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 13 years of industry experience. She currently serves as an advisor at Topsail Wealth Management LLC, joining the firm in 2024 after roles at Independent Advisor Alliance and THE Vanguard Group, Inc. Topsail Wealth Management provides comprehensive wealth management and investment advisory services primarily for high-net-worth and ultra-high-net-worth families, trusts, estates, retirement plans, corporations, and family foundations. The firm uses a customized investment process combining passive and active strategies, and manages over $1 billion in discretionary 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.

Brian Baum is a CFP® professional with nine years of industry experience. He has worked at Family Wealth Partners, LLC since 2024 and previously spent seven years with The Vanguard Group, Inc. Brian also has a background in Impact Media Systems, Inc, where he worked for nine years. 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, pension consulting, and estate plan coordination, using a digital platform and a range of traditional and alternative investments tailored to each client’s financial profile.

Jared Audette is a financial advisor at Eagle Wealth Management Group Inc. in Charlotte, NC, with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Abiding Wealth Advisors and Crown Capital Securities. Eagle Wealth Management Group serves both individual clients, including high-net-worth households, and institutional retirement-plan sponsors. The firm offers financial planning, discretionary portfolio management, retirement plan advisory, and business planning services through a multidisciplinary team with diverse credentials.

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.

Matthew Snipes is a Certified Financial Planner® 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. He also provides trustee services for clients. Topsail Wealth Management offers comprehensive wealth management and investment advisory services primarily for high-net-worth and ultra-high-net-worth families, trusts, estates, retirement plans, corporations, and family foundations. The firm employs a priorities-based, customized investment process using a mix of passive and active strategies and manages just over $1 billion in discretionary assets.

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.

Joshua Pohl is a financial advisor at Hobart Wealth in Charlotte, NC, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at EP Wealth Advisors, AW Securities, Wealthcare Capital Management, and TD Ameritrade. 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, pension and profit-sharing plans, trusts, and estates, providing asset management, financial planning, and retirement plan consulting using a range of analytical methods and implementation strategies.

Sadie Bishop is a financial advisor at Hobart Wealth in Charlotte, NC, holding a Series 65 designation with five years of industry experience. Her prior work includes roles at WFA Asset Management Corp, New York Life Insurance Company, and DSE Financial Services. She also has experience in education and nonprofit settings, including the Waukesha School District and Salto Gymnastics Center. 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, employing a range of investment strategies including the use of third-party managers.

Sidney King is a CFP® with 26 years of industry experience and is currently with Cornerstone Wealth Planning in Charlotte, NC. He previously worked for TIAA-CREF Individual & Institutional Services and TIAA from 2007 to 2023. Cornerstone Wealth Planning provides portfolio management and financial planning services to individuals, high-net-worth clients, and small business owners. The firm’s investment approach is based on Modern Portfolio Theory and fundamental analysis, offering flexible planning options and in-house tax preparation services.

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.

Thomas Hamilton is a financial advisor with Hobart Wealth in Charlotte, NC, holding a Series 66 designation and 14 years of industry experience. He has worked at Hobart Private Capital since 2018, following positions at PNC Investments and SCOTTRADE. 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 asset management, financial planning, and retirement consulting through tailored portfolios and a variety of analytical methods and implementation strategies.

Aaron Salter is a financial advisor at Cornerstone Wealth Planning in Charlotte, NC, holding a Series 65 designation with 10 years of industry experience. He has worked at Asset Dedication since 2017 and has been with Cornerstone Planning, LLC since 2015. His role at Asset Dedication involves acting as a solicitor related to third-party investment management services for Cornerstone clients. Cornerstone Wealth Planning manages approximately $373 million on a discretionary basis and offers portfolio management alongside financial planning services for individuals, high-net-worth clients, and small business owners. The firm’s investment approach is based on Modern Portfolio Theory and fundamental analysis, incorporating third-party sub-advisers and providing flexible planning options including in-house tax preparation and structured educational programs.

Kevin Johnson is a financial advisor at Cornerstone Wealth Planning in Charlotte, NC. He holds a Series 65 designation and has one year of industry experience. Prior to joining Cornerstone Wealth Planning, he was involved with Redeemer Presbyterian Church San Diego and Bridge Church San Diego. Cornerstone Wealth Planning provides portfolio management and financial planning services to individuals, high-net-worth clients, and small business owners. The firm’s investment approach is based on Modern Portfolio Theory and fundamental analysis, offering flexible planning options and in-house tax preparation services.

Matthew Henry is a CFP® and holds a Series 63 license with nine years of industry experience. He has worked at The Vanguard Group, Inc. and Edward Jones before joining Topsail Wealth Management LLC, where he has been an advisor since 2026. Topsail Wealth Management serves high-net-worth and ultra-high-net-worth families, trusts, estates, retirement accounts, and select institutional clients. The firm employs a priorities-based, customized planning process and implements diversified portfolios using a blend of passive and active strategies across multiple asset classes.

Matthew Spear is a Certified Financial Planner® with 24 years of industry experience, currently serving at Sapere Wealth Management, LLC since 2002. He holds the Series 65 and Series 63 licenses and is based in Matthews, North Carolina. Sapere Wealth Management provides discretionary investment management and financial planning services to individuals, 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, combining equities, mutual funds, ETFs, and privately offered funds 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.

Benjamin Small is a financial advisor at Cornerstone Wealth Planning with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at The Vanguard Group, Inc. and various other companies. Benjamin is based in Charlotte, NC. Cornerstone Wealth Planning serves individuals, high-net-worth clients, and small business owners with investment advisory, portfolio management, and comprehensive financial planning. The firm integrates Modern Portfolio Theory with fundamental analysis and offers in-house tax preparation alongside its advisory services.

Nicholas Adkins is a CFP® with 12 years of industry experience, currently serving as an advisor at Hobart Wealth. He previously worked at Raymond James Financial Services and Edward Jones. In addition to his advisory role, he is a licensed insurance agent involved in the sale of insurance products. Hobart Wealth is an SEC-registered advisory firm with a team of eight advisors managing approximately $430 million. The firm serves individuals, pension and profit-sharing plans, trusts, and estates, offering tailored asset management, financial planning, and retirement consulting using a range of analytical methods and implementation strategies.