David Joseph Brunswick III

I’m Tyler Brown, CFP®, founder of Turnpoint Wealth in Raleigh. I work with professionals in their 50s and 60s who are getting close to retirement or have just made the move, when decisions about income, taxes, Social Security, healthcare and investments start to depend on each other. Most of the people I work with have done the right things for decades. What they’re missing is a clear picture of how it all fits together once the paycheck stops. I build that picture year by year, then help coordinate the decisions as real life replaces the projections: which accounts to draw from first, whether Roth conversions make sense, when to claim Social Security, how to cover healthcare before Medicare, and what to do with company stock or RSUs. I start every meeting by asking what matters most to you before we get to my list. As a CFP® professional and investment adviser representative, I act as a fiduciary when providing financial advice to my clients. Before founding Turnpoint Wealth in 2025, I spent 18+ years at Fidelity Investments, Fisher Investments and Edelman Financial Engines. I’m an NC State graduate, and outside the office I fly, follow hockey and spend time with my wife, our daughter and our two dogs.

Your Trusted Financial Partner and Experience You Can Rely On With over three decades in the financial industry, I've dedicated my career to empowering individuals and families to achieve financial well-being. As a CERTIFIED FINANCIAL PLANNER® Professional, Dave Ramsey Master Financial Coach and Fee-Only Financial Advisor based in Raleigh, NC, I offer personalized guidance and unwavering support, drawing on my extensive experience to navigate the complexities of the market and tailor solutions to your unique needs. Your Financial Goals, My Priority I believe that everyone deserves to feel confident and in control of their financial future. Whether you're saving for retirement, planning for your children's education, or seeking comprehensive wealth management, I'll work with you to develop a personalized plan that aligns with your goals and values. As a Dave Ramsey Master Financial Coach, I also utilize the proven Dave Ramsey 7 Baby Step process to help you build a strong financial foundation and achieve lasting financial peace. My Fee-Only approach ensures transparency and prioritizes your best interests. Comprehensive Guidance for a Secure Future From investment management to retirement planning, tax strategies to estate planning, I offer comprehensive guidance to address all aspects of your financial life. I'll be there every step of the way, providing reassurance, answering your questions, and adjusting your plan as life evolves. Rooted in the Community As a North Carolina resident and active member of the Wakefield Rotary Club of Wake Forest community, I understand the local landscape and can provide insights tailored to your specific needs. Let's Build a Brighter Financial Future Together Take the first step towards achieving your financial goals. Start with a Complimentary Retirement Review: https://app.rightcapital.com/account/sign-up?referral=3c861414-45bc-4056-8e9d-63371f536cf0&type=client&advisor_id=WyovNSEMqImVmkOBpo0ePA Schedule a Complimentary Consultation: https://calendly.com/getaplan/fee-only-initial-consultation Check out my website as I transparently list how I work with clients and post my fees: https://universityfinancialstrategies.com/ Remember: It's never too late to start planning for your future. With 30+ years of experience, a genuine passion for helping others and the tools of a Dave Ramsey Master Financial Coach, I'm here to guide you every step of the way.

Ryan Emminger is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He has worked at Fidelity Investments for 15 years before founding JME Wealth Management, an independent advisory firm based in Raleigh, NC. In addition to his advisory work, he is an independent insurance agent involved in fixed insurance sales and service. JME Wealth Management serves individuals, high-net-worth clients, and small businesses with comprehensive financial planning and portfolio management. The firm employs a blended investment approach that includes active and passive strategies, core-and-satellite construction, and uses derivatives and hedging techniques within separately managed accounts.

Bradley Turlington is a financial advisor with White Oak Wealth Partners in Raleigh, NC, holding a Series 66 designation and 14 years of industry experience. He has worked at White Oak Wealth Partners since 2015 and was previously affiliated with Kestra Financial Services, Inc. Additionally, he has been involved with The Turlington Group, Inc. since 1996. White Oak Wealth Partners serves individuals, high net worth clients, trusts, estates, charities, and business entities by providing financial planning, consulting, and discretionary wealth management. The firm manages approximately $110 million in discretionary assets and advises on held-away assets, emphasizing downside risk management and the use of third-party research and independent managers in its investment approach.

James Spirko is the sole advisor at Sovereign Financial Group in Raleigh, NC, holding Series 63 and Series 65 designations with 21 years of industry experience. He has been with Sovereign Financial Group since its founding in 2005. Sovereign Financial Group provides investment advisory and financial planning services primarily to individual and high-net-worth clients through programs that include portfolio management, financial planning, and coordination with tax, estate, and insurance professionals. The firm is notable among solo independent advisors for sponsoring a wrap-fee program and focuses client intake mainly on its Wealth Management offering.

Brian Marshburn is a CFP® professional with 21 years of industry experience. He is the sole advisor at Brevity & Associates, an independent firm he has been with since 2013. His prior experience includes roles at Anthem Wealth Management and Abiding Wealth Advisors, as well as operating Marshburn Properties, LLC. Marshburn also works as an independent insurance agent. Brevity & Associates serves individuals, businesses, trusts, foundations, and charitable organizations by providing discretionary portfolio management and standalone financial planning across retirement, estate, tax, education, and insurance areas. The firm emphasizes equity-focused allocations using mutual funds, ETFs, stocks, and bonds within a buy-and-hold framework, and occasionally employs options, REITs, and private placements to enhance diversification.