Khalid Al Abid is a financial advisor at Symphony One Capital Management, LLC with two years of industry experience. He previously worked at Equitable Advisors and Wells Fargo, and served four years in the United States Marine Corps. Prior to his advisory career, he was affiliated with the University of North Carolina Wilmington. Symphony One Capital Management is a state-registered advisory firm serving individuals, high-net-worth clients, institutions, financial advisory firms, and private pooled investment vehicles. The firm uses proprietary quantitative strategies across multiple asset classes and offers discretionary portfolio management, separately managed accounts, and model portfolios to other advisors and institutional clients.

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.

Meredith Koenig is a financial advisor at Lumina Wealth Management, LLC with 16 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Anlyan and Hively Asset Management, LLC for eight years before joining Lumina Wealth Management in 2018. Lumina Wealth Management provides financial planning, portfolio management, retirement plan advisory, outsourced Chief Investment Officer services, and general consulting to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs a comprehensive investment approach that includes separate account managers, mutual funds, ETFs, individual securities, and options, and offers both discretionary and non-discretionary management.

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.

Edward Nowell is a financial advisor at South Atlantic Capital Management Group, Inc. with 16 years of industry experience. He holds a Series 65 credential and has been with the firm since 1990. South Atlantic Capital Management Group provides discretionary equity and balanced portfolio management to individuals, trusts, corporations, and other entities, along with managing a private pooled investment vehicle for qualified investors. The firm’s investment approach centers on value-oriented research of large-cap U.S. companies held long term, with separate accounts typically concentrated in 20–25 stocks and balanced portfolios including high-quality fixed income.

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.

Ashley Doyle is a CFP® and holds a Series 66 license with 20 years of experience in the financial services industry. She has worked at Lumina Wealth Management, LLC since 2018 and previously spent eight years at Anlyan and Hively Asset Management, LLC. Lumina Wealth Management, LLC provides financial planning, portfolio management, retirement plan advisory, outsourced Chief Investment Officer services, and general consulting to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary management, utilizing separate account managers, mutual funds, ETFs, individual securities, and options, and provides ERISA fiduciary services for retirement plans.

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.

Joshua Kleinstuber is a financial advisor at Lumina Wealth Management, LLC with Series 65 credentials and one year of industry experience. Prior to joining Lumina, he worked for seven years at Accenture Federal Services and has a background that includes a role at Indian River Seafood Company. Lumina Wealth Management is an SEC-registered firm managing approximately $240 million in client assets. The firm serves individuals and institutional clients, offering services such as financial planning, portfolio management, retirement plan advisory, and outsourced CIO solutions, employing a diverse range of investment vehicles including mutual funds, ETFs, individual securities, options, and alternative investments.

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.

We specialize in working with families with portfolios in the $5M–$50M range, where strategic planning, tax efficiency, and cost management have an outsized impact. Traditional firms often rely on complex, high-cost strategies that offer questionable benefits. Our fixed-fee, planning-driven model takes a different approach: focusing on practical, high-impact financial strategies rather than unnecessary complication. We apply the right level of sophistication, using techniques like direct indexing and individual bond ladders only when we determine that they add clear value (based on portfolio size, risk profile, and tax considerations). Our financial planning and investment management approach is guided by three core principles: • Risk Management: grounded in a tailored financial plan • Tax Efficiency: ensuring strategies align with after-tax outcomes • Fee Minimization: keeping costs low to maximize long-term results Our goal is to provide a structured, transparent, and thoughtful approach - one that leads to a better long-term client experience through fair fees, strategic decision-making, and a focus on what truly matters.

Alan Thompson is a financial advisor at Dominion Wealth Management, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax and 1st Global Advisors. Outside of his advisory role, Thompson is involved in several business activities, including serving as managing member of a CPA firm, president of a medical billing service, and leading a valuation company. Dominion Wealth Management is a supported advisory firm managing approximately $60 million for about 144 clients. The firm offers discretionary investment management on a wrap-fee basis, employing quantitative methods and third-party research to construct diversified portfolios that are reviewed regularly.

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.

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.