I spent twenty years in business operations and consulting before making the shift to financial planning. Not because I needed a career change, but because I kept having conversations that felt more valuable than anything else I was doing. Driven, successful people who had built real things and were completely overwhelmed by the job of managing what they'd created. I had a natural instinct for this stuff. Turns out not everyone does. Once I realized I could actually help, it was hard to do anything else. I founded High Rock Wealth Management on a pretty simple belief: the hard work it takes to build wealth shouldn't be followed by a lifetime of managing it. That's my job now. The way I work is pretty straightforward. I'm a finance nerd, genuinely. Tax-loss harvesting, asset location, the mechanics of a well-built plan: I love this stuff and I obsess over the details. But I've also learned that the numbers only tell part of the story. Your relationship with money started long before you had any, and a plan that ignores that context is just math on paper. So I work on both sides equally and I always tell you the truth, even when it's not what you were hoping to hear. I hold the CFP® and Enrolled Agent designations. The EA means tax strategy is built directly into your plan, not referred out to someone else. One relationship. Full picture. On the personal side: I'm a family guy through and through. My wife Natalya and our two kids are my world. We traded the New York Metro area for just outside Charlotte in 2021 and haven't looked back. When clients tell me they're building something for their family's future I feel that personally, not just professionally. It's the same reason I do this work. I work with individuals and families who are ready to stop improvising and start directing their wealth with real intention. If that sounds like you, I'd love to talk.

Taysha Hogarth is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill, she worked at Chen Med and the Stephen C.O Connell Center. Outside of her advisory role, she operates an online retail platform as an independent seller. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services using model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers investment approaches constructed by internal and third-party teams and supports customized portfolio implementation and trading.

David Hoshour is a financial advisor with Cornerstone Investment Services, Inc. in Indian Trail, NC, holding Series 63 and Series 65 designations and 15 years of industry experience. He has been with Cornerstone Investment Services since 1995. Cornerstone Investment Services provides ongoing investment supervisory services and basic financial planning to individuals, trusts, and nonqualified retirement accounts, as well as advising retirement plan sponsors and institutional clients. The firm offers discretionary, fee-only portfolio management with a focus on medium- to long-term holdings and emphasizes fiduciary services and customized solutions for retirement plans.

Kirk Block is a CFP® and PFS™ credentialed financial advisor with 22 years of industry experience. He is the principal of Block Wealth Management, Inc., an independent firm he has led since 2008. In addition to his advisory role, he is licensed to offer insurance products as an agent with various insurance companies. Block Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, including retirement plan sponsors. The firm employs a Modern Portfolio Theory-based approach using Dimensional Fund Advisors funds, integrating financial planning with tax guidance and insurance recommendations, and offers a range of fiduciary, consulting, and portfolio management services.

My Financial Background: I am a CFA® Charterholder and CFP® Professional. For over a decade I served in various roles at Morgan Stanley and BNP Paribas in the New York metro area before relocating to Charlotte, North Carolina in 2021 where I was most recently a Vice President at Bank of America. Why I founded PB Wealth: I started PB Wealth to make a real impact in people’s lives, specifically focusing on professionals and families who may have some time before they retire, but they are in their peak decision-making years and need someone that truly invests in and empowers them. Starting my own RIA has given me the flexibility and independence I need to serve clients in their best interest, without compromise. My Mission: I believe a financial advisor should meet you where you are, whether you’re just starting out or whether you’re in your peak earning years, it should not matter. My mission is to help you build a life that is truly meaningful to you and that starts with getting to know who you are and what matters most to you.

Lucas Elliott is the sole advisor at Tactical Capital LLC in Charlotte, NC, holding a Series 65 designation with four years of industry experience. He has worked at Tactical Capital since 2021 and has held a concurrent role as Global Director of Quality Engineering at Safeguard Medical, a medical device design and manufacturing firm. Prior to this, he worked at Teleflex Inc. from 2014 to 2020. Tactical Capital LLC provides discretionary investment management and integrated financial planning services to individual, high-net-worth, and institutional clients. The firm uses a flexible investment approach tailored to client objectives and risk tolerances, incorporating asset allocation, dollar-cost averaging, technical analysis, and both short- and long-term strategies.

