William Archibald Rainwater

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

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.

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.

Jerel Harvey is a financial advisor at Fedway Financial LLC in Charlotte, NC, holding Series 65 and Series 66 credentials with 11 years of industry experience. His career includes roles at Red Ventures and Valley Ridge Partners, alongside operating as a sole proprietor since 2013. He is also an independent insurance agent. Fedway Financial LLC provides investment advisory services primarily to individual clients, offering discretionary portfolio management and customizable financial planning. The firm emphasizes long-term strategies and fundamental analysis, conducts educational public seminars, and maintains a small, personalized client base.

Robert Coley is a CFA charterholder and holds a Series 65 license with 15 years of industry experience. He has worked at Atticus Capital Advisors LLC since 2017 and previously at Ajax Capital Advisors, Inc. from 2010 to 2017. Atticus Capital Advisors LLC is an independent, single-advisor registered investment adviser serving individuals and high-net-worth clients. The firm provides discretionary portfolio management and financial planning, utilizing fundamental analysis, technical analysis, and modern portfolio theory to implement tailored investment strategies.

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.