Brandon Opre is a CFP®-certified financial advisor with 30 years of industry experience, currently serving at TrustTree Financial LLC. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley, and Charles Schwab. In addition to his advisory work, he is an independent insurance agent offering life insurance services. TrustTree Financial LLC is a state-registered investment adviser serving individuals, trusts, foundations, and small institutions. The firm manages approximately $78 million across around 150 client relationships with a two-advisor team, providing discretionary portfolio management and financial planning through multiple engagement models. Their investment approach integrates passive and active strategies guided by client-specific investment policy statements, with continuous account supervision and customized portfolio implementation.

Peter Walton is a financial advisor at 7PW Wealth, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Greerwalker Wealth LLC and Traverse Partners, LLC. Walton is also the CEO and President of 7PW Consulting, LLC, a business consulting firm focused on project-based engagements. 7PW Wealth provides discretionary portfolio management and integrated financial planning services to individuals, corporations, retirement plans, trusts, and other institutions. The firm manages approximately $29.7 million across 41 client relationships and employs a blend of fundamental and technical analysis with diversified asset allocation tailored to client objectives.

Christopher Lee is a CFP® professional at Passport Wealth Management with experience starting in 2024. Prior to his current role, he held positions at several firms and organizations, including Choreo, SFMG Wealth Advisors, and Trustcore Financial. He also spent time at the University of Georgia and took a year for extended travel. Passport Wealth Management is an SEC-registered adviser serving individuals, charitable organizations, and businesses. The firm employs a passive investment approach based on Modern Portfolio Theory and offers comprehensive financial planning, investment management, tax return preparation through a third-party provider, and retirement plan consulting.

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.

Daniel Finnerty is a financial advisor with Kingsbury Capital Investment Advisors LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at SW Financial and Kingsbury Capital, Inc. prior to his current role. Kingsbury Capital Investment Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans with portfolio management, financial planning, and institutional retirement advisory services. The firm typically manages accounts on a discretionary basis and offers ERISA-focused services for retirement-plan clients.

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 Partners, LLC with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Fidelis Capital in 2022, Ellis worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2017 to 2022, and at Merrill from 2012 to 2017. Outside of his advisory role, he serves as a board member for Centerstone Military Services in Nashville, Tennessee. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and non-profit organizations, and other business entities. The firm employs a blend of quantitative, fundamental, technical, and economic analysis in its investment process and offers discretionary portfolio management along with business consulting and coordination of third-party providers.

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 industry experience, currently serving as a managing member at A4 Wealth Advisors LLC in Huntersville, NC. His background includes leadership roles in several investment-related businesses, including Sunset Cove Enterprises LLC where he focuses on land development and investor relations. He also manages an insurance company, A4 Insurance Solutions, and oversees a family holding company, JBB Holdings. A4 Wealth Advisors serves a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, and charitable organizations, managing approximately $214 million in assets. The firm employs a comprehensive investment approach that integrates fundamental, technical, and cyclical analysis, and provides a range of services including financial planning, portfolio management, and access to alternative investments.

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.