William Pierce is a financial advisor with MBL Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at MBL Wealth since 2025 and is also president of TPG Consulting, LLC, where he consults and sells insurance and investment products. MBL Wealth 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 and utilizes third-party models and research providers to support portfolio management and integrated planning services for its clients.

Jessica Carnes is a financial advisor with Worth Advisors in Charlotte, NC. She holds a Series 66 designation and has 14 years of industry experience, including 10 years at Worth Financial Advisory Group, LLC. Worth Advisors provides fee-based financial planning and portfolio management to individuals, high-net-worth clients, businesses, qualified retirement plans, and other advisers. The firm is known for its CoachNetWorth platform serving college coaches and integrates tax and bookkeeping support through collaboration with accounting professionals.

Catherine Fisher is a financial advisor at CORE Advisory Group with a Series 65 license and one year of industry experience. Her prior roles include positions at LPL Financial and Atrium Health, as well as work as a private nanny. CORE Advisory Group is an SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations. The firm manages approximately $297 million in assets with a team of ten advisors, offering discretionary asset management, financial planning, and retirement-plan consulting through a range of portfolio strategies and platform solutions.

Kathleen Focht is a financial advisor at Sapere Wealth Management, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Sapere Wealth Management since 2005. Her prior experience includes roles at Sapere Wealth Creation, LLC and Carlton Dixon. 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 vehicles with an emphasis on active liquidity management.

Joseph Bogdan is a financial advisor at Sparta Wealth Partners in Charlotte, NC, holding Series 63 and Series 65 credentials with three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Christopher Scearbo. Outside of advising, his background includes working with Bogdan Agriculture Systems and involvement in youth sports organizations. Sparta Wealth Partners serves individuals, high-net-worth clients, corporations, and retirement plans by providing portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm employs a combination of fundamental and technical analysis, utilizes Independent Managers, and offers both discretionary and non-discretionary advisory roles.

Shane Snively is a financial advisor with Eagle Wealth Management Group Inc. in Charlotte, NC, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked at Crown Capital Securities, LP and Concorde Investment Services, LLC. Outside of his advisory role, Snively is involved in entrepreneurial projects including content creation and sports media through KAZSource Inc., where he serves as COO and part owner, and he participates in nonprofit education initiatives as a past president and advisory board member for Gardner-Webb University Pace Board of Advisors. Eagle Wealth Management Group serves individual clients, including high-net-worth households, and institutional retirement-plan sponsors. The firm offers financial planning, discretionary portfolio management, and retirement plan advisory services, utilizing a multi-disciplinary investment approach and providing educational seminars and participant workshops to both individual and public-sector clients.

Christopher Knight is a CFP® professional with 18 years of experience in financial advisory. He is associated with Cornerstone Wealth Planning and Asset Dedication, holding roles since 2013 and 2017 respectively. Outside of his advisory work, he serves as the Co-Executive Director of the Men of Courage Foundation, a nonprofit organization. Cornerstone Planning, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and small business owners. The firm combines Modern Portfolio Theory with fundamental analysis, offering both discretionary and non-discretionary portfolio management alongside in-house tax preparation and educational programs.

Giana Lombardo is an advisor at Blue Financial with a Series 65 designation and one year of industry experience. Prior to joining Blue Financial, she worked at Cobblestone Capital Advisors for one year. 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 manages approximately $145 million in discretionary assets and employs a long-term investment strategy based on client goals, risk tolerances, and fundamental and technical analysis.

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.

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. He holds a Series 65 designation and has worked at Blue Wealth Inc., J.W. Cole Advisors, Inc., and Global Financial Private Capital, LLC. In addition to his advisory role, he is the owner and a licensed agent of 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 based on fundamental and technical analysis and integrates comprehensive planning elements such as cash flow, tax, retirement, and estate considerations.

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.

Jacob Logan is a Series 66-licensed financial advisor with five years of industry experience. He currently works at Forefront and previously held roles at Prudential Insurance Company of America and Pruco Securities, LLC. Forefront Wealth Partners is a team-based, SEC-registered advisory firm serving individuals, business owners, and corporate clients with discretionary investment management, comprehensive financial planning, and estate-planning coordination. The firm uses customized portfolios and third-party managers to implement allocation models and offers a range of planning services including special-needs planning and online estate-plan creation.

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.