William Archibald Rainwater

James Roberts, CFP®, CExP™, is the founder of Intentional, LLC, an SEC registered investment advisory firm based in Fort Mill, SC. He has been in the investment services industry since 2007 and works with business owners, executives, and families in Charlotte, Charleston, and nationally. James works with clients who have built significant wealth and are facing decisions where the stakes are high: selling a business, managing a liquidity event, planning an ESOP, or deciding what to pass on and how. His exit planning work follows Business Enterprise Institute standards, and his portfolio approach is tax aware by design, combining a core of low cost ETFs with individual equities, individual bonds, and alternatives for eligible investors. Every relationship begins with Wealth Identity, Intentional, LLC's proprietary assessment of how clients think, feel, and act around money. A series of personal experiences led James to a question most financial plans skip: what is the wealth actually for? That question shapes every plan he builds. Intentional, LLC generally serves individuals and families with $1 million or more in investable assets. Client assets are held at Raymond James.

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 with Fedway Financial LLC in Charlotte, NC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, and Red Ventures, as well as operating a sole proprietorship since 2013. He is also licensed as an insurance agent. Fedway Financial LLC provides investment advisory services primarily to individual clients, offering discretionary portfolio management combined with customizable financial planning. The firm emphasizes long-term investment strategies tailored to each client’s objectives and conducts educational seminars on personal financial planning.

Robert Coley is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He has worked at Atticus Capital Advisors LLC since 2017 and previously spent seven years with Ajax Capital Advisors, Inc. based in Charlotte, NC. Atticus Capital Advisors is an independent investment adviser serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning. The firm combines fundamental and technical analysis with modern portfolio theory, employing both long- and short-term trading strategies and offering model portfolios tailored to varying risk tolerances.