Mark Mahshie is a Series 65-registered advisor with MPM Advisors Group LLC, based in Denver, NC. He has been with MPM Advisors Group since 2026 and has prior experience at Hendrick Automotive Group. MPM Advisors Group LLC provides discretionary investment management and comprehensive financial planning for individuals, retirement plans, and corporate clients. The firm emphasizes passive investment management using index mutual funds and ETFs, complemented by client-specific policies, periodic rebalancing, and educational seminars.

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.

Lee Larson is a financial advisor at Everstar Asset Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Fundamental Global Investors, CWA Asset Management Group, and Hayden Harper Wealth Advisory. Larson holds board and chairman roles in multiple non-investment companies based in Mooresville, North Carolina. Everstar provides investment advisory and management services to individuals, high-net-worth clients, and families, as well as sponsoring and managing private pooled funds. The firm’s investment approach is IPS-driven and focuses on long-term capital appreciation using proprietary models and a multi-step evaluation framework across public and private markets.

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.

Thomas Kelly is a financial advisor at Aspire Private Capital with 14 years of industry experience. He holds a Series 65 designation and has worked at Aspire since 2014. Kelly also owns Covenant Private Capital, an insurance and annuity product sales firm, and works as a marketing consultant for Aspire Insurance Solutions. Aspire Private Capital manages approximately $510 million for individuals, corporations, and retirement plans, offering investment management, financial planning, and retirement consulting. The firm uses a combination of fundamental, technical, and cyclical analysis and often recommends third-party sub-advisers through the GeoWealth platform.

Matthew Ellis is a financial advisor at Fidelis Capital with 19 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Merrill, Wells Fargo Bank, and Citigroup Global Markets. Ellis serves on the board of Centerstone Military Services, a nonprofit organization based in Nashville. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic organizations, and other entities. The firm combines quantitative, fundamental, technical, and economic analysis to guide portfolio management and also plays a sub-advisory role to a private fund, serving both retail and institutional clients.

Renee Simpson is a financial advisor with Everstar Asset Management, LLC, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. Her prior roles include positions at AlphaStar Capital Management, LLC, Advanced Wealth Strategies, Inc., Park Avenue Securities, and Guardian Life Insurance. Outside of finance, she assists with operations at Mt. Pleasant Smokehouse, a restaurant in North Carolina. Everstar Asset Management serves individuals, high-net-worth clients, and families with customizable financial planning and portfolio management, including sponsorship and management of private pooled funds. The firm’s investment approach is IPS-driven, focusing on long-term capital appreciation through proprietary equity and fixed-income models applied across public and private markets.

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.

Thomas James is a financial advisor at Everstar Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes consulting roles and a long tenure at Sierra Wireless. Everstar Asset Management offers 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 funds, employing a five-step investment process that incorporates proprietary equity and fixed-income models.

John Balcerzak is a CFP® professional with 20 years of experience in the financial services industry. He is currently with A4 Wealth Advisors LLC and has held various roles in related companies, including managing member positions at Sunset Cove Enterprises LLC and JBB Holdings, LLC. Outside of advising, he is involved in land development through Sunset Cove Enterprises. A4 Wealth Advisors serves individuals, trusts, estates, retirement plans, and charitable organizations, managing approximately $214 million across several hundred clients. The firm offers financial planning, portfolio management, and access to alternative investments, utilizing a combination of fundamental, technical, and cyclical analysis implemented via direct management, sub-advisors, and co-advisors.

Andrew Kelleher is a financial advisor with Aptus Financial, LLC and holds a Series 65 designation. He has been with Aptus Financial since 2026 and has prior work experience at Summit Coffee. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning rather than discretionary portfolio management, emphasizing passive, long-term indexing, simple asset allocation, cash-flow management, and periodic rebalancing.

Carolyn Reynolds is a financial advisor at Proxy Wealth Advisors LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc., Fidelity Investments, JPMorgan Securities LLC, and Morgan Stanley Smith Barney. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across various instruments and offers specialized services including cross-border and immigration-related financial planning.

Wesley Taylor is a CFP® with eight years of industry experience, currently serving as a financial advisor at Aspire Private Capital. He previously worked for The Vanguard Group and Edward Jones. Outside of his advisory role, he is involved in individual insurance sales, focusing on annuities and life insurance. Aspire Private Capital manages approximately $510 million for individuals, corporations, and retirement plans, offering investment management, financial planning, retirement consulting, and selective tax services. The firm employs a range of analytical approaches and frequently uses third-party sub-advisers and model portfolios through the GeoWealth platform.

Richard Jakiel is a financial advisor at Everstar Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Advanced Wealth Strategies, Inc. and Cambridge Investment Research. Outside of his advisory role, he teaches private tennis lessons and is involved in community organizations such as the Queen City League and Kiwanis Uptown in Charlotte, NC. 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 and offers a range of investment strategies including proprietary equity and fixed-income models, as well as managing multiple private funds with performance-based incentive structures.

John Philpott is a financial advisor with Aspire Private Capital and holds a Series 65 designation. He has 16 years of industry experience, including five years at Global Financial Private Capital. Outside of financial advising, he owns and brokers real estate through Pier 28 Realty and serves as president of Estate and Retirement Consultants, which offers fixed life and annuity products. Aspire Private Capital manages approximately $510 million for individuals, corporations, and retirement plans. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement consulting, utilizing a combination of fundamental, technical, and cyclical analysis across various asset classes and often employing third-party sub-advisers.

Cory Esposito is a CFP® with eight years of experience in the financial industry. He is currently with A4 Wealth Advisors LLC in Huntersville, NC, and previously worked at LPL Financial and UBS Financial Services. In addition to his advisory role, he is involved with A4 Insurance Solutions, an affiliated insurance business connected to his firm. A4 Wealth Advisors serves individuals, trusts, estates, retirement plans, and charitable organizations, managing approximately $214 million. The firm offers comprehensive financial planning and portfolio management, using a combination of fundamental, technical, and cyclical analysis, and incorporates third-party managers and alternative investments into its approach.

John Frechette is a CFP® affiliated with Foundry Financial LLC and has one year of industry experience. Before joining Foundry Financial in 2025, he worked at the Trust Company of the South, Huber Engineered Woods, Lowe's Companies, Inc., and Caterpillar. Foundry Financial provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and charitable organizations. The firm employs risk-based, diversified portfolios across various asset types with adviser-held discretion focused on long-term allocation and client coaching.

Thomas Hamilton is a financial advisor at Everstar Asset Management, LLC with one year of industry experience. He holds the Series 65 designation and previously worked for American Equity Investment Life Insurance Company for 20 years. Everstar Asset Management provides investment advisory and management services to individuals, high-net-worth clients, and families, as well as sponsoring and managing multiple private pooled funds. The firm uses an IPS-driven investment approach focused on long-term capital appreciation through proprietary equity and fixed-income models and operates across public and private markets with various strategies including derivatives and private equity.