Jennifer Hill is a CFP® with 10 years of industry experience. She is currently an advisor at Greenway Wealth Advisors, LLC, where she has worked since 2023. Her prior experience includes roles at Park Avenue Securities LLC, Guardian Life Insurance Company, and The Vanguard Group, Inc. Greenway Wealth Advisors is a small advisory team managing approximately $184 million for about 170 clients, including individual and high-net-worth households, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily utilizes passive, asset-class oriented portfolios with low-cost index funds and ETFs, provides comprehensive financial planning and retirement plan consulting, and offers discretionary oversight of held-away assets.

Sarah Headrick is a financial advisor at Legend Private Wealth, LLC in Charlotte, NC, holding Series 65 and Series 63 credentials with four years of industry experience. She has previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Legend Private Wealth serves individuals, families, high-net-worth clients, trusts, and business clients, offering comprehensive financial planning, portfolio management, private equity administration, and digital asset advice. The firm employs a hybrid investment process integrating behavioral, fundamental, and quantitative analysis, enhanced by AI-driven trade signals, and manages approximately $71 million for around 45 clients.

Geoffrey Owen is a CFP® professional with 23 years of experience in financial advisory. He is currently with Front Porch Financial Advisory, where he has worked since 2020, and previously spent five years at Greerwalker Wealth Management LLC. Outside of his advisory role, Owen is an independent licensed insurance agent but does not sell insurance. Front Porch Financial Advisory provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, corporations, and employer-sponsored retirement plans. The firm utilizes a tailored approach based on written Investment Policy Statements, combining fundamental analysis, modern portfolio theory, and quantitative tools, and offers both discretionary and non-discretionary account management along with pension and profit-sharing plan consulting services.

Colton Strawn is a CFP® professional with eight years of industry experience, currently serving at Copperleaf Capital, LLC. His prior experience includes roles at Fidelity Investments, The Vanguard Group, State Farm, and Uber and Lyft. Outside of advisory work, he is also licensed to sell health, disability, and life insurance products through an insurance agency. Copperleaf Capital provides financial advisory services to individuals, families, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm utilizes a values-based discovery process and model portfolios focused on U.S. equities, government bonds, mutual funds, and ETFs, offering services that include tailored financial planning, discretionary portfolio management, and digital currency management.

Caroline Gallagher is a financial advisor at Greenway Wealth Advisors, LLC in Charlotte, NC, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Greenway Wealth Advisors, she worked at Dimensional Fund Advisors and completed her education in 2024. Greenway Wealth Advisors offers investment management, financial planning, and employee benefit consulting to individuals, pension plans, charitable organizations, and businesses. The firm primarily employs a passive investment approach using index funds and ETFs, supports held-away accounts, and incorporates AI tools reviewed by human advisors as part of its research and plan design processes.

Think of me as Your Financial Mom - the planner that works with regular families. Throughout my career, it seemed that financial advisors were always looking to sell their products or manage money to retirees, business owners, or those with lots of money - no one wanted to plan and budget for everyone else. Our clients look like just like regular people: Mom and Dad who get up in the morning, get the kids off to school, work all day either at home or an office, come home, get dinner on the table, pay the bills, and have a little money in their retirement account  You will get the tools and advice needed to plan your retirement, create your budget, and save for your goals. Our local and national resources can help you put together your will or review your insurance. Each client receives an easy-to-read financial plan outlining your current situation, alternatives to reach your goals, and an action plan to get you there.

Thomas Dyer is a CFP® with 18 years of industry experience and is the sole advisor at Dyer & Company, L.L.C., an independent firm based in Charlotte, NC. Prior to founding his firm in 2018, he worked at Davidson College from 2012 to 2019. Dyer & Company provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm customizes portfolios based on each client’s Investment Policy Statement, employing a long-term investment approach grounded in modern portfolio theory using mutual funds, ETFs, equities, fixed income, and real estate funds.

Christopher Pavese is a CFA® charterholder with 17 years of industry experience. He has been with Broyhill Asset Management, LLC since 2008 and serves as Vice President and Chief Investment Officer of the BMC Fund, Inc., where he manages the day-to-day portfolio operations. Broyhill Asset Management provides discretionary investment management to private funds, individuals, trusts, foundations, and other institutions, overseeing approximately $225 million in assets. The firm employs a value-oriented, long-term investment approach focused on concentrated equity portfolios, supplemented by external managers and diversified strategies, and utilizes derivatives and option strategies for hedging and portfolio enhancement.

Cory Shuford is a CFP® professional with 13 years of industry experience. He is currently with WealthPoint Advisors and has previously worked at Dempsey Lord Smith, LLC and Kalos Management. WealthPoint Financial, LLC provides discretionary investment management and financial planning services primarily to non-high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and tactical asset allocation strategies, managing portfolios on a discretionary basis with continuous monitoring and at least annual formal reviews.

