Joseph Giordano is a financial advisor with CORE Advisory Group in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, and Park Avenue Securities. Outside of advisory work, he is employed at Novant Health and has experience with Guardian Life Insurance Company. CORE Advisory Group serves individuals, retirement plans, trusts, corporations, and charitable organizations with discretionary asset management and financial planning services. The firm manages approximately $338 million for over 1,100 clients through a team of ten advisors, providing portfolio management using proprietary model portfolios alongside multiple third-party platforms.

John Waddill is a Series 65 credentialed advisor with two years of industry experience. He currently works at Laurel Wealth Advisors, LLC and has prior experience at Park National Bank and Ridgetop Research LLC. Laurel Wealth Advisors provides investment advice and portfolio management to individuals, charitable organizations, and business entities, combining fundamental analysis with customized strategies tailored to clients’ goals and risk tolerance. The firm offers both discretionary and non-discretionary management alongside financial planning services integrated into its asset management.

Justin Pierce is a financial advisor with Fortress Financial Solutions, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked at Fortress Financial Solutions since 2019 and previously held roles at Brokers International Financial Services, LLC, Nova Financial & Insurance Services, and Zimmer. In addition to his advisory work, Mr. Pierce is the owner of Triumph Enterprises, LLC, which offers life insurance and fixed annuity products through Federal Employee Benefits Advisors, LLC. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm serving individuals across wealth levels, business owners, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm uses an in-house Investment Committee to develop model portfolios based on fundamental, technical, and charting analysis, offering various investment approaches including long-term buy-and-hold and impact/ESG investing.

David Miller is a financial advisor with Auctus Advisors LLC in Charlotte, NC, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to joining Auctus Advisors in 2017, he worked at M Holdings Securities, MBL Advisors Inc., and Powell Wealth. He serves on the advisory board of Natixis and is chair of the investment committee on the board of trustees at Pfeiffer University. 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 employs a goals-based investment process combining comprehensive planning and strategic and tactical asset allocation, often utilizing third-party managers for ongoing management.

Sara Jean Veatch is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Oakworth Asset Management, LLC. She previously worked at Suntrust Advisory Services, Inc and TIAA-CREF Individual & Institutional Services, LLC. In addition to her advisory role, she is also a client advisor at Oakworth Capital Bank. 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 employs a top-down, macro-driven investment approach and utilizes a variety of investment vehicles, including mutual funds, ETFs, individual securities, and alternative investments.

Randolph Nash is a financial advisor with Capital Advisers, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with Capital Advisers since 2003 and also has prior experience at Cic Advisers, LLC. Outside of advisory work, he is an insurance agent for non-variable policies. Capital Advisers serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management and customized investment solutions across both traditional and alternative asset classes. The firm employs an independent, open-architecture approach, emphasizing asset allocation and regular portfolio rebalancing to manage risk and return.

Matthew Henry is a CFP® with nine years of industry experience currently serving at Topsail Wealth Management LLC since 2026. His prior roles include positions at Edward Jones and The Vanguard Group, bringing a background that spans multiple established financial firms. Topsail Wealth Management advises high-net-worth and ultra-high-net-worth families and related entities, providing comprehensive wealth management services including financial planning, tax and estate planning, and trustee services. The firm employs a customized investment process combining passive and active strategies and manages most client accounts on a wrap-fee basis.

Mark Thompson is a CFA® charterholder with 22 years of industry experience. He has been with Laurel Wealth Advisors, LLC since 2008 and previously worked at Buckhorn Capital Management LLC from 2004 to 2008. Outside of his advisory role, he is a passive investor in technology and healthcare-related companies but does not actively participate in their operations or receive compensation for these investments. Laurel Wealth Advisors provides investment advice and portfolio management to individuals, charitable organizations, and business entities, tailoring strategies through fundamental analysis and various investment techniques to meet client objectives.

Matthew Spear is a CFP® professional with 24 years of experience in financial advising. He has been with Sapere Wealth Management, LLC since 2002 and previously worked at Ronald Blue & Co., LLC for one year. Spear holds the Series 65 and Series 63 licenses. Sapere Wealth Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach focuses on top-down global macroeconomic analysis and an absolute-return orientation, emphasizing value-driven, mean-reversion strategies with explicit liquidity targets.

