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.

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.

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.

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 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.

Austin Tilles is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Verum Partners LLC in Charlotte, NC. His prior experience includes roles at The Vanguard Group and self-employment. Verum Partners provides customized wealth management services primarily to high-net-worth individuals, families, trusts, and estates. The firm employs a wrap-fee program with discretionary portfolio management and financial planning, often incorporating independent managers while maintaining direct oversight and client access to their portfolio managers.

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 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.

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 Edward Jones, among others. Wilson Wealth Management Group is a team-based registered investment advisor serving high-income and high-net-worth individuals, families, business owners, and early-career investors. The firm combines model and customized portfolios using a mix of technical analysis and passive ETF strategies, while also offering financial planning, estate planning coordination, and insurance and annuity solutions.

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.