Scott Drake is a Series 65-licensed advisor at Crown Wealth Group LLC in Charlotte, NC, with 1 year of industry experience. He previously worked at Wells Fargo for 22 years. Crown Wealth Group LLC serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm uses a goals-based investment process with tailored asset allocation and model portfolios, focusing on low-cost, diversified ETFs and mutual funds, while offering additional services including estate planning facilitation and executive compensation planning.

David Miller is a financial advisor at Auctus Advisors LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at Auctus Advisors since 2017, following prior roles at M Holdings Securities and MBL Advisors Inc. Miller serves on the advisory board of Natixis and is Chair of the Investment Committee on the Board of Trustees at Pfeiffer University, where he assists with financial and operational decisions. Auctus Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm employs a goals-based investment process with comprehensive planning and Monte Carlo simulations, blending strategic and tactical asset allocation, and may utilize third-party managers in client portfolios.

Randolph Nash is a financial advisor at Capital Advisers, Inc. in Charlotte, NC, with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cic Advisers, LLC, Capital Advisers, Inc., and Capital Investment Group, Inc. He is also an insurance agent for non-variable insurance policies and owns Steele Creek Capital, LLC. Capital Advisers serves individual and institutional clients by providing discretionary portfolio management and customized investment solutions across traditional and alternative asset classes. The firm employs an independent, open-architecture investment approach focused on asset allocation, monitoring portfolios regularly for efficiency and risk.

Parker Mayo is a CFP® and Series 66-licensed advisor with five years of industry experience. He currently works at Novare Capital Management and previously held roles at Quantitative Financial Strategies, Verum Partners LLC, Fidelity Investments, and served seven years in the United States Air Force. Novare Capital Management is an SEC-registered wealth management firm with a team of 18 advisors managing approximately $1.9 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm offers comprehensive financial planning and portfolio management using a combination of proprietary strategies, AI-supported research, and an investment committee oversight.

Barbara Bell is a CFP® professional with 12 years of industry experience, currently serving at Cannon Advisors in Charlotte, NC. She has worked with Regulus Advisors, LLC, Bell Divorce Advisors, Inc., and Bell Financial Planning, Inc. Barbara is also a licensed agent for life, health, long-term care, fixed annuity, and disability insurance. Cannon Advisors is an SEC-registered advisory firm with a team of five advisors managing approximately $142 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and financial planning using a range of analytical methods and investment strategies, including long- and short-term trading, margin, short sales, and options.

Michael Boykin is a financial advisor at Cannon Advisors with 10 years of industry experience. He holds a Series 65 credential and has worked at Cannon Advisors since 2017, with prior roles at Regulus Advisors and Cannon Tax & Accounting. Boykin is also a licensed agent for life, fixed annuity, and disability insurance sales. Cannon Advisors is an SEC-registered advisory firm consisting of five advisors who manage approximately $142 million for individual and high-net-worth clients. The firm provides discretionary portfolio management and financial planning, employing a range of analytical methods and investment strategies including the use of derivatives and short selling.

John Menser is a CFP® with 12 years of industry experience, currently serving at Novare Capital Management. His work history includes roles at Concorde Financial Resources, Westminster Financial Securities, and Bank of America. Novare Capital Management is an SEC-registered wealth management firm with a team of 18 advisors managing approximately $1.9 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm provides comprehensive financial planning and portfolio management using a client-specific Investment Policy Statement and proprietary strategies, supported by an investment committee and artificial intelligence tools.

Jessica Carnes is a financial advisor with Worth Advisors in Charlotte, NC. She holds a Series 66 designation and has 14 years of industry experience, including 10 years at Worth Financial Advisory Group, LLC. Worth Advisors provides fee-based financial planning and portfolio management to individuals, high-net-worth clients, businesses, qualified retirement plans, and other advisers. The firm is known for its CoachNetWorth platform serving college coaches and integrates tax and bookkeeping support through collaboration with accounting professionals.

James Cox is a financial advisor at WestEnd Advisors, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with 26 years of industry experience. His prior roles include positions at Victory Capital Services, Inc., Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. WestEnd Advisors is an SEC-registered investment adviser providing discretionary portfolio management and third-party ETF model strategies to a diverse client base, including individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process and is notable for its ownership by Victory Capital and its role as a prominent model provider with substantial assets under advisement.

