Douglas Henry Rivlin

I spent twenty years in business operations and consulting before making the shift to financial planning. Not because I needed a career change, but because I kept having conversations that felt more valuable than anything else I was doing. Driven, successful people who had built real things and were completely overwhelmed by the job of managing what they'd created. I had a natural instinct for this stuff. Turns out not everyone does. Once I realized I could actually help, it was hard to do anything else. I founded High Rock Wealth Management on a pretty simple belief: the hard work it takes to build wealth shouldn't be followed by a lifetime of managing it. That's my job now. The way I work is pretty straightforward. I'm a finance nerd, genuinely. Tax-loss harvesting, asset location, the mechanics of a well-built plan: I love this stuff and I obsess over the details. But I've also learned that the numbers only tell part of the story. Your relationship with money started long before you had any, and a plan that ignores that context is just math on paper. So I work on both sides equally and I always tell you the truth, even when it's not what you were hoping to hear. I hold the CFP® and Enrolled Agent designations. The EA means tax strategy is built directly into your plan, not referred out to someone else. One relationship. Full picture. On the personal side: I'm a family guy through and through. My wife Natalya and our two kids are my world. We traded the New York Metro area for just outside Charlotte in 2021 and haven't looked back. When clients tell me they're building something for their family's future I feel that personally, not just professionally. It's the same reason I do this work. I work with individuals and families who are ready to stop improvising and start directing their wealth with real intention. If that sounds like you, I'd love to talk.

Most of my clients are corporate professionals and families between 30 and 55 who have built a successful career and are starting to ask a different question: what should that success actually make possible? Sometimes the answer is stepping away for a while to care for a child or a parent. Sometimes it is a sabbatical, a pivot into a different field, or a business of their own. Sometimes it is staying exactly where they are and continuing to work because they want to, not because they have to. Different answers, same work underneath: figuring out what your version would require, and building toward it on purpose rather than by default. That work usually starts at a specific moment. Equity comp that quietly became a concentrated position. A promotion that changed the tax picture and the hours. A package with a short window on it. A parent who needs help the same year tuition starts. Those decisions either build optionality or spend it, and most get made in the first ninety days without anyone pricing the tradeoff. I spent more than two decades in wealth management at large banks before starting Present Day. I am working through a version of this myself: raising a family, helping parents, and deciding what comes after a long corporate chapter. I hold the CFP® certification, studied economics and psychology at UNC–Chapel Hill, and have an MBA from Duke. You can hire me for planning and advice, have me manage the investments, or take what we build and implement it yourself. There is no investable-asset minimum. Fees are flat-dollar or asset-based and disclosed in writing before any engagement begins.

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.

Nick built Greenway Wealth to solve a specific problem: high-earning professionals had incredibly complex financial lives, but the traditional advisory industry was only offering them generic, fragmented advice, or sales focused product pitches. He serves as the visionary behind the firm’s "Personal CFO" model, designing the overarching wealth and tax strategies that convert high-velocity income into permanent independence. Before founding Greenway in 2018, Nick honed his institutional investment expertise at Vanguard and later opened the Charlotte office for a California-based independent advisory firm. A proud graduate of Miami University, he earned his CFP® certification in 2010. Outside the office, Nick is deeply embedded in the Charlotte community. He has volunteered at Brookstone School and served on the Family Advisory Council at Levine Children’s Hospital. In the early morning hours, you might find him roaming the streets of Charlotte with the men of F3 Nation. Ask Me About: -Bay Area sports -My early morning workouts with F3 -Where to find the best nacho in Charlotte

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.