Brian Dalton is a financial advisor at TRICAPITAL Wealth Management, Inc. in Charlotte, NC. He holds the CFP® designation and Series 66 license, with seven years of industry experience. Prior to joining TRICAPITAL, he worked at The Vanguard Group, Inc. for five years. TRICAPITAL Wealth Management provides investment management and financial planning services to individuals, business entities, retirement plans, foundations, estates, and trusts. The firm employs a personalized wealth-management process with discretionary portfolio management and uses a proprietary Retirement Funding Score to monitor progress.

Liam Fitzgerald is a CFP® certificant with six years of industry experience, currently serving as an advisor at Lyon Wealth Advisors. His prior work includes roles at The Vanguard Group and Liberty University. Lyon Wealth Advisors Group provides discretionary portfolio management and integrated financial planning to high net worth individuals, corporations, and retirement plans. The firm uses model portfolios based on Modern Portfolio Theory, investing primarily in low-cost mutual funds and ETFs, and has affiliations with a tax and business advisory practice as well as an events and publishing entity focused on dentists and other specialists.

James Roberts is a CFP® professional with 18 years of industry experience. He is currently with Intentional, LLC and has previously worked at COMMUNITY WEALTH and Commonwealth Financial Network. Roberts also sells fixed insurance products in his individual capacity. Intentional is an SEC-registered advisory firm that provides portfolio management and financial planning to individual and high-net-worth clients, along with pension consulting services for small businesses and institutions. The firm uses a model-driven investment process combining fundamental, technical, and economic analysis, generally operating with discretionary authority.

Derek Lewis is a CFP® and Series 66 designee with 13 years of industry experience. He has been with R.P. Boggs & Co. since 2012. Lewis is based in Lake Wylie, South Carolina, and is currently affiliated with Catawba River Capital. Catawba River Capital provides wealth management and investment consulting services primarily to high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, and other legal entities. The firm employs a conservative, scenario-based investment approach with a focus on fundamental analysis and longer-term holdings, while also incorporating strategies such as short selling and options writing when suitable.

Peter Ross is a financial advisor at Brookstone Wealth Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Copperleaf Capital, LLC and Fidelity Investments. Outside of his advisory role, he is licensed as an insurance agent and sells health and life insurance products. Brookstone Wealth Advisors provides investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional clients. The firm employs a mix of active and passive strategies within model portfolios and offers discretionary account management supported by a networked operating structure and affiliated entities.

Hunter Wise is a financial advisor at Beacon Associates Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Beacon Associates since 2022. Prior to his current role, he held positions at Defyned Brands, Viral Launch, and Dana Incorporated. Beacon Associates Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing discretionary asset management primarily through sub-advisor and co-advisor relationships. The firm focuses on selecting and monitoring third-party portfolio managers and offers active portfolio management with quarterly reviews and tax-loss harvesting strategies.

Kristopher Lewis is a CFP® with 11 years of industry experience. He is currently with Tuttle Wealth Partners LLC and previously worked at The Vanguard Group. Tuttle Wealth Partners LLC provides investment management and financial planning services to retail and institutional clients. The firm uses customized portfolio models and risk-based planning, offering a broad investment menu that includes exchange-listed securities, ETFs, options, and alternative investments.

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.

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.

William Clark is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Clearview Wealth Management since 2013. The firm provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. Clearview manages diversified portfolios incorporating cash, fixed income, and equities, emphasizing client risk tolerance without frequent trading, and offers ESG-screened portfolios upon request. The firm also publishes newsletters and hosts educational seminars, maintaining a shareholder interest in a trust company that provides trust administration services.

Randall White is a CFP®-certified financial advisor with 34 years of industry experience. He is president of TRICAPITAL Wealth Management, Inc. in Charlotte, NC, where he has worked since 1999. Prior to his current firm, he was affiliated with Triad Advisors, Inc. and currently serves as a registered representative of Osaic Wealth, Inc. White is also involved in charitable work as a director of the Louis M. Helms Jr. and Anita B. Helms Charitable Foundation. TRICAPITAL Wealth Management provides portfolio management and comprehensive financial planning to individuals, including high-net-worth clients, as well as pensions, trusts, and institutional accounts. The firm uses a data-driven planning process to develop tailored, long-term diversified investment plans, often employing discretionary management and a mix of fundamental and technical analysis across various asset classes.

