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, currently with Zenith Wealth Partners since 2024. He previously worked at Alchemist Wealth, LLC and spent several years with Northwestern Mutual in various roles. Outside of his advisory work, he participates in the Vanta Investment Group, where he helps organize meetings and oversee activities. Zenith Wealth Partners is an SEC-registered advisory team serving individuals, small businesses, charitable organizations, and retirement plan sponsors. The firm focuses on a risk-first investment approach using low-cost index exposures combined with selective active management and alternative strategies, and offers a broad range of financial planning and investment services.

Hiram Hutchison is a financial advisor at CORE Advisory Group with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Great Valley Advisor Group and LPL Financial. Outside of his advisory work, he serves as a board commissioner for the Rock Hill/York County Convention & Visitors Bureau. 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 and offers a range of discretionary asset management, financial planning, and retirement-plan consulting services.

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.

Gavin Gochnour is a financial advisor at BNA Wealth with a Series 66 credential and four years of industry experience. His background includes roles at The Vanguard Group and Egan, Berger, and Weiner, as well as entrepreneurial experience running K-Coast Surf Shop. BNA Wealth provides investment advisory and financial planning services to individuals, retirement plans, trusts, and charitable organizations, with a focus on both discretionary and predominantly non-discretionary portfolio management. The firm also offers estate-planning assistance through a digital platform combined with optional attorney consultations.

Jennifer Fuller is a financial advisor at Defender Capital with Series 65 and Series 63 licenses and one year of industry experience. Her prior roles include positions at TIAA and Trader Joe’s. She has also been involved with organizations such as Advantage Living, The Charlotte Church, and Life to the Full. Defender Capital serves individual and high-net-worth investors, pension plans, trusts, charitable organizations, and business entities, offering portfolio management and financial planning. The firm employs fundamental analysis and custom portfolio strategies, focusing on exchange-traded equities and tailored investment approaches.

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 with Cornerstone Wealth Planning in Charlotte, NC, holding a Series 65 designation and 11 years of industry experience. He previously worked at Asset Dedication from 2017 to 2021 and has been with Cornerstone Planning since 2015. Cornerstone Planning serves individuals, high-net-worth clients, and small business owners with investment advisory, portfolio management, and comprehensive financial planning. The firm integrates in-house tax preparation with its advisory services and employs a client-specific, research-driven investment process that includes the use of independent sub-advisers.

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 with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Strategic Advisers, LLC and Fidelity Brokerage Services, LLC. Outside of advising, he is a senior recruiter for Talent Retriever LLC. Capitalwize is a fee-only financial planning firm serving individuals and business entities, primarily those who are not high-net-worth. The firm offers various advisory engagements and educational programs, often using third-party managers for portfolio management while providing ongoing oversight.

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.

Phoebe Son Oh is a CFP® with four years of industry experience, currently serving as a financial advisor at Verum Partners LLC. She previously worked at Equitable Advisors, LLC and has experience in educational roles. Outside of her advisory work, she is a commissioned artist and volunteers as a childcare worker at a local church. Verum Partners LLC provides customized wealth management services primarily to high-net-worth individuals, families, trusts, and estates, offering discretionary portfolio management alongside financial planning. The firm engages independent managers for client portfolios while maintaining oversight and due diligence.

Dustin Waide is a CFP® with 23 years of industry experience and has been with Laurel Wealth Advisors, LLC since 2010. He is based in Charlotte, NC. Outside of his advisory role, he is a member of Mortimer Enterprises, a real estate ownership vehicle related to office space leased to Laurel Wealth Advisors. Laurel Wealth Advisors provides investment advice and portfolio management to individuals, charitable organizations, and business entities. The firm uses fundamental analysis to customize portfolios according to client goals and risk tolerance, offering both discretionary and non-discretionary asset management alongside financial planning services.

Taylor Funke is a financial advisor at Blue Financial in Charlotte, NC, with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including 49 Wealth Management and Oakwood Capital Securities. Outside of his advisory role, he is involved with Financial Independence Group, focusing on due diligence for insurance products suitable for clients. Blue Wealth Inc. provides discretionary asset management and financial planning services to individuals, small businesses, trusts, estates, and high-net-worth clients. The firm manages approximately $145 million across about 324 client relationships, tailoring investment strategies to client goals and employing a long-term approach without using margin, options, or leverage.

William King II is a CFP® with 12 years of experience in financial advising, currently affiliated with CORE Advisory Group. He has previously worked with LPL Financial and Independent Advisor Alliance. Outside of his advisory roles, he is involved with CORE Tax Advisors, providing tax preparation and accounting services. CORE Advisory Group serves individuals, retirement plans, trusts, corporations, and charitable organizations with discretionary asset management and financial planning. The firm manages approximately $338 million across 1,141 clients and utilizes a combination of proprietary model portfolios and multiple platform solutions to deliver tailored investment strategies.

Scott Drake is a financial advisor with Crown Wealth Group LLC in Charlotte, NC, holding a Series 65 designation and two years of industry experience. He previously worked at Wells Fargo for 22 years before joining Crown Wealth Group. Crown Wealth Group LLC serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm employs a goals-based investment process using low-cost, diversified ETFs and mutual funds, supported by an Investment Committee that customizes asset allocation and model portfolios.