Michael Bookhardt is the managing member of Affluence Advisory LLC in Mount Holly, NC, with two years of industry experience. Prior to founding Affluence Advisory in 2023, he worked at The Vanguard Group from 2021 to 2022. He is also the managing member of SIB General Contractors LLC, a general business he has been involved with since 2006. Affluence Advisory LLC provides discretionary investment supervisory services to individuals, businesses, trusts, foundations, and other charitable entities. The firm builds individualized portfolios using low-cost, passively managed mutual funds and ETFs, applying asset-allocation strategies based on modern portfolio theory and a long-term equity orientation.

Ryan Hammond is the principal of Hammond Wealth Partners in Gastonia, NC. He holds Series 63 and Series 65 licenses and has experience with firms including Wells Fargo, The Vanguard Group, and Amplified Planning. Hammond has also held multiple roles at The University of North Carolina at Charlotte and Gaston College. Hammond Wealth Partners is a fee-only, fiduciary investment advisory firm serving primarily individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, and quantitative analysis to implement diversified, tax-efficient investment strategies and offers comprehensive financial planning alongside asset-based management.

Steven Mullooly is a CFP® with 33 years of industry experience. He is the principal advisor at Mullooly Wealth Planning LLC, an independent firm he has been with since 2022. Prior to this, he held roles at Osaic Wealth, Inc., ALPS Distributors, Inc., and Cullen Capital Management. He also works as a compliance consultant through Compliance Risk Concepts. Mullooly Wealth Planning provides portfolio management and comprehensive financial planning to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes institutional and retirement-plan services and offers educational programs alongside its investment and planning services.

My name is Charles Thomas. I am a Certified Financial Planner® and founder of Intrepid Eagle Finance. We work with Christian families on their journey to financial freedom. The first time I ever taught someone about finance was on a school trip to a roller skating rink when I was in the fifth grade. I spent the bus ride teaching a classmate about the value of saving. My career has been spent around the same basic premise: help others to be wise with their finances. I have been working with people and their money for over 14 years of my career. I have had experience at global financial firms in a wide variety of roles. This diverse experience has included everything from helping people who just received their first paycheck to counseling millionaires in the financial crisis to helping large corporations provide retirement plans for their employees. I completed a double major at Appalachian State University and hold Bachelor degrees in Music and Marketing. I later earned an MBA at the University of South Carolina’s Moore School of Business. I started Intrepid Eagle Finance to serve a community I believe has unique needs. Christian families face the challenge of balancing the needs of Mom and Dad, children, work, church and other things craving resources. The financial component of this difficult balancing act can be stressful to harmonize for this kind of family. How do I know this? My family is part of this group too! That’s why I started Intrepid Eagle. I spend my days helping families like mine who value things like God, Family, and Country. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I am an active supporter of independent education and homeschooling. My wife and I are active supporters of helping others get started and find success with their own homeschool journey. When I am not working with other families, I spend time with my own family. My wife Amy and I make our home in South Carolina with our three children. Our family is active in our homeschool each day where we work hard and play hard. We spend our breaks on time outdoors, playing music, traveling, and serving our church family. Visit our website to learn more about how we use technology to serve you wherever you are located.

Think of me as Your Financial Mom - the planner that works with regular families. Throughout my career, it seemed that financial advisors were always looking to sell their products or manage money to retirees, business owners, or those with lots of money - no one wanted to plan and budget for everyone else. Our clients look like just like regular people: Mom and Dad who get up in the morning, get the kids off to school, work all day either at home or an office, come home, get dinner on the table, pay the bills, and have a little money in their retirement account  You will get the tools and advice needed to plan your retirement, create your budget, and save for your goals. Our local and national resources can help you put together your will or review your insurance. Each client receives an easy-to-read financial plan outlining your current situation, alternatives to reach your goals, and an action plan to get you there.

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.

Julio Gaviria is a CFP® professional affiliated with WealthPoint Advisors, bringing five years of industry experience. His prior roles include positions at Belmont Capital Advisors, Inc and Dempsey Lord Smith, LLC. He is also the owner of Gavi Wealth Management, LLC. 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 formal annual reviews.

