Nicholas Kolbenschlag is a financial advisor at Crown Wealth Group LLC with 15 years of industry experience. He has held roles at GCG Wealth Management and Questar Asset Management prior to joining Crown Wealth Group in 2019. Outside of his advisory work, he provides consulting services on the implementation of Personal CFO financial planning solutions and manages a DBA branch office focused on recruiting and educating investment advisor representatives. Crown Wealth Group serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and comprehensive financial planning, utilizing a goals-based investment process that incorporates a wide range of asset classes and a formal Investment Committee. The firm also maintains affiliations with insurance and real estate businesses and offers services including estate planning, executive compensation, and concierge lifestyle support.

Harold Goodlett is a financial advisor at Worth Advisors in Charlotte, NC, holding Series 63, 65, and 66 licenses with 19 years of industry experience. He has worked at Worth Financial Advisory Group since 2012 and previously held roles at Wells Fargo Advisors and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of advising, he has worked as a cashier at Rite Aid outside of market hours. Worth Advisors is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, college coaches, businesses, and retirement plans. The firm integrates portfolio management with financial planning and consulting, often using ETFs and no-load index mutual funds, and collaborates closely with accounting professionals to offer comprehensive services.

Sean Casullo is a CFP® professional with five years of industry experience. He has worked at Crown Wealth Group LLC since 2022 and previously spent eleven years at Sanderson Wealth Management, LLC. Casullo is based in Charlotte, NC. Crown Wealth Group LLC serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm employs a goals-based investment process using diversified, low-cost ETFs and mutual funds, supported by an Investment Committee to tailor portfolios according to documented objectives and risk tolerances.

Don Stamas is a CFP® professional at Defender Capital with 23 years of industry experience. He has been with Defender Capital since 2013 and also manages D.J.S. Investments, LLC, a real estate investment and management company. Defender Capital provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, private funds, and corporate clients. The firm employs a customized, discretionary investment approach focused on fundamental analysis and primarily recommends exchange-traded equity securities using both long- and short-term strategies.

Tyler Kolbenschlag is a Series 65-licensed financial advisor with 11 years of industry experience. He has worked at Crown Wealth Group LLC since 2018 and previously held roles at GCG Wealth Management and Questar Asset Management. Outside of his advisory work, Tyler is a licensed real estate broker and serves on the Board of Trustees for the Greater Carolinas Chapter of the National Multiple Sclerosis Society. Crown Wealth Group LLC serves individual and high-net-worth clients with portfolio management and comprehensive financial planning, including Personal CFO support and estate-planning facilitation. The firm employs a goals-based investment process using an Investment Committee and offers a range of asset classes, including low-cost ETFs and mutual funds, with additional services such as insurance and real estate brokerage through affiliated entities.

Ryan Kilmartin is a financial advisor at Stark Financial Advisers, Inc. with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Stark Financial Advisers since 2023 and at R.M. Stark & Co., Inc. since 2012. 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 that incorporates fundamental and technical analysis, offering portfolios from conservative to aggressive and utilizing a range of strategies including derivatives and options.

Zachary O'Brien is a CFP® with 17 years of experience in financial advisory services. He has worked at Crown Wealth Group LLC since 2020 and previously spent 11 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. O'Brien serves as a board member for several nonprofit organizations, including the LLK Foundation, Ducks Unlimited Davie County, and the Winston Chamber of Commerce, where he leads a leads group and participates in community events. Crown Wealth Group LLC provides portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a goals-based investment process with documented Investment Policy Statements and offers personalized services such as estate-planning facilitation, executive compensation planning, and concierge lifestyle support.

John Kernodle is a financial advisor at Strathmore Capital Advisors with 16 years of industry experience. He has been with Strathmore Capital Advisors since 2005 and holds the Series 65 designation. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans through discretionary portfolio management and goals-based financial planning. The firm emphasizes an asset-allocation-driven investment approach using mutual funds and ETFs, incorporating technology for client service and offering distinctive services such as a securities-backed lending strategy and integrated tax preparation.

