans, offering discretionary investment management, financial planning, pension consulting, and estate plan coordination. The firm employs a diversified, model- and research-driven approach across a broad investable universe that includes traditional securities, alternatives, and complex instruments, with ESG considerations available.

Joshua Pohl is a financial advisor at Hobart Wealth in Charlotte, NC, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at EP Wealth Advisors, AW Securities, Wealthcare Capital Management, and TD Ameritrade. 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, pension and profit-sharing plans, trusts, and estates, providing asset management, financial planning, and retirement plan consulting using a range of analytical methods and implementation strategies.

Sadie Bishop is a financial advisor at Hobart Wealth in Charlotte, NC, holding a Series 65 designation with five years of industry experience. Her prior work includes roles at WFA Asset Management Corp, New York Life Insurance Company, and DSE Financial Services. She also has experience in education and nonprofit settings, including the Waukesha School District and Salto Gymnastics Center. 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, employing a range of investment strategies including the use of third-party managers.

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.

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.

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 with tru Independence Asset Management, LLC, holding a Series 66 designation and 16 years of industry experience. His background includes roles at APW Capital, Merrill Lynch, and Bank of America. He is also active as a managing director in affiliated investment and insurance-related businesses. 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 institutions. The firm utilizes a combination of active and passive strategies across various asset classes and sponsors the YellowWood Wealth Solutions wrap program while employing multiple advisory and brokerage relationships.

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.

Edward Coambs is a CFP® with three years of industry experience, currently serving at Alpha Financial Advisors, LLC. Prior to joining the firm, he worked at Healthy Love and Money, LLC, where he provided consulting and supervision services integrating financial planning and mental health. He is also an author of two books available on Amazon and Audible and has developed online courses focused on self-awareness and relational growth. Alpha Financial Advisors is an SEC-registered investment adviser that provides personalized financial planning and discretionary investment management to individuals, families, trusts, estates, and small businesses. The firm emphasizes global diversification and fundamental analysis, managing portfolios primarily through no-load mutual funds and ETFs, and conducts regular account reviews with a team of six advisors.

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.

Sidney King is a CFP® with 26 years of industry experience and is currently with Cornerstone Wealth Planning in Charlotte, NC. He previously worked for TIAA-CREF Individual & Institutional Services and TIAA from 2007 to 2023. Cornerstone Wealth Planning provides portfolio management and financial planning services to individuals, high-net-worth clients, and small business owners. The firm’s investment approach is based on Modern Portfolio Theory and fundamental analysis, offering flexible planning options and in-house tax preparation services.

Jennifer Friedland is a financial advisor at WestEnd Advisors, LLC in Charlotte, NC, holding a Series 66 designation with 15 years of industry experience. She has been with WestEnd Advisors since 2011. WestEnd Advisors is an SEC-registered investment adviser that provides 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, focusing on sector and equity selection based on broad economic trends, and operates as an autonomous investment franchise under Victory Capital.

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.