Shrey Patel

Michael Kothakota is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Wolfbridge Wealth in Durham, NC. He has been associated with WolfBridge Financial Corporation since 2008. In addition to his advisory role, he lectures at Columbia University and serves as an adjunct professor at New York University. Wolfbridge Wealth provides discretionary portfolio management, financial planning, pension-plan consulting, business valuation, and equity research services to individuals—including high-net-worth clients—trusts, pension and profit-sharing plans, and charitable organizations. The firm emphasizes client education through webinars, white papers, and presentations, and integrates fundamental, technical, and macroeconomic analysis into its investment approach. Michael Kothakota developed Interdependent Integrative Financial Planning Theory. He has sa Masters in Predictive Analytics, and a Ph.D. in Personal Financial Planning from Kansas State University. He was also the inaugural Head of Research at CFP Board, the governing body of CFP(R) professionals.

Amber Schiffert is a financial advisor and co-founder at TARA Wealth with eight years of industry experience. She holds Series 63, Series 65, and Series 7 licenses. TARA Wealth is a women-owned fiduciary advisory firm, bringing something unique to wealth management: advisors who share your perspective, understand your life transitions, and have no financial incentive other than helping you succeed. TARA Wealth was founded to set a higher standard — one built on trust, independence, and a genuine commitment to the women and families they serve. TARA Wealth financial advisors are happily located in San Diego, CA, and Raleigh, NC, and serve clients nationally.

Amanda DeCesar is a CFP® professional with 19 years of industry experience. She co-founded TARA Wealth in 2023 with Amber Schiffert. Her prior experience includes roles at MML Investors Services and J.P. Morgan Securities. TARA Wealth is an RIA serving individual and high-net-worth clients, couples, and businesses, providing Total Wealth Management, discretionary investment management, and comprehensive financial planning. The firm primarily uses a passive investment approach with index mutual funds and ETFs, delivering financial planning as an ongoing engagement and managing accounts both discretionarily and non-discretionarily.

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.

Naveen Reddy Gollapally is the sole advisor at gnrfunds LLC, an independent registered investment adviser based in Morrisville, NC. He holds a Series 65 credential and has four years of industry experience, including over a decade at Epsilon Data Management LLC prior to founding gnrfunds in 2021. Outside of his advisory work, he serves as treasurer for several day care centers planned to open in 2026 and 2027, and he is president of a UPS store, as well as a database administrator for a technology consulting firm. gnrfunds LLC serves individual investors, high-net-worth clients, and small businesses with discretionary portfolio management and retirement plan advice. The firm focuses on concentrated equity portfolios through fundamental analysis and employs various strategies including long/short positions and derivatives, offering performance-based fee arrangements to qualified clients.

Joseph Stover is a financial advisor at Reliance Financial Group, Inc. in Durham, NC, holding the PFS™ designation and Series 65 license with 22 years of industry experience. He has been with Reliance Financial Group since 1999. Reliance Financial Group is an independent firm providing discretionary portfolio management, financial planning, and consulting to individual investors, retirement plans, and charitable organizations. The firm emphasizes asset allocation and model-based portfolios, combining fundamental security analysis with long-term investment strategies and periodic rebalancing.