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.

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.

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.

Thomas Farrell is a CFP® professional with 17 years of experience in financial advising, currently with Aspire Private Capital. He previously worked at Global Financial Private Capital, LLC from 2014 to 2017. In addition to his advisory role, he is an independent insurance sales agent specializing in insurance and annuity product sales. Aspire Private Capital manages approximately $510 million for individuals, corporations, and retirement plans, offering investment management, financial planning, and retirement consulting services. The firm utilizes a range of analysis techniques and often employs third-party sub-advisers and model portfolios through the GeoWealth platform.

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.

Gregory Padgitt is a CFP® with 18 years of experience in the financial services industry. He is currently with Aspire Private Capital and has previously worked at Nationwide Securities LLC, Nationwide Financial, and LPL Financial. Outside of his advisory role, he is involved with Plushenko Enterprises LLC. 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 plan consulting, and selective tax consulting, frequently using third-party sub-advisers and model solutions through the GeoWealth platform.

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.

Antonio Burkett is a CFP® with 13 years of industry experience, currently serving as an advisor at Aspire Private Capital since 2018. He previously worked at LPL Financial LLC and Morton Malloy Realty. Aspire Private Capital is an SEC-registered investment adviser managing approximately $510 million for individuals, corporations, and retirement plans. The firm provides investment management, financial planning, retirement consulting, and selective tax consulting, often utilizing third-party sub-advisers and model portfolios through the GeoWealth platform.

Ravi Mujumdar is a financial advisor at Everstar Asset Management, LLC with a Series 65 credential and over 18 years of professional experience, including a 17-year tenure at Duke Energy. He has also worked as an independent consultant prior to joining Everstar. 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 AUM for about 1,077 clients and sponsors multiple private investment funds using a proprietary five-step investment process.

Christina Dell'aquila is a financial advisor at Victrix Investment Advisors with two years of industry experience. She holds a Series 66 designation and has previously worked at firms including Wealth Advisors Trust Company and Lincoln Financial Advisors Corporation. Outside of her advisory role, she provides freelance pet sitting services through Rover. Victrix Investment Advisors offers investment advisory services to individuals, trusts, and retirement plan clients, managing approximately $343 million in assets. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored financial profiles and investment plans, and it utilizes derivatives and related strategies in some separately managed accounts.

Heather Fowler is a financial advisor at A4 Wealth Advisors LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Thrive Mortgage and Covius Services LLC. Outside of advising, she owns HeatherGrown, LLC, where she teaches yoga and assists with plant sales. A4 Wealth Advisors LLC provides personalized financial planning, investment management, and referrals to third-party money managers for individuals, retirement plans, trusts, estates, and charitable organizations. The firm integrates in-house advice with sub-advisors and co-advisor models, incorporating alternative investments and offering both discretionary and non-discretionary portfolio management.

Andrew Watkins is a financial advisor with Principal Advised Services in Denver, NC, holding Series 63 and 65 licenses and bringing 15 years of industry experience. He has worked with Principal Financial Services, Principal Life Insurance Company, and Wells Fargo Advisors during his career. Watkins also serves as a team lead at Principal Advised Services, providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm is part of the Principal Financial Group family, which provides access to a range of affiliated financial products and integrated trading services.