Duncan Foy

James Roberts is a CFP® with 18 years of experience in financial advisory services. He is currently with Intentional, LLC and has previously worked at COMMUNITY WEALTH, Commonwealth Financial Network, Cetera Advisors LLC, PRUCO Securities, LLC, and LPL Financial. Roberts conducts fixed insurance sales in his individual capacity. Intentional provides discretionary portfolio management, financial planning, and advisory services for individuals, high-net-worth clients, families, businesses, and institutions. The firm offers pension consulting, estate planning support, business exit planning, and specialized due diligence for alternative and private investments, employing a comprehensive investment process that integrates fundamental, technical, and economic analysis.

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.

Kirk Block is a CFP® and PFS™ credentialed financial advisor with 22 years of industry experience. He is the principal of Block Wealth Management, Inc., an independent firm he has led since 2008. In addition to his advisory role, he is licensed to offer insurance products as an agent with various insurance companies. Block Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, including retirement plan sponsors. The firm employs a Modern Portfolio Theory-based approach using Dimensional Fund Advisors funds, integrating financial planning with tax guidance and insurance recommendations, and offers a range of fiduciary, consulting, and portfolio management services.

My Financial Background: I am a CFA® Charterholder and CFP® Professional. For over a decade I served in various roles at Morgan Stanley and BNP Paribas in the New York metro area before relocating to Charlotte, North Carolina in 2021 where I was most recently a Vice President at Bank of America. Why I founded PB Wealth: I started PB Wealth to make a real impact in people’s lives, specifically focusing on professionals and families who may have some time before they retire, but they are in their peak decision-making years and need someone that truly invests in and empowers them. Starting my own RIA has given me the flexibility and independence I need to serve clients in their best interest, without compromise. My Mission: I believe a financial advisor should meet you where you are, whether you’re just starting out or whether you’re in your peak earning years, it should not matter. My mission is to help you build a life that is truly meaningful to you and that starts with getting to know who you are and what matters most to you.

Mark Kenison is the president and owner of Turning Point Financial, Inc. in Charlotte, NC, with 20 years of industry experience. He holds the CFP® designation and is a licensed life and health insurance agent. In addition to his advisory work, he operates a tax preparation business called Momentum Tax & Accounting. Turning Point Financial provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth individuals, as well as pension plans, trusts, and corporate entities. The firm employs an asset-allocation approach based on efficient-market principles and risk management, using mutual funds, ETFs, and individual securities to create custom-tailored portfolios.

Evan Grey is a CFP® professional with two years of industry experience, currently serving as the sole advisor at Grey Private Capital in Charlotte, NC. His prior experience includes roles at Ogorek Wealth Management LLC and ASK Capital Holdings, Inc., where he remains an employee of a single-family office and dedicates over half of his time. Grey Private Capital offers investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, employer-sponsored retirement plans, charitable organizations, and businesses. The firm utilizes an asset allocation approach grounded in modern portfolio theory, primarily employing passive investment vehicles and providing specialized services for institutional retirement plans and pension consulting.