Kristopher Lewis is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Tuttle Wealth Partners LLC. He previously worked at The Vanguard Group, Inc. for 11 years and has held positions at Scarlet Oak Financial Services and CG Advisory Services. Tuttle Wealth Partners LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement services to institutional and retail clients. The firm uses proprietary model programs and tailored investment strategies, and it acts as an ERISA fiduciary in retirement plan recommendations.

Mary Ferguson is a financial advisor with Concorde Financial Resources in York, SC, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has worked at Concorde Financial Resources and Westminster Financial Securities since 2001. Concorde Financial Resources serves individuals, high-net-worth households, trusts, estates, and charitable organizations by providing investment supervisory services, financial planning, and discretionary portfolio management. The firm’s investment approach combines multi-asset class allocation with tactical overlays based on economic analysis, offering clients both fee-based advisory services and commissionable insurance or transactional products.

Regina Ryan is a financial advisor at Bison Wealth Management, LLC with 12 years of industry experience. She holds a Series 63 designation and previously worked at Summit Capital Inc for 12 years before joining Bison Wealth Management in 2026. Bison Wealth Management provides discretionary wealth management and comprehensive financial planning to individual and high net worth clients. The firm’s investment approach is primarily long-term focused, with portfolio construction based on ETFs, individual equities, bonds, and low-cost mutual funds, supplemented by fundamental, technical, and quantitative analysis.

Michael Foster Jr. is a CFP® and CFA® affiliated with Dolan Capital Advisors, LLC in Charlotte, NC, with eight years of industry experience. His prior roles include positions at Dimensional Fund Advisors and M.E. Foster, LLC. Dolan Capital Advisors serves individual and high-net-worth clients by offering discretionary portfolio management, assets-under-advisement services, and standalone financial planning. The firm employs risk-profile mapping, modern portfolio theory, and tax-overlay strategies while managing approximately $179 million across about 83 client relationships.

Cambell Conard is a financial advisor at Shepherd Wealth Partners with three years of industry experience. He holds a Series 65 designation and has been involved in full-time education since 2012. Shepherd Wealth Partners serves individual investors, mainly high-net-worth households, and sponsors of qualified retirement plans by providing financial planning, investment management, and retirement plan consulting. The firm utilizes a combination of third-party model solutions and in-house strategies, including biblically responsible investing options, and emphasizes periodic in-person reviews and discretionary management when authorized.

Craig Ferguson Sr. is a financial advisor with Anderson Griggs Investments in Rock Hill, SC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Anderson Griggs & Co., Inc. since 2018, following prior roles at Dempsey Lord Smith, LLC, and Southeast Investments, N.C. Inc. Anderson Griggs Investments provides discretionary investment supervisory and portfolio management services to individuals, trusts, and charitable organizations, often serving high-net-worth clients. The firm employs a dual-strategy approach utilizing index-tracking ETFs and focused individual large-cap global equities, combining fundamental, quantitative, cyclical, and qualitative analysis within tailored investment policies.

Charles Terry is a CFP® with 19 years of industry experience, currently serving as an advisor at Shepherd Wealth Partners since 2017. Prior to that, he worked for 11 years at Ronald Blue & Co. Shepherd Wealth Partners serves high-net-worth individuals and sponsors of qualified retirement plans, offering financial planning, investment management, and retirement plan consulting. The firm integrates third-party model solutions and in-house strategies, including a faith-based investment option, and emphasizes periodic reviews and discretionary management when authorized.

David Macaulay is a CFP® and ChFC® with 27 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2011 and has been with Macaulay & Associates, LLC since 2007. In addition to his advisory work, he is involved in fixed insurance sales related to disability and long-term care as part of his financial planning services. Macaulay & Associates provides discretionary and non-discretionary investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charities, and business entities. The firm uses a collaborative planning process to develop investment objectives and implements diversified, long-term portfolios with a mix of fundamental and technical analysis, while also offering affiliated insurance products and ERISA fiduciary services.

