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.

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.

Laura Kido is a CFP® professional with 18 years of industry experience. She currently serves as an advisor at Novare Capital Management, joining the firm in 2025. Prior to this, she held roles at The Vanguard Group and Vanguard Advisers from 2009 to 2022, with a brief retirement period from 2023 to 2025. Novare Capital Management is an SEC-registered wealth management firm with a team of 18 advisors managing approximately $1.9 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm offers comprehensive financial planning and portfolio management using proprietary strategies and incorporates AI tools alongside human oversight in its investment process.

Stephen Ratcliffe is a CERTIFIED FINANCIAL PLANNER™ professional at Providence Capital Advisors, LLC with 24 years of industry experience. He has been with Providence Capital Advisors since 2016. Outside of his advisory role, he is involved in insurance sales, focusing on non-variable life, health, annuity, and disability income insurance products. Providence Capital Advisors, LLC is a SEC-registered investment adviser providing discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis to construct customized portfolios, routinely incorporating derivatives and borrowing strategies, and utilizes third-party providers that include artificial intelligence and machine learning components.

David Thompson is a financial advisor at Sparta Wealth Partners with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Realta Equities, Innovation Partners, J Alden Associates, and TD Bank. Outside of his advisory role, he serves on the advisory board for Aware, a biometric wearables and healthcare monitoring company. Sparta Wealth Partners advises individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA retirement-plan advisory services, utilizing a combination of fundamental and technical analysis along with independent managers and model-based strategies.

Ann Marie Reilley is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Alpha Financial Advisors, LLC since 2011. She is based in Charlotte, NC, and is part of an eight-advisor team. Alpha Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, trusts, estates, small businesses, and certain retirement plans. The firm employs strategic asset allocation using no-load mutual funds and ETFs, manages most accounts on a discretionary basis, and offers quarterly reviews and rebalancing.

Matthew Snipes is a CFP® with 20 years of industry experience. He is currently with Topsail Wealth Management LLC and previously worked at Independent Advisor Alliance and The Vanguard Group, Inc. since 2006. Snipes provides trustee services for clients in addition to his advisory role. Topsail Wealth Management advises high-net-worth and ultra-high-net-worth families, their trusts, and related entities through comprehensive wealth management services that include financial planning, investment advisory, tax and estate planning, bookkeeping, and trustee services. The firm employs a customized, priorities-based investment process using both passive and active strategies across multiple asset classes.

Joshua Pohl is a financial advisor at Hobart Wealth in Charlotte, NC, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at EP Wealth Advisors, AW Securities, Wealthcare Capital Management, and TD Ameritrade. 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, pension and profit-sharing plans, trusts, and estates, providing asset management, financial planning, and retirement plan consulting using a range of analytical methods and implementation strategies.

As the founder of Southbound Wealth, I take pride in shouldering the heavy lifting for my clients. I have been in the financial services industry for over 9 years and during that time I have worked with individuals at all stages of life. I currently specialize in supporting small business owners, growing families, and those navigating the transition into retirement. I’ve built Southbound Wealth around the idea of making steady, tangible progress. My goal is to make the financial planning process as seamless and stress-free as possible for for my clients. Every action and milestone will be clearly laid out, so you can trust that we’re always making progress towards what is important to you. I live in Rock Hill, SC with my wife, Katie, and our two children, Madelyn and Wyatt.

Sadie Bishop is a financial advisor at Hobart Wealth in Charlotte, NC, holding a Series 65 designation with five years of industry experience. Her prior work includes roles at WFA Asset Management Corp, New York Life Insurance Company, and DSE Financial Services. She also has experience in education and nonprofit settings, including the Waukesha School District and Salto Gymnastics Center. 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, employing a range of investment strategies including the use of third-party managers.

