Brian Willis is a financial advisor at Wilson Wealth Management Group, LLC with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including MassMutual Investors Services and MetLife Securities. Outside of advising, Willis owns a drone business specializing in video and photography and serves as CEO of a business referral firm. Wilson Wealth Management Group is a team-based RIA serving high-income and high-net-worth individuals, families, business owners, and early-career investors. The firm utilizes a combination of model and customized stock portfolios with both technical analysis and long-term passive ETF strategies, supported by comprehensive financial planning and an active insurance brokerage practice.

Maurice Wilson is a financial advisor with Wilson Wealth Management Group, L.L.C. in Charlotte, NC. He holds a Series 66 designation and has 19 years of industry experience, including over two decades with his current firm. Wilson Wealth Management Group is a team-based RIA serving high-income and high-net-worth individuals, families, business owners, and early-career investors. The firm combines model and customized portfolios with technical analysis and passive ETF strategies, offering comprehensive financial planning, estate planning coordination, insurance, and annuity solutions.

Joseph Brooks is a CFP® professional with 26 years of industry experience. He is currently with Sapere Wealth Management, LLC and has prior experience at Northwestern Mutual Wealth Management Company and Nfp. 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 vehicles, while emphasizing active liquidity management.

Julia Martinelli is a financial advisor at Strathmore Capital Advisors with Series 65 and Series 63 licenses and four years of industry experience. She previously worked at Dimensional Fund Advisors, The Vanguard Group, and Hightower Advisors. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and goals-based financial planning. The firm employs an asset-allocation driven investment approach using mutual funds and ETFs and integrates technology such as Wealth.com and AI for client service and administrative tasks.

Brian Huff is a CFP® professional with one year of experience at Providence Capital Advisors, LLC. He previously worked for Flood, Bumstead, McCready & McCarthy, Inc. from 2018 to 2025 and held roles at American University and Live Nation. Providence Capital Advisors, LLC provides discretionary and non-discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis with customized portfolio construction and incorporates derivatives, borrowing, and alternative investments within some separately managed accounts.

Niki Erb is a Series 65-licensed financial advisor at Insight Folios with six years of industry experience. Prior to joining Insight Folios and Durso Capital Management Co. in 2020, she worked at Frito Lay for over two decades. She is also involved in insurance and annuity sales. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, along with ERISA plan consulting and participant advisory services. The firm often acts as a sub-adviser to other registered investment advisers and uses a team-of-advisers approach supported by proprietary planning software and artificial intelligence tools.

John Wilks is a CFP® and holds a Series 63 license with 16 years of experience in the financial industry. He has worked with Novare Capital Management since 2009. 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 offers comprehensive financial planning and portfolio management using client-specific investment policies, proprietary strategies, and a combination of human oversight and AI tools for research and risk monitoring.

Robert Gammon is a CFP® professional with 22 years of industry experience. He has worked at Verum Partners LLC since 2019 and previously spent 11 years at Carolinas Investment Consulting LLC. He holds a Series 63 license and is also a licensed insurance professional, dedicating less than 10% of his business time to that activity. Verum Partners LLC provides customized wealth management and discretionary portfolio management services for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that combines advisory and securities transaction services and offers access to independent portfolio managers, with a focus on client goals, risk tolerance, and ongoing portfolio oversight.

Kevin Daley is a financial advisor at Lifestyle Freedom Advisory Group, LLC with six years of industry experience and a Series 65 designation. He has worked with the firm since 2018 in multiple roles and previously held positions at NAVEX Global and public school systems. In addition to his advisory work, he is involved with Lifestyle Freedom Group, LLC dba Array Partners, providing business consultation services. Lifestyle Freedom Advisory Group serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary asset management, financial planning, and ERISA plan services. The firm emphasizes customized portfolios tailored to client goals and risk tolerances, employing fundamental, technical, and cyclical analysis, and often uses third-party managers or sub-advisors for portfolio management.

Richard Rust is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 credential and two years of industry experience. He has held multiple roles within the Principal Financial Group family, including positions at Principal Bank and Principal Life Insurance Company. Outside of finance, Rust creates and markets music and digital art commissions for personal clients. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering a mix of non-discretionary and discretionary services supported by proprietary and third-party models. The firm is part of the Principal Financial Group, enabling integrated access to affiliated products and services.

