Timothy Edward Bowles

Brooks Jewett is a CFP® professional. Outside of his Wealth Leader role, Brooks previously coached lacrosse at Forsyth Country Day School and serves on the boards of several community organizations, including the Winston-Salem Police Foundation, Whitaker Elementary Circle and the Financial Planning Association of Charlotte.

Anne Marie Webster is a CFP® and holds a Series 66 license with 16 years of industry experience. She is the principal of Curated Capital & Planning LLC, an independent firm she founded in 2021. Her prior experience includes roles at Lionheart Capital Management LLC, Colhoun, Robins, Davenport & Co., LLC, JT Stratford, LLC, Stephens Inc., and MSI Financial Services, Inc. Curated Capital & Planning LLC provides financial planning and discretionary investment management to individual and high-net-worth clients. The firm emphasizes tailored portfolio management based on Modern Portfolio Theory and fundamental analysis, serving a small client base with personalized investment policies and multiple planning engagement formats.

Tyler Schweigert is a CFP® with eight years of industry experience, currently serving at Resolved Financial. Prior to joining Resolved Financial, he was affiliated with Dixon & Company Wealth Management and Schweigert Investments, LLC. Outside of his advisory role, he co-founded and co-hosts The Financial Edge Podcast and is a contributing author to the financial education book Money & Stuff. Resolved Financial primarily serves individual and high-net-worth clients, offering discretionary portfolio management alongside comprehensive financial planning and time-limited financial coaching. The firm combines fundamental, technical, and cyclical analysis with both long- and short-term trading strategies, using third-party analytical tools including AI to support advisor judgment.

Derek Frosh is a CFP® professional with 30 years of industry experience, currently serving at Hanover Square Wealth Advisors LLC since 2025. Prior to joining Hanover Square, he worked for UBS Financial Services for 12 years. Outside of financial advising, he owns and operates a general contracting business involved in construction and remodeling in North Carolina. Hanover Square Wealth Advisors LLC provides investment management, financial planning, retirement-plan consulting, and business consulting to a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans. The firm employs strategic asset allocation and a variety of portfolio management strategies, offering access to alternative asset classes and external account monitoring.

Janice French is a CFA® charterholder with 27 years of industry experience. She is currently affiliated with Timonier and has worked at Rice Financial Products Company since 2009. Timonier provides discretionary and non-discretionary wealth management services to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm combines portfolio management with comprehensive financial, estate, and tax planning, following a long-term, family-office approach that emphasizes market efficiency, asset allocation, and tax efficiency.

Nicholas Baker is a financial advisor at Timonier with 12 years of industry experience. He holds a Series 65 designation and has worked at Timonier Family Office Ltd. and Wilkinson and Associates since 2013. Outside of advising, he is a licensed real estate broker facilitating buyer contracts in Charlotte, NC. Timonier provides discretionary and non-discretionary wealth management to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm emphasizes a multi-generational, family-office approach with comprehensive financial, estate, and tax planning, focusing on long-term, structured portfolios that prioritize asset allocation, tax efficiency, and low turnover.