Ella Anderson is a financial advisor at Family Wealth Partners, LLC in Matthews, NC, holding a Series 65 license with one year of industry experience. Prior to joining the firm, she worked at Sodexo - ShakeSmart and Papa Docs. Family Wealth Partners is an SEC-registered advisory firm serving individuals, business entities, charitable organizations, and pension/profit-sharing plans. The firm provides discretionary investment management and financial planning, employing fundamental analysis and modern portfolio theory to build tailored portfolios that include a wide range of traditional and alternative investments.

Robert Dye is a CFP® and holds a Series 66 designation with 10 years of industry experience. He has worked with firms including UBS Financial Services Inc. and Independent Advisor Alliance before joining Family Wealth Partners, LLC. Dye is currently part of a six-advisor team based in Matthews, NC. Family Wealth Partners serves individuals, business entities, charitable organizations, and pension/profit-sharing plans, offering discretionary investment management, financial planning, pension consulting, and estate plan coordination. The firm employs a diversified, model- and research-driven approach encompassing a broad range of traditional and alternative investments, including digital assets and complex instruments.

Matthew Spear is a CFP® with 24 years of industry experience, currently serving at Sapere Wealth Management, LLC since 2002. He previously worked at Ronald Blue & Co., Llc for one year. Sapere Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines top-down global macroeconomic analysis with an absolute-return orientation, focusing on value-driven, mean-reversion strategies over a one-to-three-year horizon.

Kathleen Focht is a financial advisor at Sapere Wealth Management, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Sapere Wealth Management since 2005. Her prior experience includes roles at Sapere Wealth Creation, LLC and Carlton Dixon. 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 focused on absolute returns, combining public equities, registered funds, and privately offered vehicles with an emphasis on active liquidity management.

Bryan Stark is a financial advisor with Stark Financial Advisers, Inc., holding a Series 66 designation and 19 years of industry experience. His career includes long-term roles at Stark Financial Advisers, Inc. and R.M. Stark & Co., Inc., as well as over three decades at U.S. Airways. Stark Financial Advisers, Inc. manages approximately $94.7 million on a discretionary basis for individuals, pension and profit-sharing plans, corporations, and other business entities. The firm employs an asset-allocation driven approach that incorporates both fundamental and technical analysis, offering strategies ranging from conservative to aggressive and including derivative use in separately managed accounts.

Evan Grey is a financial advisor at Matauro, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Equitable Advisors and AxA Advisors. In addition to his advisory role, he has experience as an independent licensed insurance agent, focusing on life insurance and variable annuities. Matauro, LLC manages over $1 billion in assets and offers wealth management, financial planning, retirement plan consulting, and portfolio management to individuals, trusts, retirement plans, and business entities. The firm employs a diverse investment approach that includes fundamental, macroeconomic, technical, and ESG analysis across multiple asset classes, utilizing both in-house management and third-party managers.

David Beach Jr. is a financial advisor at Mill Capital Management, LLC with three years of industry experience. He holds the Series 65 and Series 66 credentials. Prior to joining Mill Capital Management, he spent 19 years with Wells Fargo Bank and five years with Wells Fargo Investment Institute, Inc. Mill Capital Management serves individual clients, including high net worth individuals, and charitable organizations by providing discretionary investment management and financial planning services. The firm employs a concentrated, value-oriented equity strategy focused on U.S. large- and mid-cap companies, complemented by fixed income and alternative exposures tailored to client needs.

Carlton Dixon is a Chartered Financial Consultant (ChFC®) with 22 years of industry experience. He has been with Sapere Wealth Management, LLC and Sapere Wealth Creation, LLC since 2004. In addition to his advisory role, he is also licensed as a life insurance agent. 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 focused on absolute returns, combining public equities, registered funds, and privately offered investment vehicles while emphasizing active liquidity management.

Brian Seay is a CFA® charterholder with four years of industry experience. He has been with Mill Capital Management, LLC since 2021 and previously worked at Wells Fargo from 1994 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 large-cap equity strategy focused on high-quality, value-oriented U.S. companies, combining internal management with selective use of external managers.

Ryan Knight is a financial advisor at Family Wealth Partners, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Wells Fargo Advisors and Founders Federal Credit Union. Prior to his financial career, he was employed at Liberty University, Pelican's Snoballs, and Lancaster County School District. Family Wealth Partners serves individuals, business entities, charitable organizations, and pension/profit-sharing plans, offering 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 a range of traditional and alternative securities.

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.

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.

Joseph Brooks is a Certified Financial Planner® with 27 years of experience in the financial advisory industry. He is currently with Sapere Wealth Management, LLC in Matthews, NC, and has held positions at Northwestern Mutual Wealth Management Company and Nfp, among others. Sapere Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a top-down global macroeconomic analysis with an absolute-return focus, using diversified model portfolios designed to manage liquidity and limit drawdowns.

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.

Gerald Craig is a financial advisor at IFG Advisory, LLC with over 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked at IFG Advisory since 2016. Prior to this, he has been associated with LPL Financial and Carolina Planning Consultants, LLP for over two decades. IFG Advisory, LLC provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of analytical approaches and utilizes sub-advisors and third-party managers to tailor investment strategies that align with client objectives.

Ryan Leake is a financial advisor with Principal Advised Services in Charlotte, NC. He holds a Series 66 designation and has been working in the industry since 2023, including prior roles at firms such as Capstone Financial and Cetera Advisors LLC. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party and proprietary models, leveraging its membership in the Principal Financial Group family to offer access to proprietary funds and affiliated services.

Derek Ahrens is a financial advisor at Principal Advised Services with one year of industry experience. He holds a Series 66 designation and has worked at several Principal affiliates since 2025. Prior to his financial services career, he held various roles in the automotive and retail sectors. He previously sold life insurance from April to October 2024. 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 called SimpleInvest. The firm integrates proprietary models with third-party methodologies and leverages its affiliation with Principal Financial Group to offer access to proprietary funds, bank products, and trading services.

Eric Mohammed is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior work includes six years at Wells Fargo Advisors and ongoing roles with multiple Principal entities since 2021. He also serves as a retirement consultant, providing one-on-one investment advice to retirement plan participants eligible for distribution. Principal Advised Services delivers investment advice and related services mainly to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and benefits from its affiliation with the Principal Financial Group family, enabling access to a range of proprietary products and resources.

Evan Normile is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 license with two years of industry experience. His prior roles include positions at Ryder System, Inc. and Dick's Sporting Goods, and he currently serves as a retirement consultant providing one-on-one investment advice to Principal retirement plan participants. Evan also holds an assistant vice president role at Principal Bank, where he is involved in sales of bank deposit products. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers non-discretionary recommendations and a discretionary, wrap-fee investment management program, leveraging both proprietary models and third-party methodologies within the Principal Financial Group family.