Joseph Giordano is a financial advisor with CORE Advisory Group in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, and Park Avenue Securities. Outside of advisory work, he is employed at Novant Health and has experience with Guardian Life Insurance Company. CORE Advisory Group serves individuals, retirement plans, trusts, corporations, and charitable organizations with discretionary asset management and financial planning services. The firm manages approximately $338 million for over 1,100 clients through a team of ten advisors, providing portfolio management using proprietary model portfolios alongside multiple third-party platforms.

Sara Jean Veatch is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Oakworth Asset Management, LLC. She previously worked at Suntrust Advisory Services, Inc and TIAA-CREF Individual & Institutional Services, LLC. In addition to her advisory role, she is also a client advisor at Oakworth Capital Bank. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach and utilizes a variety of investment vehicles, including mutual funds, ETFs, individual securities, and alternative investments.

Matthew Henry is a CFP® with nine years of industry experience currently serving at Topsail Wealth Management LLC since 2026. His prior roles include positions at Edward Jones and The Vanguard Group, bringing a background that spans multiple established financial firms. Topsail Wealth Management advises high-net-worth and ultra-high-net-worth families and related entities, providing comprehensive wealth management services including financial planning, tax and estate planning, and trustee services. The firm employs a customized investment process combining passive and active strategies and manages most client accounts on a wrap-fee basis.

Matthew Spear is a CFP® with 24 years of industry experience, currently serving at Sapere Wealth Management, LLC since 2002. He previously worked at Ronald Blue & Co., Llc for one year. Sapere Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines top-down global macroeconomic analysis with an absolute-return orientation, focusing on value-driven, mean-reversion strategies over a one-to-three-year horizon.

Robert Maund is a CFP® with 11 years of industry experience, currently serving as Wealth Team Lead at Oakworth Asset Management, LLC in Charlotte, NC. His prior experience includes positions at Chilton Trust Company, Lakeview Capital Partners, and Wells Fargo Advisors. Maund is also involved with Oakworth Capital Bank in a leadership capacity. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-driven investment approach and utilizes a diversified mix of mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

Parker Mayo is a CFP® and Series 66-licensed advisor with five years of industry experience. He currently works at Novare Capital Management and previously held roles at Quantitative Financial Strategies, Verum Partners LLC, Fidelity Investments, and served seven years in the United States Air Force. 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 a combination of proprietary strategies, AI-supported research, and an investment committee oversight.

Charles Bowers is a financial advisor at Insight Folios with 15 years of industry experience and holds a Series 65 designation. He has been with Insight Folios since 2015 and is also associated with Durso Capital Management. Outside of advisory roles, he is licensed as an insurance producer and engages in insurance and annuity sales. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as ERISA plan consulting and participant advisory services. The firm also serves other registered investment advisers through sub-advisory relationships, employing a team-based approach and proprietary planning software enhanced by artificial intelligence tools.

Liam Byrne is a financial advisor at Atlas Private Wealth Advisors in Charlotte, NC, holding a Series 66 designation with six years of industry experience. He has been with Atlas Private Wealth Advisors and LPL Financial since 2019. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses, offering discretionary and non-discretionary portfolio management and financial planning. The firm employs tailored strategies across diverse LPL Financial platforms and combines asset allocation with fundamental, technical, and cyclical analysis.

Lemuel Mitchum III is a financial advisor at BURKETT Financial Services, LLC with 19 years of industry experience. He holds a Series 66 designation and has been with BURKETT Financial Services since 2000. BURKETT Financial Services, LLC advises individuals, high-net-worth clients, trusts, estates, and retirement plans, managing approximately $573 million across 476 client relationships. The firm offers financial planning, portfolio management, and retirement plan consulting, with investment strategies that include mutual funds, ETFs, and fixed income instruments, overseen by a five-advisor investment committee.

Benjamin Small is a financial advisor at Cornerstone Wealth Planning in Charlotte, NC, with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group. Benjamin has also held positions outside finance, including roles at Chick-fil-A and Graybar Electric. Cornerstone Wealth Planning serves individuals, high-net-worth clients, and small business owners with investment advisory services, portfolio management, and comprehensive financial planning. The firm integrates in-house tax preparation with its advisory services and offers a range of planning formats, combining Modern Portfolio Theory with fundamental analysis to tailor client portfolios.

