Paul Jeffrey is the principal of Fairview Financial LLC in Charlotte, NC, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has led Fairview Financial since 2002. In addition to his advisory role, he is an independent agent with various insurance carriers, focusing on fixed annuity and life insurance products. Fairview Financial provides investment management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a customized, dynamic allocation framework using primarily exchange-traded funds and no-load mutual funds, integrating client-held insurance products into overall risk assessment.

Patrick Riley is a financial advisor at Optimal Planning LLC in Concord, NC, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has led Optimal Planning LLC since 2016. Outside of advising, Riley is also an insurance agent with Wealth Management of the Carolinas. Optimal Planning LLC provides investment management, financial planning, and educational seminars to individuals, high-net-worth clients, and businesses. The firm primarily employs a passive investment approach using index mutual funds and ETFs, incorporating fundamental and cyclical analysis to guide allocation decisions.

Shennelleh Kaine is a financial advisor with Kaine Capital Ventures LLC in Charlotte, NC. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Her background includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and work in ABA therapy at OPal Autism Centers and ABS Kids. Kaine Capital Ventures serves individual clients and families, offering financial planning, investment management, limited tax filing, and will-based estate planning. The firm provides non-discretionary portfolio design and monitoring tailored to clients’ risk profiles, using a mix of tactical and strategic approaches, and operates on a small scale with a limited client base.

Michael Fuhr, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Founder of Evergreen Wealth Services, a fee-only financial advisory firm located in Mooresville, North Carolina. Michael provides experienced financial planning and investment management services to individuals and families. His goal is to help clients make wise financial decisions to ensure a secure financial future. Michael believes that financial planning is the cornerstone of your financial success, starting with your unique goals and objectives. Ongoing services address the following core areas: retirement planning, investments, tax strategies, maximizing employee benefits (private and Federal), education funding, real estate financing, insurance review, estate and legacy planning and charitable giving strategies. As an independent, fee-only Financial Advisor, Michael does not receive commissions or other incentives. He acts in your best interests as your fiduciary advisor and his only loyalty is to you. He serves clients in the Lake Norman, Charlotte and surrounding areas. He also works with clients virtually across the country. Michael grew up in Bucks County, Pennsylvania. He and his family reside in Mooresville, North Carolina.

Michael White is the sole advisor at White Wealth Managers, LLC in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 16 years at his current firm. White Wealth Managers, LLC provides discretionary investment management and financial planning services to individuals, trusts, estates, and other entities. The firm manages approximately $8.5 million in assets and employs a tailored investment approach using individual stocks, ETFs, bonds, and pooled funds, incorporating fundamental, technical, and charting analysis as part of its portfolio construction and management process.

James Krapfel is a CFP® and CFA® with five years of industry experience. He is the sole advisor at Glass Lake Wealth Management, where he has worked since 2020. Prior to that, he was with RMB Capital from 2015 to 2019. Glass Lake Wealth Management is an independent registered investment adviser serving individual and high-net-worth clients with discretionary asset management and financial planning services. The firm employs a long-term, quality-growth investment approach with diversified equity and fixed-income allocations and offers a distinctive voluntary Day Trading overlay for qualified clients under a performance-based fee arrangement.

Kenneth Johnson is a CFA® charterholder with two years of industry experience, currently serving as the sole advisor at InvestorBloc. Prior to founding InvestorBloc, he held roles at Robinhood Markets and Wells Fargo. He is actively involved in nonprofit leadership, serving as President of the Premier Foundation of North Carolina and providing financial oversight as Chair of Investments at Barre Belle. InvestorBloc serves a diverse client base including individuals, business owners, corporations, charitable organizations, and employer-sponsored retirement plans. The firm employs an evidence-based, long-term investment approach focused on strategic asset allocation and risk-adjusted portfolio outcomes, offering a range of services from automated portfolios to bespoke solutions, as well as educational content and fractional CFO consulting.

Christopher Banks is a financial advisor at Legacy Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including IAMS Wealth Management, Lincoln Financial Securities Corporation, Guardian Life, and AXA Advisors. Banks is also a licensed insurance agent. Legacy Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a range of investment approaches, including modern portfolio theory and quantitative analysis, to create tailored discretionary portfolios and prepares financial plans with documented client objectives.

