David Beach Jr. is a financial advisor at Mill Capital Management, LLC with three years of industry experience. He holds the Series 65 and Series 66 credentials. Prior to joining Mill Capital Management, he spent 19 years with Wells Fargo Bank and five years with Wells Fargo Investment Institute, Inc. Mill Capital Management serves individual clients, including high net worth individuals, and charitable organizations by providing discretionary investment management and financial planning services. The firm employs a concentrated, value-oriented equity strategy focused on U.S. large- and mid-cap companies, complemented by fixed income and alternative exposures tailored to client needs.

Jaime Guevara is a financial advisor at Aspire Private Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aspire since 2016. Outside of his advisory role, he works as a freelance English-Spanish interpreter for state and federal agencies. Aspire Private Capital is an SEC-registered investment adviser managing approximately $510 million for individuals, corporations, and retirement plans. The firm provides discretionary and non-discretionary investment management, financial planning, retirement consulting, and tax services, commonly employing third-party sub-advisers and model solutions to serve its clients.

Ronald Powell is a CFP® with 10 years of industry experience currently serving at Blue Financial, Inc. He has worked at Blue Financial since 2014 and has prior experience with Global Financial Private Capital, LLC and J.W. Cole Advisors, Inc. In addition to his advisory role, Powell is an owner and licensed insurance agent at Blue Financial, focusing on insurance planning. 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 more than 320 client relationships, using tailored investment strategies with a long-term focus and offering educational seminars that cover a wide range of financial planning topics.

Briggs Bouchillon is a CFP® with four years of industry experience, currently affiliated with Blue Financial in Charlotte, NC. His prior roles include positions at The Vanguard Group and Jordan Lash. Blue Wealth Inc. provides discretionary asset management and financial planning to individuals, small businesses, trusts, estates, and high-net-worth clients, managing approximately $145 million across about 324 client relationships. The firm’s investment strategies are tailored to client goals and risk tolerance, emphasizing long-term orientation without the use of short sales, margin, derivatives, leverage, or options.

Marsha Thorne is a financial advisor at Worth Advisors in Charlotte, NC, with 24 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and First Citizens. Worth Advisors is a fee-based financial planning and investment management firm serving individuals, including high-net-worth clients, college coaches, businesses, and retirement plans. The firm’s portfolios are constructed using ETFs and no-load index mutual funds, with an option for third-party money managers under ongoing oversight.

Emma Mooney is a financial advisor at Verum Partners LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Verum Partners in 2026, she worked at Dimensional Fund Advisors, L.P. and Elliott Davis. Outside of finance, she has experience working with Pure Barre Columbia and the University of South Carolina. Verum Partners provides customized wealth management services primarily to 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 direct client access to portfolio managers.

George Acheampong is a financial advisor at Capitalwize, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Wells Fargo and Gradient Investments, LLC. Outside of advisory services, he is President of Acheampong Enterprises, LLC, which sells digital financial education resources and apparel promoting wealth building for minorities. Capitalwize, LLC provides fee-only financial planning and portfolio management primarily to non-high-net-worth individuals and business entities. The firm emphasizes a documented client profile and risk tolerance through a financial audit and intake interview, often delegating portfolio management to third-party managers and digital platforms while retaining discretionary authority.

Evan Mc Coy is a financial advisor at Blue Financial with one year of industry experience. He holds a Series 66 credential and has held prior roles at Trinity Wealth Securities, Florida Financial Advisors, and the Dubois Center at UNC Charlotte Center City. Outside of advisory work, he is also an insurance agent focusing on fixed insurance sales. Blue Wealth Inc., where Evan is affiliated, 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 and employs a long-term, tailored investment approach without the use of short sales, margin, derivatives, leverage, or options.

Trenton Derrick is a financial advisor at Aspire Private Capital with nine years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Vanguard Group and 7 Mile Advisors. He also leads Derrick Financial Solutions, LLC, which provides insurance, annuity sales, and financial planning services. Aspire Private Capital manages approximately $510 million for individuals, corporations, and retirement plans. The firm offers investment management, financial planning, retirement plan consulting, and tax consulting, utilizing a mix of fundamental, technical, and cyclical analysis across various asset classes.

Austin Tilles is a CFA® charterholder and holds Series 63 and Series 65 licenses. He has six years of industry experience, including roles at Verum Partners LLC, The Vanguard Group, and Advantage Solutions. He has also been self-employed for one year. 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 uses Independent Managers for parts of client portfolios while maintaining oversight and provides clients with direct access to portfolio managers.

