Keith Laibson is a financial advisor with Family Wealth Partners Concord, Inc, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior work includes roles at Matson Money, Inc., MML Investors Services, Inc., and Massachusetts Mutual Life Insurance Company. Family Wealth Partners Concord, Inc provides individualized investment advisory, financial planning, and wealth coaching to individuals and businesses. The firm emphasizes non-discretionary asset allocation strategies based on the Free Market Portfolio approach and implements investments primarily through asset-class or structured funds.

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 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.

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, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at firms including FIRST Allied Securities, Inc. and Stockham Financial Services. In addition to her advisory role, she serves as a Notary Public in Moore County. IA Network provides discretionary and non-discretionary investment management and financial planning services primarily to individual and high-net-worth clients, as well as businesses and institutions. The firm utilizes a range of investment strategies and leverages SEI’s managed account platform to tailor portfolios according to clients’ goals and risk tolerance.

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 at iQvestment, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at LPL Financial for 17 years. She also provides support services to FusionIQ, a FinTech firm specializing in back and middle office solutions for financial companies. iQvestment offers discretionary investment management and advisory services through model portfolios primarily delivered via an online platform. The firm serves independent advisory firms, institutional clients such as banks and credit unions, as well as individual and high-net-worth investors, utilizing a risk-tolerance questionnaire and quarterly portfolio rebalancing under discretionary management.

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.

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.

Steven Abels is a financial advisor with The Financial Legacy Group in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Innovation Partners LLC and Fortune Financial Services, Inc., among other firms. Abels is also a licensed life insurance sales agent. The Financial Legacy Group provides investment advisory, financial planning, and consulting services to individuals, pooled investment vehicles, charitable organizations, and businesses. The firm manages discretionary wrap fee portfolios primarily using exchange-traded funds, mutual funds, individual stocks, and options, and offers specialist consulting on private placements, private equity, real estate entities, and business transactions.