Brian Dalton is a financial advisor at TRICAPITAL Wealth Management, Inc. in Charlotte, NC. He holds the CFP® designation and Series 66 license, with seven years of industry experience. Prior to joining TRICAPITAL, he worked at The Vanguard Group, Inc. for five years. TRICAPITAL Wealth Management provides investment management and financial planning services to individuals, business entities, retirement plans, foundations, estates, and trusts. The firm employs a personalized wealth-management process with discretionary portfolio management and uses a proprietary Retirement Funding Score to monitor progress.

Andrew Lee is a financial advisor at Linkside Financial LLC in Charlotte, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Linkside Financial in 2025, he spent six years with the Arizona Cardinals and one year with the Carolina Panthers. Linkside Financial provides discretionary and non-discretionary investment advisory services primarily to individual and high-net-worth clients, including former athletes, CEOs, and entrepreneurs. The firm uses a combination of technical, quantitative, and fundamental analysis to create and monitor customized portfolios and offers financial planning as part of its advisory services.

Caroline Hawkins is a financial advisor at Dyer & Company, L.L.C. in Charlotte, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Dyer & Company, she held positions at Sompo International, Wahoo Fitness, Athleta, and Wake Forest University. Dyer & Company provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses modern portfolio theory and long-term trading strategies to build diversified portfolios tailored to clients’ goals and risk tolerance.

Andrea Sefler is a CFA® charterholder with seven years of industry experience, currently serving at Broyhill Asset Management, LLC since 2018. Prior to this, she worked at OpAns, LLC and as an independent consultant. She is also a research associate for BMC Fund, Inc., a closed-end investment company, where she focuses on investment research. Broyhill Asset Management provides discretionary investment management to private funds, individuals, trusts, foundations, and other institutions, managing approximately $225 million in assets. The firm employs a value-oriented, long-term approach centered on fundamental analysis, concentrating equity portfolios and incorporating derivatives strategies for hedging and investment enhancement.

Liam Fitzgerald is a CFP® certificant with six years of industry experience, currently serving as an advisor at Lyon Wealth Advisors. His prior work includes roles at The Vanguard Group and Liberty University. Lyon Wealth Advisors Group provides discretionary portfolio management and integrated financial planning to high net worth individuals, corporations, and retirement plans. The firm uses model portfolios based on Modern Portfolio Theory, investing primarily in low-cost mutual funds and ETFs, and has affiliations with a tax and business advisory practice as well as an events and publishing entity focused on dentists and other specialists.

Diane Nelson is a financial advisor at Shepherd Wealth Partners with three years of industry experience. She holds Series 66 and Series 63 licenses and previously worked with Northwestern Mutual Wealth Management Company and other affiliated firms. Shepherd Wealth Partners serves primarily high-net-worth individuals and retirement plan sponsors, offering financial planning, investment management, and retirement plan consulting. The firm employs a combination of third-party model portfolios and in-house strategies, including a faith-based investment option, with a focus on periodic reviews and discretionary management.

Joshua Bailey is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Muirfield Wealth Advisors LLC since 2021 and previously held roles at Carroll Financial Associates Inc., Cetera Advisor Networks LLC, and Axa Advisors, LLC. Bailey is also licensed as an insurance agent and sells life insurance, annuities, and long-term care products. Muirfield Wealth Advisors serves individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management and financial planning services. The firm employs a goal-driven, primarily long-term investment approach using ETFs, mutual funds, individual stocks, and bonds, with portfolios customized for risk tolerance and adjusted for tax or cash needs as appropriate.

James Roberts is a CFP® professional with 18 years of industry experience. He is currently with Intentional, LLC and has previously worked at COMMUNITY WEALTH and Commonwealth Financial Network. Roberts also sells fixed insurance products in his individual capacity. Intentional is an SEC-registered advisory firm that provides portfolio management and financial planning to individual and high-net-worth clients, along with pension consulting services for small businesses and institutions. The firm uses a model-driven investment process combining fundamental, technical, and economic analysis, generally operating with discretionary authority.