Derek Lewis is a CFP® and Series 66 designee with 13 years of industry experience. He has been with R.P. Boggs & Co. since 2012. Lewis is based in Lake Wylie, South Carolina, and is currently affiliated with Catawba River Capital. Catawba River Capital provides wealth management and investment consulting services primarily to high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, and other legal entities. The firm employs a conservative, scenario-based investment approach with a focus on fundamental analysis and longer-term holdings, while also incorporating strategies such as short selling and options writing when suitable.

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 in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Prospera Financial Services since 2016 and at Bfm Capital since 2004. McMahan 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, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $217 million in assets and employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies.

Karina Moretz is a CFP® and ChFC® financial advisor at Pathfinder Planning LLC with one year of industry experience. She has been with Pathfinder Planning since 2022 and previously worked as a homemaker. Pathfinder Planning LLC provides financial planning and discretionary portfolio management to individuals, couples, businesses, and other registered investment advisers, serving both high-net-worth and non-HNW clients. The firm employs a primarily passive investment approach using index mutual funds and ETFs, offers a structured Five-Step planning process, and operates wholly owned subsidiaries that provide educational and budgeting 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.

Maxwell Neisler is a financial advisor at AdvisorsTrust Partners LLC based in Raleigh, NC. He holds Series 63 and Series 65 licenses and has prior experience 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, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis, offering both active and passive strategies tailored to client objectives.

Kyle Sikes is a financial advisor at WealthPoint Advisors with 11 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, Sikes serves on the board of CaroMont Care Advocates, which advises on patient-centered healthcare services, and is a board member of the Next Generation Fund, a philanthropic giving circle. WealthPoint Financial, LLC provides discretionary investment management, financial planning, and consulting primarily to non-high-net-worth individuals, trusts, estates, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and tactical asset allocation strategies, managing portfolios on a discretionary basis with continuous monitoring and formal annual reviews.

Robert Boggs is a financial advisor at Catawba River Capital with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with R.P. Boggs & Co. since 2005. Catawba River Capital provides wealth management and investment consulting primarily to high-net-worth individuals, trusts, pension or profit-sharing plans, charitable organizations, and other legal entities. The firm employs a conservative, scenario-based investment approach with fundamental analysis and longer-term holding periods, offering discretionary and non-discretionary portfolio management as well as private investment consulting focused on direct private funds and private equity opportunities.

Jonathan Shaw Jr. is a financial advisor at Catawba River Capital with two years of industry experience. He holds a Series 65 designation and previously worked at R.P. Boggs & Co. Wealth Management, Core Scientific, Flexential, and PricewaterhouseCoopers. Catawba River Capital provides wealth management and investment consulting primarily to high-net-worth individuals, trusts, pension or profit-sharing plans, and charitable organizations. The firm employs a conservative, scenario-based investment approach with a focus on fundamental analysis and longer-term holding periods, while offering a formal private investment consulting program that evaluates direct private funds and private equity opportunities.

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.

Amanda Pate is a CFP® and ChFC® with eight years of industry experience, currently serving as an advisor at Summit Wealth Partners, LLC since 2014. She is based in Clover, SC, and is part of a team of ten advisors at the firm. Summit Wealth Partners is an SEC-registered advisory firm that provides wealth management, investment advice, and pension consulting services to individuals, including high-net-worth clients, and various legal entities. The firm manages approximately $629.7 million in assets and emphasizes diversified, asset-class oriented portfolios using pooled vehicles, strategic asset allocation, and periodic rebalancing informed by academic research.

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 with Integrated Advisors Network LLC, holding Series 63 and Series 65 licenses and with six years of industry experience. She has worked at The Vanguard Group and Capital City Financial Partners, where she currently serves as Director of Client Services. Integrated Advisors Network is an SEC-registered multi-team investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative strategies within a risk-profile framework and frequently utilizes third-party sub-adviser platforms as part of its investment approach.