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.

Brandon Opre is a CFP® professional with 29 years of industry experience, currently serving as an advisor at TrustTree Financial LLC. His prior experience includes roles at Ameriprise Financial Services, Inc. and Financial Advisory Services, LLC. Outside of his advisory duties, he works as an Independent Insurance Agent providing life insurance quotes and policy discussions. TrustTree Financial serves individual clients, including high-net-worth households, offering discretionary portfolio management and comprehensive financial planning. The firm combines passive and active investment strategies with automated rebalancing and tax-loss harvesting, and sponsors a wrap fee program uncommon among similar supported firms.

Peter Walton is a financial advisor at 7PW Wealth, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Greerwalker Wealth LLC and Traverse Partners, LLC. Walton is also the CEO and President of 7PW Consulting, LLC, a business consulting firm focused on project-based engagements. 7PW Wealth provides discretionary portfolio management and integrated financial planning services to individuals, corporations, retirement plans, trusts, and other institutions. The firm manages approximately $29.7 million across 41 client relationships and employs a blend of fundamental and technical analysis with diversified asset allocation tailored to client objectives.

Trigg Williamson is a financial advisor with Advisor.com, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Nuveen Securities, Nuveen Asset Management, Morgan Stanley, and Vanguard Marketing Corporation. Advisor.com provides investment management and financial consulting primarily to individual investors through a model-based, non-discretionary approach. The firm also operates a referral platform connecting clients with affiliated and unaffiliated advisers and offers services including financial planning and tax preparation through third-party providers.

Kyle Sikes is a financial advisor at WealthPoint Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at firms including Dempsey Lord Smith, LLC and Kalos Management. Outside of his advisory role, Sikes serves on the board of CaroMont Care Advocates, which advises on patient-centered healthcare services, and is a board member of the Next Generation Fund, a philanthropic giving circle. WealthPoint Financial, LLC provides discretionary investment management, financial planning, and consulting primarily to non-high-net-worth individuals, trusts, estates, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and tactical asset allocation strategies, managing portfolios on a discretionary basis with continuous monitoring and formal annual reviews.

Jacob Pivonka is a financial advisor at Axiom Private Wealth, LLC in Charlotte, NC. He holds a Series 65 designation and has one year of industry experience, with prior roles at McQueen Financial Advisors and Dusseldorf EG. Axiom Private Wealth serves individual and high-net-worth clients by providing discretionary and non-discretionary investment management along with comprehensive financial planning. The firm employs a long-term, fundamental analysis approach to asset allocation and offers personalized portfolio management tailored to clients’ goals and risk tolerance.

David Doerflinger is a financial advisor at Eastover Capital Management in Charlotte, NC, holding Series 63, 65, and 66 licenses with 26 years of industry experience. His prior work includes roles at Eastover Investment Advisors, National Advisors Trust Co, and Investment Professionals, Inc. Eastover Capital Management provides discretionary portfolio management and limited financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans and charitable organizations. The firm follows a conservative-growth investment approach that combines macro and sector analysis with fundamental research to select large-cap, volatility-resistant companies and fixed-income holdings.

Yancey Mackey is a financial advisor at Eastover Capital Management in Charlotte, NC, holding Series 63, 65, and 66 licenses with 15 years of industry experience. He has been with Eastover Investment Advisors since 2011. Mackey serves as a director of the Perrin Place 1 Home Owner's Association board, a role he has held since 2013 without compensation. Eastover Capital Management serves individual and high-net-worth clients, retirement plans, charitable organizations, and select institutional clients. The firm employs a conservative-growth investment approach combining top-down market assessment with bottom-up fundamental analysis, focusing on large-cap stocks and fixed income for income and capital preservation.

Sarah Charles is a financial advisor at Sanctuary Financial Planning, LLC in Charlotte, NC, holding a Series 65 designation with 18 years of industry experience. She previously worked at FORVIS Wealth Advisors LLC and DHG Wealth Advisors, contributing nearly 12 years combined at the latter. Sanctuary Financial Planning, LLC serves individuals, trusts, estates, and charitable organizations with comprehensive wealth management and integrated financial planning, emphasizing evidence-based, long-term investment strategies and educational speaking engagements. The firm uses a flat annual fee structure and focuses on planning-centered client relationships.

Christopher Lee is a CFP® professional at Passport Wealth Management with experience starting in 2024. Prior to his current role, he held positions at several firms and organizations, including Choreo, SFMG Wealth Advisors, and Trustcore Financial. He also spent time at the University of Georgia and took a year for extended travel. Passport Wealth Management is an SEC-registered adviser serving individuals, charitable organizations, and businesses. The firm employs a passive investment approach based on Modern Portfolio Theory and offers comprehensive financial planning, investment management, tax return preparation through a third-party provider, and retirement plan consulting.

