Robert Drury is a CFP® and CFA® with 16 years of experience in the financial industry. He is currently an advisor at 7PW Wealth, LLC in Charlotte, NC, where he has worked since 2025. His prior experience includes roles at Truist Wealth, The Leaders Group Inc, and AlphaStar Capital Management, LLC. 7PW Wealth provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutions such as corporations, pension plans, and charitable organizations. The firm combines fundamental and selective technical analysis in equity selection and maintains model strategies that allocate across equities, fixed income, alternatives, and cash.

James Reichard is a financial advisor at Reichard Capital, LLC in Charlotte, NC, holding the PFS™ designation and Series 65 license with 16 years of industry experience. Prior to founding Reichard Capital in 2019, he worked at Greer & Walker LLP for 31 years. Reichard Capital serves individuals, trusts, estates, corporations, and charitable organizations, providing portfolio management, financial planning, 529 college savings plan consulting, and sub-advisory services. The firm manages over $330 million in assets, primarily on a discretionary basis, and emphasizes portfolio construction using no-load mutual funds, ETFs, and independent third-party managers.

Hunter Wise is a financial advisor at Beacon Associates Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Beacon Associates since 2022. Prior to his current role, he held positions at Defyned Brands, Viral Launch, and Dana Incorporated. Beacon Associates Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing discretionary asset management primarily through sub-advisor and co-advisor relationships. The firm focuses on selecting and monitoring third-party portfolio managers and offers active portfolio management with quarterly reviews and tax-loss harvesting strategies.

Salvador Perez is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Totem Wealth Management LLC, where he has worked since 2023, following prior roles at Financial Plans & Strategies and The Vanguard Group. Outside of finance, he coaches soccer at ISL Agency Futbol in Charlotte, NC. Totem Wealth Management LLC is a fee-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, combining fundamental and technical analysis with ongoing personal client contact and integrated financial planning.

Jeff Deke is a CFA® charterholder with five years of industry experience. He currently serves as an advisor at Storgate, LLC and previously worked at Dimensional Fund Advisors, Wells Fargo Securities, and New Market Wealth Management. Storgate, LLC specializes in wealth advisory and investment management for ultra-high-net-worth individuals, families, foundations, and trusts. The firm employs a bespoke, long-term investment approach with diversified portfolios that include public and private markets and offers comprehensive services such as fiduciary and family-office solutions.

James Irwin is a financial advisor at Northstar Capital Advisors LLC with 16 years of industry experience. He holds a Series 65 designation and has been with Northstar since 2009, alongside his role as an assistant professor at the University of Alabama. Northstar Capital Advisors serves individual and high-net-worth households, trusts, and charitable organizations, providing integrated financial planning and discretionary investment management. The firm emphasizes a planning-first approach, combining quantitative models with fundamental and behavioral analysis, and maintains a focus on client education and tax-aware strategies.

Travis Bell is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Totem Wealth Management LLC. He previously worked at Vanguard Advisers, Inc for 12 years. Outside of his advisory role, he owns and manages short-term rental properties. Totem Wealth Management LLC is a fee-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and selected individual securities, combining fundamental and technical analysis.

Steven Hoeft is a CFA® charterholder with 13 years of industry experience. He has been with Buie Investment Advisors, LLC since 2013 and also manages investment accounts through his own firm, Steven J. Hoeft Consulting, LLC, which he founded in 2010. Buie Investment Advisors serves individual investors, trusts, and estates with discretionary and non-discretionary portfolio management, emphasizing long-term investment strategies across equities, fixed income, mutual funds, and ETFs. The firm also provides project-based consulting and develops tailored Financial Profiles and Investment Plans for its clients.

Kara Elbert is a CFP® with 24 years of experience in financial advising, operating Elbert Financial Consulting, Inc. in Charlotte, NC since 2000. She also serves as secretary of Paragon Supply Company, a steel drill pipe distributor owned by her husband, where she consults on business strategy. Elbert Financial Consulting provides fee-based comprehensive financial planning for individuals, trusts, and closely held businesses, focusing on detailed written plans and ongoing support. The firm uses financial modeling and research tools to develop risk-aligned strategies but generally does not manage client portfolios or accept discretionary authority.

John Teed is a financial advisor at Hayden Harper Wealth Advisory, LLC with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Hayden Harper Wealth Advisory since 2010. Additionally, he is a managing member of Gaskin Teed Capital, LLC, an investment fund management entity where he is involved in portfolio management and trading decisions. Hayden Harper Wealth Advisory serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and families seeking family office support. The firm offers discretionary portfolio management, financial planning, and family office advisory services, employing a range of investment strategies including long-term holdings, short-term trading, option-writing, and margin, supported by proprietary asset-allocation models.

