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.

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, 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.

Brad Playford is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Copperleaf Capital, LLC. He previously worked at The Vanguard Group, INC. for 16 years and has entrepreneurial experience with Az Poker Tables, Top Shelf Bartenders, and The Playford Group. Outside of his advisory role, he is also licensed as an insurance producer with licenses to sell health, disability, and life insurance products. Copperleaf Capital provides advisory services to individuals, families, retirement plans, charitable organizations, and businesses. The firm offers tailored financial planning and discretionary portfolio management, utilizing a values-based discovery process and model portfolios centered on U.S. equities, government bonds, mutual funds, and ETFs, with additional capabilities in digital currency management and integrated insurance services.

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.

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.

Nicholas Morabito IV is a financial advisor at Hobart Wealth with a Series 66 designation and one year of industry experience. He previously worked at Nelson Investment Planning Services, Inc and Signature Wealth Advisors. 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 individual securities, ETFs, and third-party managers.

Brian Baum is a CFP® professional with nine years of industry experience. He has worked at Family Wealth Partners, LLC since 2024 and previously spent seven years with The Vanguard Group, Inc. Brian also has a background in Impact Media Systems, Inc, where he worked for nine years. Family Wealth Partners is an SEC-registered advisory firm serving individuals, business entities, charitable organizations, and pension/profit-sharing plans. The firm offers discretionary investment management, financial planning, pension consulting, and estate plan coordination, using a digital platform and a range of traditional and alternative investments tailored to each client’s financial profile.

Jared Audette is a financial advisor at Eagle Wealth Management Group Inc. in Charlotte, NC, with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Abiding Wealth Advisors and Crown Capital Securities. Eagle Wealth Management Group serves both individual clients, including high-net-worth households, and institutional retirement-plan sponsors. The firm offers financial planning, discretionary portfolio management, retirement plan advisory, and business planning services through a multidisciplinary team with diverse credentials.

N Gregg is a financial advisor with CORE Advisory Group in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with CORE Advisory Group since 2020 and has worked at LPL Financial since 2008. Outside of advisory services, he is involved in non-variable insurance product sales and operates a separate business entity for tax and investment purposes. CORE Advisory Group is an SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations. The firm manages approximately $297 million in assets with a team of ten advisors, offering discretionary asset management, financial planning, and retirement-plan consulting, utilizing a range of investment strategies and platform solutions.

Cameron Newell is a CFP® and CFA® with eight years of industry experience. He currently works at Alpha Financial Advisors, LLC and previously held roles at Rock Point Advisors, Bank of America, and Wells Fargo Securities. Alpha Financial Advisors serves individuals, families, trusts, estates, small businesses, and certain retirement plans with comprehensive financial planning and investment management. The firm employs strategic asset allocation primarily through no-load mutual funds and ETFs, managing most accounts on a discretionary basis with quarterly reviews and rebalancing.

Gregory Vezzosi is a CFP® with 10 years of experience in financial advisory roles. He currently works at BNA Wealth, a team-based firm, and has prior experience at Charles Schwab & Co., Inc. and TIAA-CREF. BNA Wealth provides portfolio management and financial planning services to individuals, retirement plans, trusts, estates, Section 529 plans, endowments, and charitable organizations. The firm serves both individual and institutional clients with mainly non-discretionary portfolios, using mutual funds, ETFs, and individual securities guided by fundamental, technical, and charting analyses.

Brian Colan is a financial advisor at Hobart Wealth in Charlotte, NC, holding a Series 65 credential. He has experience in mortgage brokerage through his role at MPIRE Financial LLC and has worked in healthcare and lending sectors prior to his current advisory position. 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 plans, trusts, and estates, offering customized asset management and financial planning using a range of analytical methods and implementation strategies.

Thomas Cleveland is a financial advisor at tru Independence Asset Management, LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at TD Bank, Wells Fargo, Bank of America, AssuredPartners, and HUB International. tru Independence Asset Management, LLC provides discretionary and non-discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm employs a diversified investment approach using both active and passive strategies across multiple asset classes, integrating digital platforms and third-party sub-advisors as part of its service model.