Nicholas Lloyd is a CFA® charterholder and Series 66 licensed advisor with six years of industry experience. He is currently with Novare Capital Management, where he has worked since 2022. His prior experience includes roles at M Holdings Securities and Greenberg & Rapp. Before entering the financial industry, he worked at Trump National Golf Club Bedminster and attended Virginia Tech University. Novare Capital Management is an SEC-registered wealth management firm with a team of 18 advisors managing approximately $1.9 billion for a diverse client base, including individuals, trusts, estates, and institutions. The firm employs client-specific investment strategies across various asset types, utilizing both proprietary methods and AI tools combined with human oversight.

Glen Wright II is a CFP® with over 21 years of experience in the financial industry. He has been with Worth Financial Advisory Group since 2011. Glen holds the Series 63 and Series 66 licenses and is based in Charlotte, NC. Worth Advisors is a fee-based financial planning and investment management firm serving individuals, college coaches, businesses, and retirement plans. The firm constructs portfolios tailored to client objectives and risk tolerances, often utilizing ETFs, no-load index mutual funds, and third-party money managers while maintaining oversight.

Robert Cannon is a CFP® with 22 years of industry experience, currently serving as an advisor at Cannon Advisors in Charlotte, NC. His prior experience includes roles at Regulus Financial Group, LLC, and Advisory Services Network, LLC. He is also a licensed agent for life, long-term care, fixed annuity, and disability insurance products. Cannon Advisors is an SEC-registered firm with a team of five advisors managing approximately $142 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and financial planning, employing diverse analytical methods and strategies that include long- and short-term trading, margin, short sales, and options.

John Tonissen Jr. is a financial advisor at Hobart Wealth in Charlotte, NC, holding Series 63 and Series 65 licenses with 50 years of industry experience. His prior roles include positions at Cape Securities, Inc., GF Investment Services LLC, and Global Financial Private Capital. He also works as an independent insurance agent with Navigator Financial Inc., selling disability, fixed annuities, life, accident, health, long-term care, and group insurance. Hobart Wealth is an SEC-registered advisory firm with a team of eight advisors managing approximately $430 million. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, offering asset management, financial planning, and retirement plan consulting using a mix of analytical methods and implementation strategies.

Stephen Thomas is a financial advisor with Linden Thomas Advisory Services, LLC in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at firms including Wells Fargo Advisors Financial Network LLC and currently leads Indexperts, LLC alongside his role at Linden Thomas Advisory Services. Linden Thomas Advisory Services provides wealth management, investment advisory, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm employs a modern portfolio theory-based investment approach, offering both discretionary and non-discretionary management through separately managed accounts, proprietary enhanced-index portfolios, and passive index programs.

John Ryan is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Novare Capital Management since 2022 and previously spent four years at Selective Wealth Management and one year at Employee Family Protection. Prior to his advisory career, he worked at Liberty University for two years. Novare Capital Management is a wealth management team of 18 advisors managing approximately $1.9 billion for a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm provides comprehensive financial planning and portfolio management using client-specific investment policies and proprietary strategies, integrating AI tools alongside human oversight in its investment process.

Corey Sunstrom is a CFP® professional with 14 years of experience in financial advisory. He has been with Hobart Private Capital since 2015 and has prior experience at Merrill and GF Investment Services. He also serves as an adjunct professor at Gardner-Webb University, teaching estate planning courses. Hobart Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, and trusts. The firm offers tailored asset management, financial planning, and ERISA retirement plan consulting using a variety of investment strategies and third-party managers.

Robin Woodell is a CFP® with 19 years of experience in the financial services industry. Currently affiliated with MIAI, Inc., he has previously worked at Penn Mutual Life Insurance Company, Hornor Townsend & Kent Inc, and The Prudential Insurance Company of America. Outside of his advisory roles, Woodell is the proprietor of Emerald Financial Group, providing multi-line insurance and advisory services. MIAI, Inc. is an SEC-registered investment adviser managing approximately $235 million for around 295 clients. The firm serves individuals, trusts, estates, corporations, charitable organizations, and retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting through a team of five advisors.

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 at Novare Capital Management with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked with firms including TIAA-CREF and Suntrust Advisory Services. Fisher is based in Charlotte, NC. Novare Capital Management is an SEC-registered wealth management firm with a team of 18 advisors managing approximately $1.9 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm provides comprehensive financial planning and portfolio management using proprietary strategies and integrates third-party AI tools alongside human oversight.

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.

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.

Kristopher Roper is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Fortress Private Ledger, LLC and previously worked at Sparta Wealth Partners, Coastal Bridge Advisors, and TrinityPoint Wealth. Outside of his advisory role, he serves as Board Treasurer for the nonprofit Money Magnets Club, providing financial oversight and strategic guidance. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities by offering financial planning, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs trend-identification and technical analysis alongside fundamental and thematic strategies, delivering model-driven solutions managed in-house or with sub-advisers.

William Shefte is a financial advisor with SB Advisory, LLC in Charlotte, NC, holding a Series 66 license and bringing 25 years of industry experience. His prior roles include positions at Sigma Financial Corporation and SPC. He is also president of Gold Leaf Productions, Inc., a music publishing and consulting company he has led since 1989, and serves as an arbitrator for FINRA dispute cases. SB Advisory, LLC is an SEC-registered advisory firm with 34 advisors managing over $1.1 billion across approximately 2,600 clients. The firm primarily provides non-discretionary advice to individuals, businesses, and retirement plans, employing a combination of fundamental, technical, and qualitative analysis to tailor client portfolios.

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 is currently with Providence Capital Advisors, LLC and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and FactSet Research Systems. He is also licensed as an insurance agent and engages in the sale of various insurance products. Providence Capital Advisors, LLC is a SEC-registered investment adviser that offers discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, corporations, and small businesses. The firm emphasizes fundamental analysis combined with technical and cyclical analysis, using individualized portfolio construction and routinely incorporates derivatives and borrowing in separately managed accounts.

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.

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.