Blake Hedrick is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Family Wealth Partners, LLC since 2022 and previously held roles at LPL Financial, Independent Advisor Alliance, and TIAA-CREF. Family Wealth Partners serves individuals, business entities, charitable organizations, and pension plans with discretionary investment management, financial planning, pension consulting, and estate plan coordination. The firm employs a diversified, model- and research-driven investment process that includes fundamental analysis, modern portfolio theory, and both long- and short-term trading, covering a broad range of traditional and alternative securities.

David Caivano is a financial advisor at Cornerstone Wealth Planning in Charlotte, NC. He holds a Series 65 designation and has been in the industry since 2026. Prior to joining Cornerstone, he worked at Cogent Analytics, Augusta National, and Bed Bath & Beyond. Cornerstone Wealth Planning serves individuals, high-net-worth clients, and small business owners with investment advisory services, portfolio management, and comprehensive financial planning. The firm integrates in-house tax preparation with its advisory services and offers a range of planning engagement formats, including hourly work, retainers, and comprehensive plans.

Adam Coleman is a financial advisor at Nectarine with two years of industry experience. He holds a Series 65 designation and has previously worked at SmartPath Financial Education and Core Planning. Outside of his advisory role, he is involved as a mortgage loan originator at Loan Pronto and provides remote financial coaching through SmartPath Financial Education. Nectarine serves individual and high-net-worth clients by offering consultative financial planning through selected advisor representatives. The firm emphasizes long-term asset allocation using low-cost, index-based funds and provides services on a fee-for-service basis without managing client investment portfolios.

Shon Mc Carley is a Series 65-licensed advisor at Cornerstone Wealth Planning in Charlotte, NC, with experience in legal and financial services. He is a member and attorney at McCarley Legal, PLLC, where he provides estate planning and related legal advice. His prior work includes roles at Arnot & Haley, PLLC and Consilio, LLC. Cornerstone Wealth Planning serves individuals, high-net-worth clients, and small business owners, offering portfolio management and comprehensive financial planning grounded in Modern Portfolio Theory and fundamental analysis. The firm also provides in-house tax preparation and structured retirement-planning courses, with flexible planning options and no minimum account size.

Wade Menzies is a financial advisor at Insight Folios with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Tactical Investment Advisors for 12 years. In addition to his advisory role, he is involved in insurance sales. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as ERISA plan consulting and participant advisory services. The firm also serves other registered investment advisers through sub-advisory relationships and employs a team-of-advisers approach supported by proprietary planning software and artificial intelligence tools.

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.

Christopher Hobart is a financial advisor with Hobart Wealth in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has held roles at various entities within the Hobart group of companies since 2004 and was previously with Global Financial Private Capital. Outside of advisory work, he owns a marketing consulting business and serves as secretary of a local business park homeowners association board. 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, with portfolios constructed and monitored to client objectives using a variety of investment strategies and third-party managers.

Heather Lawrence is a CFP® professional with 13 years of industry experience, currently serving at Alpha Financial Advisors, LLC. Her prior roles include positions at Relience Wealth Advisors, LLC and Truist Bank (premerger BB&T), with a period as a stay-at-home mother. Alpha Financial Advisors, LLC is an SEC-registered investment adviser that provides personalized financial planning and discretionary investment management to individuals, families, trusts, estates, and small businesses, including high-net-worth clients. The firm emphasizes strategic asset allocation primarily through no-load mutual funds and exchange-traded funds, with an approach that includes global diversification, fundamental analysis, and oversight of independent managers.

Paul Durso is a financial advisor with Insight Folios in Charlotte, NC, holding Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Insight Folios since 2015 and concurrently operates Durso Capital Management Co. Outside of his advisory roles, Durso is involved with Uplift Marketing, where he contributes to sales, marketing, design, and coaching for the Simplicitree planning software. Insight Folios serves a broad range of individual clients, including high-net-worth households, as well as ERISA retirement plans and other registered investment advisers. The firm offers discretionary portfolio management and financial planning, utilizing its proprietary Simplicitree software alongside long-term trading strategies and artificial intelligence tools.