Derek Lewis is a CFP® and Series 66 designee with 13 years of industry experience. He has been with R.P. Boggs & Co. since 2012. Lewis is based in Lake Wylie, South Carolina, and is currently affiliated with Catawba River Capital. Catawba River Capital provides wealth management and investment consulting services primarily to high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, and other legal entities. The firm employs a conservative, scenario-based investment approach with a focus on fundamental analysis and longer-term holdings, while also incorporating strategies such as short selling and options writing when suitable.

Lauren Ivester is a financial advisor at WealthPoint Advisors with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Dempsey Lord Smith, Kalos Capital, Belmont Capital Advisors, and The Bowman Law Firm. Outside of her advisory role, she has ownership interests in SSI Holdings, LLC and SSI Wealth Management, LLC. WealthPoint Financial, LLC provides discretionary investment management, financial planning, and consulting services primarily to non-high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios using a combination of fundamental, technical, and tactical asset allocation strategies, employing both passive and active approaches while continuously monitoring accounts.

Dawn Campbell is a financial advisor at Telos Wealth Advisors with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Apollon Wealth Management and Inland Securities Corporation. She also serves as president of Dawn Campbell Consulting, providing due diligence and sales support related to alternative real estate and qualified opportunity zone products. Telos Wealth Management offers customized wealth management and retirement plan consulting to individuals, families, trusts, businesses, and non-profits, emphasizing diversified, low-cost investment strategies and discretionary portfolio management.

Nicole Milone is a financial advisor at Solaris Strategic Wealth with 11 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and Summit Brokerage Services. Solaris Strategic Wealth provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, businesses, and corporations. The firm emphasizes asset allocation across various investment vehicles and applies fundamental, technical, and cyclical analysis with periodic rebalancing and manager oversight.

Peter Ross is a financial advisor at Brookstone Wealth Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Copperleaf Capital, LLC and Fidelity Investments. Outside of his advisory role, he is licensed as an insurance agent and sells health and life insurance products. Brookstone Wealth Advisors provides investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional clients. The firm employs a mix of active and passive strategies within model portfolios and offers discretionary account management supported by a networked operating structure and affiliated entities.

Daniel Sheehan is a financial advisor at Telos Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has worked previously at Apollon Wealth Management, UBS Financial Services, Augusta University, and the University of South Carolina. Telos Wealth Management provides customized wealth management, discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, businesses, non-profits, and retirement plans. The firm focuses on tailored investment strategies that emphasize diversified, low-cost mutual funds and ETFs, managing client accounts primarily on a discretionary basis.

Lisa Bowers is a CFP® professional with five years of experience at RPO Wealth Partners LLC in Charlotte, NC. Prior to joining RPO Wealth Partners in 2020, she worked for nine years at Fifth Third Bank, N.A. RPO Wealth Partners LLC provides fee-for-service financial planning to individuals and high-net-worth families, focusing on areas such as cash-flow, retirement, investment, insurance, tax, college funding, and debt strategies. The firm does not manage client assets but may refer clients to third-party advisers when appropriate.

William Ertel is a financial advisor at Tassel Capital Management, Inc. in Matthews, NC, holding the CFP®, PFS™, and Series 65 designations with 24 years of industry experience. He has been with Tassel Capital since 2002. Outside of his advisory role, he has a minority ownership interest in Ertel Family Farms, Inc., an Indiana corporation unrelated to investment activities. Tassel Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans by offering discretionary investment management, financial planning, and ERISA fiduciary services. The firm uses a research approach combining modern portfolio theory, fundamental analysis, and internal due diligence to build customized, diversified portfolios primarily composed of low-cost mutual funds and ETFs.

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.

Thomas Crawford is a CFA® charterholder associated with Ascendant Capital Research, Ltd., with 9 years of industry experience. He has a professional background that includes 12 years at Wingate University and over two decades with Ascendant Capital Research. Ascendant Capital Research, Ltd. provides investment management and consulting services primarily to individual clients focused on wealth building and retirement planning. The firm employs a total-portfolio and layered asset-allocation approach using fundamental, economic, and quantitative analysis alongside proprietary valuation and portfolio construction techniques.