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.

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.

Ella Anderson is a financial advisor at Family Wealth Partners, LLC in Matthews, NC, holding a Series 65 license with one year of industry experience. Prior to joining the firm, she worked at Sodexo - ShakeSmart and Papa Docs. Family Wealth Partners is an SEC-registered advisory firm serving individuals, business entities, charitable organizations, and pension/profit-sharing plans. The firm provides discretionary investment management and financial planning, employing fundamental analysis and modern portfolio theory to build tailored portfolios that include a wide range of traditional and alternative investments.

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® professional with 11 years of experience in financial services. He is currently with MBL Advisors and has previously worked at Wells Fargo Advisors and The American College of Financial Services. 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 and applies a goals-based investment process using diversified, long-term asset allocation strategies.

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. He is currently with Zenith Wealth Partners, having joined in 2024, and previously worked at Alchemist Wealth, LLC and Northwestern Mutual in various capacities from 2016 to 2024. He is a member of Vanta Investment Group, where he organizes meetings and oversees activities. Zenith Wealth Partners serves individuals, small businesses, retirement plan sponsors, and charitable organizations with financial planning, portfolio management, business planning, and retirement plan consulting. The firm combines a risk-based investment approach with diversified index exposures and selective active management, supported by documented policies and regular portfolio reviews.

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.

Robert Dye is a CFP® and holds a Series 66 designation with 10 years of industry experience. He has worked with firms including UBS Financial Services Inc. and Independent Advisor Alliance before joining Family Wealth Partners, LLC. Dye is currently part of a six-advisor team based in Matthews, NC. 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 encompassing a broad range of traditional and alternative investments, including digital assets and complex instruments.

Jennifer Fuller is a financial advisor at Defender Capital with Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes roles at TIAA and Trader Joe's. Defender Capital serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides fee-based investment advisory and discretionary portfolio management, employing fundamental analysis and customized portfolio management with a focus on exchange-traded equities.

Thomas Hamilton is a financial advisor with Hobart Wealth in Charlotte, NC, holding a Series 66 designation and 14 years of industry experience. He has worked at Hobart Private Capital since 2018, following positions at PNC Investments and SCOTTRADE. 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 asset management, financial planning, and retirement consulting through tailored portfolios and a variety of analytical methods and implementation strategies.

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.

Aaron Salter is a financial advisor at Cornerstone Wealth Planning in Charlotte, NC, holding a Series 65 designation with 10 years of industry experience. He has worked at Asset Dedication since 2017 and has been with Cornerstone Planning, LLC since 2015. His role at Asset Dedication involves acting as a solicitor related to third-party investment management services for Cornerstone clients. Cornerstone Wealth Planning manages approximately $373 million on a discretionary basis and offers portfolio management alongside financial planning services for individuals, high-net-worth clients, and small business owners. The firm’s investment approach is based on Modern Portfolio Theory and fundamental analysis, incorporating third-party sub-advisers and providing flexible planning options including in-house tax preparation and structured educational 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 in Charlotte, NC, with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and previously worked at firms including Fidelity Brokerage Services, Strategic Advisers, and Talent Retriever, where he served as a senior recruiter. Capitalwize is a fee-only financial planning firm serving individuals and business entities, primarily focusing on non-high-net-worth clients. The firm offers various advisory engagements and group educational programs, using third-party managers for portfolio management while providing ongoing oversight and client liaison services.

Kevin Johnson is a financial advisor at Cornerstone Wealth Planning in Charlotte, NC. He holds a Series 65 designation and has one year of industry experience. Prior to joining Cornerstone Wealth Planning, he was involved with Redeemer Presbyterian Church San Diego and Bridge Church San Diego. 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.

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.