Michael Jackson is a financial advisor with Investor Advisory Group in Charlotte, NC. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Investor Advisory Group, he worked at Carolina Paymasters, LLC for seven years. Investor Advisory Group provides portfolio management, limited financial planning, retirement plan advisory, fiduciary consulting, and general consulting services to individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $172 million in assets and primarily uses a non-discretionary investment approach focused on mutual funds, ETFs, and fixed income.

Michael Mustian is a CFP® professional with nine years of industry experience. He is currently an advisor at Soaring Investment Management, LLC, where he has worked since 2025. His prior experience includes roles at Carolina-Retirement Solutions, Wiseway Advisors LLC, Rhino Wealth Management, and Thrivent Financial. Soaring Investment Management serves individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis to manage diversified portfolios and offers financial planning with capped hourly pricing and ongoing engagement.

Kristopher Lewis is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Tuttle Wealth Partners LLC. He previously worked at The Vanguard Group, Inc. for 11 years and has held positions at Scarlet Oak Financial Services and CG Advisory Services. Tuttle Wealth Partners LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement services to institutional and retail clients. The firm uses proprietary model programs and tailored investment strategies, and it acts as an ERISA fiduciary in retirement plan recommendations.

Michael Foster Jr. is a CFP® and CFA® affiliated with Dolan Capital Advisors, LLC in Charlotte, NC, with eight years of industry experience. His prior roles include positions at Dimensional Fund Advisors and M.E. Foster, LLC. Dolan Capital Advisors serves individual and high-net-worth clients by offering discretionary portfolio management, assets-under-advisement services, and standalone financial planning. The firm employs risk-profile mapping, modern portfolio theory, and tax-overlay strategies while managing approximately $179 million across about 83 client relationships.

Cambell Conard is a financial advisor at Shepherd Wealth Partners with three years of industry experience. He holds a Series 65 designation and has been involved in full-time education since 2012. Shepherd Wealth Partners serves individual investors, mainly high-net-worth households, and sponsors of qualified retirement plans by providing financial planning, investment management, and retirement plan consulting. The firm utilizes a combination of third-party model solutions and in-house strategies, including biblically responsible investing options, and emphasizes periodic in-person reviews and discretionary management when authorized.

William Clark is a CFP® with 22 years of industry experience. He has been with Clearview Wealth Management since 2013 and previously worked at McShane Partners for nine years. Clearview Wealth Management provides discretionary investment management and ongoing financial planning exclusively to individual clients, including high-net-worth households. The firm builds diversified portfolios across multiple asset classes, integrates financial planning into investment decisions, and offers ESG-screened portfolios upon request.

Randall White is a CFP® professional with 35 years of experience in financial planning and investment management. He has been a principal at TRICAPITAL Wealth Management, Inc. since 1999 and previously worked with Triad Advisors, Inc. and OSAIC. White serves as a director for the Louis M. Helms Jr. and Anita B. Helms Charitable Foundation and holds a role as successor executor and trustee for related family trusts. TRICAPITAL Wealth Management provides investment management and financial planning services to individual clients, business entities, retirement plans, foundations, estates, and trusts. The firm employs a personalized wealth-management process and offers a variety of investment strategies, including portfolio management through wrap programs and transaction-based accounts, with distinct operational features stemming from its broker-dealer affiliation.

Daniel Ockey is a financial advisor at Three Phases Wealth Advisors LLC with a Series 65 designation and one year of industry experience. He has worked at Crisp, Qualtrics, and served as an owner and co-founder of Centsei LLC, a personal finance coaching business, since 2018. He manages a team of coaches and independent contractors in that role, dedicating a significant portion of his time to the business. Three Phases Wealth Advisors serves individual clients, including high-net-worth individuals, providing comprehensive financial planning and discretionary investment management through a fee-only model. The firm emphasizes a tailored planning process covering various financial topics and integrates educational resources from Centsei LLC at no additional cost to clients.

