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® and Series 65 licensed advisor with 10 years of industry experience. He currently works at Blue Wealth Inc. and Blue Financial, Inc., where he has been involved since 2014. Powell is also the owner and a licensed insurance agent at Blue Financial, Inc., focusing on insurance planning. Blue Wealth Inc. provides discretionary asset management and financial planning to individuals, small businesses, trusts, and estates. The firm emphasizes long-term investment strategies supported by fundamental and technical analysis and incorporates comprehensive planning including cash flow, tax, retirement, and estate considerations.

Sean Planchard is a financial advisor at Torrey Growth & Income Advisors, LLC with a Series 65 designation and one year of industry experience. Before joining Torrey Growth & Income Advisors, he worked at Fortress Private Ledger, LLC and has a background that includes roles at McKinsey & Company and Wyrick, Robbins, Yates & Ponton LLP. He is the founder and general partner of v96 Capital, a private investment firm, and serves as an outside advisor on the advisory board of Dealonomy, LLC, a tech-enabled business brokerage firm. Torrey Growth & Income Advisors serves individual investors, including high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm provides discretionary investment management and modular financial planning, using both fundamental and technical analysis, tactical asset allocation, and a variety of investment instruments including equities, ETFs, fixed income, and options.

Briggs Bouchillon is a CFP®-certified financial advisor at Blue Financial with three years of industry experience. Prior to joining Blue Wealth, Inc. in 2025, he worked at The Vanguard Group, Inc. from 2022 to 2025. Blue Wealth Inc. provides discretionary asset management and financial planning to individuals, small businesses, trusts, and estates, emphasizing long-term investment strategies guided by fundamental and technical analysis. The firm also incorporates comprehensive planning elements such as cash flow, tax, retirement, and estate considerations.

Dylan Harnett is a CFP® with four years of industry experience, currently serving at Alpha Financial Advisors, LLC. Prior to joining Alpha, he worked for five years at Vanguard Marketing Corporation and The Vanguard Group, Inc. He has also held roles at Midtown Consulting Group and has experience in education, including a position at the Darla Moore School of Business. Alpha Financial Advisors, LLC is an SEC-registered investment adviser serving individuals, families, trusts, estates, and small businesses, including high-net-worth clients. The firm offers personalized financial planning and discretionary investment management, focusing on strategic asset allocation with primarily no-load mutual funds and ETFs, global diversification, and regular account reviews.

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 with Wilson Wealth Management Group, L.L.C. in Charlotte, NC, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His background includes roles at Empower Financial Services, Fort Bend ISD, and the University of Houston Systems, among others. Wilson Wealth Management Group serves high-income and high-net-worth individuals, families, and business owners, as well as early-career investors. The firm employs a combination of model portfolios and customized stock selections, integrating technical analysis with longer-term passive ETF strategies, and offers comprehensive financial planning and insurance solutions.

Leslie Watson is a CFP® with 24 years of experience in the financial services industry. She is currently with tru Independence Asset Management, LLC and has prior experience at APW Capital, Bank of America, and Merrill. Watson holds Series 63 and Series 66 licenses and serves as Managing Director at YellowWood Financial Advisors, LLC. tru Independence Asset Management, LLC 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 manages approximately $337 million in assets using diversified portfolios that combine active and passive strategies and offers both standalone financial plans and integrated portfolio management.