Charles Teden is a financial advisor at Alpha Omega Wealth Management, LLC in Charlotte, NC, holding a Series 66 designation with 10 years of industry experience. He worked at Davenport & Company LLC from 2008 to 2018 before joining Alpha Omega Investment Advisors, where he has been since 2018. Alpha Omega Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, retirement plan consulting, and family-office style services. The firm’s approach includes fundamental analysis, use of options and derivatives, and allocation to various investment vehicles, supported by AI tools and a documented strategy uncommon among similarly sized advisory teams.

Andrew Kelleher is a financial advisor with Aptus Financial, LLC and holds a Series 65 designation. He has been with Aptus Financial since 2026 and has prior work experience at Summit Coffee. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning rather than discretionary portfolio management, emphasizing passive, long-term indexing, simple asset allocation, cash-flow management, and periodic rebalancing.

Jennifer Fuller is a financial advisor at Defender Capital with Series 65 and Series 63 licenses and one year of industry experience. Her prior roles include positions at TIAA and Trader Joe’s. She has also been involved with organizations such as Advantage Living, The Charlotte Church, and Life to the Full. Defender Capital serves individual and high-net-worth investors, pension plans, trusts, charitable organizations, and business entities, offering portfolio management and financial planning. The firm employs fundamental analysis and custom portfolio strategies, focusing on exchange-traded equities and tailored investment approaches.

Nick Stockdale is a financial advisor at Linden Thomas Advisory Services, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group, Inc and Adhesion Wealth. Outside of his advisory role, he owns RockBox Fitness, a franchise specializing in boxing-based fitness classes. Linden Thomas Advisory Services provides wealth management, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm employs a diversified investment approach based on modern portfolio theory, offering both discretionary and non-discretionary portfolio management through separately managed accounts and proprietary index programs.

Greg Derderian is a financial advisor at Capitalwize, LLC with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Strategic Advisers, LLC and Fidelity Brokerage Services, LLC. Outside of advising, he is a senior recruiter for Talent Retriever LLC. Capitalwize is a fee-only financial planning firm serving individuals and business entities, primarily those who are not high-net-worth. The firm offers various advisory engagements and educational programs, often using third-party managers for portfolio management while providing ongoing oversight.

Gavin Finnical is a CFP® professional with two years of industry experience, currently serving at Linden Thomas Advisory Services, LLC. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Equitable Advisors, among others. Before entering financial services, he worked in brewing and hospitality industries. Linden Thomas Advisory Services provides wealth management, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm employs a modern portfolio theory-based investment approach with globally diversified allocations and offers both discretionary and non-discretionary management through separately managed accounts and proprietary enhanced-index portfolios.

Justin Pierce is a financial advisor with Fortress Financial Solutions, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked at Fortress Financial Solutions since 2019 and previously held roles at Brokers International Financial Services, LLC, Nova Financial & Insurance Services, and Zimmer. In addition to his advisory work, Mr. Pierce is the owner of Triumph Enterprises, LLC, which offers life insurance and fixed annuity products through Federal Employee Benefits Advisors, LLC. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm serving individuals across wealth levels, business owners, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm uses an in-house Investment Committee to develop model portfolios based on fundamental, technical, and charting analysis, offering various investment approaches including long-term buy-and-hold and impact/ESG investing.

David Miller is a financial advisor with Auctus Advisors LLC in Charlotte, NC, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to joining Auctus Advisors in 2017, he worked at M Holdings Securities, MBL Advisors Inc., and Powell Wealth. He serves on the advisory board of Natixis and is chair of the investment committee on the board of trustees at Pfeiffer University. 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 employs a goals-based investment process combining comprehensive planning and strategic and tactical asset allocation, often utilizing third-party managers for ongoing management.

Randolph Nash is a financial advisor with Capital Advisers, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with Capital Advisers since 2003 and also has prior experience at Cic Advisers, LLC. Outside of advisory work, he is an insurance agent for non-variable policies. Capital Advisers serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management and customized investment solutions across both traditional and alternative asset classes. The firm employs an independent, open-architecture approach, emphasizing asset allocation and regular portfolio rebalancing to manage risk and return.

Carolyn Reynolds is a financial advisor at Proxy Wealth Advisors LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc., Fidelity Investments, JPMorgan Securities LLC, and Morgan Stanley Smith Barney. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across various instruments and offers specialized services including cross-border and immigration-related financial planning.

