Kevin Blocker is a financial advisor at Linkside Financial LLC in Charlotte, NC, holding Series 65 and Series 63 credentials with two years of industry experience. His prior work includes over 20 years at Horizon Investments LLC and roles at Quasar Distributors, LLC and Blocker Capital. Outside of advisory work, he is CEO and owner of multiple passive investment vehicles. Linkside Financial provides discretionary and non-discretionary investment advisory services to individual and high-net-worth clients, including former athletes, CEOs, and entrepreneurs. The firm employs a combination of technical, quantitative, and fundamental analysis for portfolio management and offers financial planning as part of its advisory services.

Cheryl Sherrard is a CFP® professional with 15 years of industry experience, currently serving at Clearview Wealth Management since 2013. She is based in Charlotte, NC, and is part of a four-advisor team. Clearview Wealth Management provides discretionary investment management and ongoing financial planning exclusively to individual clients, including high-net-worth households. The firm employs diversified portfolios and integrates financial planning into investment decisions while generally avoiding market timing and frequent trading.

Treven Ayers is a CFP® with 25 years of industry experience and is currently a financial advisor at Clearview Wealth Management, where he has worked since 2013. The firm provides discretionary investment management and financial planning exclusively to individual clients, including high-net-worth households. Clearview Wealth Management manages approximately $182.4 million in assets across 144 client relationships and emphasizes diversified portfolios, integrated planning, and client education through newsletters and seminars.

Jessica Metso is a financial advisor at Arkagos Advisors & Asset Management, Inc. with four years of industry experience. She holds a Series 65 designation and has worked at Arkagos Advisors since 2020, with prior roles including positions at Brookstone Capital Management and State Farm. Outside of her advisory work, she is also licensed as an insurance producer. Arkagos Advisors and Asset Management provides portfolio management, financial planning, and advice on private investments to individual and high-net-worth clients, generally with a $750,000 minimum account threshold. The firm offers both discretionary and non-discretionary services and emphasizes private placements and private credit opportunities alongside a tailored investment approach using individual stocks and sector ETFs.

Wesley Lyon II is a CFP® professional with six years of industry experience, currently serving at Lyon Wealth Advisors Group, LLC. He previously worked at Dimensional Fund Advisors and holds leadership roles as President and CEO of McGill and Lyon Dental Advisors, a tax and business planning firm for dentists and specialists. He also speaks regularly at seminars and podcasts through The McGill & Hill Group, which focuses on professionals in the dental field. Lyon Wealth Advisors Group provides discretionary portfolio management and integrated financial planning to high net worth individuals, corporations, and retirement plans. The firm uses customized strategies based on Modern Portfolio Theory, primarily investing in low-cost mutual funds and ETFs, and is noted for its affiliation with tax and business advisory services focused on dental professionals.

William Culp III is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He has been with Tagstone Capital, Inc. since 2011, based in Charlotte, NC. Tagstone Capital serves entrepreneurs, high-net-worth individuals, families, and employee benefit plans, providing wealth management, portfolio management, and comprehensive planning services. The firm employs a systematic, long-term investment approach using structured asset-class mutual funds and ETFs, focusing on diversification, low fees, and tax efficiency.

Charles Terry is a CFP® with 19 years of industry experience, currently serving as an advisor at Shepherd Wealth Partners since 2017. Prior to that, he worked for 11 years at Ronald Blue & Co. Shepherd Wealth Partners serves high-net-worth individuals and sponsors of qualified retirement plans, offering financial planning, investment management, and retirement plan consulting. The firm integrates third-party model solutions and in-house strategies, including a faith-based investment option, and emphasizes periodic reviews and discretionary management when authorized.

Carlton Whitman is a financial advisor at Tassel Capital Management, Inc. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. Prior to joining Tassel Capital Management in 2015, he was with Wells Fargo Advisors LLC starting in 2014. Tassel Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, managing approximately $266 million in discretionary assets. The firm uses a blend of modern portfolio theory and fundamental analysis to construct diversified portfolios, primarily utilizing low-cost mutual funds and ETFs while also employing individual stocks, bonds, and options when suitable.

Olivia Green is a financial advisor at Davis Investment Partners, LLC with a Series 65 designation and three years of industry experience. She has worked at Davis Investment Partners since 2022 and previously held positions at GRAYCO, RKW Residential, and Kane Residential. Olivia attended North Carolina State University from 2013 to 2017. Davis Investment Partners serves individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management, financial planning, retirement account advice, and bond consulting. The firm combines fundamental and technical analysis with a primarily long-term investment orientation, emphasizing customized asset allocation and share-class selection to align with client objectives.

Brian Headrick is a financial advisor with Legend Private Wealth, LLC, holding the CFP® designation and Series 63 and 66 licenses, with 29 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Legend Private Wealth is a state-registered investment adviser serving individuals, families, high-net-worth clients, trusts, and business clients, including employer-sponsored 401(k) plans. The firm offers comprehensive financial planning, discretionary and non-discretionary portfolio management, private equity administration, and digital asset advice, managing approximately $71 million for around 45 clients.