John English is the principal of J W English Investment Management Services LLC in Indian Trail, NC, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his own CPA firm since 1996. In addition to his advisory and accounting work, he is the owner and sole proprietor of a mobile DJ entertainment business. J W English Investment Management Services provides discretionary portfolio management and investment supervisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs a comprehensive investment process that includes fundamental, technical, and cyclical analysis, managing portfolios across a range of securities while offering both long- and short-term strategies.

Mark Kenison is the president and owner of Turning Point Financial, Inc. in Charlotte, NC, with 20 years of industry experience. He holds the CFP® designation and is a licensed life and health insurance agent. In addition to his advisory work, he operates a tax preparation business called Momentum Tax & Accounting. Turning Point Financial provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth individuals, as well as pension plans, trusts, and corporate entities. The firm employs an asset-allocation approach based on efficient-market principles and risk management, using mutual funds, ETFs, and individual securities to create custom-tailored portfolios.

Evan Grey is a CFP® professional with two years of industry experience, currently serving as the sole advisor at Grey Private Capital in Charlotte, NC. His prior experience includes roles at Ogorek Wealth Management LLC and ASK Capital Holdings, Inc., where he remains an employee of a single-family office and dedicates over half of his time. Grey Private Capital offers investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, employer-sponsored retirement plans, charitable organizations, and businesses. The firm utilizes an asset allocation approach grounded in modern portfolio theory, primarily employing passive investment vehicles and providing specialized services for institutional retirement plans and pension consulting.

Nathalie Cote is a CFP® and Series 65-licensed financial advisor with Harvest Financial Planning, LLC, based in Fort Mill, SC. She has six years of industry experience and has been with Harvest Financial Planning since 2018. In addition to her advisory role, she is a professor of psychology at Belmont Abbey College, where she has taught since 1998. Harvest Financial Planning provides financial planning, personal finance coaching, portfolio reviews, and discretionary investment management services primarily to individuals, couples, and families. The firm emphasizes diversification, long-term holding, and cost minimization, with a notable focus on financial education and serving clients through various fee structures, including hourly and subscription arrangements.

Carlton Phillips is the sole advisor at Asset Investment Solutions, LLC in Fort Mill, SC. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to founding his current firm in 2018, he worked with Motiv8 Investments LLC and Asset Management Consultants Inc. Outside of his advisory role, he operates as an independent insurance agent and hosts free educational seminars. Asset Investment Solutions, LLC provides written financial planning and refers clients to third-party investment advisers for portfolio management. The firm focuses on asset-allocation models across various asset classes and monitors recommended managers without directly handling trades or custody of client assets.

Jason Moore is a CFP® with 19 years of experience in the financial industry. He is the principal advisor at Moore Investment Partners, LLC, an independent firm he founded in 2022. Prior to that, he worked at E*Trade for nine years. Moore Investment Partners provides portfolio management services primarily to individual and high-net-worth clients, creating individualized Investment Policy Statements and offering both discretionary and non-discretionary management. The firm’s approach is based on Modern Portfolio Theory and a long-term investment horizon, with a focus on asset allocation, risk tolerance, and regular portfolio reviews.

Michael Holland is a financial advisor with Holland Capital Management LLC in Charlotte, NC, holding the CFP® and CFA® designations and possessing 28 years of industry experience. His career includes roles at Fifth Third Securities and founding Holland Capital Management. He is also licensed to sell fixed insurance products in North Carolina. Holland Capital Management provides investment advisory and financial planning services to high-net-worth households, individuals, trusts, estates, and business entities. The firm uses a custodian-sponsored program to allocate assets to third-party sub-advisers and offers tailored financial planning through interactive modeling and modular written plans.

