Nicholas Adkins is a CFP® with 12 years of industry experience, currently serving as an advisor at Hobart Wealth. He previously worked at Raymond James Financial Services and Edward Jones. In addition to his advisory role, he is a licensed insurance agent involved in the sale of insurance products. Hobart Wealth is an SEC-registered advisory firm with a team of eight advisors managing approximately $430 million. The firm serves individuals, pension and profit-sharing plans, trusts, and estates, offering tailored asset management, financial planning, and retirement consulting using a range of analytical methods and implementation strategies.

Esther Bodman is a financial advisor at Cornerstone Wealth Planning in Charlotte, NC, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cornerstone since 2018. Prior to joining Cornerstone, she worked at Senior Helpers from 2014 to 2018. Cornerstone Wealth Planning provides portfolio management and financial planning services to individuals, high-net-worth clients, and small business owners. The firm applies Modern Portfolio Theory and fundamental analysis in its investment approach and offers in-house tax preparation and educational seminars as part of its service offerings.

Charles Randall is a financial advisor at Hobart Wealth in Charlotte, NC, holding a Series 66 credential with 13 years of industry experience. His prior roles include positions at RBC Capital Markets, City National Bank, Charles Schwab, and Morgan Stanley. 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 and profit-sharing plans, trusts, and estates, offering tailored asset management, financial planning, and retirement plan consulting using a variety of analytical methods and implementation strategies.

Barron Akins is a financial advisor at Oakworth Asset Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, Truist Wealth Journey Room and Portfolio Architecture, Bank of America, and Merrill. Outside of his advisory work, he is the owner of a rental property in Panama City, Florida. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a top-down, macro-driven investment approach and employs a mix of mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

Timothy Paschall is a CFP® professional with over 34 years of experience in the financial industry. He currently serves at WMS Advisors, LLC, a team-based advisory firm, and has previously worked at Purshe Kaplan Sterling Investments, Grove Point Investments, and Concourse Financial Group Securities. Outside of his advisory work, Paschall is involved in agricultural and property management ventures, including roles in farming and family real estate businesses. WMS Advisors manages approximately $281 million for a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes core asset-class strategies with ETFs, index funds, individual securities, and selective alternatives, serving individuals, families, trusts, and business entities.

Catherine Fisher is a financial advisor at CORE Advisory Group with a Series 65 license and one year of industry experience. Her prior roles include positions at LPL Financial and Atrium Health, as well as work as a private nanny. 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 through a range of portfolio strategies and platform solutions.

Joseph Bogdan is a financial advisor at Sparta Wealth Partners in Charlotte, NC, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Sparta Wealth Partners in 2026, he worked at Northwestern Mutual Wealth Management Company and Christopher Scearbo. His background also includes roles outside the industry, such as at Barstool Sports and Gravity Water. Sparta Wealth Partners advises individuals, high-net-worth clients, and institutional plans, offering portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm combines fundamental and technical analysis with Independent Manager oversight and employs model-based strategies across diverse investment horizons.

Christopher Knight is a CFP® professional with 18 years of experience in financial advisory. He is associated with Cornerstone Wealth Planning and Asset Dedication, holding roles since 2013 and 2017 respectively. Outside of his advisory work, he serves as the Co-Executive Director of the Men of Courage Foundation, a nonprofit organization. Cornerstone Planning, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and small business owners. The firm combines Modern Portfolio Theory with fundamental analysis, offering both discretionary and non-discretionary portfolio management alongside in-house tax preparation and educational programs.

Evan Calott is a financial advisor at Blue Financial with eight years of industry experience. He holds a Series 65 designation and has worked at Blue Wealth Inc., J.W. Cole Advisors, Inc., and Global Financial Private Capital, LLC. In addition to his advisory role, he is the owner and a licensed agent of Blue Financial, Inc., focusing on insurance planning. Blue Wealth Inc. provides discretionary asset management and financial planning to individuals, small businesses, trusts, and estates. The firm emphasizes long-term investment strategies based on fundamental and technical analysis and integrates comprehensive planning elements such as cash flow, tax, retirement, and estate considerations.

Joseph Mcfaddin is a Certified Financial Planner® with 24 years of industry experience. He is currently with Cornerstone Wealth Planning in Charlotte, NC, where he has worked since 2026. Prior to that, he spent 12 years at TIAA-CREF. Cornerstone Wealth Planning serves individuals, high-net-worth clients, and small business owners with investment advisory, portfolio management, and comprehensive financial planning services. The firm combines Modern Portfolio Theory with fundamental analysis and integrates in-house tax preparation alongside advisory offerings.

Steven Greer is a CFP® with 15 years of industry experience, currently serving at Hobart Wealth. He has been with Hobart Private Capital, LLC since 2013 and has prior experience at GF Investment Services, LLC and Global Financial Private Capital, LLC. He is also licensed as an independent insurance agent. 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 third-party managers and model providers.

