Alexander Barnes is a CFP® certificant with 14 years of industry experience. He is currently with Savvy and has previously worked at firms including Cornerstone Wealth Group, Mutual Securities, Cornerstone Financial Partners, and LPL Financial. Outside of advisory work, he is also a licensed insurance agent involved in fixed insurance sales. Savvy Advisors serves individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations with investment and financial planning services. The firm emphasizes diversified, index-based strategies supported by advanced quantitative models and technology, including artificial intelligence tools, to deliver customized portfolio management and planning solutions.

Eric Fritz is a financial advisor at CG Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has previously worked at LPL Financial, Geneos Wealth Management Inc., and WFG Investments, Inc. Fritz also has a business entity unrelated to investment advisory activities. CG Advisory Services is an SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a largely model-driven investment approach combined with customized portfolio management, financial planning, and access to alternative investment platforms.

Suzanne Barry is a financial advisor at Gladstone Wealth Partners with seven years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Bank of America, N.A., LPL Financial, and Merrill. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions.

Richard Yercheck is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Capital Investment Advisory Services and Capital Investment Group Inc since 2019 and previously at Prospera Financial Services from 2013 to 2019. Outside of his advisory role, he serves on the City of Monroe Planning Board and the Union Symphony Orchestra board, and he is a CPR instructor. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, utilizing a mix of analytical methods and ongoing portfolio monitoring.

Matthew Baldini is a financial advisor with Inspire Advisors, LLC, holding a Series 65 credential and seven years of industry experience. Prior to joining Inspire Advisors in 2019, he worked for the County of Los Angeles Probation Department for eleven years. He is also president of FHG Advisors Inc., a non-investment-related entity. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and primarily serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing into its portfolio management and employs a variety of analytical methods, often delegating management to sub-advisors and affiliated managers while providing tax-mitigation services.

Annabeth Wilkes is a CFP® and holds a Series 63 license with seven years of industry experience. She is currently with Cornerstone Wealth in Charlotte, NC, where she has worked since 2021. Prior to Cornerstone, she was with The Vanguard Group and Burkett Financial Services. Wilkes serves on the finance committee at Pioneer Church in Rock Hill, SC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, utilizing model-based portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Jarrett Meadors is a financial advisor with Belpointe Asset Management LLC in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2011 to 2018 and is also involved with Belpointe Insurance, LLC. Belpointe Asset Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, trusts, and other advisers. The firm manages approximately $7.6 billion in client assets through a network of 174 advisors, offering discretionary investment management and financial planning with a focus on customized portfolio strategies.

Thomas Colombo is a financial advisor with NorthCoast Asset Management LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at Kovitz Investment Group Partners, Connectus Wealth, and Morgan Stanley. Outside of finance, he is co-owner of QB Focus LLC, an athletic training business. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process and offers a diverse range of strategies including strategic asset allocation, tactical equity, and alternative interval funds.

Michael Santos is a financial advisor with Gibbs Wealth Management, LLC in Pineville, NC. He holds Series 65 and Series 63 licenses and has been in the industry since 2026. His prior experience includes roles at Northwestern Mutual Wealth Management Company and the Armed Forces. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through third-party model portfolios and a Model Management program. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

Bradley Joubert is a CFP® professional with 17 years of industry experience, currently serving at Wealthcare Capital Management LLC since 2013. He is also involved with Beacon Small Business Solutions. Wealthcare Capital Management LLC is a multi-team SEC-registered advisor managing approximately $3.03 billion for a diverse client base, utilizing model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms.

Ethan Scharf is a financial advisor with Exodus Wealth, LLC, holding Series 65 and Series 63 licenses. He has one year of industry experience and has previously worked in education and videography. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, and consulting services. The firm manages several hundred million dollars in discretionary assets and employs a diverse investment approach that combines fundamental, technical, and cyclical analysis across multiple strategies.

William Brantley is a financial advisor at Meridian Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Independent Advisor Alliance, Kestra Investment Services, Citigroup Global Markets, and Merrill. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities with discretionary portfolio management, financial planning, and retirement-plan services. The firm employs an IPS-driven, tailored investment approach and manages most client relationships on a discretionary basis using a diversified mix of asset types.

Matthew Wallen is a CFP® and CFA® with 15 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and has held prior roles at Mariner Independent, Mariner Platform Solutions, AdvicePeriod, LLC, and Feehan Financial Group. Outside of his advisory work, he is the founder of Confluence Wealth Management and serves as a business advisor to Confluence Investment Management. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based advising approach supported by proprietary quantitative metrics and integrates both passive and active investment strategies.

Keith Chandler is a CFP® and ChFC® with 32 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 22 years before joining Inspire Advisors, LLC in 2019 as part of The Chandler Team. He serves as a fund manager for the Inspire Tactical Balanced ESG ETF, overseeing asset allocation based on trend-following triggers. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing about $1.03 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary scoring and screening tools and employs a mix of quantitative, fundamental, technical, and modern portfolio theory analyses in its portfolio management.

Tyler Washington is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones. In addition to his advisory role, Washington is active as an insurance agent, selling fixed annuities and life insurance. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of investment strategies and uses discretionary and non-discretionary authority models while leveraging third-party sub-advisers and custodians.

Evan Kluttz is a CFP® with 35 years of industry experience, currently serving as an advisor at Harbour Investments, Inc. since 2017. He previously worked at Rm Stark & Co Inc. for 21 years. Outside of his advisory role, he serves as president of the board for the McGregor Downs suite owners association. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management.

Jordan Hanson is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has worked at Ritholtz Wealth Management since 2024 and previously spent nine years at HCR Wealth Advisors. Ritholtz Wealth Management serves individual and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs and tactical strategies, alongside digital platforms for portfolio implementation and management.

Michael Baker is a CFP® and Series 65-licensed financial advisor with 15 years of industry experience. He is currently with Advisory Alpha, LLC and has previously worked at Planners Alliance LLC, Vertex Capital Advisors, and AlphaStar Capital Management. In addition to his advisory work, he owns The Wealth Technique, LLC, through which he provides financial education and public speaking. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised fund offerings. The firm also acts as a subadvisor or co-advisor for other registered investment advisors, managing a diverse range of managed portfolio series with a discretionary investment approach.

I believe financial planning should feel personal, practical, and empowering, not overwhelming. As a CERTIFIED FINANCIAL PLANNER™ professional with a Ph.D. in Personal Financial Planning, I combine deep academic knowledge with years of real-world advisory experience to help individuals and families make smart, confident financial decisions. On top of that, I value my relationship with my clients. Over the years, I’ve guided professionals, and families through life’s most important financial milestones, planning for retirement, funding education, managing investments, or navigating complex transitions. My approach is grounded in research, but always tailored to your unique goals and values. I take the time to listen, simplify the complex, and create strategies that bring both clarity and peace of mind. Beyond my advisory work, I serve as a professor of finance and associate dean at Winthrop University. Teaching and research keep me sharp, ensuring that the guidance I provide my clients is rooted not just in practice, but also in the latest financial insights. When I’m not working with clients or teaching, you can usually find me on the tennis court, traveling with my family, or enjoying time outdoors.

Aaron Olson is a financial advisor at Belpointe Asset Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Purpose Comprehensive Wealth Management, Mutual Advisors, Wells Fargo Clearing, U.S. Bancorp Investments, and Chase Investment Services. He is based in Weddington, NC. Belpointe Asset Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, trusts, and other advisers. The firm manages approximately $7.6 billion in client assets through a network of about 174 advisors and offers customized portfolio management and financial planning across individual and institutional accounts.