Over the last 20 years, I've learned how best to help business owner families better plan for their financial future. I understand the pain points they face and how it impacts their family. A business is typically the best investment a family will ever own, but it comes with risk, responsibilities, and stress. Some families become comfortable with that over the years while others don't. The ones who do typically keep the business. The ones who don't end up selling it, which is an experience they likely only go through once in their lives. These dynamics require different approaches as it relates to managing their family's wealth. That's where we can help. At Portus, we understand business owners prioritize the growth of their company, reinvest profits, and don't usually have wealth outside of their company. We engage with them on a retainer basis, help them reduce risk, build wealth outside of the business, and then manage those investment portfolios. Along the way, we dive deep into the family finances, get to know the ins and outs of the business, and create a plan for their personal finances to thrive in conjunction with the business.

Natalie Foy is a CFP® and CFA® with 18 years of industry experience, currently serving as an advisor at Greenway Wealth Advisors, LLC since 2020. Her prior experience includes roles at Citizens Capital Markets Inc., CiTIZENS BANK, N.A., and Merrill. She is also a partner in String Bean Holdings, LLC, a real estate holding company. Greenway Wealth Advisors is a small team managing approximately $184 million for individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm focuses on passive, asset-class oriented portfolios using low-cost index funds and ETFs, offering comprehensive financial planning and ERISA-level retirement plan consulting.

Christopher Zaccarelli is a CFA® charterholder with 21 years of industry experience. He is currently with Beacon Capital Advisory Group and previously worked at Independent Advisor Alliance, LPL Financial, LLC, and Cornerstone Financial Partners. Beacon Capital Advisory Group provides discretionary portfolio management, financial planning, retirement plan investment management, and subadvisory services. The firm serves individual and high-net-worth clients as well as retirement plans, using fundamental analysis and a combination of long- and short-term trading strategies tailored to client goals.

Philip Bailey is a CFP® with 40 years of experience in financial services. He is currently with Muirfield Wealth Advisors LLC, where he has worked since 2021. His prior experience includes roles at Raymond James Financial and Bailey Retirement Partners. He is also licensed as an insurance agent and sells life insurance, annuities, and long-term care products as a secondary business activity. Muirfield Wealth Advisors serves individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management and financial planning services. The firm uses a goal-driven, primarily long-term investment approach with customized portfolios and acts as a fiduciary for retirement accounts.

Matthew Jellison is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Gunderson Capital Management and has previously worked at firms including The Vanguard Group, Guardian Life Insurance Company, and Park Avenue Securities. Gunderson Capital Management provides customized investment management and financial planning services primarily to individual and high-net-worth clients. The firm manages discretionary portfolios with a varied investment approach and performs regular account reviews through an investment committee.

Paul Clark is a CFP® professional with four years of industry experience, currently serving as an advisor at Mill Capital Management, LLC. Prior to joining Mill Capital in 2021, he worked at Wells Fargo for ten years. Mill Capital Management serves individual clients, including high net worth individuals, and charitable organizations, providing discretionary investment management focused on a concentrated, value-oriented large-cap equity strategy. The firm integrates financial planning with its investment services and manages approximately $1.49 billion in client assets with a team of three advisors.

Christopher Patton is a financial advisor at Novare Capital Management in Charlotte, NC, with 24 years of industry experience. He has been with Novare Capital Management since 2007. He holds Series 63 and Series 65 designations. Novare Capital Management is an SEC-registered wealth management firm with a team of 18 advisors managing approximately $1.9 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm offers comprehensive financial planning and portfolio management using proprietary strategies and incorporates artificial intelligence tools alongside human oversight in its investment process.

Andrew Pitts is a financial advisor at Worth Advisors in Charlotte, NC, with three years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors for three years. His early career includes roles at Lowe's Home Improvement, Christ Community Church, and Davidson College. Worth Advisors is a fee-based financial planning and investment management firm serving individuals, college coaches, businesses, and retirement plans. The firm emphasizes portfolio construction aligned with clients’ objectives and risk tolerances, utilizing ETFs, no-load index mutual funds, and third-party money managers while maintaining oversight and due diligence.

Ivan Henriquez is a financial advisor at Forthright Capital with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Equitable Advisors and Park Avenue Securities. Henriquez is also involved with Forthright Capital Partners, an affiliated insurance agency. Forthright Capital Advisory is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets. The firm serves individuals, retirement plans, corporations, and charitable organizations, primarily practicing passive investment management through model portfolios and may engage outside managers when appropriate.

