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, 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.

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.

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.

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.

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.

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.

Jesse Wideman Jr. is a CFP®-designated financial advisor with eight years of industry experience. He joined Zenith Wealth Partners in 2025 after roles at Facet Wealth and The Vanguard Group. Wideman’s background includes time as a full-time parent prior to returning to the advisory field. Zenith Wealth Partners provides wealth planning and investment management services to individuals, small businesses, and charitable organizations. The firm employs both active and passive investment strategies and offers a range of services including financial planning, discretionary portfolio management, retirement plan consulting, and business advisory support.

Victoria Waldman is a CFP® professional with eight years of industry experience. She is currently an associate at tru Independence Asset Management, LLC in Charlotte, NC, and has prior experience at The Vanguard Group, UBS Financial Services, and Duke Energy. Waldman also serves in managing client relationships for YellowWood Wealth Solutions, a subsidiary of her current firm. tru Independence Asset Management, LLC 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 employs a diversified investment approach utilizing active and passive strategies across multiple asset classes and integrates a variety of digital and third-party platforms.

Don Stamas is a CFP® professional at Defender Capital with 23 years of industry experience. He has been with Defender Capital since 2013 and also manages D.J.S. Investments, LLC, a real estate investment and management company. Defender Capital provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, private funds, and corporate clients. The firm employs a customized, discretionary investment approach focused on fundamental analysis and primarily recommends exchange-traded equity securities using both long- and short-term strategies.