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.

Tamrah Bordini is a financial advisor at Belleair Wealth Management, LLC with two years of industry experience. She holds a Series 65 designation and has a background that includes work at Inspire Advisors, LLC. Outside of financial advising, Bordini owns and operates Antique Jewelry Love, LLC, an online retail boutique specializing in jewelry. Belleair Wealth Management, LLC provides discretionary portfolio management and wealth management services primarily to individual and high-net-worth clients. The firm employs a diversified investment approach integrating fundamental, quantitative, technical, cyclical, and behavioral analysis and offers a range of consulting services including retirement plan benchmarking and insurance contract analysis.

Adam Ackerman is a CFP® with 11 years of industry experience, currently serving at Wealth Rabbit in Rock Hill, SC. His prior experience includes roles at BNA Wealth, Edward Jones, and Prajana Ventures. Wealth Rabbit provides discretionary portfolio management through a mobile and online platform for individual clients, including both non‑high-net-worth and high-net-worth users, and offers subscription software to employers for Simple IRA and SEP IRA plans. The firm’s approach features a primarily electronic client experience with a compact menu of model portfolios ranging from fixed-income to crypto-focused strategies.

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.

Robert Boggs is a financial advisor at Catawba River Capital with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at R.P. Boggs & Co. for 21 years and Raymond James Financial Services, Inc. for six years. Catawba River Capital provides wealth management and investment consulting primarily to high-net-worth individuals, trusts, pension or profit-sharing plans, charitable organizations, and other legal entities. The firm employs a conservative, scenario-based investment approach with both discretionary and non-discretionary portfolio management, and offers specialized private investment consulting services.

Alicia Stingley is a financial advisor with Paradigm Money Management, LLC in Indian Trail, NC, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at several firms including UBS Financial Services, inc and Alpha Investment Advisors, LLC. Alicia also owns Allyn Financial LLC, a financial education business. Paradigm Money Management, LLC provides financial planning and retirement-plan advisory services to individuals and businesses, focusing on 3(21) ERISA plan support. The firm acts primarily as a planner and coordinator, recommending and monitoring third-party managers 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 with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities, LLC and New York Life Insurance Co. before joining Tassel Capital in 2020. 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 build diversified portfolios, using low-cost mutual funds and ETFs alongside individual securities as appropriate.

Jonathan Shaw Jr. is a financial advisor at Catawba River Capital with two years of industry experience. He holds a Series 65 designation and previously worked at R.P. Boggs & Co. Wealth Management, Core Scientific, Flexential, and PricewaterhouseCoopers. Catawba River Capital provides wealth management and investment consulting primarily to high-net-worth individuals, trusts, pension or profit-sharing plans, and charitable organizations. The firm employs a conservative, scenario-based investment approach with a focus on fundamental analysis and longer-term holding periods, while offering a formal private investment consulting program that evaluates direct private funds and private equity opportunities.

William Smith is a financial advisor with TRICAPITAL Wealth Management, Inc. in Charlotte, NC. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining TRICAPITAL, he has worked at firms including OSAIC, Triad Advisors, and Kestra Investment Services. Outside of advisory work, he provides bookkeeping and tax preparation services through his accounting practice, Z.V. Smith & Co. TRICAPITAL Wealth Management offers investment management and financial planning services to individuals, high-net-worth clients, business entities, retirement plans, foundations, estates, and trusts. The firm provides a personalized wealth-management process with discretionary portfolio management and uses a proprietary Retirement Funding Score to track client progress.

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.

Brad Playford is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Copperleaf Capital, LLC. His prior work includes 16 years at The Vanguard Group and entrepreneurial roles in hospitality and custom gaming equipment companies. He is also a licensed insurance producer with experience in health, disability, and life insurance products. Copperleaf Capital provides advisory services to individuals, families, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers tailored financial planning, discretionary portfolio management, retirement plan consulting, and digital currency management, combining a values-based discovery process with model portfolio-driven investment implementation.

Austin Pope is a financial advisor at CORE Advisory Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Equitable Advisors, Sureify, Brighthouse Financial, and The Vanguard Group. CORE Advisory Group serves individuals, retirement plans, trusts, corporations, and charitable organizations with discretionary asset management, retirement-plan consulting, and financial planning services. The firm manages approximately $338 million for over 1,100 clients and utilizes proprietary model portfolios alongside multiple third-party manager programs to meet clients’ investment objectives.

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 with a Series 66 designation and two years of industry experience. Prior to joining Blue Financial, he worked at UBS Financial Services and the Federal Deposit Insurance Corporation. Blue Wealth Inc. provides discretionary asset management and financial planning services to individuals, small businesses, trusts, estates, and high-net-worth clients. The firm manages approximately $145 million across about 324 client relationships and employs tailored investment strategies focusing on long-term objectives without the use of short sales, margin, derivatives, leverage, or options.

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.

Michael Fowler is a financial advisor at Insight Folios in Charlotte, NC, holding a Series 65 designation. He has one year of experience in the financial industry, joining Insight Folios in 2026 after prior roles in sales and outdoor solutions. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, while also offering ERISA plan consulting and serving as a sub-adviser to other registered investment adviser firms. The firm uses a team approach combined with proprietary planning software and artificial intelligence tools to support its discretionary account management and long-term trading orientation.

Sara Warntz is a CFP® professional with 14 years of industry experience, currently serving at Topsail Wealth Management LLC since 2024. Her prior experience includes over a decade at THE Vanguard Group, Inc. and a year at Independent Advisor Alliance. Topsail Wealth Management advises high-net-worth and ultra-high-net-worth families, trusts, and related entities, providing comprehensive wealth management services including financial planning, investment advisory, tax and estate planning, and ancillary services such as bookkeeping and trustee services. The firm employs a customized investment process that integrates passive and active strategies across various asset classes and manages over $1.3 billion in regulatory assets.