Charles Poe is a CFA® charterholder with 13 years of industry experience. He has been with Grand Central Investment Group, LLC since 2014, following brief tenures at Vicus Capital, Inc. and Merrill. He serves as a board member and shareholder of Poe Financial Group, a property and casualty insurance agency. Grand Central Investment Group provides portfolio management, financial planning, and consulting services to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a top-down investment process emphasizing asset allocation and dividend-paying equities, offering both discretionary and non-discretionary management through a bundled wrap-fee program and separate consulting services.

Michelle Halpin is a financial advisor with Grand Central Investment Group, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked with Grand Central Investment Group since 2014, following previous roles at Wells Fargo Advisors and Wells Fargo Clearing spanning 16 years. Grand Central Investment Group, LLC provides portfolio management, financial planning, and consulting services to a range of clients, including individuals, trusts, retirement plans, charitable organizations, and businesses. The firm uses a top-down investment approach focused on asset allocation and dividend-paying equities and offers both a proprietary wrap-fee program and consulting services with transaction-based fees.

Frank Cooper III is a financial advisor with Grand Central Investment Group, LLC in Montreat, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His past roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Grand Central Investment Group provides portfolio management, financial planning, and consulting services to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a top-down investment approach focused on asset allocation and dividend-paying equities, offering both discretionary and non-discretionary management primarily through a bundled wrap-fee program alongside a separate consulting service.