Brian Jones is a CFP® with 20 years of industry experience and has been with Providence Capital Advisors, LLC since 2015. He holds Series 63 and Series 66 licenses and is based in Charlotte, NC. Providence Capital Advisors provides discretionary and non-discretionary investment management and integrated financial planning to individuals, high-net-worth clients, corporations, and small businesses. The firm employs a valuation-driven investment approach supplemented by technical and cyclical analysis, offering multiple distinct strategy sleeves and utilizing derivatives and limited leverage as part of its portfolio construction and risk management.

Harrison Clark is a financial advisor at Blue Financial in Charlotte, NC, holding a Series 66 designation with two years of industry experience. His prior roles include positions at UBS Financial Services and the Federal Deposit Insurance Corporation. Blue Financial serves individual clients, small businesses, trusts, estates, and high-net-worth individuals, offering discretionary asset management and financial planning. The firm focuses on building portfolios aligned with client goals, time horizons, and risk tolerances using both fundamental and technical analysis with a long-term investment approach.

Holly Skipper is a financial advisor at Verum Partners LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at Verum Partners since 2019, previously spending five years at Carolinas Investment Consulting LLC. Verum Partners provides customized wealth management and discretionary portfolio management services for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that combines advisory and securities transaction services, offering access to independent portfolio managers and maintaining institutional relationships with Schwab and Fidelity for research and technology support.

Mallen Bruggeman is a financial advisor at Auctus Advisors LLC in Charlotte, NC, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at M HOLDINGS SECURITIES, Inc. and MBL Advisors. In addition to her advisory role, she is a licensed insurance agent and occasionally offers insurance products to clients. Auctus Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm uses a goals-based investment process incorporating comprehensive planning and Monte Carlo simulations, blending strategic and tactical asset allocation with potential use of advanced trading strategies and third-party managers.

Jennifer Jones is a financial advisor at Laurel Wealth Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Laurel Wealth Advisors since 2007. In addition to her advisory role, she is the managing member of Single Shingle, LLC, a real estate holding company. Laurel Wealth Advisors provides investment advice and portfolio management to individuals, charitable organizations, and business entities. The firm customizes strategies based on client goals and risk tolerance, utilizing fundamental analysis and various investment techniques, while integrating financial planning within its asset management services.

Natale Monastra is a financial advisor with WestEnd Advisors, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining WestEnd Advisors, Natale worked at Victory Capital Services, Inc. and Opus Capital Management, LLC, and spent five years at Xavier University. WestEnd Advisors is an SEC-registered investment adviser that offers discretionary portfolio management and third-party ETF model strategies to a diverse client base, including individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process, using economic data to guide sector and equity allocations, and operates as an autonomous franchise of Victory Capital while providing model portfolio recommendations to other financial institutions.

Jessica Rickert is a financial advisor at Novare Capital Management with 12 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Vanguard Advisors, Inc. for five years. Novare Capital Management is an SEC-registered wealth management firm with a team of 18 advisors managing approximately $1.9 billion for a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm provides comprehensive financial planning and portfolio management, using proprietary strategies and AI tools alongside human oversight.

Brian Rudisill is a CFA® charterholder with 19 years of industry experience. He has been with Novare Capital Management in Charlotte, NC since 2010. Novare Capital Management is an SEC-registered wealth management firm with a team of 18 advisors managing approximately $1.9 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm offers comprehensive financial planning and portfolio management, utilizing proprietary strategies and a combination of individual securities, mutual funds, ETFs, and alternative investments, supported by both human oversight and artificial intelligence tools.

Michelle Notardonato is a financial advisor at Matauro, LLC with 15 years of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors and AXA Advisors. She is also an independent licensed insurance agent specializing in life insurance and variable annuities. Matauro, LLC manages over $1 billion across nearly 900 client relationships, offering wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-method investment process that includes fundamental, macroeconomic, technical, and ESG screening across diverse asset classes, combining in-house portfolio management with third-party managers and leveraging technology for strategy implementation and account oversight.

N Gregg is a financial advisor with CORE Advisory Group in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with CORE Advisory Group since 2020 and has worked at LPL Financial since 2008. Outside of advisory services, he is involved in non-variable insurance product sales and operates a separate business entity for tax and investment purposes. CORE Advisory Group is an SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations. The firm manages approximately $297 million in assets with a team of ten advisors, offering discretionary asset management, financial planning, and retirement-plan consulting, utilizing a range of investment strategies and platform solutions.

Dustin Barr is a CFA® charterholder with nine years of industry experience. He has been with Verum Partners LLC since 2019 and previously worked at Carolinas Investment Consulting LLC from 2015 to 2019. He holds a Series 63 registration and is based in Charlotte, NC. Verum Partners LLC provides customized wealth management and discretionary portfolio management services for high net worth individuals, families, trusts, and estates. The firm sponsors a wrap fee program that combines advisory and securities transaction services and offers access to independent portfolio managers, developing client strategies based on goals, time horizon, and risk tolerance.