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.

John Mitchell is the sole advisor at JM Tax & Financial LLC in Tega Cay, SC, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at H.D. Vest Investment Services and had a 30-year career at American Airlines. In addition to financial advising, Mitchell owns and operates a tax preparation and bookkeeping business serving individuals and small businesses. JM Tax & Financial LLC provides portfolio management and financial planning services to individual and high-net-worth clients, integrating discretionary and non-discretionary approaches. The firm combines investment advisory with tax preparation, bookkeeping, and payroll services, emphasizing active management with technical analysis and consideration of clients’ tax situations.

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.

Richard Heckard is a financial advisor with Osaic Wealth, Inc. based in Rock Hill, SC, holding a Series 66 designation and 18 years of industry experience. His prior work includes over a decade at FSC Securities Corporation and ongoing roles with Continuum Capital Advisory, LLC and Heckard Financial Services. He serves as president of a nonprofit focused on financial education and is a board member of Westminster Towers and the York County Natural Gas Authority. OSAIC is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm employs a technology-driven investment process and offers a wide range of advisory programs and third-party manager access through a large network of financial advisors.

Philip Corson is a financial advisor with Strategic Planning Corporation in Fort Mill, SC, holding Series 65 and Series 66 credentials and bringing 14 years of industry experience. He is also a member of Legacy Law Firm, LLC, where he practices law. Strategic Planning Corporation provides personalized investment advisory services, financial and estate planning, and educational seminars for individuals, corporations, and trusts, focusing on diversified asset-class allocations and referrals to third-party money managers rather than direct portfolio management.

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.

Kenan Kurtz is a financial advisor at Concorde Financial Resources with a Series 66 designation and three years of industry experience. Prior to joining Concorde in 2021, he held various positions including roles in hospitality and education. Concorde Financial Resources serves individuals, high-net-worth households, trusts, estates, and charitable organizations by providing investment supervisory services, financial planning, and general investment advice. The firm employs a multi-asset class allocation strategy with tactical overlays and offers both fee-based advisory services and commissionable insurance or transactional products.

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.

Jason Ackerman is a CFP® professional with seven years of experience in financial advising. He is affiliated with Wealth Rabbit and also works at Bernard N. Ackerman, CPA, P.A., where he provides accounting and tax services for individuals and businesses. Wealth Rabbit offers discretionary investment advisory and portfolio management services through its mobile app, serving individual users including high-net-worth clients, often onboarding them via employer relationships. The firm uses model portfolios managed on a discretionary basis and features continuous online access and electronic profile updates for clients.

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.

James Roberts is a CFP® with 18 years of experience in the financial advisory industry. He has worked at Intentional, LLC since 2022 and previously held roles at COMMUNITY WEALTH, CommonWealth Financial Network, and Cetera Advisors LLC. Roberts also conducts fixed insurance sales in his individual capacity. Intentional provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as retirement plan consulting for businesses and institutions. The firm’s investment approach integrates fundamental, technical, and economic analysis and includes due diligence on alternative investments for qualified investors.

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.

Mary Ferguson is a financial advisor with Concorde Financial Resources in York, SC, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has worked at Concorde Financial Resources and Westminster Financial Securities since 2001. Concorde Financial Resources serves individuals, high-net-worth households, trusts, estates, and charitable organizations by providing investment supervisory services, financial planning, and discretionary portfolio management. The firm’s investment approach combines multi-asset class allocation with tactical overlays based on economic analysis, offering clients both fee-based advisory services and commissionable insurance or transactional products.

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.

Eugene Dixon Jr. is a CFP® professional with eight years of experience at Macaulay & Associates, LLC. Prior to joining the firm, he held positions at Winthrop University and the University of South Carolina. Outside of his advisory role, he is the founder and manager of a golf simulator rental business and serves as a board member for the Springs Close Foundation, a charitable organization in York County. Macaulay & Associates provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and organizations. The firm constructs customized portfolios primarily using low-cost, diversified mutual funds and ETFs, and offers both discretionary and non-discretionary portfolio management alongside ERISA 3(21) investment oversight.