Michael Papi is a financial advisor at Capstone Wealth Management Group, LLC with four years of industry experience. He holds the Series 65 designation and previously worked with the Cleveland Indians from 2014 to 2020. Prior to joining Capstone in 2022, he was briefly affiliated with the Gastonia Honey Hunters in 2021. Capstone Wealth Management Group serves individuals, high net worth clients, families, trusts, businesses, and retirement plans by providing wealth management, discretionary investment management, financial planning, and retirement plan advisory services. The firm emphasizes long-term strategic asset allocation combined with tactical adjustments, investing in low-cost mutual funds, ETFs, individual securities, and fixed income.

Michael Fowler is a financial advisor at Insight Folios in Charlotte, NC, holding a Series 65 designation. He has one year of experience in the financial industry, joining Insight Folios in 2026 after prior roles in sales and outdoor solutions. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, while also offering ERISA plan consulting and serving as a sub-adviser to other registered investment adviser firms. The firm uses a team approach combined with proprietary planning software and artificial intelligence tools to support its discretionary account management and long-term trading orientation.

Sara Warntz is a CFP® professional with 14 years of industry experience, currently serving at Topsail Wealth Management LLC since 2024. Her prior experience includes over a decade at THE Vanguard Group, Inc. and a year at Independent Advisor Alliance. Topsail Wealth Management advises high-net-worth and ultra-high-net-worth families, trusts, and related entities, providing comprehensive wealth management services including financial planning, investment advisory, tax and estate planning, and ancillary services such as bookkeeping and trustee services. The firm employs a customized investment process that integrates passive and active strategies across various asset classes and manages over $1.3 billion in regulatory assets.

Brian Baum is a CFP® professional with nine years of industry experience. He is currently an advisor at Family Wealth Partners, LLC and previously worked at The Vanguard Group, Inc. and Impact Media Systems, Inc. From 2008 to 2017, he was involved in a non-financial business setting before transitioning to advisory roles in finance. Family Wealth Partners is an SEC-registered advisory firm serving individuals, business entities, charitable organizations, and pension/profit-sharing plans. The firm offers discretionary investment management, financial planning, and additional services, applying fundamental analysis and modern portfolio theory to construct tailored portfolios that may include a wide range of traditional and alternative investments.

Michelle Notardonato is a financial advisor at Matauro, LLC with 15 years of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors and AXA Advisors. She is also an independent licensed insurance agent specializing in life insurance and variable annuities. Matauro, LLC manages approximately $1.05 billion across around 876 client relationships, offering wealth management, financial planning, retirement plan consulting, and portfolio management to individuals, trusts, retirement plans, and business entities. The firm employs a multi-method investment approach across traditional and alternative asset classes, combining in-house management with third-party managers and leveraging technology for portfolio monitoring and implementation.

Jared Audette is a financial advisor with Eagle Wealth Management Group Inc. in Charlotte, NC, holding a Series 66 designation and 16 years of industry experience. He has worked at Eagle Wealth Management Group since 2023 and concurrently with Abiding Wealth Advisors since 2011, where he conducts securities, insurance, and advisory services. Eagle Wealth Management Group is a team-based SEC-registered adviser serving individuals and sponsor-level retirement plans, including governmental and church plans. The firm offers comprehensive financial planning, portfolio management, retirement-plan advisory, and business planning, utilizing a variety of investment approaches and fiduciary services tailored to retirement-plan clients.

Wade Tapp is a financial advisor at Family Wealth Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held various leadership roles in educational institutions, including Head of Upper School and Associate Head of School. Outside of his advisory work, he is involved with Christian School Management. Family Wealth Partners is an SEC-registered advisory firm serving individuals, business entities, charitable organizations, and pension/profit-sharing plans. The firm offers discretionary investment management, financial planning, third-party adviser selection, pension consulting, and estate plan coordination, utilizing a range of traditional and alternative investment strategies tailored to client needs.

Matthew Snipes is a CFP® with 20 years of industry experience. He is currently with Topsail Wealth Management LLC and previously worked at Independent Advisor Alliance and The Vanguard Group, Inc. since 2006. Snipes provides trustee services for clients in addition to his advisory role. Topsail Wealth Management advises high-net-worth and ultra-high-net-worth families, their trusts, and related entities through comprehensive wealth management services that include financial planning, investment advisory, tax and estate planning, bookkeeping, and trustee services. The firm employs a customized, priorities-based investment process using both passive and active strategies across multiple asset classes.