For more than 20 years, I’ve had the privilege of walking alongside people as a Financial Advisor, helping them navigate life’s big moments and build a secure future. I’m passionate about creating lasting, trust-filled relationships—especially with those who’ve worked hard to grow their wealth and want a partner to protect it. My journey in finance has been shaped by a love for problem-solving and a deep commitment to seeing my clients thrive, both financially and personally. My career has taken me across industries and continents—from banking and management consulting to wealth management and mortgage banking, splitting time between the US and Japan. I graduated from the University of Notre Dame with degrees in Finance and Japanese, which sparked an incredible chapter in Tokyo, where I spent nearly eight years with global financial firms. Eventually, I landed in Charlotte, NC, bringing with me a blend of experiences that still inform how I serve my clients today. As a Certified Financial Planner™, Tax Planning Certified Professional®, Certified Divorce Financial Analyst®, and Chartered Retirement Planning Counselor, I’ve gathered extensive tools and perspectives that help me adapt to whatever challenges come our way. I’ve guided families and individuals through every twist and turn of the economic cycle—including the chaos of the 2008-2009 Financial Crisis. What drives me is a belief that your financial plan should be as unique as you are. I don’t lean on one-size-fits-all solutions. Instead, I take an active, hands-on approach to managing portfolios, staying nimble so we can safeguard what you’ve built and seize opportunities as they arise. I’ve always admired the wisdom of investors like Warren Buffett, who remind us to stay prepared for the unexpected. That’s why I focus on dynamic, personalized strategies to cut through the noise of today’s markets. My goal? To help you feel confident and empowered about your finances, so you can focus on living the life you’ve dreamed of. I’d love to sit down with you, hear your story, and explore how we can work together to make your goals a reality. Let’s build something meaningful, step by step.

Leonard Brecken is the principal and sole advisor at Brecken Capital Advisors, LLC, with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Lincoln Financial Securities Corp and Waddell & Reed Inc. Brecken Capital Advisors provides individualized portfolio management and comprehensive financial planning for individuals, high net-worth clients, and businesses. The firm uses a top-down investment approach incorporating passive exposures, internal model portfolios, and a mix of ETFs and selected individual stocks, while also offering business-focused services such as employee benefits optimization and exit planning.

James Mc Gehee is a CFP® and CFA® credentialed financial advisor with 17 years of industry experience. He has been the principal at McGehee Wealth Advisory Group, Inc. since 2010. The firm provides investment management and related services primarily to individuals, high-net-worth clients, family trusts, and charitable organizations. McGehee Wealth Advisory Group customizes portfolios based on client objectives and risk tolerance, employing asset allocation, dollar-cost averaging, and buy-and-hold strategies, and maintains a focus on individualized account management through a small client base.

Marcus Sturdivant is a financial advisor at The ABC Squared with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Florida Financial Advisors and Tristate Financial Advisors. Outside of advising, he volunteers with The Kaizen Foundation of North Carolina, a nonprofit focused on financial literacy. The ABC Squared is a small independent firm providing tiered financial planning services to individual clients, covering areas such as investment planning, insurance, tax and retirement planning, college funding, and debt management. The firm completes financial planning engagements at plan delivery and employs a mix of analytical methods while generally recommending a long-term trading approach.

Walter Bahr is a Series 66 licensed financial advisor with 16 years of industry experience. He is the sole advisor at World Trends Wealth Management, LLC, an independent registered investment adviser based in Waxhaw, NC. Bahr has worked with World Trends Wealth Management since 2013 and has prior experience with World Trends Capital and Euro Pacific Capital, Inc. He holds a doctoral degree in chiropractic. World Trends Wealth Management serves a small number of primarily individual clients, focusing on personalized portfolio management and financial planning for about a dozen households with approximately $9 million in assets under management. The firm emphasizes direct client relationships and offers both advisory services and sales of other financial products.

Bradford Russell is the sole advisor at Chevron Financial in Pineville, NC, holding a Series 65 designation with three years of industry experience. He has been self-employed since 2009 and also works as a licensed insurance broker. Chevron Financial is an independent investment adviser serving individuals, high-net-worth clients, and corporate entities with portfolio management and financial planning services. The firm employs a goals-based investment process that incorporates strategic and tactical portfolio construction, primarily recommending ETFs and mutual funds, while also providing access to model portfolios on a recommended custody platform.

Thomas Alvis III is a financial advisor with Elevated Performance Investment Group, LLC in Charlotte, NC, holding a Series 65 designation and 10 years of industry experience. He is also CEO of Elevated Financial & Tax, LLC, a tax preparation firm, which he has led since 2015. His prior roles include positions at Foundations Investment Advisors, LLC, Gradient Investments, LLC, and Rick Barnett Financial Group Inc. Elevated Performance Investment Group primarily operates as a referral and advisory intermediary, connecting clients to third-party managers and offering financial planning, consulting, and ERISA 3(21) retirement-plan advisory support. The firm provides educational seminars and sources investment solutions through platforms like AssetMark and selected external managers.