Jessica Metso is a financial advisor at Arkagos Advisors & Asset Management, Inc. with four years of industry experience. She holds a Series 65 designation and has worked at Arkagos Advisors since 2020, with prior roles including positions at Brookstone Capital Management and State Farm. Outside of her advisory work, she is also licensed as an insurance producer. Arkagos Advisors and Asset Management provides portfolio management, financial planning, and advice on private investments to individual and high-net-worth clients, generally with a $750,000 minimum account threshold. The firm offers both discretionary and non-discretionary services and emphasizes private placements and private credit opportunities alongside a tailored investment approach using individual stocks and sector ETFs.

Wesley Lyon II is a CFP® professional with six years of industry experience, currently serving at Lyon Wealth Advisors Group, LLC. He previously worked at Dimensional Fund Advisors and holds leadership roles as President and CEO of McGill and Lyon Dental Advisors, a tax and business planning firm for dentists and specialists. He also speaks regularly at seminars and podcasts through The McGill & Hill Group, which focuses on professionals in the dental field. Lyon Wealth Advisors Group provides discretionary portfolio management and integrated financial planning to high net worth individuals, corporations, and retirement plans. The firm uses customized strategies based on Modern Portfolio Theory, primarily investing in low-cost mutual funds and ETFs, and is noted for its affiliation with tax and business advisory services focused on dental professionals.

Jeffrey Martin is a financial advisor at RPO Wealth Partners LLC in Charlotte, NC, holding a Series 65 designation with five years of industry experience. He has been with RPO Wealth Partners since 2020 and previously worked at Fifth Third Bank, N.A. from 2011 to 2020. RPO Wealth Partners LLC provides ongoing and standalone financial planning services to individuals and high-net-worth families, focusing exclusively on fee-for-service planning without managing client investment accounts. The firm’s approach includes a comprehensive planning framework covering a wide range of investment vehicles and maintains a small, planning-focused client base.

We specialize in working with families with portfolios in the $5M–$50M range, where strategic planning, tax efficiency, and cost management have an outsized impact. Traditional firms often rely on complex, high-cost strategies that offer questionable benefits. Our fixed-fee, planning-driven model takes a different approach: focusing on practical, high-impact financial strategies rather than unnecessary complication. We apply the right level of sophistication, using techniques like direct indexing and individual bond ladders only when we determine that they add clear value (based on portfolio size, risk profile, and tax considerations). Our financial planning and investment management approach is guided by three core principles: • Risk Management: grounded in a tailored financial plan • Tax Efficiency: ensuring strategies align with after-tax outcomes • Fee Minimization: keeping costs low to maximize long-term results Our goal is to provide a structured, transparent, and thoughtful approach - one that leads to a better long-term client experience through fair fees, strategic decision-making, and a focus on what truly matters.

Steven Abels is a financial advisor with The Financial Legacy Group in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Innovation Partners LLC and Fortune Financial Services, Inc., among other firms. Abels is also a licensed life insurance sales agent. The Financial Legacy Group provides investment advisory, financial planning, and consulting services to individuals, pooled investment vehicles, charitable organizations, and businesses. The firm manages discretionary wrap fee portfolios primarily using exchange-traded funds, mutual funds, individual stocks, and options, and offers specialist consulting on private placements, private equity, real estate entities, and business transactions.

Craig Ferguson Sr. is a financial advisor with Anderson Griggs Investments in Rock Hill, SC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Anderson Griggs & Co., Inc. since 2018, following prior roles at Dempsey Lord Smith, LLC, and Southeast Investments, N.C. Inc. Anderson Griggs Investments provides discretionary investment supervisory and portfolio management services to individuals, trusts, and charitable organizations, often serving high-net-worth clients. The firm employs a dual-strategy approach utilizing index-tracking ETFs and focused individual large-cap global equities, combining fundamental, quantitative, cyclical, and qualitative analysis within tailored investment policies.

William Culp III is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He has been with Tagstone Capital, Inc. since 2011, based in Charlotte, NC. Tagstone Capital serves entrepreneurs, high-net-worth individuals, families, and employee benefit plans, providing wealth management, portfolio management, and comprehensive planning services. The firm employs a systematic, long-term investment approach using structured asset-class mutual funds and ETFs, focusing on diversification, low fees, and tax efficiency.

Charles Terry is a CFP® with 19 years of industry experience, currently serving as an advisor at Shepherd Wealth Partners since 2017. Prior to that, he worked for 11 years at Ronald Blue & Co. Shepherd Wealth Partners serves high-net-worth individuals and sponsors of qualified retirement plans, offering financial planning, investment management, and retirement plan consulting. The firm integrates third-party model solutions and in-house strategies, including a faith-based investment option, and emphasizes periodic reviews and discretionary management when authorized.

Carlton Whitman is a financial advisor at Tassel Capital Management, Inc. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. Prior to joining Tassel Capital Management in 2015, he was with Wells Fargo Advisors LLC starting in 2014. Tassel Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, managing approximately $266 million in discretionary assets. The firm uses a blend of modern portfolio theory and fundamental analysis to construct diversified portfolios, primarily utilizing low-cost mutual funds and ETFs while also employing individual stocks, bonds, and options when suitable.

Trigg Williamson is a financial advisor with Advisor.com, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Nuveen Securities, Nuveen Asset Management, Morgan Stanley, and Vanguard Marketing Corporation. Advisor.com provides investment management and financial consulting primarily to individual investors through a model-based, non-discretionary approach. The firm also operates a referral platform connecting clients with affiliated and unaffiliated advisers and offers services including financial planning and tax preparation through third-party providers.