James Winther is a financial advisor with Amerity Wealth Management, LLC, holding a Series 66 designation and over 22 years of industry experience. He has previously worked at firms including Brookstone Wealth Advisors, Royal Alliance, and Lincoln Financial Advisors. Outside of traditional advisory work, he serves as CEO of Atlas NexGen Group, focusing on impact investing to create residential housing for low-income residents through fund syndication. Amerity Wealth Management is a multi-advisor fiduciary serving individuals, high-net-worth households, businesses, pension and profit-sharing plans, and trusts. The firm manages approximately $339 million in assets across a range of services including asset management, financial planning, and specialized UK pension transfer and management.

Nathan Fulks is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Family Wealth Partners, LLC, where he has worked since 2019. His prior experience includes roles at LPL Financial, Independent Advisor Alliance, Efficient Advisors, and Family Wealth Counselors of the Carolinas. 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 across a broad investable universe that includes traditional securities, alternatives, and complex instruments, with ESG considerations available.

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.

Andrew Poston is a financial advisor at Fortress Private Ledger, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and as a self-employed advisor. Outside of finance, he is involved in youth sports as a scheduler for Piedmont Sports Officials and serves as a self-contracting umpire for high school and college baseball. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities by providing financial planning, portfolio management, and specialized advisory services including Qualified Opportunity Zone consulting. The firm employs a model-driven investment approach combining technical analysis with fundamental and thematic strategies and offers both discretionary and non-discretionary management.

Matthew Henry is a CFP® with nine years of industry experience currently serving at Topsail Wealth Management LLC since 2026. His prior roles include positions at Edward Jones and The Vanguard Group, bringing a background that spans multiple established financial firms. Topsail Wealth Management advises high-net-worth and ultra-high-net-worth families and related entities, providing comprehensive wealth management services including financial planning, tax and estate planning, and trustee services. The firm employs a customized investment process combining passive and active strategies and manages most client accounts on a wrap-fee basis.

Matthew Spear is a CFP® professional with 24 years of experience in financial advising. He has been with Sapere Wealth Management, LLC since 2002 and previously worked at Ronald Blue & Co., LLC for one year. Spear holds the Series 65 and Series 63 licenses. Sapere Wealth Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach focuses on top-down global macroeconomic analysis and an absolute-return orientation, emphasizing value-driven, mean-reversion strategies with explicit liquidity targets.

Charles Bowers is a financial advisor at Insight Folios with 15 years of industry experience and holds a Series 65 designation. He has been with Insight Folios since 2015 and is also associated with Durso Capital Management. Outside of advisory roles, he is licensed as an insurance producer and engages in insurance and annuity sales. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as ERISA plan consulting and participant advisory services. The firm also serves other registered investment advisers through sub-advisory relationships, employing a team-based approach and proprietary planning software enhanced by artificial intelligence tools.

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.

Shane Snively is a financial advisor at Eagle Wealth Management Group Inc. in Charlotte, NC, with 25 years of industry experience. He holds the Series 66 designation and has worked with firms including Concorde Investment Services, Crown Capital Securities, and Securian Financial Services. Outside of his advisory role, Snively is involved in multiple entrepreneurial ventures, including content creation and sports media with KazSource Inc., and serves on the Board of Advisors at Gardner-Webb University Pace, focusing on professional development programs. Eagle Wealth Management Group is a team-based SEC-registered adviser serving individuals across wealth levels and sponsor-level retirement plans, including governmental and church plans. The firm provides comprehensive financial planning and portfolio management through a mix of analytical approaches and offers both fiduciary and discretionary services tailored to retirement-plan clients.

Matthew Hastings is a financial advisor at Burgess Investment Group, LLC with 12 years of industry experience and holds a Series 66 designation. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill. Outside of finance, he is a minority owner of a small family market garden business. Burgess Investment Group provides portfolio management and financial planning services to individuals, charities, and high-net-worth clients, employing a multi-method investment process and offering strategies ranging from long-term buy-and-hold to short-term trading. The firm includes alternative investments in its product universe and discloses both hypothetical and actual performance results.

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.