James Irwin is a financial advisor at Northstar Capital Advisors LLC with 16 years of industry experience. He holds a Series 65 designation and has been with Northstar since 2009, alongside his role as an assistant professor at the University of Alabama. Northstar Capital Advisors serves individual and high-net-worth households, trusts, and charitable organizations, providing integrated financial planning and discretionary investment management. The firm emphasizes a planning-first approach, combining quantitative models with fundamental and behavioral analysis, and maintains a focus on client education and tax-aware strategies.

Travis Bell is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Totem Wealth Management LLC. He previously worked at Vanguard Advisers, Inc for 12 years. Outside of his advisory role, he owns and manages short-term rental properties. Totem Wealth Management LLC is a fee-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and selected individual securities, combining fundamental and technical analysis.

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 with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Hayden Harper Wealth Advisory since 2010. Additionally, he is a managing member of Gaskin Teed Capital, LLC, an investment fund management entity where he is involved in portfolio management and trading decisions. 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 family office advisory services, employing a range of investment strategies including long-term holdings, short-term trading, option-writing, and margin, supported by proprietary asset-allocation models.

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.

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 financial advisor at Dolan Capital Advisors, LLC in Charlotte, NC, holding CFP® and CFA® designations with eight years of industry experience. He has worked at Dolan Capital Advisors since 2017, with prior experience at Dimensional Fund Advisors and the Georgia Institute of Technology. Dolan Capital Advisors primarily serves individual and high-net-worth clients, offering discretionary portfolio management, assets-under-advisement, and standalone financial planning. The firm uses risk tolerance questionnaires and modern portfolio theory to map client risk profiles to model portfolios and applies tax-overlay techniques such as tax-loss harvesting.

William Clark is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Clearview Wealth Management since 2013. The firm provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. Clearview manages diversified portfolios incorporating cash, fixed income, and equities, emphasizing client risk tolerance without frequent trading, and offers ESG-screened portfolios upon request. The firm also publishes newsletters and hosts educational seminars, maintaining a shareholder interest in a trust company that provides trust administration services.

Randall White is a CFP®-certified financial advisor with 34 years of industry experience. He is president of TRICAPITAL Wealth Management, Inc. in Charlotte, NC, where he has worked since 1999. Prior to his current firm, he was affiliated with Triad Advisors, Inc. and currently serves as a registered representative of Osaic Wealth, Inc. White is also involved in charitable work as a director of the Louis M. Helms Jr. and Anita B. Helms Charitable Foundation. TRICAPITAL Wealth Management provides portfolio management and comprehensive financial planning to individuals, including high-net-worth clients, as well as pensions, trusts, and institutional accounts. The firm uses a data-driven planning process to develop tailored, long-term diversified investment plans, often employing discretionary management and a mix of fundamental and technical analysis across various asset classes.

Daniel Ockey is a financial advisor with Three Phases Wealth Advisors LLC and holds a Series 65 designation. He has experience managing a personal finance coaching business, Centsei LLC, which he co-founded in 2018 and continues to operate alongside his advisory role. His prior work includes roles at Crisp, Qualtrics, and Brigham Young University. Three Phases Wealth Advisors serves individual clients, including high-net-worth individuals, providing comprehensive financial planning and discretionary investment management. The firm integrates educational materials from Centsei LLC into its services and combines fundamental and technical investment approaches with options for socially responsible investing.

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 financial advisor at Arimathea with one year of industry experience. He holds a Series 65 designation and has worked at Inspired Talent Solutions since 2014. Outside of his advisory role, he serves as Director of Advisor Relations for The Walters Institute, where he supports tax planning education services for financial advisors. Arimathea serves individuals, trusts, pension and profit-sharing plans, and corporate clients by providing asset management, portfolio management, financial planning, and retirement plan consulting. The firm integrates investment screening based on Catholic social teaching and offers both digital and advisor-accessible platforms with tailored portfolio options.

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.

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 in Charlotte, NC, holding Series 65 and Series 63 credentials with two years of industry experience. His prior work includes over 20 years at Horizon Investments LLC and roles at Quasar Distributors, LLC and Blocker Capital. Outside of advisory work, he is CEO and owner of multiple passive investment vehicles. 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 employs a combination of technical, quantitative, and fundamental analysis for portfolio management and offers financial planning as part of its advisory services.

Maggie Smith is a financial advisor with IA Network, LLC in Charlotte, NC, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. She previously worked at FIRST Allied Securities, Inc. and Stockham Financial Services for 11 years. Outside of advisory duties, she serves as a Notary Public for Moore County. IA Network provides discretionary and non-discretionary investment management and financial planning primarily for individual and high-net-worth clients, using tailored portfolio construction and a variety of analytical approaches. The firm operates as a collective of smaller advisory practices to share resources and infrastructure.