Mary Ferguson is a financial advisor with Concorde Financial Resources in York, SC, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has worked at Concorde Financial Resources and Westminster Financial Securities since 2001. Concorde Financial Resources serves individuals, high-net-worth households, trusts, estates, and charitable organizations by providing investment supervisory services, financial planning, and discretionary portfolio management. The firm’s investment approach combines multi-asset class allocation with tactical overlays based on economic analysis, offering clients both fee-based advisory services and commissionable insurance or transactional products.

Steven Hoeft is a CFA® charterholder with 13 years of industry experience. He has been with Buie Investment Advisors, LLC since 2013 and also manages investment accounts through his own firm, Steven J. Hoeft Consulting, LLC, which he founded in 2010. Buie Investment Advisors serves individual investors, trusts, and estates with discretionary and non-discretionary portfolio management, emphasizing long-term investment strategies across equities, fixed income, mutual funds, and ETFs. The firm also provides project-based consulting and develops tailored Financial Profiles and Investment Plans for its clients.

Kara Elbert is a CFP® with 24 years of experience in financial advising, operating Elbert Financial Consulting, Inc. in Charlotte, NC since 2000. She also serves as secretary of Paragon Supply Company, a steel drill pipe distributor owned by her husband, where she consults on business strategy. Elbert Financial Consulting provides fee-based comprehensive financial planning for individuals, trusts, and closely held businesses, focusing on detailed written plans and ongoing support. The firm uses financial modeling and research tools to develop risk-aligned strategies but generally does not manage client portfolios or accept discretionary authority.

John Teed is a financial advisor at Hayden Harper Wealth Advisory, LLC in Charlotte, NC, with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Hayden Harper since 2010. He is also the managing member of Gaskin Teed Capital, LLC, an investment fund management firm. Hayden Harper Wealth Advisory provides discretionary portfolio management, family office advisory, and financial planning to individuals, trusts, estates, retirement plans, and business entities, utilizing proprietary asset allocation models and a variety of investment strategies.

Garrett Jenkins is a CFA® charterholder with one year of industry experience. He is currently an advisor at Hayden Harper Wealth Advisory, LLC, where he has worked since 2024. Prior to this, he spent 14 years at Brown Brothers Harriman. Hayden Harper Wealth Advisory serves individuals, 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, employing internally developed asset-allocation models and a range of investment strategies including long-term holdings, short-term trading, and option-writing.

Christopher Mullis is a financial advisor at Northstar Capital Advisors LLC in Charlotte, NC, holding a Series 65 designation with 13 years of industry experience. He has worked at Northstar Capital Advisors since 2013 and was involved with Mullis Oil Company from 2013 to 2019. Northstar Capital Advisors serves individual and high-net-worth households, trusts, and charitable organizations, focusing on comprehensive financial planning and discretionary investment management. The firm emphasizes a planning-first approach, combining quantitative models, fundamental and technical analysis, behavioral counseling, and tax-aware strategies, while maintaining a boutique scale with a two-advisor team.

Alaric Spencer is a financial advisor at The Financial Legacy Group in Charlotte, NC. He holds a Series 65 designation and has been with the firm since 2023. His prior experience includes roles in mortgage lending and asset management. The Financial Legacy Group provides investment advisory, financial planning, and consulting services to individuals, pooled investment vehicles, charitable organizations, and businesses. The firm offers discretionary portfolio management primarily through a wrap fee program and utilizes a range of investment vehicles including ETFs, mutual funds, stocks, and options.

David McMahan is a financial advisor with AdvisorsTrust Partners LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Raymond James Financial Services and BFM Capital and serves as a board member for the HV3 Foundation, a nonprofit organization. AdvisorsTrust Partners LLC provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $435 million in regulatory assets across about 172 client relationships, employing a mix of fundamental, technical, and cyclical analysis along with active and passive investment strategies.

Robert Shaw is a financial advisor at 7PW Wealth, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Carolinas Wealth Consulting LLC and Carolinas Investment Consulting LLC. Outside of his advisory role, Robert is an officer and director of Halberd Limited, a technology solutions and consulting firm, and serves on the boards of several community organizations, including Duke Charlotte, the Mecklenburg County Council of the Boy Scouts of America, and the Rotary Club of Charlotte. 7PW Wealth provides discretionary portfolio management and integrated financial planning to individuals, corporations, retirement plans, trusts, and other institutions. The firm employs a blend of fundamental and technical analysis across multiple asset classes, implementing model strategies tailored to client objectives, and includes financial planning services at no additional charge.

