Christopher Knight is a CFP® with 18 years of industry experience, currently serving as an advisor at Cornerstone Wealth Planning. He previously worked at Asset Dedication and Ronald Blue & Co. Knight is co-executive director of the Men of Courage Foundation, a nonprofit organization. Cornerstone Planning, LLC provides investment advisory, portfolio management, and comprehensive financial planning services to individuals, high-net-worth clients, and small business owners. The firm combines Modern Portfolio Theory with fundamental analysis and integrates in-house tax preparation and educational seminars into its multi-advisor team approach.

Giana Lombardo is a financial advisor at Blue Financial in Charlotte, NC, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Blue Wealth Inc. and Cobblestone Capital Advisors. Blue Wealth Inc. provides discretionary asset management and financial planning to individuals, small businesses, trusts, estates, and high-net-worth clients. The firm employs tailored investment strategies based on fundamental and technical analysis with a long-term orientation and offers educational seminars for clients and prospects.

Matthew Hastings is a financial advisor at Burgess Investment Group, LLC with 12 years of industry experience and holds a Series 66 designation. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill. Outside of finance, he is a minority owner of a small family market garden business. Burgess Investment Group provides portfolio management and financial planning services to individuals, charities, and high-net-worth clients, employing a multi-method investment process and offering strategies ranging from long-term buy-and-hold to short-term trading. The firm includes alternative investments in its product universe and discloses both hypothetical and actual performance results.

Graham Mull is a CFP® with 15 years of industry experience, currently serving as an advisor at Foundation Wealth & Tax Advisors, LLC. He previously worked at THE Vanguard Group, Inc. for nine years and founded KAGrowth Consulting, LLC, providing sales and growth consulting for small and mid-sized businesses. At KAGrowth, he focuses on general consulting, training, pipeline building, strategy development, and sales process refinement. Foundation Wealth & Tax Advisors, LLC offers portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans, including high-net-worth clients. The firm employs a variety of analytical approaches, integrates third-party managers, and provides specialized services such as pension consulting and digital asset diversification.

Bryan Stark is a financial advisor with Stark Financial Advisers, Inc., holding a Series 66 designation and 19 years of industry experience. His career includes long-term roles at Stark Financial Advisers, Inc. and R.M. Stark & Co., Inc., as well as over three decades at U.S. Airways. Stark Financial Advisers, Inc. manages approximately $94.7 million on a discretionary basis for individuals, pension and profit-sharing plans, corporations, and other business entities. The firm employs an asset-allocation driven approach that incorporates both fundamental and technical analysis, offering strategies ranging from conservative to aggressive and including derivative use in separately managed accounts.

Evan Grey is a financial advisor at Matauro, LLC in Charlotte, NC, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors and AxA Advisors. Grey has also been a licensed independent insurance agent involved in life insurance and variable annuities. Matauro, LLC manages approximately $1.05 billion across about 876 client relationships, offering wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, retirement plans, and business entities. The firm employs a diverse investment approach that includes fundamental, macroeconomic, technical, and ESG analysis across both traditional and alternative asset classes.

Garrison Mc Afee is a financial advisor at Laurel Wealth Advisors, LLC in Charlotte, NC, holding a Series 65 designation with less than one year of industry experience. Prior to joining Laurel Wealth Advisors, his background includes roles at Recreational Equipment, Inc., LPL Financial, and several educational institutions including the University of Florida and Clarence High School. Laurel Wealth Advisors provides investment advice and portfolio management to individuals, charitable organizations, and business entities, tailoring strategies based on client goals and risk tolerance. The firm integrates fundamental analysis and offers both discretionary and non-discretionary asset management alongside financial planning services without a separate charge.

Sophie Young is a CFP® professional with five years of experience at Novare Capital Management and a total of eight years in the financial industry. She previously worked at Wells Fargo Private Bank and Ameriprise Financial Services and has a background that includes five years at Green Valley Country Club. Novare Capital Management is an SEC-registered wealth management firm with a team of 18 advisors managing approximately $1.9 billion for a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm offers comprehensive financial planning and portfolio management services, using proprietary investment strategies and AI tools to support decision-making alongside human oversight.

Steven Lindgren is a financial advisor with Crown Wealth Group LLC in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Crown Wealth Group in 2019, he worked at Questar Capital & Asset Management and Questar Asset Management. He serves on the board of the Charlotte Economics Club, contributing to the sponsorships committee. Crown Wealth Group LLC provides portfolio management and comprehensive financial planning services to individual and high-net-worth clients, using a goals-based investment process that incorporates diversified ETFs, mutual funds, and other asset classes tailored through an Investment Committee.

