Nilsa Daniel is a financial advisor with Opus Financial Advisors, Inc. in Statesville, NC. She holds a Series 66 designation and has nine years of industry experience, having previously worked at LPL Financial LLC, OSAIC, FSC Securities Corporation, Morgan Stanley, and Fidelity Brokerage Services LLC. Outside of advising, she is a North Carolina notary public and occasionally notarizes documents. Opus Financial Advisors is a team-based, state-registered firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, utilizing a mix of sponsored and third-party programs primarily administered on the LPL platform.

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.

Lisa Fox is a Series 66-licensed financial advisor at Opus Financial Advisors, Inc. in Statesville, NC, with six years at the firm and a total of four years of industry experience. Her prior roles include positions at LPL Financial, OSAIC, FSC Securities Corporation, and Houston Insurance Agency. She serves as a notary public for Iredell County and is a board member of the Greater Statesville Chamber of Commerce. Opus Financial Advisors is a team-based, state-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers financial planning, discretionary portfolio management, retirement plan consulting, and access to third-party money managers primarily via the LPL platform, combining advisory services with licensed professionals in real estate, accounting, and insurance.

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.

Thomas Farrell is a CFP® professional at Aspire Private Capital with 18 years of industry experience. He has worked with firms including Wells Fargo Clearing and Edward Jones before joining Aspire in 2014. Farrell is also an independent insurance sales agent focusing on insurance and annuity products. 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, and retirement consulting, utilizing a range of 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 19 years of industry experience. He is currently with Aspire Private Capital and has held prior roles at Nationwide Securities LLC, Nationwide Financial, LPL Financial, and TIAA-CREF. He is also involved with Plushenko Enterprises LLC. Aspire Private Capital is an SEC-registered adviser managing approximately $510 million for individuals, corporations, and retirement plans. The firm offers investment management, financial planning, and retirement plan consulting, often implementing portfolios through third-party sub-advisers and model solutions on 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.

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.

Andrew Watkins is a financial advisor at Principal Advised Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Principal Financial Services, Principal Life Insurance Company, and Wells Fargo Clearing. He currently serves as a team lead at Principal Advised Services, offering investment advice to retirement plan participants. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools and proprietary models to offer both nondiscretionary recommendations and discretionary investment management through its SimpleInvest program. The firm is part of the Principal Financial Group family, which integrates affiliated entities to provide access to a broad range of proprietary products and services.

Theodore De Lisi is a financial advisor with Inspire Advisors, LLC, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. His prior roles include positions at Carson Wealth, Cetera Advisor Networks, and LPL Financial. In addition to his advisory work, he is an independent property and casualty, life, accident, and health insurance agent. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a variety of analytical methods to construct portfolios, often delegating management to sub-advisors and offering tax-mitigation services.

Jonathan Blevins is a CFP® and ChFC® at AlphaStar Capital Management with 22 years of industry experience. His prior roles include tenure at TIAA-CREF and Oakwood Capital Securities. He also serves as Vice President of Advisor Consulting for Alpha Star. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm uses model portfolios and advisor-directed strategies incorporating multiple asset types and employs third-party portfolio construction technology.

Jason Hathcock is a financial advisor at AlphaStar Capital Management with 17 years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining AlphaStar in 2025, Hathcock worked at Wells Fargo Clearing Services, Disys, and spent 12 years at LPL Financial. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches, utilizing proprietary model portfolios and third-party portfolio construction technology.

Casey Mc Intyre is a CFA® charterholder with over 18 years of experience in the investment management industry. He currently works at AlphaStar Capital Management and previously held roles at Sterling Capital Management, LLC and Cambridge Associates, LLC. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and retirement plans. The firm employs both model and customized investment strategies that combine strategic asset allocation with quantitative and momentum analysis, and it offers a range of portfolio management and consulting services.

Samuel Hershberger is a financial advisor at United Brokerage Services, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones and J.J.B. Hilliard, W.L. Lyons, LLC. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.

Brian Spencer is a financial advisor at CoreCap Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CoreCap Advisors and affiliated entities since 2018. Spencer is also the President and Director of Credit at Hooker Furniture Company and serves on its Board of Directors. Additionally, he is an Associate Marketing Director for Capital Choice Financial Services and a Dave Ramsey Preferred Coach with Aloft Financial. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, providing discretionary investment management, financial planning, and access to third-party sub-advisors. The firm’s investment approach is relationship-oriented and long-term, with a focus on mutual funds, ETFs, equities, and bonds, and it offers tax-efficient services and oversight of affiliated managers.

Paul Taylor is a financial advisor with AlphaStar Capital Management, holding Series 63, 65, and 66 licenses and 19 years of industry experience. Prior to joining AlphaStar in 2021, he worked at Advisory Alpha, LLC, Formula Folio Investments, LLC, and Retirement Wealth Advisors, Inc. Outside of his advisory work, he owns and operates Taylormade Custom Builders, a residential building business. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and advisor-directed strategies, utilizing a range of investment vehicles and third-party portfolio construction technology.