Garrett Jenkins is a CFA® charterholder with one year of industry experience. He is currently an advisor at Hayden Harper Wealth Advisory, LLC, where he has worked since 2024. Prior to this, he spent 14 years at Brown Brothers Harriman. Hayden Harper Wealth Advisory serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and families seeking family office support. The firm offers discretionary portfolio management, financial planning, and comprehensive family office advisory services, employing internally developed asset-allocation models and a range of investment strategies including long-term holdings, short-term trading, and option-writing.

Christopher Mullis is a financial advisor at Northstar Capital Advisors LLC in Charlotte, NC, holding a Series 65 designation with 13 years of industry experience. He has worked at Northstar Capital Advisors since 2013 and was involved with Mullis Oil Company from 2013 to 2019. Northstar Capital Advisors serves individual and high-net-worth households, trusts, and charitable organizations, focusing on comprehensive financial planning and discretionary investment management. The firm emphasizes a planning-first approach, combining quantitative models, fundamental and technical analysis, behavioral counseling, and tax-aware strategies, while maintaining a boutique scale with a two-advisor team.

Alaric Spencer is a financial advisor at The Financial Legacy Group in Charlotte, NC. He holds a Series 65 designation and has been with the firm since 2023. His prior experience includes roles in mortgage lending and asset management. The Financial Legacy Group provides investment advisory, financial planning, and consulting services to individuals, pooled investment vehicles, charitable organizations, and businesses. The firm offers discretionary portfolio management primarily through a wrap fee program and utilizes a range of investment vehicles including ETFs, mutual funds, stocks, and options.

David McMahan is a financial advisor with AdvisorsTrust Partners LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Prospera Financial Services since 2016 and at Bfm Capital since 2004. McMahan serves as a board member for the HV3 Foundation, a nonprofit organization. AdvisorsTrust Partners LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $217 million in assets and employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies.

Robert Shaw is a financial advisor at 7PW Wealth, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Carolinas Wealth Consulting LLC and Carolinas Investment Consulting LLC. Outside of his advisory role, Robert is an officer and director of Halberd Limited, a technology solutions and consulting firm, and serves on the boards of several community organizations, including Duke Charlotte, the Mecklenburg County Council of the Boy Scouts of America, and the Rotary Club of Charlotte. 7PW Wealth provides discretionary portfolio management and integrated financial planning to individuals, corporations, retirement plans, trusts, and other institutions. The firm employs a blend of fundamental and technical analysis across multiple asset classes, implementing model strategies tailored to client objectives, and includes financial planning services at no additional charge.

Michael Foster Jr. is a CFP® and CFA® affiliated with Dolan Capital Advisors, LLC in Charlotte, NC, with eight years of industry experience. His prior roles include positions at Dimensional Fund Advisors and M.E. Foster, LLC. Dolan Capital Advisors serves individual and high-net-worth clients by offering discretionary portfolio management, assets-under-advisement services, and standalone financial planning. The firm employs risk-profile mapping, modern portfolio theory, and tax-overlay strategies while managing approximately $179 million across about 83 client relationships.

William Clark is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Clearview Wealth Management since 2013. The firm provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. Clearview manages diversified portfolios incorporating cash, fixed income, and equities, emphasizing client risk tolerance without frequent trading, and offers ESG-screened portfolios upon request. The firm also publishes newsletters and hosts educational seminars, maintaining a shareholder interest in a trust company that provides trust administration services.

Randall White is a CFP®-certified financial advisor with 34 years of industry experience. He is president of TRICAPITAL Wealth Management, Inc. in Charlotte, NC, where he has worked since 1999. Prior to his current firm, he was affiliated with Triad Advisors, Inc. and currently serves as a registered representative of Osaic Wealth, Inc. White is also involved in charitable work as a director of the Louis M. Helms Jr. and Anita B. Helms Charitable Foundation. TRICAPITAL Wealth Management provides portfolio management and comprehensive financial planning to individuals, including high-net-worth clients, as well as pensions, trusts, and institutional accounts. The firm uses a data-driven planning process to develop tailored, long-term diversified investment plans, often employing discretionary management and a mix of fundamental and technical analysis across various asset classes.

Karina Moretz is a CFP® and ChFC® affiliated with Pathfinder Planning LLC, with one year of industry experience. Her prior work includes a period as a homemaker before joining Pathfinder Planning. Pathfinder Planning LLC provides comprehensive financial planning and discretionary portfolio management to individuals, couples, businesses, and families, focusing on working families, single women, young adults, and retirees or near-retirees. The firm employs a low-cost passive investment approach supplemented by targeted factor tilts and emphasizes tax management and client education.

Alex Mathews is a financial advisor at Sanctuary Financial Planning, LLC in Charlotte, NC, holding a Series 65 designation with one year of industry experience. He previously served seven years in the United States Navy and currently serves as an O-3 Lieutenant in the United States Naval Reserve. Sanctuary Financial Planning advises individuals, trusts, estates, and charitable organizations, offering comprehensive wealth management and financial planning. The firm uses an evidence-based, long-term investment approach focused on diversified mutual funds and ETFs, provides discretionary portfolio management, and emphasizes educational, planning-centered client relationships.