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® professional with nine years of industry experience. He has worked at Family Wealth Partners, LLC since 2024 and previously spent seven years with The Vanguard Group, Inc. Brian also has a background in Impact Media Systems, Inc, where he worked for nine years. Family Wealth Partners is an SEC-registered advisory firm serving individuals, business entities, charitable organizations, and pension/profit-sharing plans. The firm offers discretionary investment management, financial planning, pension consulting, and estate plan coordination, using a digital platform and a range of traditional and alternative investments tailored to each client’s financial profile.

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 with CORE Advisory Group in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with CORE Advisory Group since 2020 and has worked at LPL Financial since 2008. Outside of advisory services, he is involved in non-variable insurance product sales and operates a separate business entity for tax and investment purposes. 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, utilizing a range of investment strategies and platform solutions.

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.

Thomas Cleveland is a financial advisor at tru Independence Asset Management, LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at TD Bank, Wells Fargo, Bank of America, AssuredPartners, and HUB International. tru Independence Asset Management, LLC provides discretionary and non-discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm employs a diversified investment approach using both active and passive strategies across multiple asset classes, integrating digital platforms and third-party sub-advisors as part of its service model.

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.

Nathan Fulks is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Family Wealth Partners, LLC, where he has worked since 2019. His prior experience includes roles at LPL Financial, Independent Advisor Alliance, Efficient Advisors, and Family Wealth Counselors of the Carolinas. Family Wealth Partners serves individuals, business entities, charitable organizations, and pension/profit-sharing plans, offering discretionary investment management, financial planning, pension consulting, and estate plan coordination. The firm employs a diversified, model- and research-driven approach across a broad investable universe that includes traditional securities, alternatives, and complex instruments, with ESG considerations available.

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.

Jason Rericha is a financial advisor with tru Independence Asset Management, LLC, holding a Series 66 designation and 16 years of industry experience. His background includes roles at APW Capital, Merrill Lynch, and Bank of America. He is also active as a managing director in affiliated investment and insurance-related businesses. tru Independence Asset Management, LLC provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and institutions. The firm utilizes a combination of active and passive strategies across various asset classes and sponsors the YellowWood Wealth Solutions wrap program while employing multiple 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.