Theodora Mbuyu is a financial advisor at Wilson Wealth Management Group, L.L.C. in Charlotte, NC, holding a Series 65 designation with one year of industry experience. Her prior roles include work with Big Brothers Big Sisters and Teach for America, reflecting a background in nonprofit and educational settings. 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 employs a combination of model and customized portfolios using technical analysis alongside passive ETF allocations, and offers financial planning, estate planning coordination, and insurance and annuity solutions.

Evan Calott is a financial advisor at Blue Financial with eight years of industry experience and holds a Series 65 credential. He has worked at Blue Financial since 2014 and spent five years at J.W. Cole Advisors, Inc. prior to his current role. Calott is also the owner and a licensed insurance agent at Blue Financial, Inc., where he dedicates significant time to 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 and emphasizes tailored investment strategies with a long-term orientation, offering educational seminars and workshops to clients and prospects.

Joseph Mcfaddin is a Certified Financial Planner® with 24 years of industry experience. He is currently with Cornerstone Wealth Planning in Charlotte, NC, where he has worked since 2026. Prior to that, he spent 12 years at TIAA-CREF. Cornerstone Wealth Planning serves individuals, high-net-worth clients, and small business owners with investment advisory, portfolio management, and comprehensive financial planning services. The firm combines Modern Portfolio Theory with fundamental analysis and integrates in-house tax preparation alongside advisory offerings.

Steven Greer is a CFP® with 15 years of industry experience, currently serving at Hobart Wealth. He has been with Hobart Private Capital, LLC since 2013 and has prior experience at GF Investment Services, LLC and Global Financial Private Capital, LLC. He is also licensed as an independent insurance agent. Hobart Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, and trusts. The firm offers tailored asset management, financial planning, and ERISA retirement plan consulting, utilizing a range of investment strategies including third-party managers and model providers.

Oliver Cross III is a financial advisor at Verum Partners LLC in Charlotte, NC, holding a Series 66 designation with 16 years of industry experience. He previously worked at Carolinas Investment Consulting LLC for nine years before joining Verum Partners. Outside of his advisory role, he serves as a volunteer committee member for The Corners Society and Davidson College, both nonprofit organizations. Verum Partners provides customized wealth management services primarily to high-net-worth individuals, families, trusts, and estates. The firm offers discretionary portfolio management and financial planning, often engaging Independent Managers while maintaining oversight and direct client access to its portfolio managers.

Thomas Moss Jr. is a financial advisor at WMS Advisors, LLC with 48 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 16 years. WMS Advisors is a team-based SEC-registered investment adviser managing approximately $281 million for around 131 client households. The firm serves individuals, families, pension and profit-sharing plans, trusts, estates, and business entities with portfolio management, comprehensive financial planning, and retirement-plan consulting using asset-class oriented strategies and a mix of ETFs, mutual funds, individual securities, and selective alternatives.

William Morton is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with MBL Advisors and MBL Wealth, where he has worked since 2018 and 2019, respectively. Prior to that, he held roles at Bank of America and Merrill Lynch. Outside of his advisory work, he serves on the board of directors for E. Dillon & Co., a family-owned limestone quarry. MBL Wealth provides discretionary and non-discretionary wealth management, 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 across a team of ten advisers and employs a goals-based, diversified investment approach incorporating macroeconomic, fundamental, and technical analysis.

Jonathan Swofford is a financial advisor at CORE Advisory Group in Charlotte, NC, holding a Series 66 designation with eight years of industry experience. He previously worked at Fidelity Brokerage Services LLC for several years before joining CORE Advisory Group. CORE Advisory Group provides discretionary asset management, retirement-plan consulting, financial planning, and related advisory services to individuals, retirement plans, trusts, corporations, and charitable organizations. The firm manages approximately $338 million across about 1,141 clients and utilizes a mix of proprietary model portfolios and third-party programs to tailor investment solutions.

Jacob Woodrum is a CFP® professional with eight years of experience in the financial services industry. He has worked at Wells Fargo and Hobart Insurance Services before joining Hobart Private Capital, where he has been since 2017. Outside of his advisory role, Woodrum owns a jewelry wholesale and resale business. 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, providing tailored asset management, financial planning, and retirement plan consulting.

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.