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 five years of industry experience. He has been with Atlas Private Wealth Advisors since 2019 and previously worked at Investors Bank and The College of New Jersey. Atlas Private Wealth Advisors is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in assets and offers customized portfolio management and financial planning using a combination of advisor-driven and model-based strategies.

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.

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.

Benjamin Small is a financial advisor at Cornerstone Wealth Planning with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at The Vanguard Group, Inc. and various other companies. Benjamin is based in Charlotte, NC. Cornerstone Wealth Planning serves individuals, high-net-worth clients, and small business owners with investment advisory, portfolio management, and comprehensive financial planning. The firm integrates Modern Portfolio Theory with fundamental analysis and offers in-house tax preparation alongside its advisory services.

Nicholas Adkins is a CFP® with 12 years of industry experience, currently serving as an advisor at Hobart Wealth. He previously worked at Raymond James Financial Services and Edward Jones. In addition to his advisory role, he is a licensed insurance agent involved in the sale of insurance products. Hobart Wealth is an SEC-registered advisory firm with a team of eight advisors managing approximately $430 million. The firm serves individuals, pension and profit-sharing plans, trusts, and estates, offering tailored asset management, financial planning, and retirement consulting using a range of analytical methods and implementation strategies.

Esther Bodman is a financial advisor at Cornerstone Wealth Planning in Charlotte, NC, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cornerstone since 2018. Prior to joining Cornerstone, she worked at Senior Helpers from 2014 to 2018. Cornerstone Wealth Planning provides portfolio management and financial planning services to individuals, high-net-worth clients, and small business owners. The firm applies Modern Portfolio Theory and fundamental analysis in its investment approach and offers in-house tax preparation and educational seminars as part of its service offerings.

Charles Randall is a financial advisor at Hobart Wealth in Charlotte, NC, holding a Series 66 credential with 13 years of industry experience. His prior roles include positions at RBC Capital Markets, City National Bank, Charles Schwab, and Morgan Stanley. 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 and profit-sharing plans, trusts, and estates, offering tailored asset management, financial planning, and retirement plan consulting using a variety of analytical methods and implementation strategies.

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.

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.

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.

Kathleen Focht is a financial advisor at Sapere Wealth Management, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Sapere Wealth Management since 2005. Her prior experience includes roles at Sapere Wealth Creation, LLC and Carlton Dixon. Sapere Wealth Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and trust entities. The firm employs a top-down, global-macro investment approach focused on absolute returns, combining public equities, registered funds, and privately offered vehicles with an emphasis on active liquidity management.

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.