Mallen Bruggeman is a financial advisor at Auctus Advisors LLC in Charlotte, NC, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at M HOLDINGS SECURITIES, Inc. and MBL Advisors. In addition to her advisory role, she is a licensed insurance agent and occasionally offers insurance products to clients. Auctus Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm uses a goals-based investment process incorporating comprehensive planning and Monte Carlo simulations, blending strategic and tactical asset allocation with potential use of advanced trading strategies and third-party managers.

David Miller is a financial advisor with Auctus Advisors LLC in Charlotte, NC, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to joining Auctus Advisors in 2017, he worked at M Holdings Securities, MBL Advisors Inc., and Powell Wealth. He serves on the advisory board of Natixis and is chair of the investment committee on the board of trustees at Pfeiffer University. Auctus Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm employs a goals-based investment process combining comprehensive planning and strategic and tactical asset allocation, often utilizing third-party managers for ongoing management.