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, 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.

Maxwell Neisler is a financial advisor at AdvisorsTrust Partners LLC with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Prospera Financial Services Inc, Ryan Consulting Group, and Grant Thornton LLP. He has also worked outside the financial industry at Finley Golf Club and 411 West Italian Cafe. AdvisorsTrust Partners LLC provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $435.3 million in assets across about 172 client relationships, using a combination of fundamental, technical, and cyclical analysis with both active and passive strategies.

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.

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.

Wesley Lyon II is a CFP® with six years of industry experience currently serving at Lyon Wealth Advisors in Charlotte, NC. He has previously worked at Dimensional Fund Advisors and United Capital Financial Advisors. He is also President and CEO of McGill and Lyon Dental Advisors, a tax and business planning firm serving dentists and specialists, and serves as a speaker for The McGill & Hill Group, which hosts educational events for similar professionals. Lyon Wealth Advisors provides discretionary portfolio management and integrated financial planning primarily to high net worth individuals, corporations, and retirement plans. The firm employs customized investment strategies grounded in Modern Portfolio Theory and maintains affiliations with tax and business advisory services focused on dentists and specialists.

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.

William Culp III is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He has been with Tagstone Capital, Inc. since 2011, based in Charlotte, NC. Tagstone Capital serves entrepreneurs, high-net-worth individuals, families, and employee benefit plans, providing wealth management, portfolio management, and comprehensive planning services. The firm employs a systematic, long-term investment approach using structured asset-class mutual funds and ETFs, focusing on diversification, low fees, and tax efficiency.

Trigg Williamson is a financial advisor with Advisor.com, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Nuveen Securities, Nuveen Asset Management, Morgan Stanley, Vanguard Marketing Corporation, and the University of South Carolina. Advisor.com provides investment management and financial consulting mainly to individual investors through its Advisor Wealth Management platform and the Summit Wealth Group for higher-net-worth clients. The firm uses ETF-based, model-driven asset allocation programs delivered on a non-discretionary basis, with clients retaining final trade approval, and operates an online referral platform connecting prospective clients to affiliated and unaffiliated advisers.

David Macaulay is a CFP® and ChFC® with 27 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2011 and has been with Macaulay & Associates, LLC since 2007. In addition to his advisory work, he is involved in fixed insurance sales related to disability and long-term care as part of his financial planning services. Macaulay & Associates provides discretionary and non-discretionary investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charities, and business entities. The firm uses a collaborative planning process to develop investment objectives and implements diversified, long-term portfolios with a mix of fundamental and technical analysis, while also offering affiliated insurance products and ERISA fiduciary services.

Kyle Sikes is a financial advisor at WealthPoint Advisors with 12 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, he serves on the board of CaroMont Care Advocates, which supports patient- and family-centered healthcare initiatives. WealthPoint Financial LLC provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a blend of fundamental, technical, and relative-strength analysis across both passive and active strategies, serving a broad retail client base with customized portfolios.

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.