Karina Moretz is a CFP® and ChFC® affiliated with Pathfinder Planning LLC, with one year of industry experience. Her prior work includes a period as a homemaker before joining Pathfinder Planning. Pathfinder Planning LLC provides comprehensive financial planning and discretionary portfolio management to individuals, couples, businesses, and families, focusing on working families, single women, young adults, and retirees or near-retirees. The firm employs a low-cost passive investment approach supplemented by targeted factor tilts and emphasizes tax management and client education.

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.

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 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.

Stephen Van Der Meid is a CFP® professional with 21 years of industry experience. He has worked at Rhino Wealth Management since 2014 and previously spent 12 years with LPL Financial. He is also an independent insurance agent selling non-variable insurance products. Rhino Wealth Management serves individual clients, small businesses, and charitable organizations, providing discretionary portfolio management and personal financial planning. The firm uses a systematic multi-factor quantitative framework focused on ETFs and mutual funds, combining quantitative and fundamental analysis to guide portfolio allocations.

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.

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 66 and Series 63 designations. Prior to joining iQvestment in 2025, she spent 17 years at LPL Financial and briefly worked with FusionIQ, a FinTech firm providing back and middle office services to financial companies, where she occasionally assists with client servicing. iQvestment, LLC offers discretionary investment management and advisory services primarily through an online platform. The firm serves other independent advisory firms, institutional clients such as banks and credit unions, as well as individual and high-net-worth investors using model portfolios managed on a discretionary basis and rebalanced quarterly.

Maxwell Neisler is a financial advisor at AdvisorsTrust Partners LLC with one year of industry experience. He holds the Series 65 and Series 63 credentials. Prior to joining AdvisorsTrust Partners, he worked at Prospera Financial Services Inc, Ryan Consulting Group, and Grant Thornton LLP. AdvisorsTrust Partners LLC provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm serves approximately 172 clients with $435.3 million in assets under management, employing both active and passive investment strategies tailored to client objectives and risk tolerance.

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.