Anup Desai is a financial advisor at Nexus Capital Inc with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at H. D. Vest Investment Services. In addition to his advisory role, Desai co-manages a privately held investment company and is an independent insurance agent. Nexus Capital provides financial planning and discretionary portfolio management primarily for individual investors and retirement accounts. The firm emphasizes fundamental analysis and long-term investments, often using passively managed ETFs, and offers tailored investment recommendations based on clients’ goals and risk tolerance.

Dawn Campbell is a financial advisor with Telos Wealth Advisors in Matthews, NC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her career includes roles at Apollon Wealth Management, Merrill, and AllianceBernstein, among others. In addition to her advisory work, she serves as president of Dawn Campbell Consulting, providing due diligence and sales support related to alternative real estate and Qualified Opportunity Zone products. Telos Wealth Management offers customized wealth management, financial planning, and retirement plan consulting primarily through a remote advisory model. The firm develops tailored investment strategies using diversified, low-cost mutual funds and ETFs, along with individual securities and alternative investments when appropriate.

Daniel Sheehan is a financial advisor at Telos Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has worked previously at Apollon Wealth Management, UBS Financial Services, Augusta University, and the University of South Carolina. Telos Wealth Management provides customized wealth management, discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, businesses, non-profits, and retirement plans. The firm focuses on tailored investment strategies that emphasize diversified, low-cost mutual funds and ETFs, managing client accounts primarily on a discretionary basis.

William Ertel is a financial advisor at Tassel Capital Management, Inc. in Matthews, NC, holding the CFP®, PFS™, and Series 65 designations with 24 years of industry experience. He has been with Tassel Capital since 2002. Outside of his advisory role, he has a minority ownership interest in Ertel Family Farms, Inc., an Indiana corporation unrelated to investment activities. Tassel Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans by offering discretionary investment management, financial planning, and ERISA fiduciary services. The firm uses a research approach combining modern portfolio theory, fundamental analysis, and internal due diligence to build customized, diversified portfolios primarily composed of low-cost mutual funds and ETFs.

Michael Mustian is a CFP® professional with 10 years of experience in financial advisory, currently working at Soaring Investment Management, LLC. His prior roles include positions at Carolina-Retirement Solutions, Wiseway Advisors LLC, Rhino Wealth Management, and Thrivent Financial. Soaring Investment Management serves individual and high-net-worth clients with discretionary portfolio management and financial planning, utilizing a blend of fundamental, technical, and quantitative analysis across diverse investment instruments. The firm offers no account minimums and employs a capped hourly pricing model for financial planning services.

Daniel Ockey is a financial advisor at Three Phases Wealth Advisors LLC with a Series 65 designation and one year of industry experience. He has worked at Crisp, Qualtrics, and served as an owner and co-founder of Centsei LLC, a personal finance coaching business, since 2018. He manages a team of coaches and independent contractors in that role, dedicating a significant portion of his time to the business. Three Phases Wealth Advisors serves individual clients, including high-net-worth individuals, providing comprehensive financial planning and discretionary investment management through a fee-only model. The firm emphasizes a tailored planning process covering various financial topics and integrates educational resources from Centsei LLC at no additional cost to clients.

Nicholas O'kelly is a CFP® professional with three years of industry experience, currently serving at Cadence Wealth Partners, LLC. Prior to his advisory roles, he served 13 years in the United States Army. He is a board member of The Davis Focus Project, a nonprofit focused on optimizing human performance through natural mental health modalities, and an ambassador for Give an Hour, a mental health nonprofit. Cadence Wealth Partners provides advisory services primarily to individuals, high-net-worth clients, and closely held business owners, offering discretionary portfolio management, written financial planning, and business consulting. The firm employs a variety of analytical methods and generally pursues a long-term trading approach tailored to client risk tolerance and goals.

Edward Claire is the sole advisor at Double Eagle Partners, LLC in Matthews, NC, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior roles include positions at MCAP LLC and First Integrity Capital Partners Corp. from 2011 to 2023. Double Eagle Partners provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension/profit-sharing plans, and small businesses. The firm employs an asset-allocation centered, discretionary investment approach informed by macroeconomic analysis and offers portfolios that include both traditional and alternative asset classes.

Jessica Metso is a financial advisor at Arkagos Advisors & Asset Management, Inc. with five years of industry experience. She holds a Series 65 designation and previously worked at Brookstone Capital Management and State Farm. Outside of her advisory role, she is also licensed to sell insurance products as a sole proprietor. Arkagos Advisors and Asset Management serves individual and high-net-worth clients, offering portfolio management, comprehensive financial planning, and access to private investments. The firm employs model-based allocations combining technical, fundamental, and modern portfolio theory approaches, managing assets both discretionarily and non-discretionarily while integrating private placement holdings into advisory accounts.

