Brian Dalton is a financial advisor at TRICAPITAL Wealth Management, Inc. in Charlotte, NC. He holds the CFP® designation and Series 66 license, with seven years of industry experience. Prior to joining TRICAPITAL, he worked at The Vanguard Group, Inc. for five years. TRICAPITAL Wealth Management provides investment management and financial planning services to individuals, business entities, retirement plans, foundations, estates, and trusts. The firm employs a personalized wealth-management process with discretionary portfolio management and uses a proprietary Retirement Funding Score to monitor progress.

Randall White is a CFP® professional with 35 years of experience in financial planning and investment management. He has been a principal at TRICAPITAL Wealth Management, Inc. since 1999 and previously worked with Triad Advisors, Inc. and OSAIC. White serves as a director for the Louis M. Helms Jr. and Anita B. Helms Charitable Foundation and holds a role as successor executor and trustee for related family trusts. TRICAPITAL Wealth Management provides investment management and financial planning services to individual clients, business entities, retirement plans, foundations, estates, and trusts. The firm employs a personalized wealth-management process and offers a variety of investment strategies, including portfolio management through wrap programs and transaction-based accounts, with distinct operational features stemming from its broker-dealer affiliation.

William Smith is a financial advisor at TRICAPITAL Wealth Management, Inc. in Charlotte, NC, with two years of industry experience. He holds Series 63 and Series 65 designations. Alongside his advisory work, he provides bookkeeping and tax return preparation services through his accounting firm, Z.V. Smith & Co. TRICAPITAL Wealth Management offers investment management and financial planning services to individuals, business entities, retirement plans, foundations, estates, and trusts. The firm employs a personalized wealth-management process and utilizes a proprietary Retirement Funding Score to monitor client progress, with investment strategies that include mutual funds, ETFs, equities, fixed income, and margin borrowing options.