Tamrah Bordini is a financial advisor at Belleair Wealth Management, LLC with two years of industry experience. She holds a Series 65 designation and has a background that includes work at Inspire Advisors, LLC. Outside of financial advising, Bordini owns and operates Antique Jewelry Love, LLC, an online retail boutique specializing in jewelry. Belleair Wealth Management, LLC provides discretionary portfolio management and wealth management services primarily to individual and high-net-worth clients. The firm employs a diversified investment approach integrating fundamental, quantitative, technical, cyclical, and behavioral analysis and offers a range of consulting services including retirement plan benchmarking and insurance contract analysis.

Adam Ackerman is a CFP® with 11 years of industry experience, currently serving at Wealth Rabbit in Rock Hill, SC. His prior experience includes roles at BNA Wealth, Edward Jones, and Prajana Ventures. Wealth Rabbit provides discretionary portfolio management through a mobile and online platform for individual clients, including both non‑high-net-worth and high-net-worth users, and offers subscription software to employers for Simple IRA and SEP IRA plans. The firm’s approach features a primarily electronic client experience with a compact menu of model portfolios ranging from fixed-income to crypto-focused strategies.

Brian Headrick is a financial advisor with Legend Private Wealth, LLC, holding the CFP® designation and Series 63 and 66 licenses, with 29 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Legend Private Wealth is a state-registered investment adviser serving individuals, families, high-net-worth clients, trusts, and business clients, including employer-sponsored 401(k) plans. The firm offers comprehensive financial planning, discretionary and non-discretionary portfolio management, private equity administration, and digital asset advice, managing approximately $71 million for around 45 clients.

Austin Pope is a financial advisor at CORE Advisory Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Equitable Advisors, Sureify, Brighthouse Financial, and The Vanguard Group. CORE Advisory Group serves individuals, retirement plans, trusts, corporations, and charitable organizations with discretionary asset management, retirement-plan consulting, and financial planning services. The firm manages approximately $338 million for over 1,100 clients and utilizes proprietary model portfolios alongside multiple third-party manager programs to meet clients’ investment objectives.

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.

Nicholas Morabito IV is a financial advisor at Hobart Wealth with a Series 66 designation and one year of industry experience. He previously worked at Nelson Investment Planning Services, Inc and Signature Wealth Advisors. Hobart Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, and trusts. The firm offers tailored asset management, financial planning, and ERISA retirement plan consulting, utilizing a range of investment strategies including individual securities, ETFs, and third-party managers.

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.

Cameron Newell is a financial advisor at Alpha Financial Advisors, LLC in Charlotte, NC, holding CFP®, CFA®, and Series 63 designations with two years of industry experience. He has worked at Alpha Financial Advisors since 2022, following prior roles at Rock Point Advisors and Bank of America. Alpha Financial Advisors is an SEC-registered firm providing personalized financial planning and discretionary investment management to individuals, families, trusts, estates, and small businesses, including high-net-worth clients. The firm focuses on strategic asset allocation using primarily no-load mutual funds and ETFs, with an emphasis on global diversification, periodic rebalancing, and fundamental analysis.

Gregory Vezzosi is a CFP® professional with 10 years of industry experience. He currently serves at BNA Wealth and previously worked at Charles Schwab & Co., Inc. and TIAA. BNA Wealth provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers estate-planning assistance through a digital platform with optional attorney consultations and manages client portfolios primarily on a non-discretionary basis using a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Brian Colan is a financial advisor at Hobart Wealth in Charlotte, NC, holding a Series 65 credential. He has experience in mortgage brokerage through his role at MPIRE Financial LLC and has worked in healthcare and lending sectors prior to his current advisory position. Hobart Wealth is an SEC-registered advisory firm with a team of eight advisors managing approximately $430 million. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, and estates, offering customized asset management and financial planning using a range of analytical methods and implementation strategies.

Ann Marie Reilley is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Alpha Financial Advisors, LLC since 2011. She is based in Charlotte, NC, and is part of an eight-advisor team. Alpha Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, trusts, estates, small businesses, and certain retirement plans. The firm employs strategic asset allocation using no-load mutual funds and ETFs, manages most accounts on a discretionary basis, and offers quarterly reviews and rebalancing.