Susan Burke is a financial advisor at iQvestment, LLC with 25 years of industry experience. She holds Series 66 and Series 63 designations. Prior to joining iQvestment in 2025, she spent 17 years at LPL Financial and briefly worked with FusionIQ, a FinTech firm providing back and middle office services to financial companies, where she occasionally assists with client servicing. iQvestment, LLC offers discretionary investment management and advisory services primarily through an online platform. The firm serves other independent advisory firms, institutional clients such as banks and credit unions, as well as individual and high-net-worth investors using model portfolios managed on a discretionary basis and rebalanced quarterly.

Maxwell Neisler is a financial advisor at AdvisorsTrust Partners LLC with one year of industry experience. He holds the Series 65 and Series 63 credentials. Prior to joining AdvisorsTrust Partners, he worked at Prospera Financial Services Inc, Ryan Consulting Group, and Grant Thornton LLP. AdvisorsTrust Partners LLC provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm serves approximately 172 clients with $435.3 million in assets under management, employing both active and passive investment strategies tailored to client objectives and risk tolerance.

Justin Oxman is a financial advisor at 2pifinancial Corp. He holds a Series 65 credential and has been with the firm since 2026. Outside of his advisory role, he has operated One-on-One Tutoring LLC since 2002. 2pifinancial provides discretionary investment management and portfolio monitoring to individuals, high-net-worth individuals, trusts, small businesses, and estates. The firm uses an individualized, discretionary investment approach incorporating fundamental, technical, charting, and cyclical analysis, and manages approximately $1.5 million in assets across a small client base.

Jarrod Adams is a financial advisor with Jarrod Adams Investing, LLC in Catawba, NC, holding a Series 65 designation and 13 years of industry experience. He founded Jarrod Adams Investing in 2012 after operating Jarrod Adams Trading from 2005 to 2019. Jarrod Adams Investing, LLC provides discretionary investment advisory and wealth management services to individuals, high net worth clients, trusts, and estates. The firm manages approximately $73.2 million in assets using a long-term investment approach that combines fundamental and technical analysis, primarily utilizing mutual funds and ETFs along with selective use of individual stocks, bonds, and options.

Charles Stockham is a financial advisor with IA Network, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include extensive tenure at First Allied Securities and advisory positions at Purshe Kaplan Sterling Investments and First Allied Advisory Services. Outside of advisory work, he co-manages two family-owned LLCs involved in commercial real estate and farmland holdings. IA Network, LLC serves individual, high-net-worth, business, and institutional clients with discretionary and non-discretionary asset management and financial planning. The firm employs a range of analytical methods to tailor portfolios and offers access to SEI-managed separate accounts, retirement plan consulting, and plan-participant advisory services.

Charles Powell is a financial advisor at Powell Wealth in Cornelius, NC, holding a Series 65 designation with four years of industry experience. Prior to his current role, he worked at Grant Thornton, LLP and has experience at the Kenan-Flagler Business School and UNC Chapel Hill. Powell Wealth provides investment supervisory services, financial planning, and pension consulting to individuals, trusts, retirement plans, and businesses. The firm manages portfolios using discretionary strategies based on fundamental and cyclical analysis and employs various investment vehicles, including mutual funds, equities, fixed income, ETFs, and select alternatives.

Samuel Di Fiore is a financial advisor at Sorfis Investments, LLC with three years of industry experience. He holds a Series 65 designation and has worked as an analyst at Avenel Financial Group and Co/Investor Club. His prior experience includes a role with the Boston Bruins and involvement in various business activities since 2016. Sorfis Investments, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutions. The firm employs cyclical and fundamental analysis, offering core strategies focused on diversification and absolute return, with an emphasis on risk management and tax efficiency.

We specialize in working with families with portfolios in the $5M–$50M range, where strategic planning, tax efficiency, and cost management have an outsized impact. Traditional firms often rely on complex, high-cost strategies that offer questionable benefits. Our fixed-fee, planning-driven model takes a different approach: focusing on practical, high-impact financial strategies rather than unnecessary complication. We apply the right level of sophistication, using techniques like direct indexing and individual bond ladders only when we determine that they add clear value (based on portfolio size, risk profile, and tax considerations). Our financial planning and investment management approach is guided by three core principles: • Risk Management: grounded in a tailored financial plan • Tax Efficiency: ensuring strategies align with after-tax outcomes • Fee Minimization: keeping costs low to maximize long-term results Our goal is to provide a structured, transparent, and thoughtful approach - one that leads to a better long-term client experience through fair fees, strategic decision-making, and a focus on what truly matters.

Brandon Opre is a CFP® professional with 29 years of industry experience, currently serving as an advisor at TrustTree Financial LLC. His prior experience includes roles at Ameriprise Financial Services, Inc. and Financial Advisory Services, LLC. Outside of his advisory duties, he works as an Independent Insurance Agent providing life insurance quotes and policy discussions. TrustTree Financial serves individual clients, including high-net-worth households, offering discretionary portfolio management and comprehensive financial planning. The firm combines passive and active investment strategies with automated rebalancing and tax-loss harvesting, and sponsors a wrap fee program uncommon among similar supported firms.