Lee Mann is a CFP® and holds a Series 63 license with 12 years of industry experience. He has worked at Lyon Wealth Advisors Group, LLC since 2024 and previously spent 10 years with The Vanguard Group, Inc. in Charlotte, NC. Lyon Wealth Advisors Group provides discretionary portfolio management and integrated financial planning primarily to high net worth individuals, corporations, and retirement plans. The firm employs customized strategies based on Modern Portfolio Theory, using low-cost mutual funds and ETFs, and is affiliated with a tax and business advisory practice and an events and publishing entity focused on dentists and other specialists.

Caroline Hawkins is a financial advisor at Dyer & Company, L.L.C. in Charlotte, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Dyer & Company, she held positions at Sompo International, Wahoo Fitness, Athleta, and Wake Forest University. Dyer & Company provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses modern portfolio theory and long-term trading strategies to build diversified portfolios tailored to clients’ goals and risk tolerance.

Andrea Sefler is a CFA® charterholder with seven years of industry experience, currently serving at Broyhill Asset Management, LLC since 2018. Prior to this, she worked at OpAns, LLC and as an independent consultant. She is also a research associate for BMC Fund, Inc., a closed-end investment company, where she focuses on investment research. Broyhill Asset Management provides discretionary investment management to private funds, individuals, trusts, foundations, and other institutions, managing approximately $225 million in assets. The firm employs a value-oriented, long-term approach centered on fundamental analysis, concentrating equity portfolios and incorporating derivatives strategies for hedging and investment enhancement.

Liam Fitzgerald is a CFP® certificant with six years of industry experience, currently serving as an advisor at Lyon Wealth Advisors. His prior work includes roles at The Vanguard Group and Liberty University. Lyon Wealth Advisors Group provides discretionary portfolio management and integrated financial planning to high net worth individuals, corporations, and retirement plans. The firm uses model portfolios based on Modern Portfolio Theory, investing primarily in low-cost mutual funds and ETFs, and has affiliations with a tax and business advisory practice as well as an events and publishing entity focused on dentists and other specialists.

Derek Lewis is a CFP® and Series 66 designee with 13 years of industry experience. He has been with R.P. Boggs & Co. since 2012. Lewis is based in Lake Wylie, South Carolina, and is currently affiliated with Catawba River Capital. Catawba River Capital provides wealth management and investment consulting services primarily to high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, and other legal entities. The firm employs a conservative, scenario-based investment approach with a focus on fundamental analysis and longer-term holdings, while also incorporating strategies such as short selling and options writing when suitable.

Lauren Ivester is a financial advisor at WealthPoint Advisors with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Dempsey Lord Smith, Kalos Capital, Belmont Capital Advisors, and The Bowman Law Firm. Outside of her advisory role, she has ownership interests in SSI Holdings, LLC and SSI Wealth Management, LLC. WealthPoint Financial, LLC provides discretionary investment management, financial planning, and consulting services primarily to non-high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios using a combination of fundamental, technical, and tactical asset allocation strategies, employing both passive and active approaches while continuously monitoring accounts.

Peter Ross is a financial advisor at Brookstone Wealth Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Copperleaf Capital, LLC and Fidelity Investments. Outside of his advisory role, he is licensed as an insurance agent and sells health and life insurance products. Brookstone Wealth Advisors provides investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional clients. The firm employs a mix of active and passive strategies within model portfolios and offers discretionary account management supported by a networked operating structure and affiliated entities.

Hunter Wise is a financial advisor at Beacon Associates Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Beacon Associates since 2022. Prior to his current role, he held positions at Defyned Brands, Viral Launch, and Dana Incorporated. Beacon Associates Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing discretionary asset management primarily through sub-advisor and co-advisor relationships. The firm focuses on selecting and monitoring third-party portfolio managers and offers active portfolio management with quarterly reviews and tax-loss harvesting strategies.

John Teed is a financial advisor at Hayden Harper Wealth Advisory, LLC with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Hayden Harper Wealth Advisory since 2010. Additionally, he is a managing member of Gaskin Teed Capital, LLC, an investment fund management entity where he is involved in portfolio management and trading decisions. Hayden Harper Wealth Advisory serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and families seeking family office support. The firm offers discretionary portfolio management, financial planning, and family office advisory services, employing a range of investment strategies including long-term holdings, short-term trading, option-writing, and margin, supported by proprietary asset-allocation models.

Garrett Jenkins is a CFA® charterholder with one year of industry experience. He is currently an advisor at Hayden Harper Wealth Advisory, LLC, where he has worked since 2024. Prior to this, he spent 14 years at Brown Brothers Harriman. Hayden Harper Wealth Advisory serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and families seeking family office support. The firm offers discretionary portfolio management, financial planning, and comprehensive family office advisory services, employing internally developed asset-allocation models and a range of investment strategies including long-term holdings, short-term trading, and option-writing.

Alaric Spencer is a financial advisor at The Financial Legacy Group in Charlotte, NC. He holds a Series 65 designation and has been with the firm since 2023. His prior experience includes roles in mortgage lending and asset management. The Financial Legacy Group provides investment advisory, financial planning, and consulting services to individuals, pooled investment vehicles, charitable organizations, and businesses. The firm offers discretionary portfolio management primarily through a wrap fee program and utilizes a range of investment vehicles including ETFs, mutual funds, stocks, and options.