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.

Lynn Irvin is an advisor at Intercarolina Financial Services, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Intercarolina Financial Services since 1993. Prior to that, he worked at CK Federal Savings Bank starting in 1990. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, as well as qualified retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs, offering both discretionary and non-discretionary account management.

Conrad Phillips is a financial advisor at A4 Wealth Advisors LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Alphastar Capital Management LLC and Tactical Investment Advisors, LLC. In addition to his advisory role, he operates a life and health insurance agency as a sole proprietor. A4 Wealth Advisors LLC provides personalized financial planning and investment management services to individuals, retirement and profit-sharing plans, trusts, estates, and charitable organizations. The firm combines in-house advice with sub-advisors and co-advisor models, incorporating alternative investments and maintaining active oversight of these holdings.

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 19 years of industry experience, currently serving at A4 Wealth Advisors LLC. He has held roles at multiple firms including Gradient Investments, Formulafolio Investments, and High Tech Lending. Outside of advisory work, he is involved with Sunset Cove Enterprises LLC, focusing on land development and investor relations. A4 Wealth Advisors LLC provides personalized financial planning and investment management to individuals, retirement and profit-sharing plans, trusts, estates, and charitable organizations. The firm integrates in-house advice with sub-advisors and co-advisor models, emphasizing alternative investments and maintaining insurance-related business activities as part of its operating approach.

Brooks Riley is a financial advisor at GRP Retirement Planning with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at AlphaStar Capital Management, Advisory Alpha, and Greene Point Partners. Outside of his advisory work, he provides business consulting focused on practice management and marketing strategy. GRP Retirement Planning is an SEC-registered investment adviser managing approximately $155 million for individuals, high-net-worth clients, businesses, non-profits, and municipal entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party sub-advisors, tailoring advice based on client objectives, risk tolerance, and time horizon.

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.

Kaylynne Willis is a financial advisor at A4 Wealth Advisors LLC with six years of industry experience and holds a Series 66 designation. She has worked at several firms including Hornor, Townsend & Kent, Foster Financial Group, and Valic Financial Advisors. Outside of her advisory role, she is involved in equine therapy as a PEMF specialist and serves on the board of a nonprofit organization called Unique World Gifts. 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 implemented through direct management and sub-advisors, with an emphasis on due diligence and oversight of alternative investments.

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® professional with seven years of industry experience, currently advising at Aspire Private Capital. He previously worked at The Vanguard Group and Edward Jones and has held roles outside the investment industry. In addition to his advisory work, he sells annuities and life insurance on a limited basis. Aspire Private Capital manages approximately $510 million for individuals, corporations, and retirement plans, providing comprehensive investment management, financial planning, and retirement consulting. The firm often uses third-party sub-advisers and model portfolios, combining fundamental, technical, and cyclical analysis across various asset classes.

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, holding a Series 65 credential and 15 years of industry experience. He has worked at Aspire since 2010 and previously at Global Financial Private Capital from 2012 to 2017. Outside of his advisory role, Philpott is involved as owner and broker at Pier 28 Realty and serves as president of Estate and Retirement Consultants, which focuses on fixed life and annuity sales. Aspire Private Capital is an SEC-registered investment adviser managing approximately $510 million for individuals, corporations, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis and typically recommends third-party sub-advisers through the GeoWealth platform while offering investment management, financial planning, and retirement plan consulting services.

Cory Esposito is a CFP® professional with eight years of industry experience, currently serving as an advisor at A4 Wealth Advisors LLC since 2025. Prior to joining A4, he worked at LPL Financial for five years and UBS Financial Services for two years. A4 Wealth Advisors serves individuals, trusts, estates, retirement plans, and charitable organizations, managing approximately $214 million. The firm combines fundamental, technical, and cyclical analysis in its investment approach and offers comprehensive financial planning, portfolio management, and access to alternative investments through various management arrangements.

John Frechette is a CFP® professional with experience at Foundry Financial LLC since 2025. Prior to joining Foundry, he worked at Trust Company of the South from 2022 to 2025 and has held roles at several companies including Huber Engineered Woods and Lowe's Companies, Inc. He is based in Davidson, NC. Foundry Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a mix of fundamental, technical, cyclical, charting, and passive investment approaches to construct diversified, risk-based portfolios under discretionary authority.

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.

David Beach Jr. is a financial advisor at Mill Capital Management, LLC in Concord, NC, with three years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Mill Capital Management in 2026, he worked at Wells Fargo Investment Institute, Inc. for five years and Wells Fargo Bank for nineteen years. Mill Capital Management serves individual clients, including high net worth individuals, and charitable organizations by providing discretionary investment management and financial planning. The firm employs a large-cap equity strategy focused on value-oriented U.S. large- and mid-cap companies and manages approximately $1.49 billion in client assets with a compact advisory team.

Jaime Guevara is a financial advisor at Aspire Private Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aspire since 2016. Outside of his advisory role, he works as a freelance English-Spanish interpreter for state and federal agencies. Aspire Private Capital is an SEC-registered investment adviser managing approximately $510 million for individuals, corporations, and retirement plans. The firm provides discretionary and non-discretionary investment management, financial planning, retirement consulting, and tax services, commonly employing third-party sub-advisers and model solutions to serve its clients.

Steven Christensen is a financial advisor at Liberty Wealth Management, LLC with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at AE Financial Services, Liberty Group, and AXA-Advisors. Outside of his advisory role, he is an insurance agent with Lifetime Planning Marketing, Inc., an insurance field marketing association. Liberty Wealth Management is an SEC-registered advisory firm serving individuals, trusts, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed and advisor-specific investment strategies, integrating quantitative and fundamental analysis, third-party managers, and diversified asset classes, while also offering financial planning, retirement plan services, and client education programs.

Trenton Derrick is a financial advisor at Aspire Private Capital with nine years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Vanguard Group and 7 Mile Advisors. He also leads Derrick Financial Solutions, LLC, which provides insurance, annuity sales, and financial planning services. Aspire Private Capital manages approximately $510 million for individuals, corporations, and retirement plans. The firm offers investment management, financial planning, retirement plan consulting, and tax consulting, utilizing a mix of fundamental, technical, and cyclical analysis across various asset classes.