Stephen Van Der Meid is a CFP® professional with 21 years of industry experience. He has worked at Rhino Wealth Management since 2014 and previously spent 12 years with LPL Financial. He is also an independent insurance agent selling non-variable insurance products. Rhino Wealth Management serves individual clients, small businesses, and charitable organizations, providing discretionary portfolio management and personal financial planning. The firm uses a systematic multi-factor quantitative framework focused on ETFs and mutual funds, combining quantitative and fundamental analysis to guide portfolio allocations.

Maxwell Neisler is a financial advisor at AdvisorsTrust Partners LLC with Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at Prospera Financial Services Inc, Ryan Consulting Group, and Grant Thornton LLP. AdvisorsTrust Partners LLC provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $435 million in assets for around 172 clients, employing a mix of fundamental, technical, and cyclical analysis while implementing both active and passive strategies.

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 12 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, he serves on the board of CaroMont Care Advocates, which supports patient- and family-centered healthcare initiatives. WealthPoint Financial LLC provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a blend of fundamental, technical, and relative-strength analysis across both passive and active strategies, serving a broad retail client base with customized portfolios.

Tamrah Bordini is a financial advisor at Belleair Wealth Management, LLC with two years of industry experience. She holds a Series 65 designation and has a background that includes work at Inspire Advisors, LLC. Outside of financial advising, Bordini owns and operates Antique Jewelry Love, LLC, an online retail boutique specializing in jewelry. Belleair Wealth Management, LLC provides discretionary portfolio management and wealth management services primarily to individual and high-net-worth clients. The firm employs a diversified investment approach integrating fundamental, quantitative, technical, cyclical, and behavioral analysis and offers a range of consulting services including retirement plan benchmarking and insurance contract analysis.

Adam Ackerman is a CFP® with 11 years of industry experience, currently serving at Wealth Rabbit in Rock Hill, SC. His prior experience includes roles at BNA Wealth, Edward Jones, and Prajana Ventures. Wealth Rabbit provides discretionary portfolio management through a mobile and online platform for individual clients, including both non‑high-net-worth and high-net-worth users, and offers subscription software to employers for Simple IRA and SEP IRA plans. The firm’s approach features a primarily electronic client experience with a compact menu of model portfolios ranging from fixed-income to crypto-focused strategies.

Robert Boggs is a financial advisor at Catawba River Capital with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at R.P. Boggs & Co. for 21 years and Raymond James Financial Services, Inc. for six years. 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 both discretionary and non-discretionary portfolio management, and offers specialized private investment consulting services.

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® professional with 18 years of industry experience, currently serving as a financial advisor at Copperleaf Capital, LLC. His prior work includes 16 years at The Vanguard Group and entrepreneurial roles in hospitality and custom gaming equipment companies. He is also a licensed insurance producer with experience in health, disability, and life insurance products. Copperleaf Capital provides advisory services to individuals, families, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers tailored financial planning, discretionary portfolio management, retirement plan consulting, and digital currency management, combining a values-based discovery process with model portfolio-driven investment implementation.

Austin Pope is a financial advisor at CORE Advisory Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Equitable Advisors, Sureify, Brighthouse Financial, and The Vanguard Group. CORE Advisory Group serves individuals, retirement plans, trusts, corporations, and charitable organizations with discretionary asset management, retirement-plan consulting, and financial planning services. The firm manages approximately $338 million for over 1,100 clients and utilizes proprietary model portfolios alongside multiple third-party manager programs to meet clients’ investment objectives.

Gregory Vezzosi is a CFP® professional with 10 years of industry experience. He currently serves at BNA Wealth and previously worked at Charles Schwab & Co., Inc. and TIAA. BNA Wealth provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers estate-planning assistance through a digital platform with optional attorney consultations and manages client portfolios primarily on a non-discretionary basis using a range of investment vehicles including mutual funds, ETFs, and alternative investments.

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.

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 at BNA Wealth with a Series 66 credential and four years of industry experience. His background includes roles at The Vanguard Group and Egan, Berger, and Weiner, as well as entrepreneurial experience running K-Coast Surf Shop. BNA Wealth provides investment advisory and financial planning services to individuals, retirement plans, trusts, and charitable organizations, with a focus on both discretionary and predominantly non-discretionary portfolio management. The firm also offers estate-planning assistance through a digital platform combined with optional attorney consultations.

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 industry experience, currently serving as an advisor at BNA Wealth. He has prior experience at Consolidated Investment Advisors LLC and maintains a CPA firm, Bernard N. Ackerman CPA PA, where he provides tax planning, tax return preparation, financial statement preparation, and general business advice. BNA Wealth offers investment advisory and financial planning services to a range of clients including individuals, retirement plans, trusts, estates, and charitable organizations, with notable use of a digital estate-planning platform and a substantial portion of client assets managed on a non-discretionary basis.

Amanda Pate is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant® (ChFC®) with nine years of industry experience. She has worked at Summit Wealth Partners, LLC since 2014. Summit Wealth Partners serves individuals, including high-net-worth clients, as well as institutional and tax-sheltered entities across more than 20 states. The firm offers comprehensive financial planning and portfolio management with an investment approach that emphasizes broad diversification, strategic asset allocation, and tax-efficient funds, supported by academic frameworks and technological tools.

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 previously worked at First Citizens Bank, First Citizens Asset Management, First Citizens Investor Services, ARGI Investment Services, Bb&T Retirement & Institutional Services, and Stancorp Investment Advisers, Inc. BNA Wealth provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, endowments, and charitable organizations. The firm offers estate-planning assistance through a digital platform with optional attorney consultation and manages client portfolios primarily on a non-discretionary basis using mutual funds, ETFs, individual securities, and alternative investments.