Jacqueline Williams is a financial advisor at Felicity Financial LLC in Charlotte, NC, holding Series 63 and Series 66 credentials with three years of industry experience. Her previous roles include positions at The Vanguard Group and Huntington National Bank. Outside of advisory work, she is involved in tax preparation consulting and owns an independent publishing company. Felicity Financial LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, foundations, and corporations. The firm follows a holistic, goals-based approach emphasizing long-term strategies with tactical adjustments and offers discretionary portfolio management as well as educational offerings.

Alan Simpson, Jr. is a financial advisor with Colville Wealth Advisory, LLC in Charlotte, NC, holding Series 63 and Series 66 designations and 24 years of industry experience. Prior to founding his current firm in 2018, he worked at Signator Investors, Inc. and also operates a sole proprietorship CPA practice providing tax and business advisory services. He is additionally involved in a real estate brokerage as a sole proprietor and realtor. Colville Wealth Advisory is a small independent firm managing approximately $25.7 million for around 30 clients, including individuals, high-net-worth individuals, trusts, estates, and corporations. The firm offers discretionary portfolio management and limited financial planning, constructing portfolios primarily with mutual funds, ETFs, and select individual securities using fundamental analysis and a mix of strategies.

Bradford Russell is the sole advisor at Chevron Financial in Pineville, NC, holding a Series 65 designation with three years of industry experience. He has been self-employed since 2009 and also works as a licensed insurance broker. Chevron Financial is an independent investment adviser serving individuals, high-net-worth clients, and corporate entities with portfolio management and financial planning services. The firm employs a goals-based investment process that incorporates strategic and tactical portfolio construction, primarily recommending ETFs and mutual funds, while also providing access to model portfolios on a recommended custody platform.

Timothy Dukes is the sole advisor at Dukes Financial Group, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked with various insurance carriers since 2003 and has led Dukes Financial Group since 2009. Dukes Financial Group provides investment supervisory services and financial planning primarily to individual and high-net-worth clients, using a long-term, asset-class driven approach with a focus on non-discretionary management and in-house asset oversight. The firm prepares individualized Investment Policy Statements and offers fixed-fee financial planning, managing approximately 20 client relationships.

James Harper is the sole advisor at Harper Capital Partners in Charlotte, NC. He holds a Series 65 designation and has 23 years of industry experience. He has been with Harper Capital Partners since 1999. Harper Capital Partners provides discretionary wealth and portfolio management services to high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs an opportunistic investment approach that combines fundamental and technical analysis across a broad range of instruments, tailoring portfolios to clients’ risk tolerance and financial needs.

Bradley Kucharo is a CFP® professional with eight years of experience in the financial advisory industry. He has worked at Kucharo Wealth, LLC since 2024, following previous roles at The Vanguard Group, Inc., Brightworth, LLC, and John K. McGill & Company, Inc. Based in Charlotte, NC, he holds Series 65 and Series 63 licenses. Kucharo Wealth provides investment management, financial planning, retirement plan advisory, and educational seminars to individuals, small businesses, and pension or profit-sharing plans. The firm uses asset-allocation strategies based on modern portfolio theory and combines passive and active investment vehicles, often employing independent outside managers to implement model portfolios.

Carson McLean, CFP®, is the founder of Altruist Wealth Management, a flat-fee, fee-only fiduciary firm serving clients nationwide. With over 15 years of experience in the financial services industry, Carson is committed to helping individuals and families navigate financial complexity with transparent, fiduciary advice—free from the constraints of traditional asset-based fees. Before founding Altruist Wealth Management, Carson was a Regional Director at Dimensional Fund Advisors (DFA), where he partnered with fiduciary wealth management firms to implement evidence-based investment strategies and enhance their financial planning practices. His approach prioritizes financial independence, tax-efficient strategies, and personalized, goals-based planning tailored to each client’s needs. Carson lives in Charlotte, North Carolina, with his wife, Ellen, and their four children—Davy, Frank, Lewis, and Margot. As a parent of child loss, he is deeply committed to advocacy and research for Sudden Unexplained Death in Childhood (SUDC). He serves as president of Frank McLean Forever, a nonprofit dedicated to his son’s legacy, and sits on the board of directors for the SUDC Foundation. Carson holds a BA from Loyola University Chicago and an MBA from the University of Wisconsin-Whitewater. He completed his CERTIFIED FINANCIAL PLANNER™ education at Wake Forest University.

Scott Daily is the sole advisor at SCD Capital, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has led SCD Capital since 2009. SCD Capital provides discretionary investment management to individuals, high-net-worth clients, and related entities, including management of a private pooled investment vehicle. The firm uses a top-down investment approach combining technical charting, cyclical analysis, and fundamental research, with the ability to hold long and short positions across various securities and implement option strategies tailored to client objectives.

Yash Deshpande is a financial advisor at Aureus Capital in Charlotte, NC, holding a Series 65 designation with four years of industry experience. His work history includes roles at Experis US Inc., Digital Intelligence Systems, LLC, Belk, Inc., and Walmart Inc. Aureus Capital is an independent firm providing discretionary portfolio management and financial planning primarily for individual clients, high-net-worth individuals, and trusts. The firm employs a combination of fundamental and technical analysis, incorporating options strategies and margin usage within a long-term, income-oriented approach tailored to each client’s goals and risk tolerance.

