David Grice

Jacques Fogel is the principal of Fogel Investment Advisory Group, Inc. in Fletcher, NC, holding Series 63, 65, and 66 licenses with 27 years of industry experience. He has been with Fogel Investment Advisory Group since 2007 and also has a concurrent affiliation with Purshe Kaplan Sterling Investments. Fogel Investment Advisory Group provides investment management and retirement services to individual clients, including high-net-worth individuals, and sponsors of employer-sponsored retirement plans. The firm emphasizes customized, long-term diversified portfolios with a predominantly non-discretionary asset base and offers participant education and workshop-style services for retirement plans.

Daryl Shankland is a financial advisor at Shankland Financial Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Shankland Financial Advisors in various capacities since 2006. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life insurance and annuities. Shankland Financial Advisors provides financial and retirement planning, consulting, and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-HNW clients, employing a combination of fundamental and technical analysis with a long-term investment approach that includes tactical flexibility and periodic rebalancing.

I founded Carrington Financial Planning, LLC, for the single purpose of helping my clients achieve financial success.  I feel a deep sense of responsibility when entrusted with this important aspect of people’s lives.  I also believe that good financial planning must be collaborative in order to be successful.  I work with clients through every step of the process on the way to achieving financial peace of mind.  As a fiduciary advisor, I always put the interests of my clients first and ensure that I meet their needs in a holistic fashion.  That means that I view investment portfolios as just one component of a client’s financial picture.  Good comprehensive financial planning should bring together all aspects of your financial life.  With a well-constructed financial plan, composed of clearly defined goals, combined with a solid investment strategy, we will work together to put you on the pathway to financial success.

Matthew Burril is the sole advisor at Brick Street Equity Management, LLC, an independent registered investment adviser based in Fletcher, NC. He holds Series 63 and Series 65 designations and has 22 years of industry experience. Mr. Burril has led Brick Street Equity Management since 2003. Outside of his advisory work, he serves as president of Cane Creek Aviation, LLC, a company established to own and maintain an aircraft. Brick Street Equity Management provides discretionary portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $28 million across about 15 client relationships, using a combination of fundamental and technical analysis and employing both long- and short-term trading strategies, including the use of margin and short sales when appropriate.

Emil Gonsalvez is the principal of EMGO Capital, LLC, an investment manager based in Arden, NC, with one year of industry experience. He holds a Series 65 designation and has prior work experience at Pine Gate Renewables, HCM Staffing Services, Express Employment Professionals, and Wells Fargo Bank. Outside of his advisory role, he also works full time as an accountant for another firm. EMGO Capital provides financial planning and consulting services to individuals, corporations, LLCs, and small businesses, focusing on investment, retirement, education, and tax planning as well as corporate-structure and real estate analysis. The firm emphasizes a tailored Investment Policy and a Fundamental Asset Forecast approach aimed at capital preservation and long-term growth, operating on a fixed monthly fee model without managing client assets directly.

Jon Green is a CFP® and PFS™ credentialed financial advisor with 21 years of industry experience. He has been the principal of Encompass Advisors, Ltd. since 2004. In addition to his advisory role, he is an author conducting research and writing on investment-related topics. Encompass Advisors, Ltd. provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm focuses on customized, long-term portfolio construction using a combination of low-cost mutual funds, ETFs, and individual securities, employing fundamental, technical, and cyclical analysis with ongoing portfolio monitoring and formal annual reviews.