Jared Mccutcheon is a financial advisor at Cannon Advisors in Charlotte, NC, with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo Funds Distributor, LLC, and Quasar Distributors, LLC. Cannon Advisors provides discretionary portfolio management, financial planning, and limited consulting services to individual and high-net-worth clients. The firm employs a variety of analytical approaches and investment strategies, including alternatives and options trading, and manages approximately $181.6 million across about 228 client accounts.

Thomas Casey II is a financial advisor at Intellectus Partners, LLC in Charlotte, NC, holding a Series 66 designation with 27 years of industry experience. His prior work history includes roles at Deutsche Bank Securities Inc. and Lehman Brothers Inc. Outside of his advisory practice, he serves on the board of advisors for Marcus & Associates, LLC, an executive recruiting firm in the life sciences sector. Intellectus Partners provides wealth management, financial planning, investment consulting, and wealth coaching primarily to high-net-worth individuals, trusts, estates, and private funds. The firm manages approximately $3 billion in assets and uses a combination of fundamental and quantitative analysis to build long-term portfolios, encompassing a range of asset types and separately managed accounts.

John Stamas is a financial advisor at Defender Capital with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Defender Capital and its related entities since 2011. He is also involved in managing D.J.S. Investments, LLC, a real estate investment entity. Defender Capital provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm employs a customized, discretionary investment approach focused on fundamental analysis and primarily recommends exchange-traded equity securities.

James Harlow is a CFA® charterholder and holds the Series 66 designation, with 21 years of industry experience. He has been with Novare Capital Management since 2012. 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, employing proprietary investment strategies and utilizing both human and AI tools for research and risk monitoring.

Charles Dann is a CFP® with 13 years of industry experience, currently serving at Novare Capital Management since 2021. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he is involved in insurance sales. Novare Capital Management is an SEC-registered wealth management firm with a team of 18 advisors managing approximately $1.9 billion for individuals, trusts, estates, and institutions. The firm utilizes a client-specific Investment Policy Statement with proprietary strategies and incorporates artificial intelligence tools alongside human oversight in its portfolio management.

Julia Martinelli is a financial advisor at Strathmore Capital Advisors with five years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes roles at Dimensional Fund Advisors, The Vanguard Group, and Hightower Advisors. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and goals-based financial planning. The firm employs an asset-allocation approach utilizing mutual funds and ETFs, integrates technology for client service, and offers distinctive services such as a synthetic lending strategy and integrated tax preparation.

John Wilks is a CFP® professional with 17 years of industry experience. He has been with Novare Capital Management in Charlotte, NC since 2009. 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, utilizing proprietary strategies and AI tools alongside human oversight.

Taylor Lee is a CFP® professional with nine years of industry experience. He is currently with Coppell Advisory Solutions LLC, affiliated with Fusion Investment Advisors, and has previously worked at firms including Voya Investment Management and Preferred Capital Securities. In addition to his advisory role, he is involved with Belmont Capital Advisors, marketing insurance and annuity investments as an insurance agent. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a combination of internally developed and independent asset allocation models, using both fundamental and technical analysis to manage portfolios on a discretionary basis.

Allyson Sacratini is a financial advisor at Integrated Advisors Network LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Inc. Prior to her advisory career, she attended the University of South Carolina. Allyson is also the Director of Client Services at Capital City Financial Partners. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services, employing a mix of fundamental and quantitative approaches and frequently utilizing third-party sub-adviser platforms.

Jonathan Kirk is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Foundations Investment Advisors LLC and Alloy Investment Management, having previously worked at Edward Jones, Firstbank, and Home Point Financial. Foundations Investment Advisors LLC offers financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a range of analytical approaches and utilizes model portfolios and discretionary authority to deliver tailored investment advice.

Carly Hensley is a financial advisor with Merit Financial Advisors in Charlotte, NC, holding a Series 66 designation and 21 years of industry experience. She has been with Merit Financial Advisors since 2010 and previously worked at LPL Financial and Securities America Advisors, Inc. Outside of her advisory work, she is a representative of Pioneer Financial Planning, LLC, an LLC used for tax purposes. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach managed through centralized sleeves and model portfolios, supported by an internal investment team and external sub-advisers.

Alexander Coggins is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Homefront Brands and the YMCA. Outside of his advisory role, he is involved in fixed insurance sales through Financial Independence Group. 49 Financial serves individual and institutional clients by providing financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term approach to diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.