Keith Laibson is a financial advisor at Family Wealth Partners Concord, Inc with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Matson Money, Inc., MML Investors Services, Inc., and Massachusetts Mutual Life Insurance Company. In addition to advising, he provides financial planning and sells life, disability, and long-term care insurance when needed by clients. Family Wealth Partners Concord, Inc offers individualized investment advisory, financial planning, and wealth coaching to individuals and businesses. The firm follows a fee-based model, emphasizing asset allocation and a Free Market Portfolio approach, and manages client assets on a non-discretionary basis without taking custody or voting client proxies.

Nicholas O'kelly is a CFP® with two years of industry experience, currently serving as a financial advisor at Cadence Wealth Partners, LLC. He previously served 13 years in the United States Army and has worked at multiple firms including Realta Equities, Inc. Outside of his advisory role, O'kelly is a board member of The Davis Focus Project, a military non-profit focused on optimizing human performance through natural mental health modalities, and serves as an ambassador for the mental health organization Give an Hour. Cadence Wealth Partners provides portfolio management, financial planning, and business consulting services to individuals, high-net-worth clients, families, business owners, and family offices. The firm employs a disciplined investment approach with customized Investment Policy Statements, discretionary portfolio management, and specialized services including held-away account management and business-owner focused programs.

Luann Barnes is a financial advisor at WMC Capital Management, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Brookstone Capital Management and Beatty Financial Group. Outside of her advisory role, she is involved with Mount Moriah Lutheran Church, where she is authorized to submit trade instructions for the church’s brokerage account. WMC Capital Management provides discretionary portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, corporations, and charitable organizations. The firm primarily uses passive investment strategies focused on asset allocation and periodic rebalancing, complemented by fundamental and technical analysis.

Peter Walton is a financial advisor at 7PW Wealth, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Greerwalker Wealth LLC and Traverse Partners, LLC. Walton is also the CEO and President of 7PW Consulting, LLC, a business consulting firm focused on project-based engagements. 7PW Wealth provides discretionary portfolio management and integrated financial planning services to individuals, corporations, retirement plans, trusts, and other institutions. The firm manages approximately $29.7 million across 41 client relationships and employs a blend of fundamental and technical analysis with diversified asset allocation tailored to client objectives.

Jeffrey Vaughn is a financial advisor with Synergy Investment Group, LLC in Kannapolis, NC, holding Series 63, 65, and 66 designations and over 31 years of industry experience. He has worked with StoneX Securities Inc. since 2012 and Synergy Investment Group since 2010. Vaughn is also involved in insurance sales through Synergy Insurance Group and serves as president of Vaughn Wealth Management Inc. Synergy Investment Group, LLC provides investment advisory and financial planning services to individual and high-net-worth clients. The firm offers discretionary portfolio management and tailors investment strategies using a mix of mutual funds, ETFs, equities, and fixed income based on clients’ financial profiles and risk tolerance.

David Smith is a financial advisor with Thomas Smith and Associates, Inc. in Salisbury, NC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Thomas Smith and Associates since 2003. Outside of his advisory role, he is a partner in Second Creek Development, a family office managing private family investments. Thomas Smith and Associates provides discretionary investment advisory and portfolio management services primarily to high-net-worth individuals and trusts. The firm manages fully diversified portfolios with an emphasis on tax and cost efficiency, serving a small number of clients with tailored investment approaches.

Lee Larson is a financial advisor at Everstar Asset Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fundamental Global Investors, LLC and CWA Asset Management Group. Larson serves on the boards of several non-investment related companies, including 27 Software U.S. Inc. and True Health Solutions Inc., and is chairman of Beacon Health Benefits Inc. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in assets for about 1,077 clients and sponsors multiple private investment funds, employing a structured investment process that includes proprietary models and the use of derivatives and options.

Paul Clark is a CFP® professional with four years of industry experience, currently serving as an advisor at Mill Capital Management, LLC. Prior to joining Mill Capital in 2021, he worked at Wells Fargo for ten years. Mill Capital Management serves individual clients, including high net worth individuals, and charitable organizations, providing discretionary investment management focused on a concentrated, value-oriented large-cap equity strategy. The firm integrates financial planning with its investment services and manages approximately $1.49 billion in client assets with a team of three advisors.