Carlton Whitman is a financial advisor at Tassel Capital Management, Inc. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to his current role, he was with Wells Fargo Advisors LLC. Tassel Capital Management advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, managing approximately $266 million in discretionary assets. The firm combines modern portfolio theory with fundamental analysis to create diversified portfolios using low-cost mutual funds and ETFs, while also employing individual stocks, bonds, and options as appropriate.

Alicia Stingley is a financial advisor at Paradigm Money Management, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and Alpha Investment Advisors. Outside of her advisory role, she is the owner of Allyn Financial LLC, a financial education business. Paradigm Money Management provides financial planning and retirement-plan advisory services to individuals and business entities, focusing on tiered planning engagements and 3(21) ERISA plan support. The firm acts primarily as a planner and coordinator, recommending third-party managers and advisory platforms rather than managing client assets directly.

Bradley Kendall is a financial advisor at Tassel Capital Management, Inc with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities, LLC and New York Life Insurance Co. before joining Tassel Capital in 2020. Tassel Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, managing approximately $266 million in discretionary assets. The firm employs a blend of modern portfolio theory and fundamental analysis to build diversified portfolios, using low-cost mutual funds and ETFs alongside individual securities as appropriate.

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.

Michael Papi is a financial advisor at Capstone Wealth Management Group, LLC with four years of industry experience. He holds the Series 65 designation and previously worked with the Cleveland Indians from 2014 to 2020. Prior to joining Capstone in 2022, he was briefly affiliated with the Gastonia Honey Hunters in 2021. Capstone Wealth Management Group serves individuals, high net worth clients, families, trusts, businesses, and retirement plans by providing wealth management, discretionary investment management, financial planning, and retirement plan advisory services. The firm emphasizes long-term strategic asset allocation combined with tactical adjustments, investing in low-cost mutual funds, ETFs, individual securities, and fixed income.

Brian Baum is a CFP® with nine years of industry experience and is currently a financial advisor at Family Wealth Partners, LLC. Prior to joining Family Wealth Partners, he worked for seven years at The Vanguard Group, Inc. and spent nine years at Impact Media Systems, Inc. Family Wealth Partners is an SEC-registered advisory firm serving individuals, business entities, charitable organizations, and pension/profit-sharing plans. The firm provides discretionary investment management, financial planning, pension consulting, and estate plan coordination using a digital platform, managing portfolios with a range of traditional and alternative investments tailored to clients’ financial situations and goals.

Michelle Notardonato is a financial advisor at Matauro, LLC with 15 years of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors and AXA Advisors. She is also an independent licensed insurance agent specializing in life insurance and variable annuities. Matauro, LLC manages approximately $1.05 billion across around 876 client relationships, offering wealth management, financial planning, retirement plan consulting, and portfolio management to individuals, trusts, retirement plans, and business entities. The firm employs a multi-method investment approach across traditional and alternative asset classes, combining in-house management with third-party managers and leveraging technology for portfolio monitoring and implementation.

Jonathan Rhoney is a CFP® with six years of industry experience, currently serving as an advisor at Mill Capital Management, LLC. He previously worked at Wells Fargo for 18 years and began his career at Hayden Harper Financial, LLC. Mill Capital Management serves individual clients, including high net worth individuals, and charitable organizations with discretionary investment management focused on a concentrated large-cap equity strategy, complemented by financial planning services. The firm manages approximately $1.49 billion in client assets with a small team, emphasizing value-oriented investments and long-term portfolio construction.

Wade Tapp is a financial advisor at Family Wealth Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held various leadership roles in educational institutions, including Head of Upper School and Associate Head of School. Outside of his advisory work, he is involved with Christian School Management. Family Wealth Partners is an SEC-registered advisory firm serving individuals, business entities, charitable organizations, and pension/profit-sharing plans. The firm offers discretionary investment management, financial planning, third-party adviser selection, pension consulting, and estate plan coordination, utilizing a range of traditional and alternative investment strategies tailored to client needs.

Nathan Fulks is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Family Wealth Partners, LLC, where he has worked since 2019. His prior experience includes roles at LPL Financial, Independent Advisor Alliance, Efficient Advisors, and Family Wealth Counselors of the Carolinas. Family Wealth Partners serves individuals, business entities, charitable organizations, and pension/profit-sharing plans, offering discretionary investment management, financial planning, pension consulting, and estate plan coordination. The firm employs a diversified, model- and research-driven approach across a broad investable universe that includes traditional securities, alternatives, and complex instruments, with ESG considerations available.

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.