Nadir Noorani is a financial advisor with Nexus Capital Inc in Matthews, NC, holding a Series 65 credential and eight years of industry experience. He has worked at Nexus Capital since 2017 and previously at World Financial Group from 2015 to 2017. Outside of his advisory role, Noorani is involved in several non-investment businesses including IT consulting, commercial food services, and cellular phone repairs. Nexus Capital provides financial planning and discretionary portfolio management primarily for individual investors and retirement accounts. The firm’s investment approach emphasizes fundamental analysis and long-term purchases, often utilizing passively managed ETFs, with portfolio management conducted on a discretionary basis and tailored to each client’s objectives.

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 at Telos Wealth Advisors with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Apollon Wealth Management and Inland Securities Corporation. She also 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 and retirement plan consulting to individuals, families, trusts, businesses, and non-profits, emphasizing diversified, low-cost investment strategies and discretionary portfolio management.

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® with nine years of experience in the financial industry. He is currently an advisor at Soaring Investment Management, LLC and has previously worked at Carolina-Retirement Solutions, Wiseway Advisors LLC, Rhino Wealth Management, and Thrivent Financial. Soaring Investment Management advises individual and high-net-worth clients, offering discretionary portfolio management and ongoing financial planning. The firm employs multiple methods in portfolio construction, including fundamental, technical, and quantitative analysis, and manages a diverse range of investment instruments.

Daniel Ockey is a financial advisor with Three Phases Wealth Advisors LLC and holds a Series 65 designation. He has experience managing a personal finance coaching business, Centsei LLC, which he co-founded in 2018 and continues to operate alongside his advisory role. His prior work includes roles at Crisp, Qualtrics, and Brigham Young University. Three Phases Wealth Advisors serves individual clients, including high-net-worth individuals, providing comprehensive financial planning and discretionary investment management. The firm integrates educational materials from Centsei LLC into its services and combines fundamental and technical investment approaches with options for socially responsible investing.

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.

Jessica Metso is a financial advisor at Arkagos Advisors & Asset Management, Inc. with four years of industry experience. She holds a Series 65 designation and has worked at Arkagos Advisors since 2020, with prior roles including positions at Brookstone Capital Management and State Farm. Outside of her advisory work, she is also licensed as an insurance producer. Arkagos Advisors and Asset Management provides portfolio management, financial planning, and advice on private investments to individual and high-net-worth clients, generally with a $750,000 minimum account threshold. The firm offers both discretionary and non-discretionary services and emphasizes private placements and private credit opportunities alongside a tailored investment approach using individual stocks and sector ETFs.

Carlton Whitman is a financial advisor at Tassel Capital Management, Inc. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. Prior to joining Tassel Capital Management in 2015, he was with Wells Fargo Advisors LLC starting in 2014. 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 uses a blend of modern portfolio theory and fundamental analysis to construct diversified portfolios, primarily utilizing low-cost mutual funds and ETFs while also employing individual stocks, bonds, and options when suitable.

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. in Matthews, NC, holding Series 65 and Series 63 licenses with six years of industry experience. His career includes roles at NYLIFE Securities, LLC and New York Life Insurance Co. prior to his current position. 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 construct diversified portfolios using low-cost mutual funds and ETFs, with options for individual securities when suitable.

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® professional with nine years of industry experience. He has worked at Family Wealth Partners, LLC since 2024 and previously spent seven years with The Vanguard Group, Inc. Brian also has a background in Impact Media Systems, Inc, where he worked for nine years. 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, pension consulting, and estate plan coordination, using a digital platform and a range of traditional and alternative investments tailored to each client’s financial profile.

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.

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 a financial advisor at Intercarolina Financial Services, Inc. in Concord, NC, with 38 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 provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, as well as qualified retirement plans. The firm develops individualized investment policies and employs a range of analytical methods to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Robert Dye is a CFP® and holds a Series 66 designation with 10 years of industry experience. He has worked with firms including UBS Financial Services Inc. and Independent Advisor Alliance before joining Family Wealth Partners, LLC. Dye is currently part of a six-advisor team based in Matthews, NC. 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 encompassing a broad range of traditional and alternative investments, including digital assets and complex instruments.

Matthew Spear is a Certified Financial Planner® with 24 years of industry experience, currently serving at Sapere Wealth Management, LLC since 2002. He holds the Series 65 and Series 63 licenses and is based in Matthews, North Carolina. Sapere Wealth Management provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach focuses on top-down global macroeconomic analysis and an absolute-return orientation, combining equities, mutual funds, ETFs, and privately offered funds with explicit liquidity targets.