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.

Carlton Dixon is a Chartered Financial Consultant (ChFC®) with 22 years of industry experience. He has been with Sapere Wealth Management, LLC and Sapere Wealth Creation, LLC since 2004. In addition to his advisory role, he is also licensed as a life insurance agent. 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 investment vehicles while emphasizing active liquidity management.

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.

David Morgan is a Series 65-licensed advisor with six years of industry experience, currently serving at Insight Folios and Durso Capital Management Co. since 2019. His prior work includes a three-year period at Blackberry Farm and a brief involvement with Burial Beer Co. He is also engaged in insurance and annuity sales as an insurance producer. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, along with ERISA plan consulting and participant advisory services. The firm employs a team-of-advisers approach, uses proprietary planning software, and maintains sub-advisory relationships with other registered investment advisers.

Evan Mc Coy is a financial advisor at Blue Financial with a Series 66 designation and one year of industry experience. His background includes roles at Blue Financial Inc., Blue Wealth Inc., and Trinity Wealth Securities, LLC. He is also an insurance agent for fixed insurance sales. Blue Wealth Inc. serves individual clients, small businesses, trusts, estates, and high-net-worth individuals by providing discretionary asset management and financial planning. The firm employs a long-term investment approach based on clients’ goals, time horizons, and risk tolerances, and offers educational seminars alongside client reporting and planning services.

Trevor Deubner is a financial advisor at WestEnd Advisors, LLC with one year of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining WestEnd Advisors, he held roles at Victory Capital Services, Principal Securities, Principal Funds Distributor, Davis Moore Capital, and Ameriprise Financial. WestEnd Advisors is an SEC-registered investment adviser providing discretionary portfolio management and third-party ETF model strategies to a broad 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 role as a model portfolio provider with substantial assets under advisement and its ownership by Victory Capital.

Edmund Durden is a financial advisor with WestEnd Advisors, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with WestEnd Advisors since 2006. WestEnd Advisors is an SEC-registered investment adviser serving a broad client base that includes individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process, using economic and market analysis to guide portfolio tilts toward sectors and securities expected to benefit from prevailing trends.

Austin Tilles is a CFA® charterholder based in Charlotte, NC, with five years of industry experience. He has worked at Verum Partners LLC since 2022 and previously at The Vanguard Group, Inc. from 2019 to 2022. 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 employs Independent Managers for client portfolios while maintaining oversight and utilizes a wrap-fee program with institutional custody relationships.

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.

Angela Connolly is a Series 65-licensed financial advisor at Verum Partners LLC in Charlotte, NC, with two years of industry experience. Prior to joining Verum Partners, she held roles at SPX Technologies, The Broadway, MFS Investment Management, and Fidelity Investments. She also has experience working at Northeastern University and Crescent Ridge Ice Cream & Dairy. 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, incorporating independent managers for client portfolios while maintaining oversight and offering direct access to its portfolio managers.

Sterling Alexander is a financial advisor at Insight Folios with a Series 65 designation and one year of industry experience. Prior to joining Insight Folios, he served multiple terms in the North Carolina Army National Guard from 2013 to 2024. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, while also offering ERISA plan consulting and sub-advisory services to other registered investment adviser firms. The firm employs a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools in its long-term, discretionary management process.

Jonathan Bolston is a financial advisor at Wilson Wealth Management Group, L.L.C. in Charlotte, NC, holding Series 66 and Series 63 licenses with 10 years of industry experience. His prior roles include positions at Empower Financial Services, Fort Bend ISD, and the University of Houston Systems. Wilson Wealth Management Group serves high-income and high-net-worth individuals, families, business owners, and clients earlier in their careers, offering investment management, comprehensive financial planning, estate-planning coordination, and insurance and annuity solutions. The firm utilizes a combination of model and customized portfolios, employing technical analysis and integrating third-party technology to support its services.

Leslie Watson is a CFP® with 24 years of experience in the financial services industry. He is currently a financial advisor at Tru Independence Asset Management, LLC and has previously worked at Bank of America and Merrill. Watson is also actively involved in managing YellowWood Financial Advisors, LLC as a managing partner. Tru Independence Asset Management, LLC provides investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm employs a combination of active and passive strategies across various asset classes and offers both discretionary and non-discretionary portfolio management.

Justin Louis is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Verum Partners LLC, where he has worked since 2023, following prior roles at Carolinas Wealth Consulting LLC and Carolinas Investment Consulting LLC. Outside of his advisory work, he assists a CPA firm during tax season. Verum Partners LLC offers customized wealth management and discretionary portfolio management services primarily for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that combines advisory and securities transaction services and provides access to independent 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.

James Scharff is a financial advisor with Stark Financial Advisers, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His career includes over two decades at R.M. Stark & Co., Inc., where he serves as assistant branch manager with responsibilities in client account management, portfolio supervision, and trading. Stark Financial Advisers, Inc. manages approximately $94.7 million in discretionary assets for individuals, pension and profit-sharing plans, corporations, and other entities. The firm employs an asset-allocation driven approach using both fundamental and technical analysis and offers a range of portfolio strategies from conservative to aggressive, including the use of derivatives and options.

Claudia Stern is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. She has worked at Lebenthal Global Advisors since 2020 and previously held roles at Avenir Private Advisors and Fusion Analytics Securities LLC. 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, utilizing model-based strategies managed by an affiliated sub-adviser and providing financial planning at no additional charge to portfolio management clients.

Ryan Knight is a financial advisor at Family Wealth Partners, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Wells Fargo Advisors and Founders Federal Credit Union. Prior to his financial career, he was employed at Liberty University, Pelican's Snoballs, and Lancaster County School District. Family Wealth Partners serves individuals, business entities, charitable organizations, and pension/profit-sharing plans, offering discretionary investment management, financial planning, pension consulting, and estate plan coordination. The firm employs a diversified, model- and research-driven investment process that includes fundamental analysis, modern portfolio theory, and a range of traditional and alternative securities.

Luther Lockwood II is a ChFC®-designated financial advisor with 35 years of industry experience, currently serving at MBL Advisors. He has held leadership roles at MBL Wealth, LLC and M Holdings Securities, Inc. In addition to his advisory work, Lockwood is active in nonprofit and healthcare organizations, including serving as vice chairman of the Atrium Health Foundation board and as a member of the board of directors for One Direct Health Network, Inc. MBL Wealth (MBL Advisors) 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 that incorporates macroeconomic, fundamental, and technical analysis, and uses modern portfolio theory to guide asset allocation and risk management.