Zachary Spainhour is a CFP® professional with five years of industry experience, currently serving as an advisor at A4 Wealth Advisors LLC. His prior experience includes roles at Highland Capital Group and LPL Financial, LLC. He is also the managing member of Spainhour Tax Prep, LLC, a seasonal tax preparation business. A4 Wealth Advisors LLC offers personalized financial planning, investment management, and third-party money manager referrals for individuals, retirement plans, trusts, estates, and charitable organizations. The firm integrates discretionary and non-discretionary portfolio management with alternative investments and maintains active oversight of insurance-related business activities and co-advisor arrangements.

William Kernodle is a financial advisor at Strathmore Capital Advisors with 17 years of industry experience. He holds a Series 65 designation and has been with Strathmore Capital since 2009. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and ongoing, goals-based financial planning. The firm employs an asset-allocation driven investment approach focused on mutual funds and ETFs, complemented by technology tools for client service and an integrated offering that includes tax preparation and a securities-backed lending strategy.

Linda Walden is a CFP® with 16 years of industry experience and has been with Novare Capital Management since 2004. She is based in Charlotte, NC, and holds the Series 65 designation. Novare Capital Management is an SEC-registered 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 incorporates AI tools alongside human oversight in its investment process.

Brian Seay is a CFA® charterholder with four years of industry experience. He has been with Mill Capital Management, LLC since 2021 and previously worked at Wells Fargo from 1994 to 2021. Mill Capital Management serves individual clients, including high net worth individuals, and charitable organizations by providing discretionary investment management and financial planning. The firm employs a concentrated large-cap equity strategy focused on high-quality, value-oriented U.S. companies, combining internal management with selective use of external managers.

Angela Connolly is a financial advisor at Verum Partners LLC in Charlotte, NC, holding a Series 65 designation with three years of industry experience. Her career includes roles at SPX Technologies, The Broadway, MFS Investment Management, and Fidelity Investments, as well as academic experience at Northeastern University. 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 incorporates independent managers in client portfolios while maintaining oversight and uses a wrap-fee structure that combines transaction costs.

Jonathan Bolston is a financial advisor with Wilson Wealth Management Group, L.L.C. in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His work history includes roles at Empower Financial Services, Fort Bend ISD, the University of Houston Systems, and Edward Jones, among others. Wilson Wealth Management Group is a team-based RIA serving high-income and high-net-worth individuals, families, business owners, and early-career investors. The firm offers investment management, comprehensive and hourly financial planning, and insurance and annuity solutions, combining model portfolios and customized stock portfolios with a focus on both technical analysis and longer-term passive ETF strategies.

Leslie Watson is a CFP® with 24 years of industry experience, currently serving at Tru Independence Asset Management, LLC. His prior roles include positions at Bank of America, Merrill, and A.G. Edwards & Sons. Watson is also involved in managing YellowWood Financial Advisors, LLC, an investment advisory firm. Tru Independence Asset Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm employs diversified portfolios using both active and passive strategies and integrates independent managers, third-party sub-advisors, and digital platforms to serve over one thousand accounts.

Justin Louis is a CFP® with nine years of industry experience, currently serving as an advisor at Verum Partners LLC since 2023. His prior roles include work at Carolinas Wealth Consulting LLC and Carolinas Investment Consulting LLC. He also works as an assistant for a CPA firm during tax season. Verum Partners LLC provides customized wealth management services and discretionary portfolio management primarily for high-net-worth individuals, families, trusts, and estates. The firm sponsors a wrap-fee program and commonly engages Independent Managers while maintaining oversight and client access to its portfolio managers.

Eric Lockerman is a financial advisor at Novare Capital Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Bank and Tiaa. 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, employing proprietary strategies and AI-supported research overseen by an investment committee.

Claudia Stern is a financial advisor at Lebenthal Global Advisors, LLC with 29 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Lebenthal Global Advisors in 2020, she worked at Avenir Private Advisors, Fusion Analytics Securities LLC, and Merrill. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension and profit-sharing plans. The firm offers discretionary portfolio management through a wrap fee program and financial planning, utilizing model-based strategies managed by its affiliated sub-adviser with a focus on diversified and tax-sensitive portfolios.