William Kearney is a financial advisor at Crown Private Wealth, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at firms including Virtue Capital Management, Horter Investment Management, and Integrated Financial Concepts LLC, where he is also the owner. Kearney is a co-founder and insurance agent at Crown Insurance Advisors, a fixed insurance agency serving retail clients. Crown Private Wealth, LLC provides discretionary asset management, financial planning, and retirement plan advisory services primarily to individuals and high-net-worth clients. The firm manages approximately $47.7 million in discretionary assets for about 133 clients and employs both fundamental and technical analysis, including option strategies and the use of margin, to guide portfolio management.

Marc Wulf is a financial advisor with Castle Wealth Group in Mooresville, NC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions with Centaurus Financial, Inc., TIAA-CREF, Wells Fargo Clearing Services, LLC, and Stewart-Haas Racing. Outside of finance, he is contracted as a fueler on NASCAR pit crews in the Craftsman Truck and Xfinity series. Castle Wealth Group provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, including retirement-plan advisory services. The firm employs a combination of fundamental, quantitative, and qualitative investment analysis and emphasizes pension consulting and sub-advisor oversight.

John Foard III is a CFP® with 26 years of industry experience and is a managing partner at Crown Private Wealth, LLC in Mooresville, NC. He co-founded Crown Advisors, LLC and Crown Insurance Advisors, LLC, where he is involved in managing operations and providing insurance and risk management services. He also owns Foard Wealth Management, LLC, a financial industry consulting business. Crown Private Wealth offers discretionary asset management and financial planning to individuals, high-net-worth clients, and retirement plans under ERISA. The firm’s investment approach integrates both fundamental and technical analysis and employs strategies including options writing and the use of margin and derivatives within separately managed accounts.

Shawn Lee is a Series 65 licensed advisor at Integrative Planning, Inc. with 15 years of industry experience. His prior roles include positions at Alphastar Capital Management, Milestone Asset Management, Brookstone Capital Management, and Beacon Wealth Advisors. He is also CEO of the Learning for Life Foundation, a nonprofit focused on lifestyle and financial well-being. Integrative Planning, Inc. provides discretionary asset management, model-portfolio implementation, and financial planning services primarily for individual households. The firm combines strategic and tactical portfolios using a variety of asset classes and emphasizes tax-aware asset location and rebalancing.

Michael Mcfadden is a financial advisor with Castle Wealth Group in Mooresville, NC, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Centaurus Financial, Woodbury Financial Services, Questar Capital Corporation, Questar Asset Management, and GCG Wealth Management. He serves as a committee member of the Davidson Public Arts Committee and is a board member of the Davidson Farmer's Market. Castle Wealth Group provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, including retirement-plan advisory services. The firm employs a combination of fundamental, quantitative, and qualitative investment analysis and offers pension consulting and sub-advisor oversight as notable service features.

Jonathan Malone is a financial advisor at Castle Wealth Group with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Questar Capital Corporation, Woodbury Financial Services, and Centaurus Financial Inc. In addition to advising, Malone is involved in tax return preparation services. Castle Wealth Group provides discretionary asset management and financial planning for individuals, high-net-worth clients, and business entities. The firm also offers retirement-plan advisory services, utilizing fundamental, quantitative, and qualitative investment analysis with a focus on pension consulting and oversight of sub-advisors.

My career began in Washington, D.C. I finished studies at George Washington University, then moved from the Federal Deposit Insurance Corporation (FDIC) to a career as a management consultant with IBM. Although the work was I did was always interesting, it wasn’t what I would or could call a calling or a passion. I needed a goal. Thankfully, my wife Jillian was on-board with the idea of leaving it all behind to travel the world, so that’s what we did. After spending years with a singular financial goal, careers were put on hold, the plunge was taken and next thing we knew we were petting grey whales in Mexico on day one of a trip through 50 countries around the globe over 21 months. Then we came home. I was a new person in need of a new career; I wasn’t interested in opening a travel agency and that meant financial planning was the next logical choice. Why you ask? The number one question I’m asked about that trip is how we paid for it! When it comes down to it, my career today is about helping others realize their own goals—retirement, travel, education, lifestyle, etc.—and that’s just what I had done for myself. Bringing that experience to my career, to help others do the same, means I no longer have a career…this is a calling. I joined my father in Florida and followed his footsteps to become a Certified Financial Planner™ Professional. Later, with three children—Amira, Nora and Samuel—Jillian and I decided it was time to leave Florida and put down roots in a place where we could spend more time doing the things we loved to do like whitewater kayaking, mountain biking, hiking and camping. Although my first position in North Carolina was a rewarding one, I wanted to focus more of my time working with people and helping them achieve their dreams. Out of that desire Passport Wealth Management was born.

Daniel Venegoni is a financial advisor with Tactical Investment Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Tactical Investment Advisors since 2013 and also serves as principal of Tactical Wealth Advisors, LLP, a Commodity Trading Advisor and Commodity Pool Operator. Additionally, he owns Tactical Wealth Technology Solutions, a SaaS company serving CTA/CPO back office needs, and Tactical Wealth Finance Solutions, a private lending firm. Venegoni operates a tax strategy practice through Smart Tax Moves. Tactical Investment Advisors, LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients, managing approximately $32.1 million across 151 accounts with a three-advisor team. The firm offers both standard AUM fees and performance-based fee arrangements, a combination that is relatively uncommon among supported firms.

