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.

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.

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.

Terrell Stauffer is a CFP®-designated financial advisor with seven years of industry experience. He is the principal of Stauffer Financial, LLC in Rock Hill, SC, and has prior experience at firms including Wealth Enhancement Group and LPL Financial. Outside of advising, he is a part owner of Seamless Paint and Epoxy, a business unrelated to investments. Stauffer Financial, LLC is an independent advisory firm providing discretionary asset management to individuals, high net worth clients, and corporate entities. The firm employs fundamental analysis and long-term strategies tailored to each client’s goals and risk tolerance, with ongoing monitoring and periodic rebalancing.

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.

John Mitchell is the sole advisor at JM Tax & Financial LLC in Tega Cay, SC, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at H.D. Vest Investment Services and had a 30-year career at American Airlines. In addition to financial advising, Mitchell owns and operates a tax preparation and bookkeeping business serving individuals and small businesses. JM Tax & Financial LLC provides portfolio management and financial planning services to individual and high-net-worth clients, integrating discretionary and non-discretionary approaches. The firm combines investment advisory with tax preparation, bookkeeping, and payroll services, emphasizing active management with technical analysis and consideration of clients’ tax situations.

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 20 years of industry experience, currently serving as the sole advisor at Moore Investment Partners, LLC since 2022. Prior to founding his firm, he worked at E*Trade for nine years. Moore Investment Partners provides portfolio management services primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary management with investment strategies based on Modern Portfolio Theory and a long-term horizon. The firm prepares individualized Investment Policy Statements and typically uses Charles Schwab for custody and trading.

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.

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.

Richard Heckard is a financial advisor with Osaic Wealth, Inc. based in Rock Hill, SC, holding a Series 66 designation and 18 years of industry experience. His prior work includes over a decade at FSC Securities Corporation and ongoing roles with Continuum Capital Advisory, LLC and Heckard Financial Services. He serves as president of a nonprofit focused on financial education and is a board member of Westminster Towers and the York County Natural Gas Authority. OSAIC is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm employs a technology-driven investment process and offers a wide range of advisory programs and third-party manager access through a large network of financial advisors.

Aaron Finch is the principal of Oakley Financial LLC in Fort Mill, SC, with 20 years of industry experience. He holds Series 66 and Series 65 licenses and has worked previously at Voya Financial Partners and operated as a sole proprietor since 2003. Finch is also involved in fixed insurance sales as an insurance agent. Oakley Financial LLC provides investment advisory and retirement-plan consulting services to individuals, high-net-worth clients, and employer-sponsored plans. The firm offers tailored investment strategies and serves as an ERISA 3(21) or 3(38) advisor, focusing primarily on retirement plan advisory and consulting roles.

What are the roles in your life that are most important to you? The top three for me are Christian, spouse and parent. The other roles that I’m spending more time in are beach hanger outer (technical term), drummer, basketball coach, concert/live theatre goer, bourbon taster and national park attender. The top three roles require intentionality to do them well. All the other roles require planning. These are all things that I’m not waiting for retirement to do. I’m doing them now and I’m spending more time in them with each year that goes by. At Silvis Financial, we want to help you focus on the most important roles in your life along with the other roles in your life that you love to do. We want to come along side you as your guide to help you navigate the financial decisions that need to be made now to help you create the work optional lifestyle that you’ve been envisioning. As for me, I’m from St. Louis, MO. Die hard St. Louis Cardinals baseball fan. I majored in Economics at Vanderbilt University and played basketball there as well. I had a taste of professional basketball overseas before I settled into my career in financial services back in the late 90’s. Now it’s all about doing life with my wife and two kids. The roles listed above give a pretty good description of what I like to do when I’m not engaged in the business. Check out our website to learn more about our planning process or to set up a free consultation. I look forward to connecting with you soon!

Stefan Fencl is a CFA® charterholder with 11 years of industry experience. He is the sole advisor at LEEP Asset Management, LLC, an independent firm based in Charlotte, NC. His prior experience includes roles at PNC Private Bank, First Citizens Bank, and Capital Advisors Group, Inc. LEEP Asset Management provides portfolio management services to individuals and high-net-worth clients, offering both discretionary and non-discretionary advisory services. The firm employs a diverse investment approach incorporating fundamental, technical, and charting analysis, and includes equities, fixed income, venture capital, and options strategies among its recommended investments.