Esther Bodman is a financial advisor at Cornerstone Wealth Planning in Charlotte, NC, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cornerstone since 2018. Prior to joining Cornerstone, she worked at Senior Helpers from 2014 to 2018. Cornerstone Wealth Planning provides portfolio management and financial planning services to individuals, high-net-worth clients, and small business owners. The firm applies Modern Portfolio Theory and fundamental analysis in its investment approach and offers in-house tax preparation and educational seminars as part of its service offerings.

Charles Randall is a financial advisor at Hobart Wealth in Charlotte, NC, holding a Series 66 credential with 13 years of industry experience. His prior roles include positions at RBC Capital Markets, City National Bank, Charles Schwab, and Morgan Stanley. 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 and profit-sharing plans, trusts, and estates, offering tailored asset management, financial planning, and retirement plan consulting using a variety of analytical methods and implementation strategies.

Kathleen Focht is a financial advisor at Sapere Wealth Management, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Sapere Wealth Management since 2005. Her prior experience includes roles at Sapere Wealth Creation, LLC and Carlton Dixon. Sapere Wealth Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and trust entities. The firm employs a top-down, global-macro investment approach focused on absolute returns, combining public equities, registered funds, and privately offered vehicles with an emphasis on active liquidity management.

Shane Snively is a financial advisor with Eagle Wealth Management Group Inc. in Charlotte, NC, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked at Crown Capital Securities, LP and Concorde Investment Services, LLC. Outside of his advisory role, Snively is involved in entrepreneurial projects including content creation and sports media through KAZSource Inc., where he serves as COO and part owner, and he participates in nonprofit education initiatives as a past president and advisory board member for Gardner-Webb University Pace Board of Advisors. Eagle Wealth Management Group serves individual clients, including high-net-worth households, and institutional retirement-plan sponsors. The firm offers financial planning, discretionary portfolio management, and retirement plan advisory services, utilizing a multi-disciplinary investment approach and providing educational seminars and participant workshops to both individual and public-sector clients.

Christopher Knight is a CFP® professional with 18 years of experience in financial advisory. He is associated with Cornerstone Wealth Planning and Asset Dedication, holding roles since 2013 and 2017 respectively. Outside of his advisory work, he serves as the Co-Executive Director of the Men of Courage Foundation, a nonprofit organization. Cornerstone Planning, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and small business owners. The firm combines Modern Portfolio Theory with fundamental analysis, offering both discretionary and non-discretionary portfolio management alongside in-house tax preparation and educational programs.

Joseph Mcfaddin is a Certified Financial Planner® with 24 years of industry experience. He is currently with Cornerstone Wealth Planning in Charlotte, NC, where he has worked since 2026. Prior to that, he spent 12 years at TIAA-CREF. Cornerstone Wealth Planning serves individuals, high-net-worth clients, and small business owners with investment advisory, portfolio management, and comprehensive financial planning services. The firm combines Modern Portfolio Theory with fundamental analysis and integrates in-house tax preparation alongside advisory offerings.

Steven Greer is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Hobart Wealth. He has worked with Hobart Private Capital, LLC since 2013 and has prior experience at GF Investment Services, LLC and Global Financial Private Capital, LLC. Outside of investment advising, he is also an independent 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, including high-net-worth clients, as well as pension plans, trusts, and estates, offering tailored asset management and financial planning services using a variety of analytical methods and implementation strategies.

Jacob Woodrum is a CFP® professional with eight years of experience in the financial services industry. He has worked at Wells Fargo and Hobart Insurance Services before joining Hobart Private Capital, where he has been since 2017. Outside of his advisory role, Woodrum owns a jewelry wholesale and resale business. 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 and profit-sharing plans, trusts, and estates, providing tailored asset management, financial planning, and retirement plan consulting.

Carlton Dixon is a Chartered Financial Consultant (ChFC®) with 22 years of industry experience. He has been with Sapere Wealth Management, LLC and Sapere Wealth Creation, LLC since 2004. In addition to his advisory role, he is also licensed as a life insurance agent. Sapere Wealth Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and trust entities. The firm employs a top-down, global-macro investment approach focused on absolute returns, combining public equities, registered funds, and privately offered investment vehicles while emphasizing active liquidity management.

David Morgan is a Series 65-licensed advisor with six years of industry experience, currently serving at Insight Folios and Durso Capital Management Co. since 2019. His prior work includes a three-year period at Blackberry Farm and a brief involvement with Burial Beer Co. He is also engaged in insurance and annuity sales as an insurance producer. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, along with ERISA plan consulting and participant advisory services. The firm employs a team-of-advisers approach, uses proprietary planning software, and maintains sub-advisory relationships with other registered investment advisers.

