Nicholas O'kelly is a CFP® with two years of industry experience, currently serving as a financial advisor at Cadence Wealth Partners, LLC. He previously served 13 years in the United States Army and has worked at multiple firms including Realta Equities, Inc. Outside of his advisory role, O'kelly is a board member of The Davis Focus Project, a military non-profit focused on optimizing human performance through natural mental health modalities, and serves as an ambassador for the mental health organization Give an Hour. Cadence Wealth Partners provides portfolio management, financial planning, and business consulting services to individuals, high-net-worth clients, families, business owners, and family offices. The firm employs a disciplined investment approach with customized Investment Policy Statements, discretionary portfolio management, and specialized services including held-away account management and business-owner focused programs.

Luann Barnes is a financial advisor at WMC Capital Management, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Brookstone Capital Management and Beatty Financial Group. Outside of her advisory role, she is involved with Mount Moriah Lutheran Church, where she is authorized to submit trade instructions for the church’s brokerage account. WMC Capital Management provides discretionary portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, corporations, and charitable organizations. The firm primarily uses passive investment strategies focused on asset allocation and periodic rebalancing, complemented by fundamental and technical analysis.

Jarrod Adams is a financial advisor with Jarrod Adams Investing, LLC in Catawba, NC, holding a Series 65 designation and 13 years of industry experience. He founded Jarrod Adams Investing in 2012 after operating Jarrod Adams Trading from 2005 to 2019. Jarrod Adams Investing, LLC provides discretionary investment advisory and wealth management services to individuals, high net worth clients, trusts, and estates. The firm manages approximately $73.2 million in assets using a long-term investment approach that combines fundamental and technical analysis, primarily utilizing mutual funds and ETFs along with selective use of individual stocks, bonds, and options.

Charles Powell is a financial advisor at Powell Wealth in Cornelius, NC, holding a Series 65 designation with four years of industry experience. Prior to his current role, he worked at Grant Thornton, LLP and has experience at the Kenan-Flagler Business School and UNC Chapel Hill. Powell Wealth provides investment supervisory services, financial planning, and pension consulting to individuals, trusts, retirement plans, and businesses. The firm manages portfolios using discretionary strategies based on fundamental and cyclical analysis and employs various investment vehicles, including mutual funds, equities, fixed income, ETFs, and select alternatives.

Brandon Opre is a CFP® professional with 29 years of industry experience, currently serving as an advisor at TrustTree Financial LLC. His prior experience includes roles at Ameriprise Financial Services, Inc. and Financial Advisory Services, LLC. Outside of his advisory duties, he works as an Independent Insurance Agent providing life insurance quotes and policy discussions. TrustTree Financial serves individual clients, including high-net-worth households, offering discretionary portfolio management and comprehensive financial planning. The firm combines passive and active investment strategies with automated rebalancing and tax-loss harvesting, and sponsors a wrap fee program uncommon among similar supported firms.

Peter Walton is a financial advisor at 7PW Wealth, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Greerwalker Wealth LLC and Traverse Partners, LLC. Walton is also the CEO and President of 7PW Consulting, LLC, a business consulting firm focused on project-based engagements. 7PW Wealth provides discretionary portfolio management and integrated financial planning services to individuals, corporations, retirement plans, trusts, and other institutions. The firm manages approximately $29.7 million across 41 client relationships and employs a blend of fundamental and technical analysis with diversified asset allocation tailored to client objectives.

Russ Adams is a Series 65 licensed advisor with Falcon Financial in Salisbury, NC, and has three years of industry experience. Prior to joining Falcon Investment Strategies, he worked in real estate and as a professional golfer and caddie. He is also an independent licensed insurance agent specializing in life, health, and Medicare insurance. Falcon Financial provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $85.6 million in assets and employs a diversified investment approach that includes fundamental, technical, cyclical, and charting analysis, with regular portfolio reviews and tactical adjustments.

Jeffrey Vaughn is a financial advisor with Synergy Investment Group, LLC in Kannapolis, NC, holding Series 63, 65, and 66 designations and over 31 years of industry experience. He has worked with StoneX Securities Inc. since 2012 and Synergy Investment Group since 2010. Vaughn is also involved in insurance sales through Synergy Insurance Group and serves as president of Vaughn Wealth Management Inc. Synergy Investment Group, LLC provides investment advisory and financial planning services to individual and high-net-worth clients. The firm offers discretionary portfolio management and tailors investment strategies using a mix of mutual funds, ETFs, equities, and fixed income based on clients’ financial profiles and risk tolerance.

Joe Silvas is a financial advisor at C2 Investment Group with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has been co-owner of C2, LLC dba Tracker, a firm offering a portfolio accounting and reporting application, since 1997. Silvas’s career includes nearly three decades working within the same affiliated entities. C2 Investment Group provides non-discretionary investment consultation primarily to institutional clients such as municipalities, universities, and public funds. The firm specializes in government bond index tracking and uses a proprietary optimization application to assist clients with portfolio rebalancing while clients retain execution authority.