Peter Walton is a financial advisor at 7PW Wealth, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Greerwalker Wealth LLC and Traverse Partners, LLC. Walton is also the CEO and President of 7PW Consulting, LLC, a business consulting firm focused on project-based engagements. 7PW Wealth provides discretionary portfolio management and integrated financial planning services to individuals, corporations, retirement plans, trusts, and other institutions. The firm manages approximately $29.7 million across 41 client relationships and employs a blend of fundamental and technical analysis with diversified asset allocation tailored to client objectives.

Trigg Williamson is a financial advisor with Advisor.com, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Nuveen Securities, Nuveen Asset Management, Morgan Stanley, and Vanguard Marketing Corporation. Advisor.com provides investment management and financial consulting primarily to individual investors through a model-based, non-discretionary approach. The firm also operates a referral platform connecting clients with affiliated and unaffiliated advisers and offers services including financial planning and tax preparation through third-party providers.

Kyle Sikes is a financial advisor at WealthPoint Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at firms including Dempsey Lord Smith, LLC and Kalos Management. Outside of his advisory role, Sikes serves on the board of CaroMont Care Advocates, which advises on patient-centered healthcare services, and is a board member of the Next Generation Fund, a philanthropic giving circle. WealthPoint Financial, LLC provides discretionary investment management, financial planning, and consulting primarily to non-high-net-worth individuals, trusts, estates, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and tactical asset allocation strategies, managing portfolios on a discretionary basis with continuous monitoring and formal annual reviews.

Jacob Pivonka is a financial advisor at Axiom Private Wealth, LLC in Charlotte, NC. He holds a Series 65 designation and has one year of industry experience, with prior roles at McQueen Financial Advisors and Dusseldorf EG. Axiom Private Wealth serves individual and high-net-worth clients by providing discretionary and non-discretionary investment management along with comprehensive financial planning. The firm employs a long-term, fundamental analysis approach to asset allocation and offers personalized portfolio management tailored to clients’ goals and risk tolerance.

Sarah Charles is a financial advisor at Sanctuary Financial Planning, LLC in Charlotte, NC, holding a Series 65 designation with 18 years of industry experience. She previously worked at FORVIS Wealth Advisors LLC and DHG Wealth Advisors, contributing nearly 12 years combined at the latter. Sanctuary Financial Planning, LLC serves individuals, trusts, estates, and charitable organizations with comprehensive wealth management and integrated financial planning, emphasizing evidence-based, long-term investment strategies and educational speaking engagements. The firm uses a flat annual fee structure and focuses on planning-centered client relationships.

Christopher Lee is a CFP® professional at Passport Wealth Management with experience starting in 2024. Prior to his current role, he held positions at several firms and organizations, including Choreo, SFMG Wealth Advisors, and Trustcore Financial. He also spent time at the University of Georgia and took a year for extended travel. Passport Wealth Management is an SEC-registered adviser serving individuals, charitable organizations, and businesses. The firm employs a passive investment approach based on Modern Portfolio Theory and offers comprehensive financial planning, investment management, tax return preparation through a third-party provider, and retirement plan consulting.

Natalie Foy is a CFP® and CFA® with 18 years of industry experience, currently serving as an advisor at Greenway Wealth Advisors, LLC since 2020. Her prior experience includes roles at Citizens Capital Markets Inc., CiTIZENS BANK, N.A., and Merrill. She is also a partner in String Bean Holdings, LLC, a real estate holding company. Greenway Wealth Advisors is a small team managing approximately $184 million for individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm focuses on passive, asset-class oriented portfolios using low-cost index funds and ETFs, offering comprehensive financial planning and ERISA-level retirement plan consulting.

Joe Silvas is a financial advisor at C2 Investment Group with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has been co-owner of C2, LLC dba Tracker, a firm offering a portfolio accounting and reporting application, since 1997. Silvas’s career includes nearly three decades working within the same affiliated entities. C2 Investment Group provides non-discretionary investment consultation primarily to institutional clients such as municipalities, universities, and public funds. The firm specializes in government bond index tracking and uses a proprietary optimization application to assist clients with portfolio rebalancing while clients retain execution authority.

Matthew Jellison is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Gunderson Capital Management and has previously worked at firms including The Vanguard Group, Guardian Life Insurance Company, and Park Avenue Securities. Gunderson Capital Management provides customized investment management and financial planning services primarily to individual and high-net-worth clients. The firm manages discretionary portfolios with a varied investment approach and performs regular account reviews through an investment committee.

Lee Larson is a financial advisor at Everstar Asset Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fundamental Global Investors, LLC and CWA Asset Management Group. Larson serves on the boards of several non-investment related companies, including 27 Software U.S. Inc. and True Health Solutions Inc., and is chairman of Beacon Health Benefits Inc. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in assets for about 1,077 clients and sponsors multiple private investment funds, employing a structured investment process that includes proprietary models and the use of derivatives and options.

Andrew Pitts is a financial advisor at Worth Advisors in Charlotte, NC, with three years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors for three years. His early career includes roles at Lowe's Home Improvement, Christ Community Church, and Davidson College. Worth Advisors is a fee-based financial planning and investment management firm serving individuals, college coaches, businesses, and retirement plans. The firm emphasizes portfolio construction aligned with clients’ objectives and risk tolerances, utilizing ETFs, no-load index mutual funds, and third-party money managers while maintaining oversight and due diligence.