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.

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 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 credentials 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. The firm offers comprehensive private client services, including a Virtual Family Office that coordinates financial planners, investment managers, tax professionals, and attorneys.

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.

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 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.

Theodore De Lisi is a financial advisor at Inspire Advisors, LLC with 36 years of industry experience. His prior work includes roles at Carson Wealth, Cetera Advisor Networks, and LPL Financial. He is also an independent insurance agent licensed in North Carolina for property and casualty, life, and health insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing into its portfolio construction and offers a range of services including discretionary portfolio management, financial planning, and consulting.

Jonathan Blevins is a CFP® and ChFC® with 21 years of industry experience. He is currently with Alphastar Capital Management and has previously worked at Oakwood Capital Securities and TIAA-CREF. Blevins also serves as Vice President of Advisor Consulting for Alpha Star. Alphastar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and other investment advisers. The firm employs both predefined model portfolios and custom strategies that combine strategic asset allocation with quantitative and momentum-based analysis.

Jason Hathcock is a financial advisor at Alphastar Capital Management with 17 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Alphastar in 2025, he worked at Wells Fargo Clearing Services and LPL Financial. Alphastar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of firm-designed model portfolios and advisor-directed strategies that incorporate both strategic and tactical approaches across various investment vehicles.

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.

Jennifer Walker is a financial advisor with Credit Union Investment Services in Statesville, NC, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has worked with Members Trust Company since 2019 and has been affiliated with Credit Union Investment Services, SeCU Life Insurance Company, SeCU Brokerage Services, and State Employees' Credit Union since 2015 or earlier. Walker serves as a Financial Advisory Services Specialist at State Employees' Credit Union and acts as a life insurance agent for SeCU Life Insurance Company. Credit Union Investment Services serves individual investors and some trust clients in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm focuses on low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with advisor recommendations implemented at the client’s discretion.

Ashlie Link is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked at Members Trust Company since 2017 and has been affiliated with Credit Union Investment Services and SECU Life Insurance Company since 2016. In addition to her advisory roles, she serves as Treasurer for the Parent Association of Long Shoals Wesleyan Academy. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach.

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.