Robert Maund is a CFP® with 11 years of industry experience, currently serving as Wealth Team Lead at Oakworth Asset Management, LLC in Charlotte, NC. His prior experience includes positions at Chilton Trust Company, Lakeview Capital Partners, and Wells Fargo Advisors. Maund is also involved with Oakworth Capital Bank in a leadership capacity. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach and utilizes a diversified mix of mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

Parker Mayo is a CFP® and Series 66-licensed advisor with five years of industry experience. He currently works at Novare Capital Management and previously held roles at Quantitative Financial Strategies, Verum Partners LLC, Fidelity Investments, and served seven years in the United States Air Force. 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 a combination of proprietary strategies, AI-supported research, and an investment committee oversight.

Barbara Bell is a CFP® professional with 12 years of industry experience, currently serving at Cannon Advisors in Charlotte, NC. She has worked with Regulus Advisors, LLC, Bell Divorce Advisors, Inc., and Bell Financial Planning, Inc. Barbara is also a licensed agent for life, health, long-term care, fixed annuity, and disability insurance. Cannon Advisors is an SEC-registered advisory firm with a team of five advisors managing approximately $142 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and financial planning using a range of analytical methods and investment strategies, including long- and short-term trading, margin, short sales, and options.

Michael Boykin is a financial advisor at Cannon Advisors with 10 years of industry experience. He holds a Series 65 credential and has worked at Cannon Advisors since 2017, with prior roles at Regulus Advisors and Cannon Tax & Accounting. Boykin is also a licensed agent for life, fixed annuity, and disability insurance sales. Cannon Advisors is an SEC-registered advisory firm consisting of five advisors who manage approximately $142 million for individual and high-net-worth clients. The firm provides discretionary portfolio management and financial planning, employing a range of analytical methods and investment strategies including the use of derivatives and short selling.

Miranda Silinski is a CFP® professional with eight years of industry experience, currently serving as an advisor at MBL Advisors in Charlotte, NC. Her prior experience includes positions at Primary Residential Mortgage Inc. and Sound Partners, as well as a four-year tenure related to Eastern Carolina University. MBL Wealth serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, offering 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 macro, fundamental, and technical analysis.

Charles Bowers is a financial advisor at Insight Folios with 15 years of industry experience and holds a Series 65 designation. He has been with Insight Folios since 2015 and is also associated with Durso Capital Management. Outside of advisory roles, he is licensed as an insurance producer and engages in insurance and annuity sales. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as ERISA plan consulting and participant advisory services. The firm also serves other registered investment advisers through sub-advisory relationships, employing a team-based approach and proprietary planning software enhanced by artificial intelligence tools.

Liam Byrne is a financial advisor at Atlas Private Wealth Advisors in Charlotte, NC, holding a Series 66 designation with six years of industry experience. He has been with Atlas Private Wealth Advisors and LPL Financial since 2019. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses, offering discretionary and non-discretionary portfolio management and financial planning. The firm employs tailored strategies across diverse LPL Financial platforms and combines asset allocation with fundamental, technical, and cyclical analysis.

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 seven 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. Verum Partners LLC provides customized wealth management services primarily to high-net-worth individuals, families, trusts, and estates, offering discretionary portfolio management and financial planning. The firm frequently uses Independent Managers for portions of client portfolios while maintaining oversight and provides direct access to its portfolio managers.

Brian Gift is a CFA® charterholder with eight years of industry experience. He has been with MBL Advisors and its affiliated entities since 2018, previously working at U.S. Trust from 2006 to 2018. Gift holds a managing director position related to loan arrangement activities outside of investment management. MBL Wealth serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting. The firm employs a goals-based investment process focused on diversified, long-term asset allocation incorporating macro, fundamental, and technical analysis.

Fritzner Jean is a CFP® professional with six years of industry experience, currently serving as an advisor at Geometric Wealth Advisors, LLC. He previously worked at Vanguard from 2016 to 2022 before joining Geometric Wealth Advisors, where he has been since 2022. Geometric Wealth Advisors provides personalized wealth management services to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related services. The firm employs a long-term, broadly diversified investment approach and maintains a national presence with ten offices.