Cormac Lynch is a financial advisor at Cannon Advisors in Charlotte, NC, with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Cannon Advisors, he held roles at Florida Financial Advisors and TARGAN, and has experience working within educational institutions. Cannon Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited consulting, utilizing a variety of analytical approaches and strategies tailored to client-specific Investment Policy Statements.

Michael Klaiber is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Verity Investment Partners since 2017. He previously worked at UBS from 2015 to 2017. Klaiber is a board member and finance chair for Lowcountry Legal Volunteers and also serves on the Duke Fuqua School of Business Alumni Board. Verity Investment Partners is a 12-advisor team providing discretionary investment management, ongoing financial planning, and family office consulting to individuals, trusts, retirement plans, and charitable organizations. The firm manages approximately $1.4 billion in assets and emphasizes portfolios constructed with dividend-paying equities, fundamental and technical analysis, and client suitability.

Jack Lawrence is a CFP® professional with recent experience at Linden Thomas Advisory Services, LLC and prior roles at West Financial Services and Sandy Spring Bank. He has worked in financial services since 2018 and is currently based in Charlotte, NC. Linden Thomas Advisory Services, LLC manages approximately $1.77 billion and provides wealth management services to individuals, families, businesses, and retirement plans. The firm’s investment approach is based on modern portfolio theory and includes proprietary index-enhanced portfolios and diversified strategies tailored to client tax and investment needs.

Brian Alderson is a CFA® charterholder with eight years of industry experience, currently serving at Providence Capital Advisors, LLC. He has been with the firm and its predecessor entity since 2016. Providence Capital Advisors, LLC is an SEC-registered investment adviser providing discretionary and non-discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, corporations, and small businesses. The firm’s investment approach emphasizes fundamental analysis enhanced by technical and cyclical analysis, with a focus on individual securities and customized portfolio construction, including the use of derivatives and margin within separately managed accounts.

Henry Barringer is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Alpha Financial Advisors, LLC in Charlotte, NC. He has been with Alpha Financial Advisors since 2013. Alpha Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, trusts, estates, small businesses, and certain retirement plans. The firm employs strategic asset allocation primarily using no-load mutual funds and ETFs, managing client portfolios on a discretionary basis with regular reviews and rebalancing.

Nathan Carey is a financial advisor at Blue Financial with one year of industry experience. He holds a Series 65 license and previously worked at Equitable Advisors. Outside of his advisory role, he is also a licensed insurance agent involved in insurance planning activities. Blue Wealth Inc., where Nathan serves on a seven-person team, provides discretionary asset management and financial planning to individuals, small businesses, trusts, and estates. The firm’s investment approach focuses on long-term strategies without the use of margin, short sales, derivatives, leverage, or options, and it offers client educational seminars and workshops.

David Williams is a CFP® with 32 years of industry experience, currently serving with WMS Advisors, LLC, where he has worked since 1999. He has also been associated with Grove Point Advisors, LLC, Grove Point Investments, LLC, and TWG Advisor Group, Inc. Outside of his advisory work, Williams is a trustee for the Newcomb Testamentary Trust and is involved in insurance sales related to life, long-term care, and disability insurance. WMS Advisors is a team-based SEC-registered investment adviser managing approximately $281 million for a diverse client base including individuals, families, trusts, estates, and business entities. The firm employs asset-class oriented strategies using ETFs, index mutual funds, individual securities, and alternatives, providing both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and retirement-plan consulting.

Nicholas Lloyd is a CFA® charterholder and Series 66 licensed advisor with six years of industry experience. He is currently with Novare Capital Management, where he has worked since 2022. His prior experience includes roles at M Holdings Securities and Greenberg & Rapp. Before entering the financial industry, he worked at Trump National Golf Club Bedminster and attended Virginia Tech University. 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, trusts, estates, and institutions. The firm employs client-specific investment strategies across various asset types, utilizing both proprietary methods and AI tools combined with human oversight.

Glen Wright II is a CFP® with over 21 years of experience in the financial industry. He has been with Worth Financial Advisory Group since 2011. Glen holds the Series 63 and Series 66 licenses and is based in Charlotte, NC. Worth Advisors is a fee-based financial planning and investment management firm serving individuals, college coaches, businesses, and retirement plans. The firm constructs portfolios tailored to client objectives and risk tolerances, often utilizing ETFs, no-load index mutual funds, and third-party money managers while maintaining oversight.

Robert Cannon is a CFP® with 22 years of industry experience, currently serving as an advisor at Cannon Advisors in Charlotte, NC. His prior experience includes roles at Regulus Financial Group, LLC, and Advisory Services Network, LLC. He is also a licensed agent for life, long-term care, fixed annuity, and disability insurance products. Cannon Advisors is an SEC-registered firm with a team of five advisors managing approximately $142 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and financial planning, employing diverse analytical methods and strategies that include long- and short-term trading, margin, short sales, and options.