Stewart Neely is a financial advisor at Cornerstone Wealth Planning in Charlotte, NC, holding a Series 65 designation with five years of industry experience. Prior to joining Cornerstone in 2021, he spent six years working at Christ Covenant Church. Cornerstone Wealth Planning serves individuals, high-net-worth clients, and small business owners with investment advisory, portfolio management, and comprehensive financial planning. The firm combines Modern Portfolio Theory with fundamental analysis and integrates in-house tax preparation alongside its advisory services.

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.

Niki Erb is a Series 65-licensed financial advisor at Insight Folios with six years of industry experience. Prior to joining Insight Folios and Durso Capital Management Co. in 2020, she worked at Frito Lay for over two decades. She is also involved in insurance and annuity sales. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, along with ERISA plan consulting and participant advisory services. The firm often acts as a sub-adviser to other registered investment advisers and uses a team-of-advisers approach supported by proprietary planning software and artificial intelligence tools.

Jaime Facchino is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Charles Schwab, UBS Financial Services, Wells Fargo Clearing, and multiple investment advisory firms. He currently serves as a Relationship Manager focused on client presentations, financial planning, and customer service. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets through a multi-team approach emphasizing asset allocation and diversification, employing both discretionary and non-discretionary management strategies.

Randolph Autrey is a financial advisor with Arkadios Wealth Advisors in Indian Land, SC, holding Series 63 and Series 66 registrations and bringing 35 years of industry experience. Prior to joining Arkadios Wealth Advisors and Arkadios Capital in 2020, he worked at Triad Advisors, Inc. for six years. Outside of his advisory role, he is involved with Thompson Financial Group, where he acts as an agent in the sale of non-variable life insurance, health insurance, long-term disability, and fixed annuities. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of programs including advisor-managed accounts, wrap programs, third-party money managers, and 401(k) advisory. The firm supports customized investment plans and discretionary management, utilizing an internal portfolio team and a mix of fundamental, technical, and cyclical analysis.

Noah Ordway is a financial advisor at Manning & Napier Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Distribution, Inc. and Wells Fargo Funds Distributor, LLC. He has been with Manning & Napier since 2018 across affiliated entities. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients, including pension plans and government entities, as well as managing discretionary and non-discretionary accounts. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection and offers a range of retirement plan and wealth management services.

Christopher Zambrotta is an advisor with NorthCoast Asset Management LLC holding Series 63 and Series 65 licenses. He has worked in various roles since 2017, including positions at Kovitz Investment Group Partners and TIAA-CREF. Previously, he held roles outside the financial sector, including at MegaCorp Logistics and Magnolia Greens Golf Course. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process combining proprietary market-exposure and security-scoring models with multifactor risk models to guide portfolio construction and trading.

Hugh Mosley Jr. is a financial advisor at Belpointe Asset Management LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at New York Life Insurance, Uber, Tristate Financial, Atrium Health, and RCC&S Inc. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, and employs a variety of customized portfolio strategies and affiliated fund integrations.

Jesse Walker is a financial advisor with Principal Advised Services in Monroe, NC, holding Series 63 and Series 66 licenses and having six years of industry experience. He has worked at various firms, including Principal Financial Services and Wells Fargo Clearing Services LLC. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party and proprietary methodologies and is part of the Principal Financial Group, leveraging affiliated entities to offer a range of financial products and services.

Charles Robinson is a financial advisor with Summit Financial, LLC based in Charlotte, NC, holding Series 63 and Series 66 designations and having 20 years of industry experience. His prior roles include positions at Keebeck Wealth Management, Cornerstone Wealth Group, Cornerstone Financial Partners, and LPL Financial. Robinson serves as a board member of MS4MS (Mission Stadiums 4 Multiple Sclerosis), contributing to strategic decisions for the nonprofit’s growth. Summit Financial, LLC is a multi-team SEC-registered advisory firm with approximately $26.35 billion in assets under management and 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms tailored to client needs.

Elizabeth Newton is a financial advisor with Archer Investment Corporation in Charlotte, NC. She holds a Series 65 designation and has two years of industry experience. Her prior work includes positions at Newton Wealth Management and Wray Ward, as well as five years at Cory's Audio Visual. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and The Archer Funds. The firm manages approximately $900 million on a primarily discretionary basis, offering customized portfolio management and model-based strategies across a diversified range of asset classes.