Isaac Neidbalson is a Series 65-licensed financial advisor at Jarrod Adams Investing, LLC with one year of industry experience. He previously worked at Northwestern Mutual and has held various roles including positions at country clubs and a school district. Jarrod Adams Investing, LLC provides discretionary wealth management, financial planning, and consulting services to individuals, trusts, estates, and corporations. The firm manages approximately $85 million across 129 client relationships, focusing on long-term portfolio construction using fundamental and technical analysis with mutual funds, ETFs, individual stocks, bonds, and occasional options.

Scott O'Connell is a financial advisor at Tactical Investment Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at Tactical Investment Advisors since 2017, following prior roles at MML Investors Services, LLC and MetLife Securities Inc. Tactical Investment Advisors, LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients. The firm manages approximately $32.1 million across 151 accounts with a three-advisor team and offers both standard AUM fees and performance-based fee arrangements, a relatively uncommon practice among supported firms.

Kristopher Barney is the principal advisor at 30-40 Wealth Partners with 13 years of industry experience. He holds the CFA® designation and Series 63 license. Before founding his firm in 2020, he worked at Opendoor Labs and Funding Circle USA. He also provides consulting services to real estate and financial technology companies and his household receives royalties from an internationally published book, "When Life Hands You Cactuses; Make Margaritas." 30-40 Wealth Partners offers investment management and financial planning primarily to individual clients, including high-net-worth households, as well as select charitable and business clients. The firm’s approach includes discretionary portfolio management, equity-compensation analysis, and specialized diversification strategies, with portfolios tailored to individual goals and implemented using a combination of passive and active investment exposures.

Carl Ballard is a financial advisor with C2 Investment Group in Mooresville, NC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked with C2 Investment Group since 2001 and serves as a consultant for C2, LLC dba Tracker, which offers a portfolio accounting and reporting application. C2 Investment Group provides non-discretionary investment consultation to institutional clients such as municipalities, universities, and school districts, focusing on Government Bond Index Tracking services. The firm offers an index-tracking optimization application and advises on portfolio rebalancing while clients maintain execution authority and custody.

David Powell is a ChFC® credentialed financial advisor with 32 years of industry experience, currently serving at Powell Wealth in Cornelius, NC. He previously worked at Purshe Kaplan Sterling Investments for 13 years and has managed Powell Financial, Inc. since 2007. Powell serves on the Finance Committee of the Grandfather Golf and Country Club. Powell Wealth provides investment supervisory services, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, and business entities. The firm typically manages accounts on a discretionary basis using fundamental and cyclical analysis and features a small advisory team with specific operational practices including mandatory custodian use and a range of investment strategies.

Jason List is a CFP® professional at Aventus Investment Advisors, Inc. with 17 years of industry experience. He has held roles at Truist Advisory Services, TRUIST Investment Services, BB&T, and Shanghai University of Finance and Economics. He holds Series 63 and Series 66 licenses. Aventus Investment Advisors provides portfolio management and financial planning to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm combines global macroeconomic trend analysis with fundamental research, offering both long-term and short-term investment strategies, along with additional services such as tax preparation assistance and coordinated estate planning.

Nicholas Lavella is a CFP® professional with 10 years of industry experience. He currently works at Integrative Planning, Inc. and has prior experience with Beacon Wealth Advisors, Alphastar Capital Management, LLC, and The Vanguard Group, Inc. Integrative Planning, Inc. is an SEC-registered advisory firm providing discretionary asset management, financial planning, and consulting services to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm uses a combination of strategic and tactical model portfolios, custom portfolios, and sub-advisors, managing approximately $101.4 million in discretionary assets.

Jarrod Adams is a financial advisor with Jarrod Adams Investing, LLC in Catawba, NC, holding a Series 65 designation and 13 years of industry experience. He founded Jarrod Adams Investing in 2012 after operating Jarrod Adams Trading from 2005 to 2019. Jarrod Adams Investing, LLC provides discretionary investment advisory and wealth management services to individuals, high net worth clients, trusts, and estates. The firm manages approximately $73.2 million in assets using a long-term investment approach that combines fundamental and technical analysis, primarily utilizing mutual funds and ETFs along with selective use of individual stocks, bonds, and options.

Charles Powell is a financial advisor at Powell Wealth in Cornelius, NC, holding a Series 65 designation with four years of industry experience. Prior to his current role, he worked at Grant Thornton, LLP and has experience at the Kenan-Flagler Business School and UNC Chapel Hill. Powell Wealth provides investment supervisory services, financial planning, and pension consulting to individuals, trusts, retirement plans, and businesses. The firm manages portfolios using discretionary strategies based on fundamental and cyclical analysis and employs various investment vehicles, including mutual funds, equities, fixed income, ETFs, and select alternatives.

Brandon Opre is a CFP® professional with 29 years of industry experience, currently serving as an advisor at TrustTree Financial LLC. His prior experience includes roles at Ameriprise Financial Services, Inc. and Financial Advisory Services, LLC. Outside of his advisory duties, he works as an Independent Insurance Agent providing life insurance quotes and policy discussions. TrustTree Financial serves individual clients, including high-net-worth households, offering discretionary portfolio management and comprehensive financial planning. The firm combines passive and active investment strategies with automated rebalancing and tax-loss harvesting, and sponsors a wrap fee program uncommon among similar supported firms.

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.

Christopher Lee is a CFP® professional at Passport Wealth Management with experience starting in 2024. Prior to his current role, he held positions at several firms and organizations, including Choreo, SFMG Wealth Advisors, and Trustcore Financial. He also spent time at the University of Georgia and took a year for extended travel. Passport Wealth Management is an SEC-registered adviser serving individuals, charitable organizations, and businesses. The firm employs a passive investment approach based on Modern Portfolio Theory and offers comprehensive financial planning, investment management, tax return preparation through a third-party provider, and retirement plan consulting.