Keith Laibson is a financial advisor with Family Wealth Partners Concord, Inc in Concord, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Matson Money, Inc. since 2017, MML Investors Services, Inc. from 1997 to 2005, and Massachusetts Mutual Life Insurance Company since 1997. Family Wealth Partners Concord, Inc provides individualized investment advisory, financial planning, and wealth coaching to individuals and businesses. The firm emphasizes asset allocation and a Free Market Portfolio approach, delivering all advisory services on a non-discretionary basis and coordinating managed asset programs primarily through Matson Money.

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 10 years of industry experience. He currently works at Integrative Planning, Inc. and has prior experience with Beacon Wealth Advisors, Alphastar Capital Management, LLC, and The Vanguard Group, Inc. Integrative Planning, Inc. is an SEC-registered advisory firm providing discretionary asset management, financial planning, and consulting services to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm uses a combination of strategic and tactical model portfolios, custom portfolios, and sub-advisors, managing approximately $101.4 million in discretionary assets.

Thomas Bengtson is a CFP® professional at Lakeshore Advisors with one year of industry experience. Before joining Lakeshore Advisors in 2026, he held various roles at PNC Bank, Nike, Northwestern Mutual, and the Georgia Tech Innovation Enterprise Institute. Lakeshore Advisors provides discretionary portfolio management and integrated financial planning to individual and high-net-worth clients, using a buy-and-hold investment approach grounded in modern portfolio theory. The firm also incorporates third-party asset managers and alternative investments and manages approximately $80.8 million across about 101 clients.

Kevin Blocker is a financial advisor at Linkside Financial LLC in Charlotte, NC, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at Blocker Capital and Quasar Distributors, following over two decades at Horizon Investments LLC. He is also CEO and owner of Blocker Capital Group, a passive investment vehicle. Linkside Financial provides discretionary and non-discretionary investment advisory services to individual and high-net-worth clients, including former athletes, CEOs, and entrepreneurs. The firm combines technical, quantitative, and fundamental analysis to develop and monitor customized portfolios, often incorporating private investment funds following due diligence.

Nicholas O'kelly is a CFP® professional with three years of industry experience, currently serving at Cadence Wealth Partners, LLC. Prior to his advisory roles, he served 13 years in the United States Army. He is a board member of The Davis Focus Project, a nonprofit focused on optimizing human performance through natural mental health modalities, and an ambassador for Give an Hour, a mental health nonprofit. Cadence Wealth Partners provides advisory services primarily to individuals, high-net-worth clients, and closely held business owners, offering discretionary portfolio management, written financial planning, and business consulting. The firm employs a variety of analytical methods and generally pursues a long-term trading approach tailored to client risk tolerance and goals.

Maggie Smith is a financial advisor with IA Network, LLC and holds the Series 65 and Series 63 designations. She has 15 years of industry experience, including roles at Purshe Kaplan Sterling Investments, First Allied Securities, and Stockham Financial Services. Smith is also a Notary Public for Moore County and serves as CFO/CCO and 50% owner of Stockham Financial Services. IA Network provides discretionary and non-discretionary investment management and financial planning primarily for individual and high-net-worth clients, utilizing tailored portfolio construction and a research toolkit that combines fundamental, technical, cyclical, and behavioral analysis. The firm operates as a collective of smaller advisory practices to share resources, offering a range of services including retirement plan consulting and participant advisory.

Patrick Wells is a CFA® charterholder based in Charlotte, NC, with one year of industry experience. He has worked at Broyhill Asset Management, LLC since 2024 and previously spent eight years at Pinnacle Associates Ltd. Broyhill Asset Management provides discretionary investment management to private funds, individuals, trusts, foundations, and other institutions, overseeing approximately $225 million in assets. The firm employs a value-oriented, long-term investment approach focused on fundamental analysis and concentrated equity portfolios, supplemented by external managers and diversified strategies.