Zachary Huneycutt is a financial advisor at Strathmore Capital Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Dimensional Fund Advisors since 2017 and previously was employed at Duke University. Outside of his advisory role, he serves as a volunteer on the finance committee for First Baptist Church Mount Holly. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and goals-based financial planning. The firm emphasizes an asset-allocation approach using mutual funds and ETFs, including Dimensional Fund Advisors products, and integrates technology such as Wealth.com and AI for administrative tasks, while offering distinctive services like a synthetic lending strategy and integrated tax-preparation and estate-planning platforms.

Cameron Amos is a CFP® professional currently with Novare Capital Management in Charlotte, NC. He has three years of experience in the financial industry, including prior roles at Envestnet Tamarac and MegaCorp Logistics. Novare Capital Management is an SEC-registered wealth management firm with a team of 18 advisors managing approximately $1.9 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm offers comprehensive financial planning and portfolio management using proprietary strategies and incorporates third-party AI tools alongside human oversight in investment decisions.

Jason Rericha is a financial advisor with Tru Independence Asset Management, LLC, holding a Series 66 designation and 16 years of industry experience. His work history includes roles at APW Capital, Inc., tru Independence Asset Management – YellowWood Wealth Solutions, Bank of America, and Merrill Lynch. Tru Independence Asset Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and other institutional and business clients. The firm manages approximately $336.9 million in client assets using diversified portfolios that combine active and passive strategies across multiple asset classes and employs both digital and held-away platforms alongside affiliated advisory and brokerage relationships.

Ori Boucvalt is a financial advisor at Sparta Wealth Partners in Charlotte, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Sparta Wealth Partners and The Morgan Company in 2025, he completed graduate studies at Vanderbilt University and undergraduate education at Clemson University. Outside of financial advising, Boucvalt is involved in environmental safety and health consulting and serves on the board of an emergency response and environmental cleanup organization. Sparta Wealth Partners serves individual and high-net-worth clients, as well as pension, profit-sharing, corporate, and retirement plans. The firm provides portfolio management, financial planning, and ERISA retirement-plan advisory services, utilizing both fundamental and technical analysis complemented by Independent Managers and model-based strategies.

Edward Coambs is a CFP® with three years of industry experience, currently serving at Alpha Financial Advisors, LLC. Prior to joining the firm, he worked at Healthy Love and Money, LLC, where he provided consulting and supervision services integrating financial planning and mental health. He is also an author of two books available on Amazon and Audible and has developed online courses focused on self-awareness and relational growth. Alpha Financial Advisors is an SEC-registered investment adviser that provides personalized financial planning and discretionary investment management to individuals, families, trusts, estates, and small businesses. The firm emphasizes global diversification and fundamental analysis, managing portfolios primarily through no-load mutual funds and ETFs, and conducts regular account reviews with a team of six advisors.

Daniel Hudspeth is a CFP® with six years of industry experience, currently serving at BNA Wealth since 2025. His prior experience includes roles at Waverly Advisors, LLC, McShane Partners, Jessica Ross State Farm, and work in both automotive sales and education sectors. BNA Wealth is a registered investment adviser serving individuals and institutions with portfolio management and financial planning. The firm primarily manages non-discretionary accounts using mutual funds, ETFs, and individual securities, employing fundamental, technical, and charting analyses alongside both long- and short-term strategies.

Sidney King is a CFP® with 26 years of industry experience and is currently with Cornerstone Wealth Planning in Charlotte, NC. He previously worked for TIAA-CREF Individual & Institutional Services and TIAA from 2007 to 2023. Cornerstone Wealth Planning provides portfolio management and financial planning services to individuals, high-net-worth clients, and small business owners. The firm’s investment approach is based on Modern Portfolio Theory and fundamental analysis, offering flexible planning options and in-house tax preparation services.

Andrea Kovacs is a financial advisor at CORE Advisory Group in Charlotte, NC, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior roles include positions at Wells Fargo Securities, Merrill Lynch, and Bank of America, as well as a period at the University of Virginia Darden School of Business. 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 variety of investment strategies and platform solutions.