Robin Woodell is a CFP® professional with 19 years of experience in the financial services industry. He has previously worked at Penn Mutual Life Insurance Co and The Prudential Insurance Company of America. He is also the proprietor of Emerald Financial Group, which provides multi-line insurance and advisory services in Charlotte, NC. Woodell is part of MIAI, Inc., a team-based firm managing approximately $213 million for individuals, trusts, corporations, and retirement plans. The firm offers investment management, financial planning, and retirement-plan consulting through proprietary programs and platforms such as the Fidelity Managed Account Xchange.

Cody Ritchie is a CFP® professional with three years of industry experience, currently serving at Cornerstone Wealth Planning in Charlotte, NC. He has been with Cornerstone Wealth Planning since 2016 and previously worked at Postmates. Cornerstone Wealth Planning provides portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, and small business owners. The firm employs an investment approach based on Modern Portfolio Theory and fundamental analysis, offers in-house tax preparation services, and provides flexible planning options without a minimum account size.

Andrew Fisher is a financial advisor with Novare Capital Management in Charlotte, NC, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at CF Parks, Suntrust Advisory Services, TIAA-CREF, and Vanguard Marketing Corporation. Novare Capital Management is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm offers comprehensive financial planning and portfolio management using proprietary strategies and artificial intelligence tools alongside human oversight.

Anna Brown is a financial advisor at WestEnd Advisors, LLC in Charlotte, NC, holding Series 63 and Series 66 licenses with 19 years of industry experience. She has been with WestEnd Advisors since 2008. WestEnd Advisors is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process focusing on sector and ETF allocations informed by broad economic analysis and manages approximately $1.868 billion in regulatory assets under management.

Luke Stenzel is a financial advisor with Linden Thomas Advisory Services, LLC based in Charlotte, NC. He holds the Series 65 designation and has one year of industry experience. His prior work includes roles at Morris Jenkins, FedEx Express, and Roots Catering. Linden Thomas Advisory Services manages approximately $1.77 billion and provides wealth management services to individuals, families, businesses, and retirement plans. The firm employs a globally diversified investment approach based on modern portfolio theory and offers a range of portfolio management and financial planning services.

Robert Riedl is a CFA® charterholder with 11 years of industry experience. He is currently with Endowment Wealth Management, Inc. in Charlotte, NC, where he has worked since 2026. His prior experience includes roles at KeyBanc Capital Markets Inc. and Wells Fargo Securities, LLC. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients by offering financial planning, portfolio management, retirement consulting, alternative investment advisory, private fund management, and family office services. The firm employs an endowment-style investment philosophy, combining traditional and alternative assets through varied investment vehicles tailored to client needs.

William Shefte is a financial advisor with SB Advisory, LLC, holding a Series 66 credential and over 25 years of industry experience. His career includes roles at SPC, Sigma Financial Corporation, and Centaurus Financial Inc. Since 1989, he has been president of Gold Leaf Productions, Inc., a music publishing and consulting firm. He is also involved in community service as a board member and past president of the Charlotte Southern Lions Club and currently serves as president and chairman of the Charlotte Southern Lions Foundation, which supports charitable causes including assistance for the visually impaired and homeless. SB Advisory, LLC is an SEC-registered multi-team advisory firm serving individuals, businesses, and retirement plans. The firm manages approximately $1.1 billion predominantly on a non-discretionary basis, providing tailored portfolio management through mutual funds, ETFs, individual equities, and outside managers using fundamental, technical, and qualitative analysis.

Thomas Searson is a CFA® charterholder and holds a Series 65 license with 21 years of experience in the financial industry. He has been with Providence Capital Advisors, LLC since 2015. Providence Capital Advisors provides discretionary and non-discretionary investment management and integrated financial planning to individuals, high-net-worth clients, corporations, and small businesses. The firm employs a fundamental security selection process supplemented by technical and cyclical analysis, offering distinct strategy sleeves and utilizing derivatives and borrowing in certain separately managed accounts.

David Huff is a CFA® charterholder with seven years of industry experience. He has worked at Providence Capital Advisors, LLC since 2023 and previously held roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and the University of North Carolina Kenan-Flagler Business School. In addition to his advisory work, Huff is also licensed to sell various insurance products. Providence Capital Advisors, LLC is a registered investment adviser serving individuals, high-net-worth clients, corporations, and small businesses with discretionary and non-discretionary investment management and comprehensive financial planning. The firm emphasizes fundamental, technical, and cyclical analysis to build customized portfolios and routinely incorporates derivatives, margin, and alternative investments within separately managed accounts.

