Anne Mcphail is a CFP® with 21 years of experience in the financial industry. She has been with Novare Capital Management in Charlotte, NC since 2005. Novare Capital Management is an SEC-registered wealth management firm with a team of 18 advisors managing approximately $1.9 billion for a range of clients including individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers comprehensive financial planning and portfolio management using proprietary strategies and integrates third-party artificial intelligence tools alongside human oversight in its investment process.

Joseph Granger IV is a CFP® with six years of industry experience and is currently an advisor at Verum Partners LLC. His prior roles include positions at Focus Partners Wealth, Buckingham Strategic Wealth, and UBS Financial Services, among others. Verum Partners LLC provides customized wealth management services primarily for high-net-worth individuals, families, trusts, and estates. The firm combines discretionary portfolio management with financial planning and frequently engages Independent Managers while maintaining oversight and due diligence.

Richard Jakiel is a financial advisor at Everstar Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Advanced Wealth Strategies, Inc. and Cambridge Investment Research. Outside of his advisory role, he teaches private tennis lessons and is involved in community organizations such as the Queen City League and Kiwanis Uptown in Charlotte, NC. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in assets and offers a range of investment strategies including proprietary equity and fixed-income models, as well as managing multiple private funds with performance-based incentive structures.

Brian Gift is a CFA® charterholder with seven years of industry experience. He has worked at MBL Wealth, LLC since 2019 and has been affiliated with MBL Advisors Inc. and M Holdings Securities, LLC since 2018. Prior to joining MBL, he spent twelve years at U.S. Trust. MBL Wealth provides 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 manages over $1.14 billion in discretionary assets through a team of ten advisers, employing a goals-based, broadly diversified investment approach that incorporates macroeconomic, fundamental, and technical analysis alongside modern portfolio theory.

Fritzner Jean is a CFP® professional with two years of industry experience, currently serving as an advisor at Geometric Wealth Advisors, LLC. He previously worked at Vanguard for six years before joining Geometric Wealth Advisors in 2022. Geometric Wealth Advisors provides personalized wealth management to individuals, families, and trusts, including high-net-worth clients. The firm emphasizes long-term, broadly diversified investment strategies combined with comprehensive financial planning, tax, and estate planning support.

Barron Akins is a financial advisor at Oakworth Asset Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, Truist Wealth Journey Room and Portfolio Architecture, Bank of America, and Merrill. Outside of his advisory work, he is the owner of a rental property in Panama City, Florida. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a top-down, macro-driven investment approach and employs a mix of mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

Timothy Paschall is a CFP® professional with over 34 years of experience in the financial industry. He currently serves at WMS Advisors, LLC, a team-based advisory firm, and has previously worked at Purshe Kaplan Sterling Investments, Grove Point Investments, and Concourse Financial Group Securities. Outside of his advisory work, Paschall is involved in agricultural and property management ventures, including roles in farming and family real estate businesses. WMS Advisors manages approximately $281 million for a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes core asset-class strategies with ETFs, index funds, individual securities, and selective alternatives, serving individuals, families, trusts, and business entities.

John Menser is a CFP® with 12 years of industry experience, currently serving at Novare Capital Management. His work history includes roles at Concorde Financial Resources, Westminster Financial Securities, and Bank of America. 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 provides comprehensive financial planning and portfolio management using a client-specific Investment Policy Statement and proprietary strategies, supported by an investment committee and artificial intelligence tools.

Thomas Mack is a CFA® charterholder based in Charlotte, NC, with six years of experience at MBL Wealth, LLC and two years at McShane Partners Wealth & Investment Advisory, LLC. Prior to his advisory career, he worked for four years at Wake Forest University. 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 employs a goals-based investment process emphasizing diversified, long-term asset allocation informed by macroeconomic, fundamental, and technical analysis.

John Philpott is a financial advisor with Aspire Private Capital, holding a Series 65 credential and 15 years of industry experience. He has worked at Aspire since 2010 and previously at Global Financial Private Capital from 2012 to 2017. Outside of his advisory role, Philpott is involved as owner and broker at Pier 28 Realty and serves as president of Estate and Retirement Consultants, which focuses on fixed life and annuity sales. Aspire Private Capital is an SEC-registered investment adviser managing approximately $510 million for individuals, corporations, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis and typically recommends third-party sub-advisers through the GeoWealth platform while offering investment management, financial planning, and retirement plan consulting services.