Jerrica John is a financial advisor at Principal Advised Services with Series 63 and Series 66 licenses and three years of industry experience. She has held roles within Principal Bank, Principal Financial Services, and Principal Life Insurance Company since 2023. Outside of her advisory work, she is the managing director of Juke Properties, LLC, a real estate investment business involving property renovation and rental management. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm combines third-party and proprietary models and operates within the Principal Financial Group family, providing access to affiliated products and integrated services.

Perrin Berry is a Series 65 licensed financial advisor at Apollon Wealth Management, LLC with two years of industry experience. Prior to joining Apollon, Berry held roles at Crisp Event Rentals, Modern Woodmen, and the Secretary of State’s Office. Outside of finance, Berry has experience working with the Lake Murray Boat Club and the University of South Carolina. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving a diverse client base including individuals, families, trusts, businesses, charitable organizations, retirement plans, and insurance companies. The firm offers comprehensive financial planning and portfolio management services, employing a combination of centrally managed models and locally managed portfolios, with an investment approach that includes ESG strategies, tax-managed overlays, and the use of third-party sub-managers.

Anthony Bykovsky is a CFA® charterholder with 13 years of industry experience. He has worked at Bragg Financial Advisors Inc. since 2019, following roles at Barings Securities, Barings LLC, and Bedel Financial Consulting, Inc. He currently holds Series 65 and Series 63 licenses. Bragg Financial Advisors, Inc. is a family-owned SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm focuses on strategic asset allocation with written Investment Policy Statements, broad diversification, and periodic rebalancing, offering discretionary portfolio management, financial planning, and managed-account services.

Murray Kinlaw III is a financial advisor at Mariner Independent with a Series 65 designation and over 18 years of industry experience, including a long tenure at TIAA-CREF. He has also worked at Fifth Third Wealth Advisors LLC and Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers a range of portfolio management options and retirement plan services, supported by institutional resources and affiliations that enhance its investment capabilities.

Shepard Ottaway is a financial advisor at Blueprint Financial Advisors with Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Securities America, Inc., among other firms. Outside of his advisory role, he volunteers as an assistant track and field coach for High Point Christian Academy. Blueprint Financial Advisors is a multi-advisor SEC-registered firm managing approximately $1.4 billion in client assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofits, employing a globally diversified investment approach that incorporates a proprietary strategic-and-tactical framework to adjust asset-class allocations based on price-driven trend-following and momentum rules.

Cynthia Burger is a financial advisor at Stephens with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services before joining Stephens. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, and institutional clients. The firm’s approach combines multiple investment committees and sponsored programs with both bottom-up and top-down strategies, supported by in-house equity research and integrated broker-dealer and investment banking capabilities.

Edward Taylor III is a financial advisor at Beck, Mack & Oliver LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Beck, Mack & Oliver, he worked at Banbury Partner LP and Scopia Capital Management LP. Beck, Mack & Oliver LLC provides discretionary asset management primarily through separately managed accounts for individuals, high-net-worth clients, trusts, tax-exempt institutions, and pooled investment vehicles. The firm follows a long-only, value-based, process-driven equity approach rooted in fundamental research and manages approximately $6.1 billion.

Ivan Henriquez is a financial advisor with Infinity Financial Services Advisory in Charlotte, NC, holding Series 63 and Series 65 licenses with seven years of industry experience. He has previously worked with Forthright Capital Advisory, Guardian Life Insurance Company, Park Avenue Securities, and Equitable Advisors. Henriquez has also been involved with entrepreneurial ventures including Munchies Vending, LLC and Synergized Property Acquisitions, LLC. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm employs a multi-method investment approach and offers portfolio management, financial planning, adviser selection, and pension consulting for individual and high-net-worth clients.

Taylor Lee is a CFP® professional with nine years of industry experience. He is currently with Coppell Advisory Solutions LLC, affiliated with Fusion Investment Advisors, and has previously worked at firms including Voya Investment Management and Preferred Capital Securities. In addition to his advisory role, he is involved with Belmont Capital Advisors, marketing insurance and annuity investments as an insurance agent. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a combination of internally developed and independent asset allocation models, using both fundamental and technical analysis to manage portfolios on a discretionary basis.

Malinda Dornan is a financial advisor at Modera Wealth Management, LLC in Charlotte, NC, with five years of industry experience. She holds the Series 66 designation and previously worked at Thrivent Financial and Novant Health. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation based on Modern Portfolio Theory with in-house accounting and tax capabilities, supporting a wide range of client needs through an integrated advisory and accounting service model.