Michael Testoni

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.

Lenward Jones III is a ChFC® credentialed financial advisor with three years of experience at Envision Planning, LLC. He also operates Wesley Jones CPA PLLC, a tax preparation and consulting firm he founded in 1998. Envision Planning, LLC is a state-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, including smaller, non-high-net-worth clients, as well as select institutional clients. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, integrating financial planning and educational services into its advisory work.

Paul Mayes is a financial advisor with Veritas Investment Advisory Group LLC in Hendersonville, NC. He holds a Series 65 credential and has five years of industry experience. Prior to founding Veritas, he worked at Shankland Financial Advisors, LLC and BorgWarner Turbo Systems LLC. Mayes is also a licensed insurance agent operating Mayes Financial & Insurance Solutions LLC. Veritas Investment Advisory Group LLC serves individuals, families, charitable organizations, corporations, and other business entities. The firm offers financial and retirement planning, discretionary portfolio management, third-party money manager selection, and educational seminars, combining fundamental and technical analysis with tactical strategies and tax-aware rebalancing.