David Smith is a financial advisor with Thomas Smith and Associates, Inc. in Salisbury, NC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Thomas Smith and Associates since 2003. Outside of his advisory role, he is a partner in Second Creek Development, a family office managing private family investments. Thomas Smith and Associates provides discretionary investment advisory and portfolio management services primarily to high-net-worth individuals and trusts. The firm manages fully diversified portfolios with an emphasis on tax and cost efficiency, serving a small number of clients with tailored investment approaches.

Lee Larson is a financial advisor at Everstar Asset Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fundamental Global Investors, LLC and CWA Asset Management Group. Larson serves on the boards of several non-investment related companies, including 27 Software U.S. Inc. and True Health Solutions Inc., and is chairman of Beacon Health Benefits Inc. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in assets for about 1,077 clients and sponsors multiple private investment funds, employing a structured investment process that includes proprietary models and the use of derivatives and options.

Paul Clark is a CFP® professional with four years of industry experience, currently serving as an advisor at Mill Capital Management, LLC. Prior to joining Mill Capital in 2021, he worked at Wells Fargo for ten years. Mill Capital Management serves individual clients, including high net worth individuals, and charitable organizations, providing discretionary investment management focused on a concentrated, value-oriented large-cap equity strategy. The firm integrates financial planning with its investment services and manages approximately $1.49 billion in client assets with a team of three advisors.

Jonathan Rhoney is a CERTIFIED FINANCIAL PLANNER™ professional at Mill Capital Management, LLC with five years of industry experience. He has been with Mill Capital since 2021 and previously worked at Wells Fargo from 2003 to 2021. Mill Capital Management serves individual clients, including high net worth individuals, and charitable organizations by providing discretionary investment management and financial planning. The firm employs a concentrated, value-oriented large-cap equity strategy and manages approximately $1.49 billion in client assets with a team of three advisors.

Daniel Finnerty is a financial advisor with Kingsbury Capital Investment Advisors LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at SW Financial and Kingsbury Capital, Inc. prior to his current role. Kingsbury Capital Investment Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans with portfolio management, financial planning, and institutional retirement advisory services. The firm typically manages accounts on a discretionary basis and offers ERISA-focused services for retirement-plan clients.

Fu Yuet is a Series 65-licensed financial advisor with 10 years of industry experience. He has worked at Fundamental Global Investors, LLC and CWA Asset Management Group, and has been employed by Caterpillar Inc. since 2002. Everstar Asset Management, LLC provides investment advisory and management services to individuals, high-net-worth clients, families, and sponsors multiple private pooled funds. The firm follows an IPS-driven investment process focused on long-term capital appreciation through proprietary equity and fixed-income models, and implements strategies across public and private markets, including derivatives, private debt, and private equity.

Jerry Neal is a financial advisor with Everstar Asset Management, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Advanced Wealth Strategies, Inc., AlphaStar Capital Management, LLC, Park Avenue Securities, and Guardian Life Insurance. Outside of finance, he officiates NCAA football games. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in regulatory assets under management and sponsors multiple private pooled investment vehicles, employing a structured investment process that includes proprietary equity and fixed-income models, as well as the use of derivatives and options.

Matthew Ellis is a financial advisor with Fidelis Capital and holds Series 63, Series 65, and Series 66 designations. He has 19 years of industry experience, including prior roles at Wells Fargo and Merrill. Ellis serves on the board of Centerstone Military Services, a nonprofit organization. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, philanthropic organizations, and other entities. The firm employs a multi-faceted investment approach combining quantitative, fundamental, technical, and economic analysis, and manages portfolios on a primarily discretionary basis while also offering financial planning and sub-advisory services.

Renee Simpson is a financial advisor at Everstar Asset Management, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including AlphaStar Capital Management, Park Avenue Securities, and Guardian Life Insurance. Outside of her advisory role, she assists with a family-owned restaurant, Mt. Pleasant Smokehouse. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in regulatory assets under management and employs a structured investment process that includes proprietary models and the use of derivatives within its portfolios and private funds.

Micheal Foster is a financial advisor at A4 Wealth Advisors LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Hornor, Townsend & Kent, LLC and Valic Financial Advisors, Inc. Outside of advising, Foster runs a camp for college-bound athletes through his business, R2L LLC. A4 Wealth Advisors serves individuals, trusts, estates, retirement plans, and charitable organizations, managing approximately $214 million. The firm employs a multi-strategy investment approach involving direct management and third-party managers, providing comprehensive financial planning and access to alternative investments.

Jennifer Fensley is a CFP® and Series 65 credentialed advisor at CapSouth Wealth Management with eight years of industry experience. She has been with CapSouth Partners Inc since 2017 and previously worked at Spectrum Brands Global Batteries & Appliances for four years. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and employs a multidisciplinary team offering a range of strategies and fiduciary services.