Nicholas Adkins is a CFP® with 12 years of industry experience, currently serving as an advisor at Hobart Wealth. He previously worked at Raymond James Financial Services and Edward Jones. In addition to his advisory role, he is a licensed insurance agent involved in the sale of insurance products. Hobart Wealth is an SEC-registered advisory firm with a team of eight advisors managing approximately $430 million. The firm serves individuals, pension and profit-sharing plans, trusts, and estates, offering tailored asset management, financial planning, and retirement consulting using a range of analytical methods and implementation strategies.

Esther Bodman is a financial advisor at Cornerstone Wealth Planning in Charlotte, NC, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cornerstone since 2018. Prior to joining Cornerstone, she worked at Senior Helpers from 2014 to 2018. Cornerstone Wealth Planning provides portfolio management and financial planning services to individuals, high-net-worth clients, and small business owners. The firm applies Modern Portfolio Theory and fundamental analysis in its investment approach and offers in-house tax preparation and educational seminars as part of its service offerings.

Charles Randall is a financial advisor at Hobart Wealth in Charlotte, NC, holding a Series 66 credential with 13 years of industry experience. His prior roles include positions at RBC Capital Markets, City National Bank, Charles Schwab, and Morgan Stanley. Hobart Wealth is an SEC-registered advisory firm with a team of eight advisors managing approximately $430 million. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, offering tailored asset management, financial planning, and retirement plan consulting using a variety of analytical methods and implementation strategies.

Barron Akins is a financial advisor at Oakworth Asset Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, Truist Wealth Journey Room and Portfolio Architecture, Bank of America, and Merrill. Outside of his advisory work, he is the owner of a rental property in Panama City, Florida. Oakworth Asset Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a top-down, macro-driven investment approach and employs a mix of mutual funds, ETFs, individual securities, alternative investments, and Independent Managers.

Timothy Paschall is a CFP® professional with 35 years of industry experience, currently serving at WMS Advisors, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Grove Point Investments, and Concourse Financial Group Securities Inc. Outside of his advisory work, he is involved in agriculture and farming operations through The Deer Farm and Alexander Mountain Corporation. WMS Advisors is a team-based SEC-registered investment adviser managing approximately $281 million for individual and institutional clients. The firm offers portfolio management, financial planning, and retirement-plan consulting, employing core asset-class strategies with ETFs, mutual funds, individual securities, and selective alternatives.

John Menser is a CFP® with 12 years of industry experience, currently serving at Novare Capital Management. His work history includes roles at Concorde Financial Resources, Westminster Financial Securities, and Bank of America. 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 provides comprehensive financial planning and portfolio management using a client-specific Investment Policy Statement and proprietary strategies, supported by an investment committee and artificial intelligence tools.

Catherine Fisher is a financial advisor at CORE Advisory Group with a Series 65 license and one year of industry experience. Her prior roles include positions at LPL Financial and Atrium Health, as well as work as a private nanny. CORE Advisory Group is an SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations. The firm manages approximately $297 million in assets with a team of ten advisors, offering discretionary asset management, financial planning, and retirement-plan consulting through a range of portfolio strategies and platform solutions.

Kathleen Focht is a financial advisor at Sapere Wealth Management, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Sapere Wealth Management since 2005. Her prior experience includes roles at Sapere Wealth Creation, LLC and Carlton Dixon. Sapere Wealth Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and trust entities. The firm employs a top-down, global-macro investment approach focused on absolute returns, combining public equities, registered funds, and privately offered vehicles with an emphasis on active liquidity management.

Shane Snively is a financial advisor with Eagle Wealth Management Group Inc. in Charlotte, NC, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked at Crown Capital Securities, LP and Concorde Investment Services, LLC. Outside of his advisory role, Snively is involved in entrepreneurial projects including content creation and sports media through KAZSource Inc., where he serves as COO and part owner, and he participates in nonprofit education initiatives as a past president and advisory board member for Gardner-Webb University Pace Board of Advisors. Eagle Wealth Management Group serves individual clients, including high-net-worth households, and institutional retirement-plan sponsors. The firm offers financial planning, discretionary portfolio management, and retirement plan advisory services, utilizing a multi-disciplinary investment approach and providing educational seminars and participant workshops to both individual and public-sector clients.

Christopher Knight is a CFP® with 18 years of industry experience, currently serving as an advisor at Cornerstone Wealth Planning. He previously worked at Asset Dedication and Ronald Blue & Co. Knight is co-executive director of the Men of Courage Foundation, a nonprofit organization. Cornerstone Planning, LLC provides investment advisory, portfolio management, and comprehensive financial planning services to individuals, high-net-worth clients, and small business owners. The firm combines Modern Portfolio Theory with fundamental analysis and integrates in-house tax preparation and educational seminars into its multi-advisor team approach.