John Tonissen Jr. is a financial advisor at Hobart Wealth in Charlotte, NC, holding Series 63 and Series 65 licenses with 50 years of industry experience. His prior roles include positions at Cape Securities, Inc., GF Investment Services LLC, and Global Financial Private Capital. He also works as an independent insurance agent with Navigator Financial Inc., selling disability, fixed annuities, life, accident, health, long-term care, and group insurance. 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, offering asset management, financial planning, and retirement plan consulting using a mix of analytical methods and implementation strategies.

Stephen Thomas is a financial advisor with Linden Thomas Advisory Services, LLC in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at firms including Wells Fargo Advisors Financial Network LLC and currently leads Indexperts, LLC alongside his role at Linden Thomas Advisory Services. Linden Thomas Advisory Services provides wealth management, investment advisory, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm employs a modern portfolio theory-based investment approach, offering both discretionary and non-discretionary management through separately managed accounts, proprietary enhanced-index portfolios, and passive index programs.

John Ryan is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Novare Capital Management since 2022 and previously spent four years at Selective Wealth Management and one year at Employee Family Protection. Prior to his advisory career, he worked at Liberty University for two years. Novare Capital Management is a wealth management 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 provides comprehensive financial planning and portfolio management using client-specific investment policies and proprietary strategies, integrating AI tools alongside human oversight in its investment process.

Corey Sunstrom is a CFP® professional with 13 years of industry experience, currently with Hobart Wealth. He has worked at Hobart Private Capital and Hobart Financial Group since 2014 and has prior experience at GF Investment Services and Global Financial Private Capital. Sunstrom also serves as an adjunct professor teaching estate planning courses at Gardner-Webb University. 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, offering tailored asset management, financial planning, and retirement plan consulting using a variety of analytical methods and investment strategies.

Robin Woodell is a CFP® professional with 19 years of experience in the financial services industry. He has previously worked at Penn Mutual Life Insurance Co and The Prudential Insurance Company of America. He is also the proprietor of Emerald Financial Group, which provides multi-line insurance and advisory services in Charlotte, NC. Woodell is part of MIAI, Inc., a team-based firm managing approximately $213 million for individuals, trusts, corporations, and retirement plans. The firm offers investment management, financial planning, and retirement-plan consulting through proprietary programs and platforms such as the Fidelity Managed Account Xchange.

Cody Ritchie is a CFP® professional with three years of industry experience, currently serving at Cornerstone Wealth Planning in Charlotte, NC. He has been with Cornerstone Wealth Planning since 2016 and previously worked at Postmates. Cornerstone Wealth Planning provides portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, and small business owners. The firm employs an investment approach based on Modern Portfolio Theory and fundamental analysis, offers in-house tax preparation services, and provides flexible planning options without a minimum account size.

Andrew Fisher is a financial advisor with Novare Capital Management in Charlotte, NC, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at CF Parks, Suntrust Advisory Services, TIAA-CREF, and Vanguard Marketing Corporation. Novare Capital Management is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm offers comprehensive financial planning and portfolio management using proprietary strategies and artificial intelligence tools alongside human oversight.

Anna Brown is a financial advisor at WestEnd Advisors, LLC in Charlotte, NC, holding Series 63 and Series 66 licenses with 19 years of industry experience. She has been with WestEnd Advisors since 2008. WestEnd Advisors is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process focusing on sector and ETF allocations informed by broad economic analysis and manages approximately $1.868 billion in regulatory assets under management.

Luke Stenzel is a financial advisor with Linden Thomas Advisory Services, LLC based in Charlotte, NC. He holds the Series 65 designation and has one year of industry experience. His prior work includes roles at Morris Jenkins, FedEx Express, and Roots Catering. Linden Thomas Advisory Services manages approximately $1.77 billion and provides wealth management services to individuals, families, businesses, and retirement plans. The firm employs a globally diversified investment approach based on modern portfolio theory and offers a range of portfolio management and financial planning services.

Robert Riedl is a CFA® charterholder with 11 years of industry experience. He is currently with Endowment Wealth Management, Inc., where he has worked since 2026. Prior to that, he held roles at KeyBanc Capital Markets Inc. and Wells Fargo Securities, LLC. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients by offering financial planning, portfolio management, retirement plan consulting, alternative investment advisory, private fund management, and family office services. The firm employs an endowment investment philosophy that categorizes assets into growth, income, and risk-managed buckets, utilizing ETFs, separate account managers, model portfolios, and private placements tailored to client suitability.