Karina Moretz is a CFP® and ChFC® affiliated with Pathfinder Planning LLC, with one year of industry experience. Her prior work includes a period as a homemaker before joining Pathfinder Planning. Pathfinder Planning LLC provides comprehensive financial planning and discretionary portfolio management to individuals, couples, businesses, and families, focusing on working families, single women, young adults, and retirees or near-retirees. The firm employs a low-cost passive investment approach supplemented by targeted factor tilts and emphasizes tax management and client education.

Ryan Peterson is a CFP® and ChFC® with 24 years of industry experience. He has been with Copperleaf Capital, LLC since 2004. In addition to his advisory role, he is licensed as an insurance producer, selling health, disability, and life insurance products, including Medicare Supplement insurance. Copperleaf Capital serves individual and high-net-worth families, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides financial planning, discretionary portfolio management, retirement plan consulting, insurance product implementation, and digital currency management, using a values-driven planning process and a combination of fundamental research, technical signals, and third-party sub-advisory management.

Cheryl Sherrard is a CFP® professional with 15 years of industry experience, currently serving at Clearview Wealth Management since 2013. She is based in Charlotte, NC, and is part of a four-advisor team. Clearview Wealth Management provides discretionary investment management and ongoing financial planning exclusively to individual clients, including high-net-worth households. The firm employs diversified portfolios and integrates financial planning into investment decisions while generally avoiding market timing and frequent trading.

Treven Ayers is a CFP® with 25 years of industry experience and is currently a financial advisor at Clearview Wealth Management, where he has worked since 2013. The firm provides discretionary investment management and financial planning exclusively to individual clients, including high-net-worth households. Clearview Wealth Management manages approximately $182.4 million in assets across 144 client relationships and emphasizes diversified portfolios, integrated planning, and client education through newsletters and seminars.

Wesley Lyon II is a CFP® professional with six years of industry experience, currently serving at Lyon Wealth Advisors Group, LLC. He previously worked at Dimensional Fund Advisors and holds leadership roles as President and CEO of McGill and Lyon Dental Advisors, a tax and business planning firm for dentists and specialists. He also speaks regularly at seminars and podcasts through The McGill & Hill Group, which focuses on professionals in the dental field. Lyon Wealth Advisors Group provides discretionary portfolio management and integrated financial planning to high net worth individuals, corporations, and retirement plans. The firm uses customized strategies based on Modern Portfolio Theory, primarily investing in low-cost mutual funds and ETFs, and is noted for its affiliation with tax and business advisory services focused on dental professionals.

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.

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.

Adam Ackerman is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Rabbit. His prior experience includes roles at BNA Wealth (formerly Consolidated Securities and Consolidated Investment Advisors) from 2016 to present and Edward Jones from 2015 to 2016. He is also involved in day-to-day management and compliance of BNA Wealth Inc. as its President and Chief Compliance Officer. Wealth Rabbit provides discretionary portfolio management primarily to individual clients ranging from non-high-net-worth to high-net-worth investors through its mobile and online platform. The firm offers model portfolios that users can adopt and manage via an app, with distinctive employer integration features and a focus on crypto-focused investment strategies.

Olivia Green is a financial advisor at Davis Investment Partners, LLC with a Series 65 designation and three years of industry experience. She has worked at Davis Investment Partners since 2022 and previously held positions at GRAYCO, RKW Residential, and Kane Residential. Olivia attended North Carolina State University from 2013 to 2017. Davis Investment Partners serves individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management, financial planning, retirement account advice, and bond consulting. The firm combines fundamental and technical analysis with a primarily long-term investment orientation, emphasizing customized asset allocation and share-class selection to align with client objectives.