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.

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 15 years of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors and AXA Advisors. She is also an independent licensed insurance agent specializing in life insurance and variable annuities. Matauro, LLC manages over $1 billion across nearly 900 client relationships, offering wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-method investment process that includes fundamental, macroeconomic, technical, and ESG screening across diverse asset classes, combining in-house portfolio management with third-party managers and leveraging technology for strategy implementation and account oversight.

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.

Gregory Vezzosi is a CFP® with 10 years of experience in financial advisory roles. He currently works at BNA Wealth, a team-based firm, and has prior experience at Charles Schwab & Co., Inc. and TIAA-CREF. BNA Wealth provides portfolio management and financial planning services to individuals, retirement plans, trusts, estates, Section 529 plans, endowments, and charitable organizations. The firm serves both individual and institutional clients with mainly non-discretionary portfolios, using mutual funds, ETFs, and individual securities guided by fundamental, technical, and charting analyses.

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 at tru Independence Asset Management, LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at TD Bank, Wells Fargo, Bank of America, AssuredPartners, and HUB International. tru Independence Asset Management, LLC provides discretionary and non-discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm employs a diversified investment approach using both active and passive strategies across multiple asset classes, integrating digital platforms and third-party sub-advisors as part of its service model.

Alexander Halavazis is a financial advisor with Foundation Wealth & Tax Advisors, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and 11 years of industry experience. His previous roles include positions at Merrill, Bank of America Securities, and RCN & Associates LLC. Outside of his advisory work, he DJs part-time at bars, breweries, and parties in the Charlotte area. Foundation Wealth & Tax Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm employs a variety of analytical approaches and offers specialized services such as pension consulting and digital asset diversification.