Catherine Mitchell Sherer

James Roberts, CFP®, CExP™, is the founder of Intentional, LLC, an SEC registered investment advisory firm based in Fort Mill, SC. He has been in the investment services industry since 2007 and works with business owners, executives, and families in Charlotte, Charleston, and nationally. James works with clients who have built significant wealth and are facing decisions where the stakes are high: selling a business, managing a liquidity event, planning an ESOP, or deciding what to pass on and how. His exit planning work follows Business Enterprise Institute standards, and his portfolio approach is tax aware by design, combining a core of low cost ETFs with individual equities, individual bonds, and alternatives for eligible investors. Every relationship begins with Wealth Identity, Intentional, LLC's proprietary assessment of how clients think, feel, and act around money. A series of personal experiences led James to a question most financial plans skip: what is the wealth actually for? That question shapes every plan he builds. Intentional, LLC generally serves individuals and families with $1 million or more in investable assets. Client assets are held at Raymond James.

Brice Oldham is a CFP®, CFA®, and holds a Series 66 license with 21 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial, Carroll Financial Associates, and Cetera Advisor Networks. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting services through a combination of active and passive investment strategies overseen by an internal Investment Committee.

Ian McCann is a financial advisor at Raymond James & Associates in Charlotte, NC. Raymond James & Associates provides financial planning and investment consulting to a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses primarily through non-discretionary advisory relationships, and it maintains notable public finance and municipal services alongside its retail advisory offerings.

Taysha Hogarth is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill, she worked at Chen Med and the Stephen C.O Connell Center. Outside of her advisory role, she operates an online retail platform as an independent seller. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services using model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers investment approaches constructed by internal and third-party teams and supports customized portfolio implementation and trading.

Patrick Sheehan is a financial advisor at Prodeo Asset Management, LLP with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Prodeo since 2017. Sheehan is also CEO of Elevation LLC, a FINRA-registered broker-dealer, and serves as a director and officer of VP Research, Inc., a firm providing global macro market commentary and trade ideas. Additionally, he manages Big Label Records, LLC. Prodeo Asset Management offers discretionary investment management through private funds and separately managed accounts, serving funds, institutional investors, corporations, pensions, trusts, and high-net-worth individuals. The firm employs a systematic, rules-based investment approach using quantitative models and proprietary indicators across multiple asset classes and tailors strategies based on client-specific profiles.

Stephen Miller is the sole advisor at Forward Wealth Management, LLC in Charlotte, NC. He holds CFP® and CFA® designations and has 21 years of industry experience, including prior roles at Hayden Harper Wealth Advisory, Round Table Wealth Management, and Citicorp Investment Services. Miller is licensed to sell life insurance and dedicates approximately 5% of his time to product sales involving additional compensation. Forward Wealth Management, LLC is an independent advisory firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a tactical investment approach combining fundamental and technical analysis, including option strategies, and manages accounts on a discretionary basis with ongoing oversight.