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 has been with Stephens since 2006. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio management, financial planning, retirement-plan advisory, and institutional equity research, combining advisory services with broker-dealer and investment banking activities.

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.

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.

Marc Scavo is a CFP® with 23 years of industry experience, currently advising at Bragg Financial Advisors Inc in Charlotte, NC. He has previously worked at The Vanguard Group, Inc. for nine years and held roles at TIAA-CREF and Tiaa for four years. 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 emphasizes strategic asset allocation through written Investment Policy Statements, broad diversification, and periodic rebalancing, offering discretionary portfolio management, financial planning, and managed-account services.

George Climer III is a CFP® professional with 21 years of industry experience, currently serving at Bragg Financial Advisors Inc since 2013. He is based in Charlotte, NC, and holds the Series 66 designation. Outside of his advisory role, Climer participates on the Finance and Investment Committees for both the First Presbyterian Church of Charlotte and Myers Park High School, focusing on endowment review and cash management. Bragg Financial Advisors, Inc. is a family-owned, SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation, broad diversification, and long-term holdings, offering discretionary portfolio management, financial planning, and access to independent managers, including oversight of affiliated mutual funds.

Reginald Johnson is a financial advisor at MissionSquare Retirement with Series 63 and Series 65 credentials and eight years of industry experience. His prior experience includes roles at The Vanguard Group, Merrill, and Bank of America. He serves as a Retirement Plans Specialist at MissionSquare Retirement, a non-profit focused on assisting state and local government entities with deferred compensation and qualified retirement plans. MissionSquare Retirement serves state and local government employers and certain non-profit entities by administering retirement plans and providing education, recordkeeping, and advisory services through its Guided Pathways program. The firm’s investment advice is developed by Morningstar Investment Management and delivered via multiple channels within MissionSquare-administered accounts.

Allyson Sacratini is a financial advisor at Integrated Advisors Network LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Inc. Prior to her advisory career, she attended the University of South Carolina. Allyson is also the Director of Client Services at Capital City Financial Partners. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services, employing a mix of fundamental and quantitative approaches and frequently utilizing third-party sub-adviser platforms.

Evan Stout is a CFP® with seven years of industry experience, currently advising at Choreo, LLC since 2023. Prior to joining Choreo, he worked at Financial Plans & Strategies, Inc. from 2017 to 2023 and held a position at Winthrop University from 2015 to 2018. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, and institutional clients. The firm uses a quantitative, committee-driven investment process centered on strategic asset allocation and offers a wide range of advisory services such as portfolio management, financial planning, outsourced CIO, and specialized consulting.

Danny Pham is a financial advisor at First Citizens Asset Management, Inc. with seven years of industry experience. His background includes roles at The Vanguard Group, J.M. Barry & Associates, Wells Fargo Advisors, and Campbell University. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm employs strategic asset allocation and manager research within global multi-asset class model portfolios, offering discretionary investment management through various implementation frameworks.

Brian Swilling is a financial advisor with RFG Advisory, LLC, based in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with RFG Advisory and its affiliated Navipath Wealth platform since 2017. Swilling is involved with the Belk College of Business Alumni Council at UNC Charlotte and the Charlotte Area Alumni Council of Pi Kappa Phi. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive strategies, including tax-aware approaches, and offers a range of services such as portfolio management, financial planning, and alternative investments.