Brenton Bersin is a financial advisor at Linkside Financial LLC with two years of industry experience. He holds the Series 65 and Series 66 designations and has worked previously at PointBlank Ventures, Independent Advisor Alliance, LPL Financial, and SilverRock Wealth Partners. Outside of his advisory role, Bersin is the founder and CEO of Purse Golf, a software development company. Linkside Financial LLC provides asset management and wealth services to high-net-worth individuals, small businesses, and pooled investment vehicles. The firm offers both discretionary and non-discretionary portfolio management, using technical and quantitative methods such as Monte Carlo simulations, and conducts public educational seminars on investments.

Kevin Blocker is a financial advisor at Linkside Financial LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Horizon Investments LLC and Quasar Distributors, LLC. He is also the CEO and owner of Blocker Capital Group, a passive investment vehicle. 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 uses a combination of technical, quantitative, and fundamental analysis to develop and monitor portfolios 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.

Edward Claire is the sole advisor at Double Eagle Partners, LLC in Matthews, NC, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior roles include positions at MCAP LLC and First Integrity Capital Partners Corp. from 2011 to 2023. Double Eagle Partners provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension/profit-sharing plans, and small businesses. The firm employs an asset-allocation centered, discretionary investment approach informed by macroeconomic analysis and offers portfolios that include both traditional and alternative asset classes.

Jessica Metso is a financial advisor at Arkagos Advisors & Asset Management, Inc. with five years of industry experience. She holds a Series 65 designation and previously worked at Brookstone Capital Management and State Farm. Outside of her advisory role, she is also licensed to sell insurance products as a sole proprietor. Arkagos Advisors and Asset Management serves individual and high-net-worth clients, offering portfolio management, comprehensive financial planning, and access to private investments. The firm employs model-based allocations combining technical, fundamental, and modern portfolio theory approaches, managing assets both discretionarily and non-discretionarily while integrating private placement holdings into advisory accounts.

Wesley Lyon II is a CFP® with six years of industry experience currently serving at Lyon Wealth Advisors in Charlotte, NC. He has previously worked at Dimensional Fund Advisors and United Capital Financial Advisors. He is also President and CEO of McGill and Lyon Dental Advisors, a tax and business planning firm serving dentists and specialists, and serves as a speaker for The McGill & Hill Group, which hosts educational events for similar professionals. Lyon Wealth Advisors provides discretionary portfolio management and integrated financial planning primarily to high net worth individuals, corporations, and retirement plans. The firm employs customized investment strategies grounded in Modern Portfolio Theory and maintains affiliations with tax and business advisory services focused on dentists and specialists.

Craig Ferguson Sr. is a financial advisor with Anderson Griggs Investments in Rock Hill, SC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Anderson Griggs & Co., Inc. since 2018, following prior roles at Dempsey Lord Smith, LLC, and Southeast Investments, N.C. Inc. Anderson Griggs Investments provides discretionary investment supervisory and portfolio management services to individuals, trusts, and charitable organizations, often serving high-net-worth clients. The firm employs a dual-strategy approach utilizing index-tracking ETFs and focused individual large-cap global equities, combining fundamental, quantitative, cyclical, and qualitative analysis within tailored investment policies.

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 63 and Series 65 licenses and has 11 years of industry experience. Prior to his current role, he was with Wells Fargo Advisors LLC. Tassel Capital Management advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, managing approximately $266 million in discretionary assets. The firm combines modern portfolio theory with fundamental analysis to create diversified portfolios using low-cost mutual funds and ETFs, while also employing individual stocks, bonds, and options as appropriate.

David Macaulay is a CFP® and ChFC® with 27 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2011 and has been with Macaulay & Associates, LLC since 2007. In addition to his advisory work, he is involved in fixed insurance sales related to disability and long-term care as part of his financial planning services. Macaulay & Associates provides discretionary and non-discretionary investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charities, and business entities. The firm uses a collaborative planning process to develop investment objectives and implements diversified, long-term portfolios with a mix of fundamental and technical analysis, while also offering affiliated insurance products and ERISA fiduciary services.