Melissa Miller is a financial advisor at Miller Wealth Partners with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Kingswood Capital Partners, Blueprint Financial Advisors, and Cambridge Investment Research. Miller serves as Vice Chair and Finance Committee Member for The Parkinson Association of the Carolinas. Miller Wealth Partners provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, non-profits, small businesses, and estates. The firm employs a process combining fundamental and technical analysis with modern portfolio theory and also offers retirement plan advisory services.

Andrew Jones is a CFP® professional with 19 years of industry experience, operating through Jones Gregg Financial, LLC in Charlotte, NC. He has been with Jones Gregg Financial since 2005 and also manages AENJ, LLC. Jones Gregg Financial provides financial planning, consulting, and portfolio management services to individuals, including high-net-worth clients, as well as defined contribution and benefit plans and business entities. The firm utilizes a combination of charting, fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary investment advice tailored to client needs.

Trista Holwager is the sole advisor at KubiTree LLC and holds a Series 65 designation. She has no prior experience in the financial advisory industry but has been the Broker-in-Charge at Tree Realty LLC since 2003. KubiTree LLC provides non-discretionary investment advisory and financial planning services to individual clients without account minimums. The firm focuses on ETFs and digital assets, using a combination of fundamental, technical, quantitative, and cyclical analysis to support various trading strategies, while leaving trade execution decisions to clients.

Kathy Stanley is the founder and sole advisor of Sentry Consulting, Inc. in Charlotte, NC, with 24 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. In addition to her advisory role, she maintains active life, long-term care insurance, and real estate broker licenses, which she uses to assist clients with related discussions. Sentry Consulting serves individual clients across various life stages, providing personal financial planning and investment management on a project or ongoing basis. The firm emphasizes appropriate asset allocation, limited trading to manage tax and transaction costs, and discretionary portfolio management.

Thomas Alvis III is a financial advisor with Elevated Performance Investment Group, LLC in Charlotte, NC. He holds a Series 65 designation and has 10 years of industry experience. Alvis also serves as CEO of Elevated Financial & Tax, LLC, a tax preparation firm. Elevated Performance Investment Group provides financial planning, ERISA 3(21) retirement-plan advisory services, and public educational seminars, primarily facilitating client access to third-party managers and platform solutions rather than directly managing assets. The firm operates a solicitor/referral model and is noted for its formal links to accounting and insurance services.

Andrew Smith is a Series 65-licensed financial advisor with 11 years of industry experience. He has worked at Rothschild & Co US Inc. since 2015. Smith is the sole advisor at Marathon Financial Advisory LLC, an independent firm based in Matthews, NC. Marathon Financial Advisory LLC provides financial planning and non-discretionary investment management to individuals and small businesses. The firm combines strategic asset allocation with a tactical overlay, emphasizing downside protection while allowing clients to execute trades. It offers tailored recommendations and coordinates with other professional advisors when directed by clients.

Darrin Leaks is a financial advisor at TierOne Capital, LLC in Charlotte, NC, holding a Series 65 designation with two years of industry experience. He previously worked at Bank of America Corporation for 21 years. TierOne Capital provides financial planning, investment management, and tax preparation services to a diverse range of clients, including individuals, pension plans, trusts, corporations, and charitable organizations. The firm emphasizes individualized investment programs that combine active and passive strategies with tax considerations and integrates tax planning and return preparation alongside investment advice.

John Patterson III is a financial advisor at Michelangelo Partners, LLC in Charlotte, NC, holding Series 63 and Series 65 designations with 26 years of industry experience. He has worked at Michelangelo Partners since 2011 and previously spent 11 years at Merrill. Michelangelo Partners provides ongoing portfolio management and investment supervisory services to individual and high-net-worth clients, preparing written Investment Policy Statements and managing portfolios with discretionary trading authority. The firm employs a combination of charting, fundamental, technical, and cyclical analysis alongside both long-term and short-term trading strategies, including options writing, and focuses on equities, fixed income, ETFs, and government securities.

Aaron Finch is a financial advisor with Oakley Financial LLC in Fort Mill, South Carolina. He holds Series 66 and Series 65 licenses and has 20 years of industry experience, including prior roles at Voya Financial Partners and operating as a sole proprietor. Outside of advisory work, he is involved in fixed insurance sales. Oakley Financial LLC provides investment advisory and retirement-plan consulting services to individuals, high-net-worth clients, and employer-sponsored plans. The firm offers asset management and ERISA 3(21) and 3(38) advisory services, focusing on customized investment strategies and retirement plan consulting.

Roman Raies is a financial advisor at SouthEast Investments, N.C., Inc. He holds a Series 66 designation and has one year of experience in the industry. His prior roles include positions at Capital Vacations and Equitable Advisors, LLC. Raies has also been involved with Hick's Delivery Group LLC as part of his broader work history. SouthEast Investments, N.C., Inc. provides portfolio management, financial planning, and adviser-selection services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm combines asset management with brokerage and insurance activities, offering both discretionary and non-discretionary account management as well as third-party money manager arrangements.

Walker Davidson is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at CornerCap Investment Counsel for eight years before founding his own practice and currently leads Carolina Strategy, LLC. Carolina Strategy, LLC provides discretionary portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and select charitable organizations. The firm combines cyclical and fundamental analysis with modern portfolio theory and manages portfolios using a mix of trading strategies and investment vehicles, with a distinctive focus on pension consulting and charitable clients.