Michael Foster Jr. is a CFP® and CFA® affiliated with Dolan Capital Advisors, LLC in Charlotte, NC, with eight years of industry experience. His prior roles include positions at Dimensional Fund Advisors and M.E. Foster, LLC. Dolan Capital Advisors serves individual and high-net-worth clients by offering discretionary portfolio management, assets-under-advisement services, and standalone financial planning. The firm employs risk-profile mapping, modern portfolio theory, and tax-overlay strategies while managing approximately $179 million across about 83 client relationships.

William Clark is a CFP® with 22 years of industry experience. He has been with Clearview Wealth Management since 2013 and previously worked at McShane Partners for nine years. Clearview Wealth Management provides discretionary investment management and ongoing financial planning exclusively to individual clients, including high-net-worth households. The firm builds diversified portfolios across multiple asset classes, integrates financial planning into investment decisions, and offers ESG-screened portfolios upon request.

Randall White is a CFP® professional with 35 years of experience in financial planning and investment management. He has been a principal at TRICAPITAL Wealth Management, Inc. since 1999 and previously worked with Triad Advisors, Inc. and OSAIC. White serves as a director for the Louis M. Helms Jr. and Anita B. Helms Charitable Foundation and holds a role as successor executor and trustee for related family trusts. TRICAPITAL Wealth Management provides investment management and financial planning services to individual clients, business entities, retirement plans, foundations, estates, and trusts. The firm employs a personalized wealth-management process and offers a variety of investment strategies, including portfolio management through wrap programs and transaction-based accounts, with distinct operational features stemming from its broker-dealer affiliation.

Karina Moretz is a CFP® and ChFC® at Pathfinder Planning LLC with one year of industry experience. Prior to joining the firm, she spent seven years as a homemaker. Pathfinder Planning serves working families, single women, retirees, near-retirees, and young adults with comprehensive financial planning and discretionary portfolio management, using an evidence-based investment approach centered on low-cost ETFs and tax management strategies.

Alex Mathews is a financial advisor at Sanctuary Financial Planning, LLC in Charlotte, NC, holding a Series 65 designation with one year of industry experience. He previously served seven years in the United States Navy and currently serves as an O-3 Lieutenant in the United States Naval Reserve. Sanctuary Financial Planning advises individuals, trusts, estates, and charitable organizations, offering comprehensive wealth management and financial planning. The firm uses an evidence-based, long-term investment approach focused on diversified mutual funds and ETFs, provides discretionary portfolio management, and emphasizes educational, planning-centered client relationships.

Daren Bitter is a Series 65-licensed advisor at Arimathea with one year of industry experience. He has also been involved with Inspired Talent Solutions since 2014. Additionally, he serves as Director of Advisor Relations for The Walters Institute, a tax planning education and services organization for financial advisors. Arimathea serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, corporations, and employer plan sponsors. The firm integrates Catholic social teaching into its investment process and combines advisor-led services with a digital advice platform and wrap-fee programs.

Brenton Bersin is a financial advisor at Linkside Financial LLC with two years of industry experience. He holds the Series 65 and Series 66 designations and has worked previously at PointBlank Ventures, Independent Advisor Alliance, LPL Financial, and SilverRock Wealth Partners. Outside of his advisory role, Bersin is the founder and CEO of Purse Golf, a software development company. Linkside Financial LLC provides asset management and wealth services to high-net-worth individuals, small businesses, and pooled investment vehicles. The firm offers both discretionary and non-discretionary portfolio management, using technical and quantitative methods such as Monte Carlo simulations, and conducts public educational seminars on investments.

Ryan Peterson is a CFP® and ChFC® with 24 years of industry experience. He has been with Copperleaf Capital, LLC since 2004. In addition to his advisory role, he is licensed as an insurance producer, selling health, disability, and life insurance products, including Medicare Supplement insurance. Copperleaf Capital serves individual and high-net-worth families, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides financial planning, discretionary portfolio management, retirement plan consulting, insurance product implementation, and digital currency management, using a values-driven planning process and a combination of fundamental research, technical signals, and third-party sub-advisory management.

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.

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 with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Horizon Investments LLC and Quasar Distributors, LLC. He is also the 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 uses a combination of technical, quantitative, and fundamental analysis to develop and monitor portfolios and offers financial planning as part of its advisory services.