Louis Dworsky is a financial advisor at Zermatt Wealth Partners with Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at Maven Capital, Hayden Royal, Morse Capital Partners, and Thompson Davis & Co. In addition to his advisory work, he has ownership interests in multiple real estate investment entities. Zermatt Wealth Partners provides personalized investment supervisory services and wealth-related consultations to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes individualized, globally diversified asset allocation and portfolio monitoring, generally managing accounts on a discretionary basis while operating as a fee-only adviser.

Michael Giblin is a CFP® with 30 years of experience in the financial services industry. He currently works at Dovetail Financial Group LLC and has held prior roles at TransitUs Wealth Partners, UBS Financial Services, and Raymond James Financial Services. He also serves as a faculty member at the Cameron School of Business, University of North Carolina Wilmington, and is a member of the Charity Grants Committee at Landfall Country Club. Dovetail Financial Group LLC provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, pension and charitable organizations, and businesses, focusing on clients near or in retirement. The firm emphasizes personalized investment policies, long-term holdings, and a fee-only advisory model while managing approximately $299 million in assets.

Jeffrey Kirkpatrick is a Series 66-licensed advisor at Dovetail Financial Group LLC with 28 years of industry experience. His prior roles include positions at Transitus Wealth Partners, Hamilton Investment Counsel, LPL Financial, Sterne Agee Investment Advisor Services, Intl Advisory Consultants, and Ameriprise Advisor Services. He serves as president of two business entities focused on tax and investment purposes but unrelated to investment advisory activities. Dovetail Financial Group LLC provides portfolio management, financial planning, and consulting services primarily to individuals nearing or in retirement, high-net-worth clients, pension and charitable organizations, and businesses. The firm emphasizes customized investment policies, thorough due diligence, longer-term holdings, and operates as a fee-only registered adviser with distinctive operational practices regarding trade aggregation and proxy voting.

Gregory Adams is a financial advisor at Dominion Wealth Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Dominion since 2021, previously affiliated with Avantax Advisory Services and 1 St Global Advisors. Outside of advisory work, Adams is a shareholder in Thompson, Price, Scott, Adams & Co., a CPA firm where he has been involved since 1994. Dominion Wealth Management provides discretionary investment management and financial planning primarily for high-net-worth individuals and corporations. The firm employs a quantitative investment approach with strategic asset allocation and ongoing monitoring, managing approximately $55 million in assets for 124 clients.

Justin Burgess is a financial advisor with Copley Investment Management, LLC in Wilmington, NC. He holds a Series 66 designation and has 11 years of industry experience, all with Copley since 2015. Copley Investment Management serves individuals, families, small businesses, and qualified retirement plans, offering portfolio management, financial planning, business valuation, expert witness services, and international consulting. The firm uses a top-down, diversified investment approach centered on ETFs and client-specific risk tolerance, with quarterly portfolio reviews and discretionary authority to address liquidity, tax, and time-horizon considerations.

Ross Marino is a financial advisor with Dovetail Financial Group LLC in Wilmington, NC, holding a CFP® designation and over 37 years of industry experience. He has held leadership roles at multiple firms, including CEO of The Marino Group and Rekon Intelligence (now Advisor2X), which hosts meetings and conferences for financial advisors. Marino also serves as an advisor on the board of the Financial Transitionist Institute. Dovetail Financial Group LLC provides portfolio management, financial planning, and consulting primarily to individuals approaching or living in retirement, as well as high-net-worth clients, pension and charitable organizations, and businesses. The firm employs individualized investment policies, emphasizes longer-term holdings, and offers both discretionary and non-discretionary services through a small advisory team.

Vernon Schoonover is a financial advisor at Symphony One Capital Management, LLC with Series 65 and Series 66 credentials and two years of industry experience. He has previous experience at TopStep Trader, Mattress Warehouse, Royal Crest Financial, Edward Jones, and Bankers Life. Symphony One Capital Management, LLC is a state-registered advisory firm founded in 2023 that serves individuals, high-net-worth clients, institutions, financial advisory firms, and private pooled investment vehicles. The firm implements proprietary quantitative strategies across multiple asset classes and offers discretionary portfolio management, separately managed accounts, and model portfolios with an emphasis on performance-linked compensation and frequent trading.

Ellen Long is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Long Family Office. She has worked at Long Family Office since 2013, and also owns and manages Paktolos LLC, a business consulting firm. Long Family Office provides investment advisory services to individuals, trusts, corporations, and pension and profit-sharing plans, managing approximately $51 million in assets. The firm combines modern portfolio theory with fundamental, technical, and cyclical analysis to deliver individualized portfolio management and includes insurance products within its advisory scope.

Alan Thompson is a financial advisor with Dominion Wealth Management, LLC, holding a Series 66 designation and over 26 years of industry experience. He has been with Dominion Wealth Management since 2021 and has prior experience at Avantax Investment Services and 1st Global Capital Corp. Thompson is also the managing member of Thompson, Price Scott, Adams CPA firm, which he has led since 1985, and is involved in several business ventures including medical billing and valuation services. Dominion Wealth Management is a supported advisory firm managing nearly $60 million for approximately 144 clients. The firm provides discretionary investment management through a wrap-fee program utilizing quantitative methods and third-party research, offering services such as portfolio evaluation, strategic asset allocation, and ongoing monitoring.

