Wade Tapp is a financial advisor at Family Wealth Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held various leadership roles in educational institutions, including Head of Upper School and Associate Head of School. Outside of his advisory work, he is involved with Christian School Management. 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, third-party adviser selection, pension consulting, and estate plan coordination, utilizing a range of traditional and alternative investment strategies tailored to client needs.

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.

James Winther is a financial advisor with Amerity Wealth Management, LLC, holding a Series 66 designation and over 22 years of industry experience. He has previously worked at firms including Brookstone Wealth Advisors, Royal Alliance, and Lincoln Financial Advisors. Outside of traditional advisory work, he serves as CEO of Atlas NexGen Group, focusing on impact investing to create residential housing for low-income residents through fund syndication. Amerity Wealth Management is a multi-advisor fiduciary serving individuals, high-net-worth households, businesses, pension and profit-sharing plans, and trusts. The firm manages approximately $339 million in assets across a range of services including asset management, financial planning, and specialized UK pension transfer and management.

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 work history includes roles at APW Capital, Inc., tru Independence Asset Management – YellowWood Wealth Solutions, Bank of America, and Merrill Lynch. Tru Independence Asset Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and other institutional and business clients. The firm manages approximately $336.9 million in client assets using diversified portfolios that combine active and passive strategies across multiple asset classes and employs both digital and held-away platforms alongside affiliated 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.

Edward Coambs is a CFP® with three years of industry experience, currently serving at Alpha Financial Advisors, LLC. Prior to joining the firm, he worked at Healthy Love and Money, LLC, where he provided consulting and supervision services integrating financial planning and mental health. He is also an author of two books available on Amazon and Audible and has developed online courses focused on self-awareness and relational growth. Alpha Financial Advisors is an SEC-registered investment adviser that provides personalized financial planning and discretionary investment management to individuals, families, trusts, estates, and small businesses. The firm emphasizes global diversification and fundamental analysis, managing portfolios primarily through no-load mutual funds and ETFs, and conducts regular account reviews with a team of six advisors.

Sidney King is a CFP® with 26 years of industry experience and is currently with Cornerstone Wealth Planning in Charlotte, NC. He previously worked for TIAA-CREF Individual & Institutional Services and TIAA from 2007 to 2023. Cornerstone Wealth Planning provides portfolio management and financial planning services to individuals, high-net-worth clients, and small business owners. The firm’s investment approach is based on Modern Portfolio Theory and fundamental analysis, offering flexible planning options and in-house tax preparation services.

Andrea Kovacs is a financial advisor at CORE Advisory Group in Charlotte, NC, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior roles include positions at Wells Fargo Securities, Merrill Lynch, and Bank of America, as well as a period at the University of Virginia Darden School of Business. 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 through a variety of investment strategies and platform solutions.

Lori Copeland is a financial advisor at Sparta Wealth Partners in Charlotte, NC, with five years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, SilverRock Wealth Partners, and The Morgan Companies. Prior to her advisory career, she spent nine years as a homemaker. Sparta Wealth Partners serves individuals, high-net-worth clients, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm employs a combination of fundamental and technical analysis and collaborates with Independent Managers to support client investment strategies.

Ella Anderson is a financial advisor at Family Wealth Partners, LLC in Matthews, NC, holding a Series 65 license with one year of industry experience. Prior to joining the firm, she worked at Sodexo - ShakeSmart and Papa Docs. Family Wealth Partners is an SEC-registered advisory firm serving individuals, business entities, charitable organizations, and pension/profit-sharing plans. The firm provides discretionary investment management and financial planning, employing fundamental analysis and modern portfolio theory to build tailored portfolios that include a wide range of traditional and alternative investments.

Hiram Hutchison is a financial advisor at CORE Advisory Group with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Great Valley Advisor Group and LPL Financial. Outside of his advisory work, he serves as a board commissioner for the Rock Hill/York County Convention & Visitors Bureau. 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 and offers a range of discretionary asset management, financial planning, and retirement-plan consulting services.

Robert Dye is a CFP® and holds a Series 66 designation with 10 years of industry experience. He has worked with firms including UBS Financial Services Inc. and Independent Advisor Alliance before joining Family Wealth Partners, LLC. Dye is currently part of a six-advisor team based in Matthews, NC. 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 encompassing a broad range of traditional and alternative investments, including digital assets and complex instruments.

Gavin Gochnour is a financial advisor at BNA Wealth with a Series 66 credential and four years of industry experience. His background includes roles at The Vanguard Group and Egan, Berger, and Weiner, as well as entrepreneurial experience running K-Coast Surf Shop. BNA Wealth provides investment advisory and financial planning services to individuals, retirement plans, trusts, and charitable organizations, with a focus on both discretionary and predominantly non-discretionary portfolio management. The firm also offers estate-planning assistance through a digital platform combined with optional attorney consultations.

Thomas Hamilton is a financial advisor with Hobart Wealth in Charlotte, NC, holding a Series 66 designation and 14 years of industry experience. He has worked at Hobart Private Capital since 2018, following positions at PNC Investments and SCOTTRADE. 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 asset management, financial planning, and retirement consulting through tailored portfolios and a variety of analytical methods and implementation strategies.

Aaron Salter is a financial advisor with Cornerstone Wealth Planning in Charlotte, NC, holding a Series 65 designation and 11 years of industry experience. He previously worked at Asset Dedication from 2017 to 2021 and has been with Cornerstone Planning since 2015. Cornerstone Planning serves individuals, high-net-worth clients, and small business owners with investment advisory, portfolio management, and comprehensive financial planning. The firm integrates in-house tax preparation with its advisory services and employs a client-specific, research-driven investment process that includes the use of independent sub-advisers.