Sterling Alexander is a financial advisor at Insight Folios with a Series 65 designation and one year of industry experience. Prior to joining Insight Folios, he served multiple terms in the North Carolina Army National Guard from 2013 to 2024. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, while also offering ERISA plan consulting and sub-advisory services to other registered investment adviser firms. The firm employs a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools in its long-term, discretionary management process.

Ryan Knight is a financial advisor at Family Wealth Partners, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Wells Fargo Advisors and Founders Federal Credit Union. Prior to his financial career, he was employed at Liberty University, Pelican's Snoballs, and Lancaster County School District. 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 investment process that includes fundamental analysis, modern portfolio theory, and a range of traditional and alternative securities.

John Tonissen Jr. is a financial advisor at Hobart Wealth in Charlotte, NC, holding Series 63 and Series 65 licenses with 50 years of industry experience. His prior roles include positions at Cape Securities, Inc., GF Investment Services LLC, and Global Financial Private Capital. He also works as an independent insurance agent with Navigator Financial Inc., selling disability, fixed annuities, life, accident, health, long-term care, and group insurance. 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 and profit-sharing plans, trusts, and estates, offering asset management, financial planning, and retirement plan consulting using a mix of analytical methods and implementation strategies.

Corey Sunstrom is a CFP® professional with 13 years of industry experience, currently with Hobart Wealth. He has worked at Hobart Private Capital and Hobart Financial Group since 2014 and has prior experience at GF Investment Services and Global Financial Private Capital. Sunstrom also serves as an adjunct professor teaching estate planning courses at Gardner-Webb University. 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 and profit-sharing plans, trusts, and estates, offering tailored asset management, financial planning, and retirement plan consulting using a variety of analytical methods and investment strategies.

Cody Ritchie is a CFP® professional with three years of industry experience, currently serving at Cornerstone Wealth Planning in Charlotte, NC. He has been with Cornerstone Wealth Planning since 2016 and previously worked at Postmates. Cornerstone Wealth Planning provides portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, and small business owners. The firm employs an investment approach based on Modern Portfolio Theory and fundamental analysis, offers in-house tax preparation services, and provides flexible planning options without a minimum account size.

Kristopher Roper is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Fortress Private Ledger, LLC and previously worked at Sparta Wealth Partners, Coastal Bridge Advisors, and TrinityPoint Wealth. Outside of his advisory role, he serves as Board Treasurer for the nonprofit Money Magnets Club, providing financial oversight and strategic guidance. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities by offering financial planning, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs trend-identification and technical analysis alongside fundamental and thematic strategies, delivering model-driven solutions managed in-house or with sub-advisers.

Scott Trease is the sole advisor at Sapere Wealth Management, LLC in Matthews, NC, holding a Series 63 designation and bringing 39 years of industry experience. He has been associated with Sapere Wealth Management and affiliated entities since 2002. Sapere Wealth Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and trust entities. The firm employs a top-down, global-macro investment approach with an absolute-return focus, combining public equities, registered funds, and privately offered funds while emphasizing active liquidity management.

Blake Hedrick is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Family Wealth Partners, LLC since 2022 and previously held roles at LPL Financial, Independent Advisor Alliance, and TIAA-CREF. Family Wealth Partners serves individuals, business entities, charitable organizations, and pension plans with discretionary investment management, financial planning, pension consulting, and estate plan coordination. The firm employs a diversified, model- and research-driven investment process that includes fundamental analysis, modern portfolio theory, and both long- and short-term trading, covering a broad range of traditional and alternative securities.

Adam Coleman is a financial advisor at Nectarine with two years of industry experience. He holds a Series 65 designation and has previously worked at SmartPath Financial Education and Core Planning. Outside of his advisory role, he is involved as a mortgage loan originator at Loan Pronto and provides remote financial coaching through SmartPath Financial Education. Nectarine serves individual and high-net-worth clients by offering consultative financial planning through selected advisor representatives. The firm emphasizes long-term asset allocation using low-cost, index-based funds and provides services on a fee-for-service basis without managing client investment portfolios.

Shon Mc Carley is a Series 65-licensed advisor at Cornerstone Wealth Planning in Charlotte, NC, with experience in legal and financial services. He is a member and attorney at McCarley Legal, PLLC, where he provides estate planning and related legal advice. His prior work includes roles at Arnot & Haley, PLLC and Consilio, LLC. Cornerstone Wealth Planning serves individuals, high-net-worth clients, and small business owners, offering portfolio management and comprehensive financial planning grounded in Modern Portfolio Theory and fundamental analysis. The firm also provides in-house tax preparation and structured retirement-planning courses, with flexible planning options and no minimum account size.