Michael Bookhardt is the sole advisor at Affluence Advisory LLC in Mount Holly, NC, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to founding Affluence Advisory in 2023, he worked at The Vanguard Group from 2021 to 2022 and has been the managing member of SIB General Contractors LLC since 2006. Affluence Advisory LLC provides discretionary investment supervisory services to individuals, businesses, trusts, foundations, and charitable entities, constructing individualized portfolios that emphasize low-cost, passively managed mutual funds and ETFs, guided by modern portfolio theory and a long-term equity orientation. The firm focuses on asset-allocation strategies with regular rebalancing, tax-aware adjustments, and a preference for custodial platforms offering SIPC and supplemental insurance.

Joseph Leonard is a financial advisor with Leonard Wealth Management, LLC in Lincolnton, NC, holding a Series 63 license and 24 years of industry experience. He previously worked at AE Wealth Management, Foundation For Financial Education, Formula Folio Investments, and Retirement Wealth Advisors. Outside of advising, he provides trumpet lessons and performances through his Cain Leonard Trumpet Studio and offers adult education on retirement planning. Leonard Wealth Management, LLC is an independent registered investment adviser serving individuals, high-net-worth clients, corporations, charities, and pension and profit-sharing plans. The firm provides comprehensive financial planning, hourly consulting, estate-settlement assistance, and discretionary portfolio management, using a combination of model portfolios, third-party advisors, and various portfolio construction techniques.

Ryan Hammond is a financial advisor at Hammond Wealth Partners with one year of industry experience. He has held positions at Amplified Planning, The Vanguard Group, and Wells Fargo. Hammond Wealth Partners is a fee-only fiduciary firm providing discretionary investment management and financial planning mainly to individuals, families, and high-net-worth clients. The firm offers customized portfolios combining strategic asset allocation, tax-efficient management, and active tactical approaches based on multiple analysis methods, with clients able to impose reasonable investment restrictions.

Matthew Kale is the sole advisor at Extraordinary Kale LLC and holds a Series 65 designation. He has one year of experience in the financial advisory industry and has prior work experience at Goodwill Catholic Media and PETSMART. Outside of his advisory role, he maintains an executive position with Goodwill Catholic Media. Extraordinary Kale LLC provides advisory services to individuals, high-net-worth clients, and corporations, offering asset management, financial planning, and retirement-plan rollover advice. The firm combines hourly-billed financial planning and consulting with active portfolio management, using a primarily value-oriented, long-term approach alongside tactical and strategic asset-allocation techniques.

Cory Shuford is a CFP® professional with 13 years of industry experience. He is currently with WealthPoint Advisors and has previously worked at Dempsey Lord Smith, LLC and Kalos Management. WealthPoint Financial, LLC provides discretionary investment management and financial planning services primarily to non-high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and tactical asset allocation strategies, managing portfolios on a discretionary basis with continuous monitoring and at least annual formal reviews.

Lee Mann is a CFP® and holds a Series 63 license with 12 years of industry experience. He has worked at Lyon Wealth Advisors Group, LLC since 2024 and previously spent 10 years with The Vanguard Group, Inc. in Charlotte, NC. Lyon Wealth Advisors Group provides discretionary portfolio management and integrated financial planning primarily to high net worth individuals, corporations, and retirement plans. The firm employs customized strategies based on Modern Portfolio Theory, using low-cost mutual funds and ETFs, and is affiliated with a tax and business advisory practice and an events and publishing entity focused on dentists and other specialists.

Liam Fitzgerald is a CFP® certificant with six years of industry experience, currently serving as an advisor at Lyon Wealth Advisors. His prior work includes roles at The Vanguard Group and Liberty University. Lyon Wealth Advisors Group provides discretionary portfolio management and integrated financial planning to high net worth individuals, corporations, and retirement plans. The firm uses model portfolios based on Modern Portfolio Theory, investing primarily in low-cost mutual funds and ETFs, and has affiliations with a tax and business advisory practice as well as an events and publishing entity focused on dentists and other specialists.

Lauren Ivester is a financial advisor at WealthPoint Advisors with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Dempsey Lord Smith, Kalos Capital, Belmont Capital Advisors, and The Bowman Law Firm. Outside of her advisory role, she has ownership interests in SSI Holdings, LLC and SSI Wealth Management, LLC. WealthPoint Financial, LLC provides discretionary investment management, financial planning, and consulting services primarily to non-high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios using a combination of fundamental, technical, and tactical asset allocation strategies, employing both passive and active approaches while continuously monitoring accounts.

David McMahan is a financial advisor with AdvisorsTrust Partners LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Raymond James Financial Services and BFM Capital and serves as a board member for the HV3 Foundation, a nonprofit organization. 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 million in regulatory assets across about 172 client relationships, employing a mix of fundamental, technical, and cyclical analysis along with active and passive investment strategies.

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.

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.

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.

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.

Keith Miller is a financial representative at Vestech Asset Management Inc. with 35 years of industry experience. He previously worked at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Miller serves on several local boards, including the Kings Mountain Housing Authority and the Cleveland County Board of Equalization & Review. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both ongoing investment management and project-based planning.

Taylor Lee is a CFP® professional with nine years of industry experience. He is currently with Coppell Advisory Solutions LLC, affiliated with Fusion Investment Advisors, and has previously worked at firms including Voya Investment Management and Preferred Capital Securities. In addition to his advisory role, he is involved with Belmont Capital Advisors, marketing insurance and annuity investments as an insurance agent. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a combination of internally developed and independent asset allocation models, using both fundamental and technical analysis to manage portfolios on a discretionary basis.

Allyson Sacratini is a financial advisor at Integrated Advisors Network LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Inc. Prior to her advisory career, she attended the University of South Carolina. Allyson is also the Director of Client Services at Capital City Financial Partners. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services, employing a mix of fundamental and quantitative approaches and frequently utilizing third-party sub-adviser platforms.

Carly Hensley is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and 20 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2024 and has been with Merit Financial Advisors since 2010. Prior to that, she was associated with LPL Financial from 2010 to 2024. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, with oversight by a central Investment Management team and Investment Committee.

Edward Barnard is a financial advisor at Sound Income Strategies, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Formula Folios Investments and Family Legacy Wealth Management. Barnard is also involved with Family Legacy Group, Inc., where he provides fixed insurance products, fixed annuities, and Medicare and long-term care services. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base, including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis alongside equity review and offers a range of services such as discretionary asset management, financial planning, and insurance planning through affiliated channels.

Steven Denton is a CFP® with 23 years of industry experience and is currently an advisor at Merit Financial Advisors. His prior experience includes roles at The Vanguard Group, LPL Financial, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves as Deputy Town Manager for the Town of Stanley, North Carolina. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth management services and employs a long-term, diversified investment approach using centrally managed portfolios overseen by an internal Investment Management team.

Samuel Hershberger is a financial advisor at United Brokerage Services, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones and J.J.B. Hilliard, W.L. Lyons, LLC. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.