Alixandria Tucci is a CFP® with 11 years of industry experience, currently serving at PCM Encore, LLC. Her prior roles include positions at Q3 Advisors, Facet Wealth, and Vanguard. Outside of finance, she operated Queen City Pet Sitting for six years. PCM Encore serves a diverse client base, including individuals, high net worth households, trusts, and institutional clients, offering financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes long-term, asset-allocation-driven portfolios using diversified, low-cost funds and employs tax-aware and ESG strategies upon client request.

Cory Esposito is a CFP® with seven years of industry experience, currently serving as a financial advisor at A4 Wealth Advisors LLC. Prior to joining A4 Wealth Advisors in 2025, he worked at LPL Financial for five years and UBS Financial Services Inc. for two years. A4 Wealth Advisors LLC provides personalized financial planning and investment management services for individuals, retirement and profit-sharing plans, trusts, estates, and charitable organizations. The firm combines in-house advice with sub-advisors and co-advisor models, incorporating alternative investments and offering both discretionary and non-discretionary portfolio management alongside a la carte and fixed-fee planning services.

William Pierce is a financial advisor with MBL Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at MBL Wealth since 2025 and is also president of TPG Consulting, LLC, where he consults and sells insurance and investment products. MBL Wealth provides 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 and utilizes third-party models and research providers to support portfolio management and integrated planning services for its clients.

Jessica Carnes is a financial advisor with Worth Advisors in Charlotte, NC. She holds a Series 66 designation and has 14 years of industry experience, including 10 years at Worth Financial Advisory Group, LLC. Worth Advisors provides fee-based financial planning and portfolio management to individuals, high-net-worth clients, businesses, qualified retirement plans, and other advisers. The firm is known for its CoachNetWorth platform serving college coaches and integrates tax and bookkeeping support through collaboration with accounting professionals.

Catherine Fisher is a financial advisor at CORE Advisory Group with a Series 65 license and one year of industry experience. Her prior roles include positions at LPL Financial and Atrium Health, as well as work as a private nanny. 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 range of portfolio strategies and platform solutions.

James Cox is a financial advisor at WestEnd Advisors, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with 26 years of industry experience. His prior roles include positions at Victory Capital Services, Inc., Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. 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 is notable for its ownership by Victory Capital and its role as a prominent model provider with substantial assets under advisement.

Joseph Dagostino is a financial advisor at WestEnd Advisors, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at WestEnd Advisors since 2015 and has been affiliated with Dynasty Financial Partners, LLC since 2020. 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, using broad economic data to guide portfolio tilts toward sectors and equities expected to benefit from prevailing market trends.

Joseph Bogdan is a financial advisor at Sparta Wealth Partners in Charlotte, NC, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Sparta Wealth Partners in 2026, he worked at Northwestern Mutual Wealth Management Company and Christopher Scearbo. His background also includes roles outside the industry, such as at Barstool Sports and Gravity Water. Sparta Wealth Partners advises individuals, high-net-worth clients, and institutional plans, offering portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm combines fundamental and technical analysis with Independent Manager oversight and employs model-based strategies across diverse investment horizons.

Bryan Stark is a financial advisor with Stark Financial Advisers, Inc., holding a Series 66 designation and 19 years of industry experience. His career includes long-term roles at Stark Financial Advisers, Inc. and R.M. Stark & Co., Inc., as well as over three decades at U.S. Airways. Stark Financial Advisers, Inc. manages approximately $94.7 million on a discretionary basis for individuals, pension and profit-sharing plans, corporations, and other business entities. The firm employs an asset-allocation driven approach that incorporates both fundamental and technical analysis, offering strategies ranging from conservative to aggressive and including derivative use in separately managed accounts.

Evan Grey is a financial advisor at Matauro, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors, LLC and AxA Advisors. He is also a licensed insurance agent specializing in life insurance and variable annuities. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with wealth management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach that includes fundamental, macro, technical, and ESG analysis, utilizing a broad range of instruments and third-party managers to manage and rebalance portfolios.