David Macaulay is a CFP® and ChFC® with 27 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2011 and has been with Macaulay & Associates, LLC since 2007. In addition to his advisory work, he is involved in fixed insurance sales related to disability and long-term care as part of his financial planning services. Macaulay & Associates provides discretionary and non-discretionary investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charities, and business entities. The firm uses a collaborative planning process to develop investment objectives and implements diversified, long-term portfolios with a mix of fundamental and technical analysis, while also offering affiliated insurance products and ERISA fiduciary services.

Kyle Sikes is a financial advisor at WealthPoint Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at firms including Dempsey Lord Smith, LLC and Kalos Management. Outside of his advisory role, Sikes serves on the board of CaroMont Care Advocates, which advises on patient-centered healthcare services, and is a board member of the Next Generation Fund, a philanthropic giving circle. WealthPoint Financial, LLC provides discretionary investment management, financial planning, and consulting primarily to non-high-net-worth individuals, trusts, estates, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and tactical asset allocation strategies, managing portfolios on a discretionary basis with continuous monitoring and formal annual reviews.

Adam Ackerman is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Rabbit. His prior experience includes roles at BNA Wealth (formerly Consolidated Securities and Consolidated Investment Advisors) from 2016 to present and Edward Jones from 2015 to 2016. He is also involved in day-to-day management and compliance of BNA Wealth Inc. as its President and Chief Compliance Officer. Wealth Rabbit provides discretionary portfolio management primarily to individual clients ranging from non-high-net-worth to high-net-worth investors through its mobile and online platform. The firm offers model portfolios that users can adopt and manage via an app, with distinctive employer integration features and a focus on crypto-focused investment strategies.

Robert Boggs is a financial advisor at Catawba River Capital with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with R.P. Boggs & Co. since 2005. Catawba River Capital provides wealth management and investment consulting primarily to high-net-worth individuals, trusts, pension or profit-sharing plans, charitable organizations, and other legal entities. The firm employs a conservative, scenario-based investment approach with fundamental analysis and longer-term holding periods, offering discretionary and non-discretionary portfolio management as well as private investment consulting focused on direct private funds and private equity opportunities.

Jonathan Shaw Jr. is a financial advisor at Catawba River Capital with two years of industry experience. He holds a Series 65 designation and previously worked at R.P. Boggs & Co. Wealth Management, Core Scientific, Flexential, and PricewaterhouseCoopers. Catawba River Capital provides wealth management and investment consulting primarily to high-net-worth individuals, trusts, pension or profit-sharing plans, and charitable organizations. The firm employs a conservative, scenario-based investment approach with a focus on fundamental analysis and longer-term holding periods, while offering a formal private investment consulting program that evaluates direct private funds and private equity opportunities.

Brad Playford is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Copperleaf Capital, LLC. He previously worked at The Vanguard Group, INC. for 16 years and has entrepreneurial experience with Az Poker Tables, Top Shelf Bartenders, and The Playford Group. Outside of his advisory role, he is also licensed as an insurance producer with licenses to sell health, disability, and life insurance products. Copperleaf Capital provides advisory services to individuals, families, retirement plans, charitable organizations, and businesses. The firm offers tailored financial planning and discretionary portfolio management, utilizing a values-based discovery process and model portfolios centered on U.S. equities, government bonds, mutual funds, and ETFs, with additional capabilities in digital currency management and integrated insurance services.

Gregory Vezzosi is a CFP® with 10 years of experience in financial advisory roles. He currently works at BNA Wealth, a team-based firm, and has prior experience at Charles Schwab & Co., Inc. and TIAA-CREF. BNA Wealth provides portfolio management and financial planning services to individuals, retirement plans, trusts, estates, Section 529 plans, endowments, and charitable organizations. The firm serves both individual and institutional clients with mainly non-discretionary portfolios, using mutual funds, ETFs, and individual securities guided by fundamental, technical, and charting analyses.

Keith Miller is a financial representative at Vestech Asset Management Inc. with 35 years of industry experience. He previously worked at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Miller serves on several local boards, including the Kings Mountain Housing Authority and the Cleveland County Board of Equalization & Review. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both ongoing investment management and project-based planning.

As the founder of Southbound Wealth, I take pride in shouldering the heavy lifting for my clients. I have been in the financial services industry for over 9 years and during that time I have worked with individuals at all stages of life. I currently specialize in supporting small business owners, growing families, and those navigating the transition into retirement. I’ve built Southbound Wealth around the idea of making steady, tangible progress. My goal is to make the financial planning process as seamless and stress-free as possible for for my clients. Every action and milestone will be clearly laid out, so you can trust that we’re always making progress towards what is important to you. I live in Rock Hill, SC with my wife, Katie, and our two children, Madelyn and Wyatt.

Daniel Hudspeth is a CFP® with six years of industry experience, currently serving at BNA Wealth since 2025. His prior experience includes roles at Waverly Advisors, LLC, McShane Partners, Jessica Ross State Farm, and work in both automotive sales and education sectors. BNA Wealth is a registered investment adviser serving individuals and institutions with portfolio management and financial planning. The firm primarily manages non-discretionary accounts using mutual funds, ETFs, and individual securities, employing fundamental, technical, and charting analyses alongside both long- and short-term strategies.

