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.

Scott O'Connell is a financial advisor at Tactical Investment Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at Tactical Investment Advisors since 2017, following prior roles at MML Investors Services, LLC and MetLife Securities Inc. Tactical Investment Advisors, LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients. The firm manages approximately $32.1 million across 151 accounts with a three-advisor team and offers both standard AUM fees and performance-based fee arrangements, a relatively uncommon practice among supported firms.

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.

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.

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.

Kristopher Barney is the principal advisor at 30-40 Wealth Partners with 13 years of industry experience. He holds the CFA® designation and Series 63 license. Before founding his firm in 2020, he worked at Opendoor Labs and Funding Circle USA. He also provides consulting services to real estate and financial technology companies and his household receives royalties from an internationally published book, "When Life Hands You Cactuses; Make Margaritas." 30-40 Wealth Partners offers investment management and financial planning primarily to individual clients, including high-net-worth households, as well as select charitable and business clients. The firm’s approach includes discretionary portfolio management, equity-compensation analysis, and specialized diversification strategies, with portfolios tailored to individual goals and implemented using a combination of passive and active investment exposures.

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.

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.

Daren Bitter is a financial advisor at Arimathea with one year of industry experience. He holds a Series 65 designation and has worked at Inspired Talent Solutions since 2014. Outside of his advisory role, he serves as Director of Advisor Relations for The Walters Institute, where he supports tax planning education services for financial advisors. Arimathea serves individuals, trusts, pension and profit-sharing plans, and corporate clients by providing asset management, portfolio management, financial planning, and retirement plan consulting. The firm integrates investment screening based on Catholic social teaching and offers both digital and advisor-accessible platforms with tailored portfolio options.

Brenton Bersin is a financial advisor at Linkside Financial LLC with two years of industry experience. He holds the Series 65 and Series 66 designations and has worked previously at PointBlank Ventures, Independent Advisor Alliance, LPL Financial, and SilverRock Wealth Partners. Outside of his advisory role, Bersin is the founder and CEO of Purse Golf, a software development company. Linkside Financial LLC provides asset management and wealth services to high-net-worth individuals, small businesses, and pooled investment vehicles. The firm offers both discretionary and non-discretionary portfolio management, using technical and quantitative methods such as Monte Carlo simulations, and conducts public educational seminars on investments.

David Powell is a ChFC® credentialed financial advisor with 32 years of industry experience, currently serving at Powell Wealth in Cornelius, NC. He previously worked at Purshe Kaplan Sterling Investments for 13 years and has managed Powell Financial, Inc. since 2007. Powell serves on the Finance Committee of the Grandfather Golf and Country Club. Powell Wealth provides investment supervisory services, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, and business entities. The firm typically manages accounts on a discretionary basis using fundamental and cyclical analysis and features a small advisory team with specific operational practices including mandatory custodian use and a range of investment strategies.

Jason List is a CFP® professional at Aventus Investment Advisors, Inc. with 17 years of industry experience. He has held roles at Truist Advisory Services, TRUIST Investment Services, BB&T, and Shanghai University of Finance and Economics. He holds Series 63 and Series 66 licenses. Aventus Investment Advisors provides portfolio management and financial planning to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm combines global macroeconomic trend analysis with fundamental research, offering both long-term and short-term investment strategies, along with additional services such as tax preparation assistance and coordinated estate planning.

Keith Laibson is a financial advisor at Family Wealth Partners Concord, Inc with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Matson Money, Inc., MML Investors Services, Inc., and Massachusetts Mutual Life Insurance Company. In addition to advising, he provides financial planning and sells life, disability, and long-term care insurance when needed by clients. Family Wealth Partners Concord, Inc offers individualized investment advisory, financial planning, and wealth coaching to individuals and businesses. The firm follows a fee-based model, emphasizing asset allocation and a Free Market Portfolio approach, and manages client assets on a non-discretionary basis without taking custody or voting client proxies.

Jim Charles, CFP®, CFA is the co-founder of Sanctuary Financial Planning, a flat-fee, fee-only firm specializing in retirement and major life transitions. He brings more than three decades experience in comprehensive financial planning, tax-efficient retirement income design, and evidence-based investment management. Jim is also the co-author of the best-selling book From Work to What’s Next – Designing a Life You Don’t Want to Retire From, a project rooted in his own “failed retirement.” After stepping away from work, Jim discovered firsthand that financial readiness and life readiness are two very different things. That experience inspired him to re-emerge with purpose and ultimately create Sanctuary — a firm dedicated to helping others design transitions that feel meaningful, not disorienting. At Sanctuary, clients receive ongoing financial planning, proactive tax strategy, and integrated wealth management — all for a single, transparent, flat fee. Our work focuses on: • Retirement income planning using dynamic, research-based withdrawal strategies • Tax-efficient portfolio management and multi-year tax planning • Social Security, Medicare, and transition decision support • Coordinated, ongoing financial planning across all areas of life and money Sanctuary’s model eliminates AUM fees, product sales, and asset minimums. Clients receive objective advice, continuous planning, and disciplined investment management designed to support a confident, purpose-filled transition into and through retirement — not just a financial plan, but a roadmap for what comes next.

Nicholas Lavella is a CFP® professional with nine years of industry experience, currently serving as an advisor at Integrative Planning, Inc. He previously worked at The Vanguard Group, Inc. for eight years and has held roles at Beacon Wealth Advisors and Alphastar Capital Management, LLC. Integrative Planning, Inc. is an SEC-registered advisory firm that provides discretionary asset management, financial planning, and consulting services to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs a combined strategic and tactical investment approach using model portfolios, custom portfolios, and sub-advisors.