David Macaulay is a CFP® and ChFC® with 27 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2011 and has been with Macaulay & Associates, LLC since 2007. In addition to his advisory work, he is involved in fixed insurance sales related to disability and long-term care as part of his financial planning services. Macaulay & Associates provides discretionary and non-discretionary investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charities, and business entities. The firm uses a collaborative planning process to develop investment objectives and implements diversified, long-term portfolios with a mix of fundamental and technical analysis, while also offering affiliated insurance products and ERISA fiduciary services.

Kyle Sikes is a financial advisor at WealthPoint Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at firms including Dempsey Lord Smith, LLC and Kalos Management. Outside of his advisory role, Sikes serves on the board of CaroMont Care Advocates, which advises on patient-centered healthcare services, and is a board member of the Next Generation Fund, a philanthropic giving circle. WealthPoint Financial, LLC provides discretionary investment management, financial planning, and consulting primarily to non-high-net-worth individuals, trusts, estates, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and tactical asset allocation strategies, managing portfolios on a discretionary basis with continuous monitoring and formal annual reviews.

Jacob Pivonka is a financial advisor at Axiom Private Wealth, LLC in Charlotte, NC. He holds a Series 65 designation and has one year of industry experience, with prior roles at McQueen Financial Advisors and Dusseldorf EG. Axiom Private Wealth serves individual and high-net-worth clients by providing discretionary and non-discretionary investment management along with comprehensive financial planning. The firm employs a long-term, fundamental analysis approach to asset allocation and offers personalized portfolio management tailored to clients’ goals and risk tolerance.

Adam Ackerman is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Rabbit. His prior experience includes roles at BNA Wealth (formerly Consolidated Securities and Consolidated Investment Advisors) from 2016 to present and Edward Jones from 2015 to 2016. He is also involved in day-to-day management and compliance of BNA Wealth Inc. as its President and Chief Compliance Officer. Wealth Rabbit provides discretionary portfolio management primarily to individual clients ranging from non-high-net-worth to high-net-worth investors through its mobile and online platform. The firm offers model portfolios that users can adopt and manage via an app, with distinctive employer integration features and a focus on crypto-focused investment strategies.

Olivia Green is a financial advisor at Davis Investment Partners, LLC with a Series 65 designation and three years of industry experience. She has worked at Davis Investment Partners since 2022 and previously held positions at GRAYCO, RKW Residential, and Kane Residential. Olivia attended North Carolina State University from 2013 to 2017. Davis Investment Partners serves individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management, financial planning, retirement account advice, and bond consulting. The firm combines fundamental and technical analysis with a primarily long-term investment orientation, emphasizing customized asset allocation and share-class selection to align with client objectives.

David Doerflinger is a financial advisor at Eastover Capital Management in Charlotte, NC, holding Series 63, 65, and 66 licenses with 26 years of industry experience. His prior work includes roles at Eastover Investment Advisors, National Advisors Trust Co, and Investment Professionals, Inc. Eastover Capital Management provides discretionary portfolio management and limited financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans and charitable organizations. The firm follows a conservative-growth investment approach that combines macro and sector analysis with fundamental research to select large-cap, volatility-resistant companies and fixed-income holdings.

Brian Headrick is a financial advisor with Legend Private Wealth, LLC, holding the CFP® designation and Series 63 and 66 licenses, with 29 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Legend Private Wealth is a state-registered investment adviser serving individuals, families, high-net-worth clients, trusts, and business clients, including employer-sponsored 401(k) plans. The firm offers comprehensive financial planning, discretionary and non-discretionary portfolio management, private equity administration, and digital asset advice, managing approximately $71 million for around 45 clients.

Yancey Mackey is a financial advisor at Eastover Capital Management in Charlotte, NC, holding Series 63, 65, and 66 licenses with 15 years of industry experience. He has been with Eastover Investment Advisors since 2011. Mackey serves as a director of the Perrin Place 1 Home Owner's Association board, a role he has held since 2013 without compensation. Eastover Capital Management serves individual and high-net-worth clients, retirement plans, charitable organizations, and select institutional clients. The firm employs a conservative-growth investment approach combining top-down market assessment with bottom-up fundamental analysis, focusing on large-cap stocks and fixed income for income and capital preservation.

Robert Boggs is a financial advisor at Catawba River Capital with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with R.P. Boggs & Co. since 2005. Catawba River Capital provides wealth management and investment consulting primarily to high-net-worth individuals, trusts, pension or profit-sharing plans, charitable organizations, and other legal entities. The firm employs a conservative, scenario-based investment approach with fundamental analysis and longer-term holding periods, offering discretionary and non-discretionary portfolio management as well as private investment consulting focused on direct private funds and private equity opportunities.

Sarah Charles is a financial advisor at Sanctuary Financial Planning, LLC in Charlotte, NC, holding a Series 65 designation with 18 years of industry experience. She previously worked at FORVIS Wealth Advisors LLC and DHG Wealth Advisors, contributing nearly 12 years combined at the latter. Sanctuary Financial Planning, LLC serves individuals, trusts, estates, and charitable organizations with comprehensive wealth management and integrated financial planning, emphasizing evidence-based, long-term investment strategies and educational speaking engagements. The firm uses a flat annual fee structure and focuses on planning-centered client relationships.