Jack Richardson Jr. is a financial advisor at Cascades Capital Asset Management, LLC with 37 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Cascades since 2018, following five years at LPL Financial. Outside of his advisory role, he has involvement in real estate rental activities. Cascades Capital Asset Management serves individuals, trusts, estates, corporations, and retirement plans, providing portfolio management, limited financial planning, and retirement plan consulting. The firm emphasizes fundamental research, long-term equity ownership, and diversification, with ongoing portfolio monitoring and client-directed trade execution.

Martin Briesach is a financial advisor at Nich Capital Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Nich Capital Partners since 2012. Outside of his advisory role, he is a licensed real estate agent. Nich Capital Partners provides discretionary asset management primarily for high-net-worth individuals, managing approximately $148 million in assets across about 69 client relationships. The firm employs a tailored investment approach combining fundamental, technical, and cyclical analysis, offering individualized portfolio management with regular monitoring and rebalancing.

Philip Sparacino is the sole advisor at Disciplined Portfolio Solutions LLC in Leland, NC, holding Series 63 and Series 65 licenses with 14 years at the firm and a total of 4 years in the industry. Disciplined Portfolio Solutions LLC manages approximately $230.7 million for 58 clients, primarily individuals and high-net-worth individuals, as well as pension plans and corporate entities. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to build portfolios and employs a range of strategies including long- and short-term trading, short sales, margin transactions, and options writing, primarily operating with a predominantly non-discretionary asset base.

Daniel Hughes is a CFP® with six years of industry experience, currently serving as a financial advisor at Live Oak Private Wealth, LLC since 2018. Prior to joining Live Oak, he worked at Wells Fargo Bank, N.A. for eight years. Live Oak Private Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth families, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm follows a conservative, value-oriented investment approach focused on capital preservation and long-term horizons, managing concentrated portfolios and utilizing a private-equity mindset in public markets.

Logan Ruthling is a CFA® charterholder with two years of industry experience. He is currently with Glasgow & Associates, LLC and previously worked at Sheets Smith Wealth Management Inc, nCino, and has experience in both university and corporate environments. He is based in Wilmington, NC. Masonboro Advisors is an SEC-registered investment advisory firm serving individuals, trusts, corporations, and high-net-worth clients. The firm manages approximately $206 million and offers discretionary portfolio management, comprehensive financial planning, sub-advisory services, and access to insurance and tax services through affiliated entities.

Allen Burton is a CFP® professional affiliated with Masonboro Advisors in Wilmington, NC, with 23 years of industry experience. His prior roles include positions at Glasgow & Associates, LLC and Capital Investment Advisory Services, LLC. Outside of his advisory work, Burton manages an online insurance marketplace and is involved in a family-owned personal services company. Masonboro Advisors is an SEC-registered firm managing approximately $206 million for individuals, trusts, corporations, and high-net-worth clients. The firm specializes in discretionary portfolio management and comprehensive financial planning, employing tailored asset-allocation strategies that include mutual funds, ETFs, individual securities, and structured notes through its Yield Enhancement Strategy.

Andrew Basinger is a CFP® and Series 66 credentialed advisor with 18 years of industry experience. He has worked at Live Oak Private Wealth, LLC since 2018 and previously spent 14 years with Wells Fargo Advisors LLC. Live Oak Private Wealth serves individuals, high-net-worth families, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations by offering financial planning, consulting, and discretionary investment management. The firm employs a conservative, value-oriented investment approach focused on capital preservation and uses a private-equity mindset to manage concentrated portfolios across various asset classes.

Cort Rogers is a Series 65-licensed financial advisor at Masonboro Advisors with three years of industry experience. He previously worked at Glasgow & Associates, LLC and Crewe Advisors. Outside of finance, Rogers performs occasional stunt work in the entertainment industry and serves as a high school lacrosse head coach. Masonboro Advisors manages portfolios for individuals, trusts, and corporations, employing an asset-allocation approach with mutual funds, ETFs, individual securities, and structured notes, while also providing financial planning, discretionary management, and sub-advisory services.

Jared Graves is a financial advisor at Ascendor Wealth, LLC with Series 65 registration and one year of industry experience. Before joining Ascendor Wealth, he served in the US Army and has worked in remodeling and water sports businesses. He also holds a role at Maverick Law and has experience as a full-time student and studying abroad. Ascendor Wealth, LLC provides fee-based wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plan sponsors. The firm uses a manager-driven asset allocation approach with ongoing portfolio management and integrates legal and accounting services through affiliated professional firms.

Terry Sapp is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has worked at Live Oak Private Wealth, LLC since 2020 and previously spent 16 years at Jolley Asset Management, LLC. Live Oak Private Wealth serves individuals, including high-net-worth families, as well as pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm offers financial planning, consulting, and discretionary investment management with a conservative, value-oriented approach focused on capital preservation and a multi-year horizon.

Amanda Miars is a financial advisor at Live Oak Private Wealth, LLC with two years of industry experience. She holds the Series 65 designation and previously worked for Murchison, Taylor & Gibson, PLLC for eleven years. Outside of her advisory role, she co-owns and manages a short-term rental property in Atlantic, North Carolina with her husband. Live Oak Private Wealth serves individuals, families, and institutional clients by offering financial planning, consulting, and discretionary investment management. The firm employs a conservative, value-oriented investment approach with a multi-year horizon, focusing on capital preservation and concentrated portfolios.