Scott Cannady is a CFP® and holds a Series 66 license with 20 years of experience in the financial services industry. He has been with Hayden Harper Wealth Advisory, LLC since 2014. 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 comprehensive family office advisory services, utilizing internally developed asset-allocation models and a range of investment strategies including long-term holdings, short-term trading, and option-writing.

Cheryl Sherrard is a CFP® professional with 15 years of industry experience, currently serving at Clearview Wealth Management since 2013. She is based in Charlotte, NC, and is part of a four-advisor team. Clearview Wealth Management provides discretionary investment management and ongoing financial planning exclusively to individual clients, including high-net-worth households. The firm employs diversified portfolios and integrates financial planning into investment decisions while generally avoiding market timing and frequent trading.

Susan Burke is a financial advisor with iQvestment, LLC, holding Series 66 and Series 63 licenses and bringing 25 years of industry experience. She previously worked at LPL Financial for 17 years and spent one year at FusionIQ before joining iQvestment. Burke provides occasional support services to FusionIQ, a FinTech firm offering back and middle office services to financial companies. iQvestment, LLC delivers discretionary investment management, advisory, and sub-advisory services through model portfolios to independent advisory firms, institutional clients, and individual investors. The firm operates primarily via an online platform, using a risk-tolerance questionnaire to allocate clients to quarterly reviewed and rebalanced model portfolios, and serves a notable client base including banks and credit unions.

Luann Barnes is a financial advisor at WMC Capital Management, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Brookstone Capital Management and Beatty Financial Group. Outside of her advisory role, she is involved with Mount Moriah Lutheran Church, where she is authorized to submit trade instructions for the church’s brokerage account. WMC Capital Management provides discretionary portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, corporations, and charitable organizations. The firm primarily uses passive investment strategies focused on asset allocation and periodic rebalancing, complemented by fundamental and technical analysis.

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.

John Sanders Jr. is a CFP® and holds a Series 65 license, with four years of industry experience. He has worked at Portus Wealth Advisors, LLC since 2021 and previously at SunTrust Bank and GenSpring Family Offices, LLC. Portus Wealth Advisors provides portfolio management, financial planning, and third-party manager selection for individuals, high net worth clients, charitable organizations, and businesses. The firm also advises a private pooled vehicle and offers access to less-liquid investments, using firm-developed model portfolios and multiple custodial platforms to tailor investment advice to client objectives and risk tolerance.

Treven Ayers is a CFP® with 25 years of industry experience and is currently a financial advisor at Clearview Wealth Management, where he has worked since 2013. The firm provides discretionary investment management and financial planning exclusively to individual clients, including high-net-worth households. Clearview Wealth Management manages approximately $182.4 million in assets across 144 client relationships and emphasizes diversified portfolios, integrated planning, and client education through newsletters and seminars.

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.

Wesley Lyon II is a CFP® with six years of industry experience, currently serving at Lyon Wealth Advisors Group. He has previously worked with Dimensional Fund Advisors and United Capital Financial Advisors among others. In addition to his advisory role, he is President and CEO of McGill and Lyon Dental Advisors, a firm providing tax and business planning services to dentists and specialists, and also serves as a speaker for The McGill & Hill Group, which hosts events targeting dental professionals. Lyon Wealth Advisors Group offers discretionary portfolio management and integrated financial planning to high net worth individuals, corporations, and retirement plans. The firm uses customized strategies based on Modern Portfolio Theory and often employs low-cost mutual funds and ETFs, with a distinctive affiliation to tax and business advisory services and educational events focused on dental specialists.

Jeffrey Martin is a financial advisor at RPO Wealth Partners LLC in Charlotte, NC, holding a Series 65 designation with five years of industry experience. He has been with RPO Wealth Partners since 2020 and previously worked at Fifth Third Bank, N.A. from 2011 to 2020. RPO Wealth Partners LLC provides ongoing and standalone financial planning services to individuals and high-net-worth families, focusing exclusively on fee-for-service planning without managing client investment accounts. The firm’s approach includes a comprehensive planning framework covering a wide range of investment vehicles and maintains a small, planning-focused client base.