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.

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.

Phillip Smiley is a financial advisor at Burkett Financial Services, LLC with 26 years of industry experience. He holds a Series 66 designation and previously worked for Westminster Financial Securities for 15 years. Outside of his advisory role, he is a partner in the real estate company Prorentals, LLC. Burkett Financial Services advises individuals, high-net-worth clients, trusts, estates, and retirement plans, managing approximately $573 million across 476 client relationships. The firm offers financial planning, portfolio management, and retirement plan consulting, with investment strategies primarily focused on mutual funds, ETFs, and fixed income instruments, supported by a five-advisor investment committee and a close affiliation with an accounting firm providing integrated tax-planning support.

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.

Lemuel Mitchum III is a financial advisor at BURKETT Financial Services, LLC with 19 years of industry experience. He holds a Series 66 designation and has been with BURKETT Financial Services since 2000. BURKETT Financial Services, LLC advises individuals, high-net-worth clients, trusts, estates, and retirement plans, managing approximately $573 million across 476 client relationships. The firm offers financial planning, portfolio management, and retirement plan consulting, with investment strategies that include mutual funds, ETFs, and fixed income instruments, overseen by a five-advisor investment committee.

Neil Brown is a CFP® professional with 20 years of industry experience, currently serving at BURKETT Financial Services, LLC. He worked at Freeman Wealth Management LLC from 2006 to 2017 and has been involved with BURKETT Financial Services and Advanced Financial Planning LLC since 2003. He also teaches financial planning to other professionals through Advanced Financial Planning LLC. BURKETT Financial Services, LLC advises individuals, high-net-worth clients, trusts, estates, and retirement plans, managing approximately $573 million across nearly 476 client relationships. The firm offers financial planning, portfolio management, and retirement plan consulting, utilizing a client-specific Investment Plan and an investment committee involving five advisors. Its close affiliation with an accounting firm supports integrated tax-planning services alongside wealth management.

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.

Brent Peddy is a financial advisor at Forefront with 28 years of industry experience. He holds Series 63 and Series 66 designations and has held positions at several firms, including Pruco Securities, LLC and Prudential Insurance Company of America. Forefront Wealth Partners is a team-based SEC-registered advisor serving individuals, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, estate-planning coordination, and cash-management services using customized portfolios and multiple planning tools.

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.

Donald Burkett is a PFS™ credentialed financial advisor with over 11 years of experience at BURKETT Financial Services, LLC and a total of 50 years of professional experience including work with Burkett Burkett & Burkett Certified Public Accountants, PA. He is involved in several non-investment business activities, including membership in a variety of real estate rental companies and Plex Indoor Sports, a sports park. He also created Charley Ember, LLC, an investment vehicle for his grandchildren. Burkett Financial Services, LLC advises individuals, high-net-worth clients, trusts, estates, and retirement plans, managing approximately $573 million across around 476 client relationships. The firm offers financial planning, portfolio management, and retirement plan consulting, with investment strategies built on mutual funds, ETFs, and fixed income instruments tailored to client-specific plans and reviewed annually by a five-advisor committee.

Jana Morrison is a CFP® with 13 years of industry experience, currently serving at BURKETT Financial Services, LLC. She has been with the firm since 2014, including a brief period at Buckingham Strategic Wealth, LLC in 2022. BURKETT Financial Services advises individuals, high-net-worth clients, trusts, estates, and retirement plans, managing approximately $573 million across about 476 client relationships. The firm provides financial planning, portfolio management, and retirement plan consulting, with investment strategies tailored to client-specific plans and reviewed by a five-advisor investment committee.

Jamie Wice is a financial advisor with MissionSquare Retirement and MissionSquare Wealth Management, holding a Series 66 designation and having 16 years of industry experience. Prior to joining MissionSquare in 2026, Wice worked at LPL Financial for 16 years and operated Jamie L. Williams, PLLC for 17 years. Wice is also a licensed attorney in Michigan and provides legal services to family and friends. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering retirement plans and offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm employs a multi-team advisory structure and partners with Morningstar Investment Management to develop personalized investment advice.

Michael Bono is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at TIAA-CREF and Western Southern Life. Bono is also involved with Sloan Financial Group, LLC, a financial services business operating in Clover, SC. Madison Avenue Securities serves individual and high-net-worth clients, offering investment advisory and brokerage services along with pension consulting, college-savings assistance, and services for charitable entities. The firm manages approximately $2.0 billion across 14,000 clients and provides both discretionary and non-discretionary portfolio management through multiple investment models and third-party managers.