Scott Trease is the sole advisor at Sapere Wealth Management, LLC in Matthews, NC, holding a Series 63 designation and bringing 39 years of industry experience. He has been associated with Sapere Wealth Management and affiliated entities since 2002. Sapere Wealth Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and trust entities. The firm employs a top-down, global-macro investment approach with an absolute-return focus, combining public equities, registered funds, and privately offered funds while emphasizing active liquidity management.

Janice Mc Gunnigle is a CFP® professional with eight years of industry experience. She currently works at Alpha Financial Advisors, LLC, where she has been since 2019, following previous roles at Modera Wealth Management, LLC and Matrix Wealth Advisors, Inc. Alpha Financial Advisors, LLC is an SEC-registered investment adviser serving individuals, families, trusts, estates, and small businesses, including high-net-worth clients. The firm offers personalized financial planning and discretionary investment management, utilizing a strategic asset allocation approach focused on global diversification, periodic rebalancing, and fundamental analysis.

Blake Hedrick is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Family Wealth Partners, LLC since 2022 and previously held roles at LPL Financial, Independent Advisor Alliance, and TIAA-CREF. Family Wealth Partners serves individuals, business entities, charitable organizations, and pension plans with discretionary investment management, financial planning, pension consulting, and estate plan coordination. The firm employs a diversified, model- and research-driven investment process that includes fundamental analysis, modern portfolio theory, and both long- and short-term trading, covering a broad range of traditional and alternative securities.

Nicholas Kolbenschlag is a financial advisor at Crown Wealth Group LLC with 15 years of industry experience. He has held roles at GCG Wealth Management and Questar Asset Management prior to joining Crown Wealth Group in 2019. Outside of his advisory work, he provides consulting services on the implementation of Personal CFO financial planning solutions and manages a DBA branch office focused on recruiting and educating investment advisor representatives. Crown Wealth Group serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and comprehensive financial planning, utilizing a goals-based investment process that incorporates a wide range of asset classes and a formal Investment Committee. The firm also maintains affiliations with insurance and real estate businesses and offers services including estate planning, executive compensation, and concierge lifestyle support.

Harold Goodlett is a financial advisor at Worth Advisors in Charlotte, NC, with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Worth Financial Advisory Group since 2012. Outside of his advisory role, he has worked as a cashier at Rite Aid during non-market hours. Worth Advisors provides fee-based financial planning and portfolio management services to individuals, high-net-worth clients, businesses, qualified retirement plans, and other advisers. The firm is known for its tailored investment programs, use of ETFs and no-load index mutual funds, and a dedicated service platform for college coaches called CoachNetWorth.

Cooper Brown is a financial advisor at Oakworth Asset Management, LLC in Charlotte, NC, holding a Series 66 designation. He has prior experience at Truist Bank, Rockefeller Financial LLC, and Truist Financial Corporation, with a total of one year in the industry. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm follows a top-down, macro-driven investment process and manages a diversified asset base including mutual funds, ETFs, alternative investments, and private securities.

David Monk is a financial advisor at Fortress Private Ledger, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Sparta Wealth Partners, MML Investors Services, MassMutual Life Insurance Company, and New York Life. Outside the financial industry, he has longstanding involvement with Lexington Barbecue. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and entities by providing financial planning, consulting, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs a model-driven investment approach combining technical and fundamental strategies and offers both discretionary and non-discretionary programs.

James Mccollom is a financial advisor with CORE Advisory Group in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Independent Advisor Alliance, LLC and LPL Financial. 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 discretionary asset management, financial planning, and retirement-plan consulting, utilizing a range of investment strategies tailored to clients’ objectives and risk profiles.

Brandon Mcpherson is a CFA® charterholder with six years of industry experience. He is currently with Linden Thomas Advisory Services, LLC and has previously worked at Wells Fargo. Linden Thomas Advisory Services provides wealth management, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm employs a modern portfolio theory approach with globally diversified asset allocations and offers both discretionary and non-discretionary management through separately managed accounts and proprietary enhanced-index portfolios.

Laura Olney is a CFP® with six years of industry experience, currently serving as a financial advisor at tru Independence Asset Management, LLC in Charlotte, NC. Her prior experience includes roles at Charles Schwab and TD Ameritrade. tru Independence Asset Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm manages diversified portfolios using both active and passive strategies across multiple asset classes and employs a combination of digital platforms and third-party managers to serve over one thousand accounts.

Sean Casullo is a CFP® professional with five years of industry experience. He has worked at Crown Wealth Group LLC since 2022 and previously spent eleven years at Sanderson Wealth Management, LLC. Casullo is based in Charlotte, NC. Crown Wealth Group LLC serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm employs a goals-based investment process using diversified, low-cost ETFs and mutual funds, supported by an Investment Committee to tailor portfolios according to documented objectives and risk tolerances.