Hiram Hutchison is a financial advisor at CORE Advisory Group with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Great Valley Advisor Group and LPL Financial. Outside of his advisory work, he serves as a board commissioner for the Rock Hill/York County Convention & Visitors Bureau. CORE Advisory Group is an SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations. The firm manages approximately $297 million in assets and offers a range of discretionary asset management, financial planning, and retirement-plan consulting services.

Gavin Gochnour is a financial advisor with BNA Wealth in Rock Hill, SC, holding a Series 66 designation and four years of industry experience. His background includes positions at The Vanguard Group, Inc., Egan, Berger, and Weiner, as well as entrepreneurial experience with K-Coast Surf Shop. BNA Wealth is a registered investment adviser serving individual and institutional clients with portfolio management and financial planning. The firm primarily manages accounts on a non-discretionary basis, utilizing mutual funds, ETFs, and individual securities guided by fundamental, technical, and charting analyses tailored to clients’ goals.

William King II is a CFP® with 12 years of experience in financial advising, currently affiliated with CORE Advisory Group. He has previously worked with LPL Financial and Independent Advisor Alliance. Outside of his advisory roles, he is involved with CORE Tax Advisors, providing tax preparation and accounting services. CORE Advisory Group serves individuals, retirement plans, trusts, corporations, and charitable organizations with discretionary asset management and financial planning. The firm manages approximately $338 million across 1,141 clients and utilizes a combination of proprietary model portfolios and multiple platform solutions to deliver tailored investment strategies.

Bernard Ackerman is a CFP® with 27 years of experience in financial advising. He is currently with BNA Wealth, where he has worked since 2022, following a 24-year tenure at Consolidated Investment Advisors LLC and over four decades running his own CPA firm, Bernard N Ackerman CPA PA, specializing in tax planning, return preparation, and business advice. BNA Wealth is a registered investment adviser serving individuals, retirement plans, trusts, estates, and institutional clients. The firm manages portfolios primarily on a non-discretionary basis using mutual funds, ETFs, and individual securities, employing a combination of fundamental, technical, and charting analyses tailored to client plans.

Amanda Pate is a CFP® and ChFC® with eight years of industry experience, currently serving as an advisor at Summit Wealth Partners, LLC since 2014. She is based in Clover, SC, and is part of a team of ten advisors at the firm. Summit Wealth Partners is an SEC-registered advisory firm that provides wealth management, investment advice, and pension consulting services to individuals, including high-net-worth clients, and various legal entities. The firm manages approximately $629.7 million in assets and emphasizes diversified, asset-class oriented portfolios using pooled vehicles, strategic asset allocation, and periodic rebalancing informed by academic research.

Meredith Strosser is a financial advisor at CORE Advisory Group with 14 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2014. Strosser is involved in tax preparation services through CORE Tax Advisors in addition to her advisory role. CORE Advisory Group is an SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations. The firm offers discretionary asset management, financial planning, and retirement-plan consulting, utilizing a range of investment strategies and platform solutions tailored to client objectives and risk tolerance.

Joseph Zarzycki is a financial advisor at BNA Wealth with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including First Citizens Bank and Bb&T Retirement & Institutional Services. BNA Wealth is a registered investment adviser serving individual and institutional clients with portfolio management and financial planning services. The firm primarily manages accounts on a non-discretionary basis and implements portfolios using mutual funds, ETFs, and individual securities guided by multiple analytical approaches and tailored strategies.

Tamrah Bordini is a financial advisor at Belleair Wealth Management, LLC with one year of industry experience. She holds a Series 65 credential and has a background spanning roles at Inspire Advisors, LLC and Perry's Diamonds and Estate Jewelry. Outside of her advisory work, she owns Antique Jewelry Love, LLC, an online retail boutique specializing in jewelry. Belleair Wealth Management, LLC is a fee-based, fiduciary wealth manager serving individual and high-net-worth clients with discretionary portfolio management and wealth-planning services. The firm employs multiple analytical methods and diverse investment strategies while maintaining formal affiliations with accounting and insurance firms.

Taylor Lee is a CFP® professional with nine years of industry experience. He is currently with Coppell Advisory Solutions LLC, affiliated with Fusion Investment Advisors, and has previously worked at firms including Voya Investment Management and Preferred Capital Securities. In addition to his advisory role, he is involved with Belmont Capital Advisors, marketing insurance and annuity investments as an insurance agent. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a combination of internally developed and independent asset allocation models, using both fundamental and technical analysis to manage portfolios on a discretionary basis.

Allyson Sacratini is a financial advisor at Integrated Advisors Network LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Inc. Prior to her advisory career, she attended the University of South Carolina. Allyson is also the Director of Client Services at Capital City Financial Partners. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services, employing a mix of fundamental and quantitative approaches and frequently utilizing third-party sub-adviser platforms.