Wesley Taylor is a CFP® with eight years of industry experience, currently serving as a financial advisor at Aspire Private Capital. He previously worked for The Vanguard Group and Edward Jones. Outside of his advisory role, he is involved in individual insurance sales, focusing on annuities and life insurance. Aspire Private Capital manages approximately $510 million for individuals, corporations, and retirement plans, offering investment management, financial planning, retirement consulting, and selective tax services. The firm employs a range of analytical approaches and frequently uses third-party sub-advisers and model portfolios through the GeoWealth platform.

Miranda Silinski is a CFP® professional with eight years of industry experience, currently serving as an advisor at MBL Advisors in Charlotte, NC. Her prior experience includes positions at Primary Residential Mortgage Inc. and Sound Partners, as well as a four-year tenure related to Eastern Carolina University. MBL Wealth serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary wealth management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $1.42 billion in discretionary assets and employs a goals-based investment process emphasizing diversified, long-term asset allocation informed by macro, fundamental, and technical analysis.

Anne Mcphail is a CFP® with 21 years of experience in the financial industry. She has been with Novare Capital Management in Charlotte, NC since 2005. Novare Capital Management is an SEC-registered wealth management firm with a team of 18 advisors managing approximately $1.9 billion for a range of clients including individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers comprehensive financial planning and portfolio management using proprietary strategies and integrates third-party artificial intelligence tools alongside human oversight in its investment process.

Richard Jakiel is a financial advisor at Everstar Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Advanced Wealth Strategies, Inc. and Cambridge Investment Research. Outside of his advisory role, he teaches private tennis lessons and is involved in community organizations such as the Queen City League and Kiwanis Uptown in Charlotte, NC. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in assets and offers a range of investment strategies including proprietary equity and fixed-income models, as well as managing multiple private funds with performance-based incentive structures.

Brian Gift is a CFA® charterholder with eight years of industry experience. He has been with MBL Advisors and its affiliated entities since 2018, previously working at U.S. Trust from 2006 to 2018. Gift holds a managing director position related to loan arrangement activities outside of investment management. MBL Wealth serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting. The firm employs a goals-based investment process focused on diversified, long-term asset allocation incorporating macro, fundamental, and technical analysis.

Fritzner Jean is a CFP® professional with six years of industry experience, currently serving as an advisor at Geometric Wealth Advisors, LLC. He previously worked at Vanguard from 2016 to 2022 before joining Geometric Wealth Advisors, where he has been since 2022. Geometric Wealth Advisors provides personalized wealth management services to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related services. The firm employs a long-term, broadly diversified investment approach and maintains a national presence with ten offices.

Thomas Mack is a CFA® charterholder based in Charlotte, NC, with six years of experience at MBL Wealth, LLC and two years at McShane Partners Wealth & Investment Advisory, LLC. Prior to his advisory career, he worked for four years at Wake Forest University. MBL Wealth serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, providing discretionary and non-discretionary wealth management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $1.42 billion in discretionary assets and employs a goals-based investment process emphasizing diversified, long-term asset allocation informed by macroeconomic, fundamental, and technical analysis.

John Philpott is a financial advisor with Aspire Private Capital and holds a Series 65 designation. He has 16 years of industry experience, including five years at Global Financial Private Capital. Outside of financial advising, he owns and brokers real estate through Pier 28 Realty and serves as president of Estate and Retirement Consultants, which offers fixed life and annuity products. Aspire Private Capital manages approximately $510 million for individuals, corporations, and retirement plans. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement consulting, utilizing a combination of fundamental, technical, and cyclical analysis across various asset classes and often employing third-party sub-advisers.

Alixandria Tucci is a CFP® with 11 years of experience in financial advising. She currently works at PCM Encore, LLC and has previously been with Q3 Advisors, Facet Wealth, Vanguard, and the NC YMCA. Outside of financial services, she operated Queen City Pet Sitting for six years. PCM Encore serves a diverse client base including high-net-worth individuals, trusts, and organizations, providing wealth management, family office services, and retirement plan advisory. The firm focuses on diversified, long-term portfolio construction using primarily passive, low-cost funds and applies tax-aware strategies where appropriate.

Cory Esposito is a CFP® with eight years of experience in the financial industry. He is currently with A4 Wealth Advisors LLC in Huntersville, NC, and previously worked at LPL Financial and UBS Financial Services. In addition to his advisory role, he is involved with A4 Insurance Solutions, an affiliated insurance business connected to his firm. A4 Wealth Advisors serves individuals, trusts, estates, retirement plans, and charitable organizations, managing approximately $214 million. The firm offers comprehensive financial planning and portfolio management, using a combination of fundamental, technical, and cyclical analysis, and incorporates third-party managers and alternative investments into its approach.