Jonathan Rhoney is a CERTIFIED FINANCIAL PLANNER™ professional at Mill Capital Management, LLC with five years of industry experience. He has been with Mill Capital since 2021 and previously worked at Wells Fargo from 2003 to 2021. Mill Capital Management serves individual clients, including high net worth individuals, and charitable organizations by providing discretionary investment management and financial planning. The firm employs a concentrated, value-oriented large-cap equity strategy and manages approximately $1.49 billion in client assets with a team of three advisors.

Daniel Finnerty is a financial advisor with Kingsbury Capital Investment Advisors LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at SW Financial and Kingsbury Capital, Inc. prior to his current role. Kingsbury Capital Investment Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans with portfolio management, financial planning, and institutional retirement advisory services. The firm typically manages accounts on a discretionary basis and offers ERISA-focused services for retirement-plan clients.

Fu Yuet is a Series 65-licensed financial advisor with 10 years of industry experience. He has worked at Fundamental Global Investors, LLC and CWA Asset Management Group, and has been employed by Caterpillar Inc. since 2002. Everstar Asset Management, LLC provides investment advisory and management services to individuals, high-net-worth clients, families, and sponsors multiple private pooled funds. The firm follows an IPS-driven investment process focused on long-term capital appreciation through proprietary equity and fixed-income models, and implements strategies across public and private markets, including derivatives, private debt, and private equity.

Jennifer Fensley is a CFP® and Series 65 credentialed advisor at CapSouth Wealth Management with eight years of industry experience. She has been with CapSouth Partners Inc since 2017 and previously worked at Spectrum Brands Global Batteries & Appliances for four years. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and employs a multidisciplinary team offering a range of strategies and fiduciary services.

Lynn Irvin is an advisor at Intercarolina Financial Services, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Intercarolina Financial Services since 1993. Prior to that, he worked at CK Federal Savings Bank starting in 1990. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, as well as qualified retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs, offering both discretionary and non-discretionary account management.

Thomas James is a financial advisor at Everstar Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes consulting roles and a long tenure at Sierra Wireless. Everstar Asset Management offers discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in assets for about 1,077 clients and sponsors multiple private funds, employing a five-step investment process that incorporates proprietary equity and fixed-income models.

Brooks Riley is a financial advisor at GRP Retirement Planning with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at AlphaStar Capital Management, Advisory Alpha, and Greene Point Partners. Outside of his advisory work, he provides business consulting focused on practice management and marketing strategy. GRP Retirement Planning is an SEC-registered investment adviser managing approximately $155 million for individuals, high-net-worth clients, businesses, non-profits, and municipal entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party sub-advisors, tailoring advice based on client objectives, risk tolerance, and time horizon.

Andrew Kelleher is a financial advisor with Aptus Financial, LLC and holds a Series 65 designation. He has been with Aptus Financial since 2026 and has prior work experience at Summit Coffee. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning rather than discretionary portfolio management, emphasizing passive, long-term indexing, simple asset allocation, cash-flow management, and periodic rebalancing.

Carolyn Reynolds is a financial advisor at Proxy Wealth Advisors LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc., Fidelity Investments, JPMorgan Securities LLC, and Morgan Stanley Smith Barney. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across various instruments and offers specialized services including cross-border and immigration-related financial planning.

John Frechette is a CFP® professional with experience at Foundry Financial LLC since 2025. Prior to joining Foundry, he worked at Trust Company of the South from 2022 to 2025 and has held roles at several companies including Huber Engineered Woods and Lowe's Companies, Inc. He is based in Davidson, NC. Foundry Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a mix of fundamental, technical, cyclical, charting, and passive investment approaches to construct diversified, risk-based portfolios under discretionary authority.

Thomas Hamilton is a financial advisor at Everstar Asset Management, LLC with one year of industry experience. He holds the Series 65 designation and previously worked for American Equity Investment Life Insurance Company for 20 years. Everstar Asset Management provides investment advisory and management services to individuals, high-net-worth clients, and families, as well as sponsoring and managing multiple private pooled funds. The firm uses an IPS-driven investment approach focused on long-term capital appreciation through proprietary equity and fixed-income models and operates across public and private markets with various strategies including derivatives and private equity.

David Beach Jr. is a financial advisor at Mill Capital Management, LLC in Concord, NC, with three years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Mill Capital Management in 2026, he worked at Wells Fargo Investment Institute, Inc. for five years and Wells Fargo Bank for nineteen years. Mill Capital Management serves individual clients, including high net worth individuals, and charitable organizations by providing discretionary investment management and financial planning. The firm employs a large-cap equity strategy focused on value-oriented U.S. large- and mid-cap companies and manages approximately $1.49 billion in client assets with a compact advisory team.