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.

Benjamin Small is a financial advisor at Cornerstone Wealth Planning in Charlotte, NC, with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group. Benjamin has also held positions outside finance, including roles at Chick-fil-A and Graybar Electric. Cornerstone Wealth Planning serves individuals, high-net-worth clients, and small business owners with investment advisory services, portfolio management, and comprehensive financial planning. The firm integrates in-house tax preparation with its advisory services and offers a range of planning formats, combining Modern Portfolio Theory with fundamental analysis to tailor client portfolios.

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 35 years of industry experience, currently serving at WMS Advisors, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Grove Point Investments, and Concourse Financial Group Securities Inc. Outside of his advisory work, he is involved in agriculture and farming operations through The Deer Farm and Alexander Mountain Corporation. WMS Advisors is a team-based SEC-registered investment adviser managing approximately $281 million for individual and institutional clients. The firm offers portfolio management, financial planning, and retirement-plan consulting, employing core asset-class strategies with ETFs, mutual funds, individual securities, and selective alternatives.

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® professional with 11 years of industry experience. She currently works at PCM Encore, LLC and has previously been associated with firms including Vanguard, Facet Wealth, and Q3 Advisors. Outside of financial advising, she operated Queen City Pet Sitting for six years. PCM Encore serves a range of clients including individuals, trusts, and charitable organizations, providing family office services, wealth management, and outsourced CIO engagements. The firm focuses on diversified, long-term portfolio strategies with an emphasis on tax-aware investing and selectively applying active management.

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.

Shane Snively is a financial advisor with Eagle Wealth Management Group Inc. in Charlotte, NC, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked at Crown Capital Securities, LP and Concorde Investment Services, LLC. Outside of his advisory role, Snively is involved in entrepreneurial projects including content creation and sports media through KAZSource Inc., where he serves as COO and part owner, and he participates in nonprofit education initiatives as a past president and advisory board member for Gardner-Webb University Pace Board of Advisors. Eagle Wealth Management Group serves individual clients, including high-net-worth households, and institutional retirement-plan sponsors. The firm offers financial planning, discretionary portfolio management, and retirement plan advisory services, utilizing a multi-disciplinary investment approach and providing educational seminars and participant workshops to both individual and public-sector clients.