Joseph Dagostino is a financial advisor at WestEnd Advisors, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at WestEnd Advisors since 2015 and has been affiliated with Dynasty Financial Partners, LLC since 2020. WestEnd Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and third-party ETF model strategies to a diverse client base, including individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process, using broad economic data to guide portfolio tilts toward sectors and equities expected to benefit from prevailing market trends.

Sophie Young is a CFP® professional with five years of experience at Novare Capital Management and a total of eight years in the financial industry. She previously worked at Wells Fargo Private Bank and Ameriprise Financial Services and has a background that includes five years at Green Valley Country Club. Novare Capital Management is an SEC-registered wealth management firm with a team of 18 advisors managing approximately $1.9 billion for a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm offers comprehensive financial planning and portfolio management services, using proprietary investment strategies and AI tools to support decision-making alongside human oversight.

Steven Lindgren is a financial advisor with Crown Wealth Group LLC in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Crown Wealth Group in 2019, he worked at Questar Capital & Asset Management and Questar Asset Management. He serves on the board of the Charlotte Economics Club, contributing to the sponsorships committee. Crown Wealth Group LLC provides portfolio management and comprehensive financial planning services to individual and high-net-worth clients, using a goals-based investment process that incorporates diversified ETFs, mutual funds, and other asset classes tailored through an Investment Committee.

Marsha Thorne is a financial advisor at Worth Advisors in Charlotte, NC, with 24 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and First Citizens. Worth Advisors is a fee-based financial planning and investment management firm serving individuals, including high-net-worth clients, college coaches, businesses, and retirement plans. The firm’s portfolios are constructed using ETFs and no-load index mutual funds, with an option for third-party money managers under ongoing oversight.

Trevor Deubner is a financial advisor at WestEnd Advisors, LLC with one year of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining WestEnd Advisors, he held roles at Victory Capital Services, Principal Securities, Principal Funds Distributor, Davis Moore Capital, and Ameriprise Financial. WestEnd Advisors is an SEC-registered investment adviser providing discretionary portfolio management and third-party ETF model strategies to a broad client base, including individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process and is notable for its role as a model portfolio provider with substantial assets under advisement and its ownership by Victory Capital.

Edmund Durden is a financial advisor with WestEnd Advisors, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with WestEnd Advisors since 2006. WestEnd Advisors is an SEC-registered investment adviser serving a broad client base that includes individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process, using economic and market analysis to guide portfolio tilts toward sectors and securities expected to benefit from prevailing trends.

William Kernodle is a financial advisor at Strathmore Capital Advisors with 17 years of industry experience. He holds a Series 65 designation and has been with Strathmore Capital since 2009. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and ongoing, goals-based financial planning. The firm employs an asset-allocation driven investment approach focused on mutual funds and ETFs, complemented by technology tools for client service and an integrated offering that includes tax preparation and a securities-backed lending strategy.

Linda Walden is a CFP® with 16 years of industry experience and has been with Novare Capital Management since 2004. She is based in Charlotte, NC, and holds the Series 65 designation. Novare Capital Management is an SEC-registered wealth management firm with 18 advisors managing approximately $1.9 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm provides comprehensive financial planning and portfolio management using proprietary strategies and incorporates AI tools alongside human oversight in its investment process.

Amanda Pate is a CFP® and ChFC® with eight years of industry experience, currently serving as an advisor at Summit Wealth Partners, LLC since 2014. She is based in Clover, SC, and is part of a team of ten advisors at the firm. Summit Wealth Partners is an SEC-registered advisory firm that provides wealth management, investment advice, and pension consulting services to individuals, including high-net-worth clients, and various legal entities. The firm manages approximately $629.7 million in assets and emphasizes diversified, asset-class oriented portfolios using pooled vehicles, strategic asset allocation, and periodic rebalancing informed by academic research.

Eric Lockerman is a financial advisor at Novare Capital Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Bank and Tiaa. Novare Capital Management is an SEC-registered wealth management firm with a team of 18 advisors managing approximately $1.9 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm provides comprehensive financial planning and portfolio management, employing proprietary strategies and AI-supported research overseen by an investment committee.

James Scharff is a financial advisor with Stark Financial Advisers, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His career includes over two decades at R.M. Stark & Co., Inc., where he serves as assistant branch manager with responsibilities in client account management, portfolio supervision, and trading. Stark Financial Advisers, Inc. manages approximately $94.7 million in discretionary assets for individuals, pension and profit-sharing plans, corporations, and other entities. The firm employs an asset-allocation driven approach using both fundamental and technical analysis and offers a range of portfolio strategies from conservative to aggressive, including the use of derivatives and options.