Daniel Hudspeth is a CFP® with six years of industry experience, currently serving at BNA Wealth since 2025. His prior experience includes roles at Waverly Advisors, LLC, McShane Partners, Jessica Ross State Farm, and work in both automotive sales and education sectors. BNA Wealth is a registered investment adviser serving individuals and institutions with portfolio management and financial planning. The firm primarily manages non-discretionary accounts using mutual funds, ETFs, and individual securities, employing fundamental, technical, and charting analyses alongside both long- and short-term strategies.

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.

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 with BNA Wealth in Rock Hill, SC, holding a Series 66 designation and four years of industry experience. His background includes positions at The Vanguard Group, Inc., Egan, Berger, and Weiner, as well as entrepreneurial experience with K-Coast Surf Shop. BNA Wealth is a registered investment adviser serving individual and institutional clients with portfolio management and financial planning. The firm primarily manages accounts on a non-discretionary basis, utilizing mutual funds, ETFs, and individual securities guided by fundamental, technical, and charting analyses tailored to clients’ goals.

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 at Cornerstone Wealth Planning in Charlotte, NC, holding a Series 65 designation with 10 years of industry experience. He has worked at Asset Dedication since 2017 and has been with Cornerstone Planning, LLC since 2015. His role at Asset Dedication involves acting as a solicitor related to third-party investment management services for Cornerstone clients. Cornerstone Wealth Planning manages approximately $373 million on a discretionary basis and offers portfolio management alongside financial planning services for individuals, high-net-worth clients, and small business owners. The firm’s investment approach is based on Modern Portfolio Theory and fundamental analysis, incorporating third-party sub-advisers and providing flexible planning options including in-house tax preparation and structured educational programs.

James Baynard is a CFA® charterholder with five years of industry experience. He is currently with Novare Capital Management in Charlotte, NC, where he has worked since 2023. Prior to that, he held roles at Kudu Investment Management, JPMorgan Chase Bank, and GE Capital. Baynard also engages in independent consulting related to GP stakes through expert network firms. Novare Capital Management is a wealth management firm with 18 advisors managing approximately $1.9 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm provides comprehensive financial planning and portfolio management using proprietary strategies and employs both artificial intelligence tools and human oversight in investment decisions.

Phillip Smiley is a financial advisor with Burkett Financial Services, LLC in Rock Hill, SC, holding a Series 66 designation and 26 years of industry experience. He previously worked at Westminster Financial Securities for 15 years and has been with Burkett Financial Services since 2000. Outside of advising, he is a partner in the real estate company Prorentals, LLC. Burkett Financial Services serves individual investors, high-net-worth clients, and retirement plans by providing financial planning, portfolio management, and consulting services. The firm offers discretionary management and targeted consulting, often integrating investment strategies with tax and accounting expertise through an affiliated CPA firm.

Kevin Johnson is a financial advisor at Cornerstone Wealth Planning in Charlotte, NC. He holds a Series 65 designation and has one year of industry experience. Prior to joining Cornerstone Wealth Planning, he was involved with Redeemer Presbyterian Church San Diego and Bridge Church San Diego. 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.

Taylor Funke is a financial advisor at Blue Financial in Charlotte, NC, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Blue Financial, Funke worked at Oakwood Capital Securities, 49 Wealth Management, and Purshe Kaplan Sterling Investment. Funke has also been involved with North Meets South Lacrosse, LLC. Blue Wealth Inc. serves individual clients, small businesses, trusts, estates, and high-net-worth individuals, providing discretionary asset management and financial planning. The firm employs a long-term investment approach based on documented goals and risk tolerances while avoiding margin, short sales, and derivatives.

Tyler Weaver is a CFP® professional with six years of industry experience, currently serving at Alpha Financial Advisors, LLC since 2017. Prior to joining the firm, he spent time traveling extensively and attended Virginia Tech from 2012 to 2016. Alpha Financial Advisors is a team of eight advisors managing approximately $503 million in client assets. The firm provides comprehensive financial planning and investment management services to individuals, families, trusts, estates, small businesses, and certain retirement plans, typically using strategic asset allocation with no-load mutual funds and ETFs.

Joseph Giordano is a financial advisor with CORE Advisory Group in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, and Park Avenue Securities. Outside of advisory work, he is employed at Novant Health and has experience with Guardian Life Insurance Company. CORE Advisory Group serves individuals, retirement plans, trusts, corporations, and charitable organizations with discretionary asset management and financial planning services. The firm manages approximately $338 million for over 1,100 clients through a team of ten advisors, providing portfolio management using proprietary model portfolios alongside multiple third-party platforms.

Sara Jean Veatch is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Oakworth Asset Management, LLC. She previously worked at Suntrust Advisory Services, Inc and TIAA-CREF Individual & Institutional Services, LLC. In addition to her advisory role, she is also a client advisor at Oakworth Capital Bank. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach and utilizes a variety of investment vehicles, including mutual funds, ETFs, individual securities, and alternative investments.

Matthew Henry is a CFP® and holds a Series 63 license with nine years of industry experience. He has worked at The Vanguard Group, Inc. and Edward Jones before joining Topsail Wealth Management LLC, where he has been an advisor since 2026. Topsail Wealth Management serves high-net-worth and ultra-high-net-worth families, trusts, estates, retirement accounts, and select institutional clients. The firm employs a priorities-based, customized planning process and implements diversified portfolios using a blend of passive and active strategies across multiple asset classes.

Matthew Spear is a Certified Financial Planner® with 24 years of industry experience, currently serving at Sapere Wealth Management, LLC since 2002. He holds the Series 65 and Series 63 licenses and is based in Matthews, North Carolina. Sapere Wealth Management provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach focuses on top-down global macroeconomic analysis and an absolute-return orientation, combining equities, mutual funds, ETFs, and privately offered funds with explicit liquidity targets.

Robert Maund is a CFP® with 11 years of industry experience, currently serving as Wealth Team Lead at Oakworth Asset Management, LLC in Charlotte, NC. His prior experience includes positions at Chilton Trust Company, Lakeview Capital Partners, and Wells Fargo Advisors. Maund is also involved with Oakworth Capital Bank in a leadership capacity. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach and utilizes a diversified mix of mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

Parker Mayo is a CFP® and Series 66-licensed advisor with five years of industry experience. He currently works at Novare Capital Management and previously held roles at Quantitative Financial Strategies, Verum Partners LLC, Fidelity Investments, and served seven years in the United States Air Force. Novare Capital Management is an SEC-registered wealth management firm with a team of 18 advisors managing approximately $1.9 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm offers comprehensive financial planning and portfolio management using a combination of proprietary strategies, AI-supported research, and an investment committee oversight.

Charles Bowers is a financial advisor at Insight Folios with 15 years of industry experience and holds a Series 65 designation. He has been with Insight Folios since 2015 and is also associated with Durso Capital Management. Outside of advisory roles, he is licensed as an insurance producer and engages in insurance and annuity sales. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as ERISA plan consulting and participant advisory services. The firm also serves other registered investment advisers through sub-advisory relationships, employing a team-based approach and proprietary planning software enhanced by artificial intelligence tools.