Benjamin Dolan is a CFP® with 11 years of experience in the financial industry. He is a principal at Dolan Capital Advisors, LLC and also serves as president of Dolan Family, Inc., a holding company where he manages banking and payroll-related duties. Dolan Capital Advisors provides investment management and financial planning primarily to individual and high-net-worth clients. The firm uses model portfolios aligned with documented risk profiles and employs tax-overlay strategies such as tax-loss harvesting, with investments primarily in mutual funds and ETFs.

Jennifer Hill is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Greenway Wealth Advisors, LLC. She previously worked at The Vanguard Group for eight years and held positions at Guardian Life. Greenway Wealth Advisors provides investment management, financial planning, and employee benefit plan consulting to individuals, pension plans, charitable organizations, and businesses. The firm primarily follows a passive investment approach using index mutual funds and ETFs, and employs a hybrid service model that supports clients at various asset levels.

Matthew Mc Lean is a financial advisor at Broyhill Asset Management, LLC in Charlotte, NC, holding Series 63 and Series 65 credentials with seven years of industry experience. His previous roles include positions at Millennium Management, Wells Fargo, BlackArch Partners, and AB Bernstein. Broyhill Asset Management is an SEC-registered investment adviser managing approximately $204.5 million in assets, providing discretionary portfolio management to individuals, trusts, foundations, institutions, and private funds. The firm employs a value-oriented, long-term fundamental research approach, sponsors pooled investment vehicles and private funds, and uses option strategies as part of portfolio management.

Sarah Headrick is a financial advisor at Legend Private Wealth, LLC in Charlotte, NC, holding Series 65 and Series 63 credentials with six years at the firm and four years of industry experience overall. She previously worked at Northwestern Mutual Wealth Management Company and related entities. Legend Private Wealth serves individuals, families, high-net-worth clients, trusts, and business clients including employer-sponsored 401(k) plans. The firm offers comprehensive financial planning and portfolio management, combining behavioral, fundamental, and quantitative analysis with AI-informed tactical allocations.

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 two years of industry experience. Before joining Greenway Wealth Advisors, she worked at Dimensional Fund Advisors and was a student for ten years. Greenway Wealth Advisors provides investment management, financial planning, and employee benefit plan consulting to individuals, pension plans, charitable organizations, and businesses. The firm uses a primarily passive investment approach with individualized policy statements and incorporates AI tools under human review to support research and plan design.

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.

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 at Broyhill Asset Management, LLC with eight years of industry experience. She serves as a research associate for BMC Fund, Inc., a closed-end, diversified investment company, where she performs investment research. She has worked with Broyhill Asset Management since 2016 and as an independent consultant since 2010. Broyhill Asset Management, LLC is an SEC-registered investment adviser managing approximately $204.5 million in assets, providing discretionary portfolio management to individuals, trusts, foundations, institutions, and private funds. The firm employs a value-oriented, long-term fundamental research approach with concentrated equity portfolios and utilizes option strategies, while also actively sponsoring and advising pooled investment vehicles and private funds.

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 Copperleaf Capital, LLC with five years of industry experience. He holds a Series 66 designation and has worked at Brookstone Wealth Advisors and Fidelity Investments. In addition to his advisory work, he is licensed to sell health and life insurance products through an insurance agency. Copperleaf Capital provides advisory services to individuals, families, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm uses a values-based discovery process and model portfolio-driven investment approach, offering services including financial planning, discretionary portfolio management, and digital currency management.

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 in Charlotte, NC, with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Hayden Harper since 2010. He is also the managing member of Gaskin Teed Capital, LLC, an investment fund management firm. Hayden Harper Wealth Advisory provides discretionary portfolio management, family office advisory, and financial planning to individuals, trusts, estates, retirement plans, and business entities, utilizing proprietary asset allocation models and a variety of investment strategies.

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.