Alicia Stingley is a financial advisor at Paradigm Money Management, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and Alpha Investment Advisors. Outside of her advisory role, she is the owner of Allyn Financial LLC, a financial education business. Paradigm Money Management provides financial planning and retirement-plan advisory services to individuals and business entities, focusing on tiered planning engagements and 3(21) ERISA plan support. The firm acts primarily as a planner and coordinator, recommending third-party managers and advisory platforms rather than managing client assets directly.

Victor Davis is a financial advisor at Davis Investment Partners, LLC in Charlotte, NC, holding a Series 66 designation with six years of industry experience. Prior to joining Davis Investment Partners in 2022, he worked at Raymond James & Associates from 2019 to 2022 and at Sonic Automotive from 2018 to 2019. He also has a background at Clemson University from 2014 to 2017. Davis Investment Partners serves individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management, financial planning, retirement account advice, and bond consulting. The firm employs a combination of fundamental and technical analysis with a long-term investment orientation, emphasizing customized asset allocation and share-class selection to meet client objectives.

Bradley Kendall is a financial advisor at Tassel Capital Management, Inc. in Matthews, NC, holding Series 65 and Series 63 licenses with six years of industry experience. His career includes roles at NYLIFE Securities, LLC and New York Life Insurance Co. prior to his current position. Tassel Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, managing approximately $266 million in discretionary assets. The firm employs a blend of modern portfolio theory and fundamental analysis to construct diversified portfolios using low-cost mutual funds and ETFs, with options for individual securities when suitable.

Edward Jackson is a Series 65-licensed advisor with Investor Advisory Group in Charlotte, NC, where he has worked since 2011. He has 14 years of experience in financial advising and concurrently manages The Jackson Law Firm, PLLC, providing legal services in business and estate planning. Investor Advisory Group serves individuals, pension and profit-sharing plans, trusts, and estates, offering portfolio management, limited financial planning, and retirement plan advisory services with a focus on client-directed, non-discretionary investment implementation.

William Smith is a financial advisor with TRICAPITAL Wealth Management, Inc. in Charlotte, NC, holding Series 65 and Series 63 licenses and having two years of industry experience. He has worked at multiple firms including OSAIC, Triad Advisors, and Kestra Investment Services, LLC. Outside of his advisory role, he is involved with Willcar, LLC and Z.V Smith & Co., providing bookkeeping and tax preparation services. TRICAPITAL Wealth Management offers investment management and financial planning to individuals, businesses, retirement plans, and trusts. The firm uses a personalized wealth-management process with discretionary portfolio management, employing a variety of investment vehicles and several operational features such as a broker-dealer affiliation and margin use that differentiate its service model.

Christopher Zaccarelli is a CFA® charterholder with 21 years of industry experience. He is currently with Beacon Capital Advisory Group and previously worked at Independent Advisor Alliance, LPL Financial, LLC, and Cornerstone Financial Partners. Beacon Capital Advisory Group provides discretionary portfolio management, financial planning, retirement plan investment management, and subadvisory services. The firm serves individual and high-net-worth clients as well as retirement plans, using fundamental analysis and a combination of long- and short-term trading strategies tailored to client goals.

Philip Bailey is a CFP® with 40 years of experience in financial services. He is currently with Muirfield Wealth Advisors LLC, where he has worked since 2021. His prior experience includes roles at Raymond James Financial and Bailey Retirement Partners. He is also licensed as an insurance agent and sells life insurance, annuities, and long-term care products as a secondary business activity. Muirfield Wealth Advisors serves individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management and financial planning services. The firm uses a goal-driven, primarily long-term investment approach with customized portfolios and acts as a fiduciary for retirement accounts.

Brian Jones is a CFP® with 20 years of industry experience and has been with Providence Capital Advisors, LLC since 2015. He holds Series 63 and Series 66 licenses and is based in Charlotte, NC. Providence Capital Advisors provides discretionary and non-discretionary investment management and integrated financial planning to individuals, high-net-worth clients, corporations, and small businesses. The firm employs a valuation-driven investment approach supplemented by technical and cyclical analysis, offering multiple distinct strategy sleeves and utilizing derivatives and limited leverage as part of its portfolio construction and risk management.

Harrison Clark is a financial advisor at Blue Financial in Charlotte, NC, holding a Series 66 designation with two years of industry experience. His prior roles include positions at UBS Financial Services and the Federal Deposit Insurance Corporation. Blue Financial serves individual clients, small businesses, trusts, estates, and high-net-worth individuals, offering discretionary asset management and financial planning. The firm focuses on building portfolios aligned with client goals, time horizons, and risk tolerances using both fundamental and technical analysis with a long-term investment approach.

Michael Papi is a financial advisor at Capstone Wealth Management Group, LLC with four years of industry experience. He holds the Series 65 designation and previously worked with the Cleveland Indians from 2014 to 2020. Prior to joining Capstone in 2022, he was briefly affiliated with the Gastonia Honey Hunters in 2021. Capstone Wealth Management Group serves individuals, high net worth clients, families, trusts, businesses, and retirement plans by providing wealth management, discretionary investment management, financial planning, and retirement plan advisory services. The firm emphasizes long-term strategic asset allocation combined with tactical adjustments, investing in low-cost mutual funds, ETFs, individual securities, and fixed income.