Matthew Falkner is a financial advisor with Trails Edge Wealth Advisers, LLC in Charlotte, NC. He holds Series 65 and Series 66 licenses and has 10 years of industry experience. Prior to joining Trails Edge Wealth Advisers, he worked at firms including Wealth Enhancement Group, Acquis Consulting, Listengage, Spaulding Ridge, Salesforce, Wells Fargo, Credit Suisse Securities, and Lehman Brothers. Trails Edge Wealth Advisers provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, including high net worth clients, as well as to corporations, pension plans, endowments, foundations, estates, and trusts. The firm uses a combination of asset allocation and multiple analytical methods to construct and monitor individualized portfolios, often employing third-party model managers and sub-advisers accessed through the GeoWealth platform.

Alan Myers is a financial advisor at Trails Edge Wealth Advisers, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Credit Suisse Securities, Deutsche Bank Securities, and Morgan Stanley. He serves as co-trustee of his father's trust. Trails Edge Wealth Advisers provides discretionary and non-discretionary portfolio management services to individuals, including high net worth clients, as well as institutions such as corporations, pension plans, and endowments. The firm uses a combination of asset allocation and multiple analytical methods, integrating third-party model managers and sub-advisers to manage client portfolios.