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.

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. He holds Series 63 and Series 65 designations and has six years of industry experience. His prior experience includes roles at NYLIFE Securities, LLC, New York Life Insurance Co., and Quicken Loan Mortgage Services. Tassel Capital Management advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, managing approximately $266 million in discretionary assets. The firm combines modern portfolio theory with fundamental analysis to build diversified portfolios using low-cost mutual funds and ETFs, while also incorporating individual securities when appropriate.

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 at TRICAPITAL Wealth Management, Inc. in Charlotte, NC, with two years of industry experience. He holds Series 63 and Series 65 designations. Alongside his advisory work, he provides bookkeeping and tax return preparation services through his accounting firm, Z.V. Smith & Co. TRICAPITAL Wealth Management offers investment management and financial planning services to individuals, business entities, retirement plans, foundations, estates, and trusts. The firm employs a personalized wealth-management process and utilizes a proprietary Retirement Funding Score to monitor client progress, with investment strategies that include mutual funds, ETFs, equities, fixed income, and margin borrowing options.

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 and currently serves as an advisor at Copperleaf Capital, LLC. Prior to joining Copperleaf Capital in 2024, he held roles at The Vanguard Group for 16 years and has run multiple business ventures including Az Poker Tables, Top Shelf Bartenders, and The Playford Group. He is also licensed as an insurance producer, selling 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 combines values-based financial planning with model portfolio-driven investment management, integrating insurance and digital asset options within a broader financial services group.

Austin Pope is a financial advisor at CORE Advisory Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at 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. The firm manages approximately $338 million for over 1,100 clients and employs a team of ten advisors delivering portfolio management and planning services through various proprietary and third-party investment platforms.

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.

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® with nine years of industry experience and is currently a financial advisor at Family Wealth Partners, LLC. Prior to joining Family Wealth Partners, he worked for seven years at The Vanguard Group, Inc. and spent nine years at Impact Media Systems, Inc. Family Wealth Partners is an SEC-registered advisory firm serving individuals, business entities, charitable organizations, and pension/profit-sharing plans. The firm provides discretionary investment management, financial planning, pension consulting, and estate plan coordination using a digital platform, managing portfolios with a range of traditional and alternative investments tailored to clients’ financial situations and goals.

Michelle Notardonato is a financial advisor at Matauro, LLC with 15 years of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors and AXA Advisors. She is also an independent licensed insurance agent specializing in life insurance and variable annuities. Matauro, LLC manages approximately $1.05 billion across around 876 client relationships, offering wealth management, financial planning, retirement plan consulting, and portfolio management to individuals, trusts, retirement plans, and business entities. The firm employs a multi-method investment approach across traditional and alternative asset classes, combining in-house management with third-party managers and leveraging technology for portfolio monitoring and implementation.

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 at CORE Advisory Group in Charlotte, NC, holding Series 63 and Series 65 licenses with 27 years of industry experience. He previously worked at LPL Financial for 14 years and Equity Services, Inc. for five years. Outside of advisory services, Gregg is involved in managing Fairview Strategic Partners, an entity related to non-variable group and personal fixed insurance products. CORE Advisory Group serves individuals, retirement plans, trusts, corporations, and charitable organizations with discretionary asset management, financial planning, and retirement-plan consulting. The firm manages approximately $338 million for over 1,100 clients through a team-based approach utilizing proprietary model portfolios and multiple third-party platforms.