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.

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.

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.

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.

Zachary Spainhour is a CFP® professional with five years of industry experience, currently serving as an advisor at A4 Wealth Advisors LLC. His prior experience includes roles at Highland Capital Group and LPL Financial, LLC. He is also the managing member of Spainhour Tax Prep, LLC, a seasonal tax preparation business. A4 Wealth Advisors LLC offers personalized financial planning, investment management, and third-party money manager referrals for individuals, retirement plans, trusts, estates, and charitable organizations. The firm integrates discretionary and non-discretionary portfolio management with alternative investments and maintains active oversight of insurance-related business activities and co-advisor arrangements.

Brian Seay is a CFA® charterholder with four years of industry experience. He has been with Mill Capital Management, LLC since 2021 and previously worked at Wells Fargo from 1994 to 2021. 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 concentrated large-cap equity strategy focused on high-quality, value-oriented U.S. companies, combining internal management with selective use of external managers.

Christel Turkiewicz is a financial advisor at ONE Advisory Partners, LLC with 14 years of industry experience. She holds Series 63 and Series 65 registrations and previously worked at Northwest Investment Counselors LLC for 13 years. She is also the owner of TTTF, LLC, a consulting business established in 2023. ONE Advisory Partners serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and discretionary investment management, including a Virtual Family Office that coordinates financial and legal professionals. The firm constructs globally diversified portfolios using both fundamental and technical analysis and operates under fiduciary standards for retirement accounts.

Douglas Marion is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Everstar Asset Management, LLC and has previously worked at AlphaStar Capital Management, LLC and Advanced Wealth Strategies, Inc. Outside of his advisory role, Marion is an independent insurance agent and a partner in two non-investment related businesses, Fruitful Roots Brewing, LLC and Aspiration Adventures, LLC. 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 sponsors multiple private investment funds, employing a proprietary investment process that includes equity and fixed-income models, derivatives, and a diversified range of securities.

Daniel Antonelli is a CFA® charterholder with 19 years of industry experience. He is currently with Everstar Asset Management, LLC and has worked at J.P. Morgan Securities Inc. since 2003. 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 regulatory assets for about 1,077 clients and sponsors multiple privately offered pooled investment vehicles, employing a multi-step investment process that includes proprietary equity and fixed-income models.

Shauntae Funkhouser is a financial advisor with A4 Wealth Advisors LLC in Huntersville, NC, holding a Series 65 credential and four years of industry experience. She has worked at several firms including Gradient Investments, LLC and Thrive Mortgage, where she is also a residential mortgage loan originator. Funkhouser is the owner and Certified Divorce Financial Analyst at LKN Finance and Divorce Consultants LLC. 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 employs both discretionary and non-discretionary portfolio management, integrates alternative investments, and combines in-house advice with sub-advisors and co-advisor models.