Thomas Moss Jr. is a financial advisor at WMS Advisors, LLC with 48 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 16 years. WMS Advisors is a team-based SEC-registered investment adviser managing approximately $281 million for around 131 client households. The firm serves individuals, families, pension and profit-sharing plans, trusts, estates, and business entities with portfolio management, comprehensive financial planning, and retirement-plan consulting using asset-class oriented strategies and a mix of ETFs, mutual funds, individual securities, and selective alternatives.

Jonathan Swofford is a financial advisor at CORE Advisory Group in Charlotte, NC, holding a Series 66 designation with eight years of industry experience. He previously worked at Fidelity Brokerage Services LLC for several years before joining CORE Advisory Group. CORE Advisory Group provides discretionary asset management, retirement-plan consulting, financial planning, and related advisory services to individuals, retirement plans, trusts, corporations, and charitable organizations. The firm manages approximately $338 million across about 1,141 clients and utilizes a mix of proprietary model portfolios and third-party programs to tailor investment solutions.

Neil Brown is a CFP® professional with 20 years of industry experience, currently serving at BURKETT Financial Services, LLC. He worked at Freeman Wealth Management LLC from 2006 to 2017 and has been involved with BURKETT Financial Services and Advanced Financial Planning LLC since 2003. He also teaches financial planning to other professionals through Advanced Financial Planning LLC. BURKETT Financial Services, LLC advises individuals, high-net-worth clients, trusts, estates, and retirement plans, managing approximately $573 million across nearly 476 client relationships. The firm offers financial planning, portfolio management, and retirement plan consulting, utilizing a client-specific Investment Plan and an investment committee involving five advisors. Its close affiliation with an accounting firm supports integrated tax-planning services alongside wealth management.

Jacob Woodrum is a CFP® professional with eight years of experience in the financial services industry. He has worked at Wells Fargo and Hobart Insurance Services before joining Hobart Private Capital, where he has been since 2017. Outside of his advisory role, Woodrum owns a jewelry wholesale and resale business. 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 and profit-sharing plans, trusts, and estates, providing tailored asset management, financial planning, and retirement plan consulting.

Ronald Powell is a CFP® and Series 65 licensed advisor with 10 years of industry experience. He currently works at Blue Wealth Inc. and Blue Financial, Inc., where he has been involved since 2014. Powell is also the owner and a licensed insurance agent at Blue Financial, Inc., focusing on insurance planning. Blue Wealth Inc. provides discretionary asset management and financial planning to individuals, small businesses, trusts, and estates. The firm emphasizes long-term investment strategies supported by fundamental and technical analysis and incorporates comprehensive planning including cash flow, tax, retirement, and estate considerations.

Bernard Ackerman is a CFP® with 27 years of experience in financial advising. He is currently with BNA Wealth, where he has worked since 2022, following a 24-year tenure at Consolidated Investment Advisors LLC and over four decades running his own CPA firm, Bernard N Ackerman CPA PA, specializing in tax planning, return preparation, and business advice. BNA Wealth is a registered investment adviser serving individuals, retirement plans, trusts, estates, and institutional clients. The firm manages portfolios primarily on a non-discretionary basis using mutual funds, ETFs, and individual securities, employing a combination of fundamental, technical, and charting analyses tailored to client plans.

Briggs Bouchillon is a CFP®-certified financial advisor at Blue Financial with three years of industry experience. Prior to joining Blue Wealth, Inc. in 2025, he worked at The Vanguard Group, Inc. from 2022 to 2025. Blue Wealth Inc. provides discretionary asset management and financial planning to individuals, small businesses, trusts, and estates, emphasizing long-term investment strategies guided by fundamental and technical analysis. The firm also incorporates comprehensive planning elements such as cash flow, tax, retirement, and estate considerations.

Dylan Harnett is a CFP® with four years of industry experience, currently serving at Alpha Financial Advisors, LLC. Prior to joining Alpha, he worked for five years at Vanguard Marketing Corporation and The Vanguard Group, Inc. He has also held roles at Midtown Consulting Group and has experience in education, including a position at the Darla Moore School of Business. Alpha Financial Advisors, LLC is an SEC-registered investment adviser serving individuals, families, trusts, estates, and small businesses, including high-net-worth clients. The firm offers personalized financial planning and discretionary investment management, focusing on strategic asset allocation with primarily no-load mutual funds and ETFs, global diversification, and regular account reviews.

Evan Mc Coy is a financial advisor at Blue Financial with a Series 66 designation and one year of industry experience. His background includes roles at Blue Financial Inc., Blue Wealth Inc., and Trinity Wealth Securities, LLC. He is also an insurance agent for fixed insurance sales. Blue Wealth Inc. serves individual clients, small businesses, trusts, estates, and high-net-worth individuals by providing discretionary asset management and financial planning. The firm employs a long-term investment approach based on clients’ goals, time horizons, and risk tolerances, and offers educational seminars alongside client reporting and planning services.