Steven Greer is a CFP® with 15 years of industry experience, currently serving at Hobart Wealth. He has been with Hobart Private Capital, LLC since 2013 and has prior experience at GF Investment Services, LLC and Global Financial Private Capital, LLC. He is also licensed as an independent insurance agent. Hobart Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, and trusts. The firm offers tailored asset management, financial planning, and ERISA retirement plan consulting, utilizing a range of investment strategies including third-party managers and model providers.

Neil Brown is a CFP® professional with 20 years of industry experience, currently serving at BURKETT Financial Services, LLC. He worked at Freeman Wealth Management LLC from 2006 to 2017 and has been involved with BURKETT Financial Services and Advanced Financial Planning LLC since 2003. He also teaches financial planning to other professionals through Advanced Financial Planning LLC. BURKETT Financial Services, LLC advises individuals, high-net-worth clients, trusts, estates, and retirement plans, managing approximately $573 million across nearly 476 client relationships. The firm offers financial planning, portfolio management, and retirement plan consulting, utilizing a client-specific Investment Plan and an investment committee involving five advisors. Its close affiliation with an accounting firm supports integrated tax-planning services alongside wealth management.

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.

Bernard Ackerman is a CFP® with 27 years of experience in financial advising. He is currently with BNA Wealth, where he has worked since 2022, following a 24-year tenure at Consolidated Investment Advisors LLC and over four decades running his own CPA firm, Bernard N Ackerman CPA PA, specializing in tax planning, return preparation, and business advice. BNA Wealth is a registered investment adviser serving individuals, retirement plans, trusts, estates, and institutional clients. The firm manages portfolios primarily on a non-discretionary basis using mutual funds, ETFs, and individual securities, employing a combination of fundamental, technical, and charting analyses tailored to client plans.

Dylan Harnett is a CFP® with four years of industry experience, currently serving at Alpha Financial Advisors, LLC. Prior to joining Alpha, he worked for five years at Vanguard Marketing Corporation and The Vanguard Group, Inc. He has also held roles at Midtown Consulting Group and has experience in education, including a position at the Darla Moore School of Business. Alpha Financial Advisors, LLC is an SEC-registered investment adviser serving individuals, families, trusts, estates, and small businesses, including high-net-worth clients. The firm offers personalized financial planning and discretionary investment management, focusing on strategic asset allocation with primarily no-load mutual funds and ETFs, global diversification, and regular account reviews.

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.

Kevin Keller is a financial advisor with Delta Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Carolina Piedmont Investments, Retirement Wealth Advisors, and Ohio National Financial Services. Outside of advising, he is involved in managing a timber farm and supports marketing and business management for a real estate firm. Delta Investment Management provides discretionary investment management and consulting to individuals, institutions, trusts, and pension plans, also serving as a subadvisor to other firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning with asset management.

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.

Meredith Strosser is a financial advisor at CORE Advisory Group with 14 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2014. Strosser is involved in tax preparation services through CORE Tax Advisors in addition to her advisory role. CORE Advisory Group is an SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations. The firm offers discretionary asset management, financial planning, and retirement-plan consulting, utilizing a range of investment strategies and platform solutions tailored to client objectives and risk tolerance.

Henry Barringer is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Alpha Financial Advisors, LLC in Charlotte, NC. He has been with Alpha Financial Advisors since 2013. Alpha Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, trusts, estates, small businesses, and certain retirement plans. The firm employs strategic asset allocation primarily using no-load mutual funds and ETFs, managing client portfolios on a discretionary basis with regular reviews and rebalancing.

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.

Brent Peddy is a financial advisor with Forefront and holds Series 63 and Series 66 licenses. He has 28 years of industry experience, including 14 years at Pruco Securities, LLC and Prudential Insurance Company of America. He joined Forefront in 2025. Forefront Wealth Partners is a multi-team advisory firm serving individual and corporate clients with discretionary investment management, financial and estate planning, and cash management services. The firm employs fundamental and cyclical analysis to manage tailored portfolios and offers access to third-party managers and turnkey asset management platforms.

Joseph Zarzycki is a financial advisor at BNA Wealth with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including First Citizens Bank and Bb&T Retirement & Institutional Services. BNA Wealth is a registered investment adviser serving individual and institutional clients with portfolio management and financial planning services. The firm primarily manages accounts on a non-discretionary basis and implements portfolios using mutual funds, ETFs, and individual securities guided by multiple analytical approaches and tailored strategies.

Donald Burkett is a PFS™ credentialed financial advisor with over 11 years of experience at BURKETT Financial Services, LLC and a total of 50 years of professional experience including work with Burkett Burkett & Burkett Certified Public Accountants, PA. He is involved in several non-investment business activities, including membership in a variety of real estate rental companies and Plex Indoor Sports, a sports park. He also created Charley Ember, LLC, an investment vehicle for his grandchildren. Burkett Financial Services, LLC advises individuals, high-net-worth clients, trusts, estates, and retirement plans, managing approximately $573 million across around 476 client relationships. The firm offers financial planning, portfolio management, and retirement plan consulting, with investment strategies built on mutual funds, ETFs, and fixed income instruments tailored to client-specific plans and reviewed annually by a five-advisor committee.

Janice Mc Gunnigle is a CFP® professional with eight years of industry experience. She currently works at Alpha Financial Advisors, LLC, where she has been since 2019, following previous roles at Modera Wealth Management, LLC and Matrix Wealth Advisors, Inc. Alpha Financial Advisors, LLC is an SEC-registered investment adviser serving individuals, families, trusts, estates, and small businesses, including high-net-worth clients. The firm offers personalized financial planning and discretionary investment management, utilizing a strategic asset allocation approach focused on global diversification, periodic rebalancing, and fundamental analysis.

Jana Morrison is a CFP® with 13 years of industry experience, currently serving at BURKETT Financial Services, LLC. She has been with the firm since 2014, including a brief period at Buckingham Strategic Wealth, LLC in 2022. BURKETT Financial Services advises individuals, high-net-worth clients, trusts, estates, and retirement plans, managing approximately $573 million across about 476 client relationships. The firm provides financial planning, portfolio management, and retirement plan consulting, with investment strategies tailored to client-specific plans and reviewed by a five-advisor investment committee.

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.

Tamrah Bordini is a financial advisor at Belleair Wealth Management, LLC with one year of industry experience. She holds a Series 65 credential and has a background spanning roles at Inspire Advisors, LLC and Perry's Diamonds and Estate Jewelry. Outside of her advisory work, she owns Antique Jewelry Love, LLC, an online retail boutique specializing in jewelry. Belleair Wealth Management, LLC is a fee-based, fiduciary wealth manager serving individual and high-net-worth clients with discretionary portfolio management and wealth-planning services. The firm employs multiple analytical methods and diverse investment strategies while maintaining formal affiliations with accounting and insurance firms.