Carey McClure is a financial advisor at Forest Capital with a PFS™ designation and Series 63 and 65 licenses, bringing three years of industry experience. He has held roles at Forest Capital Operating Company LLC since 2024 and has extensive experience in accounting and financial management through his long-term positions at National Planning Corporation and McClure, CPA, P.A. Outside of advisory work, he serves as Chief Financial Officer for Carolina Brick & Materials, Inc./Carolina Ready Mix, LLC. Forest Capital provides investment advisory and financial planning services to individuals and institutional clients, including captive insurance companies. The firm employs internally developed credit and equity analysis models alongside third-party research to guide investment decisions within balanced, equity, or fixed-income strategies.

Dimitri Triantafyllides is a CFA® charterholder with 14 years of experience in the financial advisory industry. He is currently with Forest Capital, where he has worked since 2009, following prior roles including managing principal positions at Sixty Guilders Management LLC and Sixty Guilders Research LLC, where he provides bespoke security analysis and valuation recommendations. Forest Capital offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and captive insurance companies. The firm employs internally developed credit and equity analysis models alongside third-party research, managing approximately $143 million across about 152 client relationships.