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.

Jamie Bigsby is a CFP® with 22 years of experience in the financial industry. He currently works at Glassy Mountain Advisors, Inc. and previously held roles at PNC and The Vanguard Group, Inc. Outside of finance, Jamie owns SouthPark Mahjong, a business focused on mahjong instruction, event planning, and design. Glassy Mountain Advisors provides wealth management services primarily to high-net-worth individuals and institutions, using a value-oriented, fundamentals-based investment approach with discretionary portfolio management and integrated financial planning offered at no extra cost to clients.

Taylor Wade is a CFP® professional with 11 years of experience in the financial services industry. He is currently affiliated with MBL Advisors, where he has worked since 2021. His prior experience includes roles 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 with discretionary and non-discretionary wealth management, comprehensive financial planning, and retirement plan consulting. The firm’s investment approach is goals-based and emphasizes diversified, long-term asset allocation using macro, fundamental, and technical analysis along with modern portfolio theory.

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, where he has worked since 2024. His prior roles include positions at Alchemist Wealth, LLC and Northwestern Mutual. Tudor is also active in Vanta Investment Group, an investment club where he organizes meetings and oversees activities. Zenith Wealth Partners provides wealth planning and investment management services to individuals, small businesses, and charitable organizations. The firm utilizes both active and passive management styles and offers a range of services including financial planning, portfolio management, retirement plan consulting, and business advisory support.

Grace Klopstad is a financial advisor with WestEnd Advisors, LLC in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Principal Asset Management, Principal Securities, and Victory Capital Services. She is also affiliated with Principal Global Investors, LLC where she performs certain functions. 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’s macro-driven investment process emphasizes sector and large-cap equity allocation based on broad economic analysis and operates as an autonomous Victory Capital investment franchise while leveraging affiliate support services.

Frederick Porter is a CFA® charterholder with 18 years of industry experience. He has been with WestEnd Advisors, LLC since 2008. The firm 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. WestEnd's investment process is macro-driven, combining quantitative and qualitative analysis to identify economically favorable sectors and securities, and it operates as an autonomous franchise under Victory Capital while serving as a notable model provider in the advisory industry.

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 65 and Series 63 licenses. She joined the firm in 2025 and has experience at TIAA and Tiaa, as well as roles outside finance including positions at Trader Joe's and involvement with Advantage Living and The Charlotte Church. She has worked in both advisory and community settings. Defender Capital serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis and custom portfolio management using exchange-traded equities and tailored strategies to meet client objectives and risk tolerance.

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.