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 four years of industry experience. He is currently with Forefront and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm develops individualized investment policies and asset-allocation targets using fundamental and cyclical analysis and offers discretionary portfolio management, financial planning, and access to third-party managers.

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.

Neil Brown is a CFP® professional with 20 years of industry experience, currently serving at BURKETT Financial Services, LLC. He worked at Freeman Wealth Management LLC from 2006 to 2017 and has been involved with BURKETT Financial Services and Advanced Financial Planning LLC since 2003. He also teaches financial planning to other professionals through Advanced Financial Planning LLC. BURKETT Financial Services, LLC advises individuals, high-net-worth clients, trusts, estates, and retirement plans, managing approximately $573 million across nearly 476 client relationships. The firm offers financial planning, portfolio management, and retirement plan consulting, utilizing a client-specific Investment Plan and an investment committee involving five advisors. Its close affiliation with an accounting firm supports integrated tax-planning services alongside wealth management.

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.

Bernard Ackerman is a CFP® with 27 years of experience in financial advising. He is currently with BNA Wealth, where he has worked since 2022, following a 24-year tenure at Consolidated Investment Advisors LLC and over four decades running his own CPA firm, Bernard N Ackerman CPA PA, specializing in tax planning, return preparation, and business advice. BNA Wealth is a registered investment adviser serving individuals, retirement plans, trusts, estates, and institutional clients. The firm manages portfolios primarily on a non-discretionary basis using mutual funds, ETFs, and individual securities, employing a combination of fundamental, technical, and charting analyses tailored to client plans.

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.