Michael Fox is a financial advisor with Hayden Harper Wealth Advisory, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Hayden Harper since 2010 and is the majority owner of Hayden Harper Inc., which oversees multiple private investment offerings. Fox also serves as CFO of HH Kayne Anderson, a private company focused on purchasing oil and gas well assets in the Appalachian region. Hayden Harper Wealth Advisory serves individuals, pension plans, trusts, estates, charitable organizations, and families with family office needs. 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 private placements and derivatives.

Over the last 20 years, I've learned how best to help business owner families better plan for their financial future. I understand the pain points they face and how it impacts their family. A business is typically the best investment a family will ever own, but it comes with risk, responsibilities, and stress. Some families become comfortable with that over the years while others don't. The ones who do typically keep the business. The ones who don't end up selling it, which is an experience they likely only go through once in their lives. These dynamics require different approaches as it relates to managing their family's wealth. That's where we can help. At Portus, we understand business owners prioritize the growth of their company, reinvest profits, and don't usually have wealth outside of their company. We engage with them on a retainer basis, help them reduce risk, build wealth outside of the business, and then manage those investment portfolios. Along the way, we dive deep into the family finances, get to know the ins and outs of the business, and create a plan for their personal finances to thrive in conjunction with the business.

Natalie Foy is a CFP® and CFA® with 18 years of industry experience, currently serving as an advisor at Greenway Wealth Advisors, LLC since 2020. Her prior experience includes roles at Citizens Capital Markets Inc., CiTIZENS BANK, N.A., and Merrill. She is also a partner in String Bean Holdings, LLC, a real estate holding company. Greenway Wealth Advisors is a small team managing approximately $184 million for individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm focuses on passive, asset-class oriented portfolios using low-cost index funds and ETFs, offering comprehensive financial planning and ERISA-level retirement plan consulting.

Joe Silvas is a financial advisor at C2 Investment Group with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has been co-owner of C2, LLC dba Tracker, a firm offering a portfolio accounting and reporting application, since 1997. Silvas’s career includes nearly three decades working within the same affiliated entities. C2 Investment Group provides non-discretionary investment consultation primarily to institutional clients such as municipalities, universities, and public funds. The firm specializes in government bond index tracking and uses a proprietary optimization application to assist clients with portfolio rebalancing while clients retain execution authority.

Matthew Jellison is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Gunderson Capital Management and has previously worked at firms including The Vanguard Group, Guardian Life Insurance Company, and Park Avenue Securities. Gunderson Capital Management provides customized investment management and financial planning services primarily to individual and high-net-worth clients. The firm manages discretionary portfolios with a varied investment approach and performs regular account reviews through an investment committee.

Christopher Patton is a financial advisor at Novare Capital Management in Charlotte, NC, with 24 years of industry experience. He has been with Novare Capital Management since 2007. He holds Series 63 and Series 65 designations. 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 proprietary strategies and incorporates artificial intelligence tools alongside human oversight in its investment process.

Andrew Pitts is a financial advisor at Worth Advisors in Charlotte, NC, with three years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors for three years. His early career includes roles at Lowe's Home Improvement, Christ Community Church, and Davidson College. Worth Advisors is a fee-based financial planning and investment management firm serving individuals, college coaches, businesses, and retirement plans. The firm emphasizes portfolio construction aligned with clients’ objectives and risk tolerances, utilizing ETFs, no-load index mutual funds, and third-party money managers while maintaining oversight and due diligence.

Ivan Henriquez is a financial advisor at Forthright Capital with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Equitable Advisors and Park Avenue Securities. Henriquez is also involved with Forthright Capital Partners, an affiliated insurance agency. Forthright Capital Advisory is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets. The firm serves individuals, retirement plans, corporations, and charitable organizations, primarily practicing passive investment management through model portfolios and may engage outside managers when appropriate.

Holly Skipper is a financial advisor at Verum Partners LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at Verum Partners since 2019, previously spending five years at Carolinas Investment Consulting LLC. Verum Partners provides customized wealth management and discretionary portfolio management services for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that combines advisory and securities transaction services, offering access to independent portfolio managers and maintaining institutional relationships with Schwab and Fidelity for research and technology support.

Mallen Bruggeman is a financial advisor at Auctus Advisors LLC in Charlotte, NC, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at M HOLDINGS SECURITIES, Inc. and MBL Advisors. In addition to her advisory role, she is a licensed insurance agent and occasionally offers insurance products to clients. Auctus Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm uses a goals-based investment process incorporating comprehensive planning and Monte Carlo simulations, blending strategic and tactical asset allocation with potential use of advanced trading strategies and third-party managers.