Ben Rudisill is a financial advisor at Spartan Capital Management, LLC in Charlotte, NC, with seven years of industry experience. He holds a Series 65 designation and has worked at Spartan Capital Management since 2018, following prior roles at Asset Growth Partners and self-employment engagements. Spartan Capital Management provides discretionary investment management to registered investment advisors, institutions, trusts, and high-net-worth individuals. The firm employs a value and growth-at-a-reasonable-price (GARP) approach in its Long-Only strategy and a hedged, research-intensive approach in its Long/Short strategy, managing concentrated portfolios and offering sub-advisory services on third-party platforms.

Glen Mc Laughlin is the sole advisor at Buoyant Financial, an independent firm based in Charlotte, NC. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including two years at Ally Financial prior to founding Buoyant Financial in 2017. Buoyant Financial provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporate/business entities. The firm manages approximately $27.9 million across about 37 client relationships, focusing on clients with substantial investable assets and employing a combination of fundamental analysis, modern portfolio theory, and options trading within a long-term investment framework.

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Damien Brayboy is a CFP® and Series 65-licensed financial advisor with two years of industry experience, currently practicing at DeVryll Wealth Management in Charlotte, NC. His prior roles include positions at ABS Solutions and Matrix Wealth Management. Outside of advisory services, he serves as CEO and lending advisor at Devryll Capital Mortgage LLC, a mortgage and commercial loan brokerage. DeVryll Wealth Management is an independent investment advisory firm serving individuals approaching or in retirement, typically with mid-six-figure investment portfolios and above. The firm emphasizes a comprehensive financial planning process followed by discretionary portfolio management that incorporates both fundamental and technical analysis, employing a range of investment strategies tailored to client objectives.

John Apgar is a CFA® charterholder and Series 65-licensed financial advisor with six years of industry experience. He has worked at Four Points Capital LLC since 2023 and previously held roles at LexPine Capital and Avenir Corporation. Outside of his advisory work, he serves as Vice President and Treasurer of the Apgar Foundation Inc., a charitable organization supporting university programs focused on Western and American intellectual heritage. Four Points Capital LLC is an independent, state-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management. The firm employs fundamental analysis to create personalized strategies, incorporating individual securities, mutual funds, ETFs, and option-writing, with ongoing monitoring and quarterly reviews.

Robert Higgins is a CFP® and ChFC® with 30 years of experience in financial advising. He is the principal of Dalton Financial LLC, an independent firm based in Charlotte, NC, and has worked at Allen C. Ewing & Co. since 2015. Dalton Financial LLC offers personal financial planning and discretionary investment management primarily to individuals, families, trusts, estates, and closely held businesses. The firm’s investment approach focuses on strategic asset allocation over a multi-year horizon, utilizing index-based ETFs and low-cost mutual funds as core holdings while incorporating actively managed funds or individual securities when appropriate.

Philip Gleason is the principal advisor at Altimeter Wealth LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with 36 years of industry experience. His prior roles include positions at Red Oak Capital Management, Hayden Royal, LLC, and Great Lakes Atlantic Wealth Management and Advisory Partners. Altimeter Wealth offers discretionary portfolio management, model portfolio services, and third-party manager selection to individuals, high-net-worth clients, trusts and estates, pension plans, corporations, and charitable organizations. The firm manages bespoke ETF-based model portfolios using quantitative methods and technical analysis, and is noted for its use of leverage and range of investment instruments.

David Hedges is a financial advisor at Bookman Bright, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bookman Bright, Inc. since 2012, including operating Bookman Bright Consulting, Inc. since 2013. Outside of his advisory work, he owns College Bound Financial, through which he assists clients with college financial planning, including calculating expected family contributions and completing FAFSA forms. Bookman Bright, Inc. provides comprehensive financial planning, portfolio management, and pension plan consulting primarily for individual clients. The firm manages approximately $22.2 million across about 87 clients, using tailored asset allocation models and a combination of fundamental and technical analysis, and may recommend third-party investment advisers as part of its services.

Bryan Llewellyn is a financial advisor at Llewellyn Financial LLC in Charlotte, NC, holding a Series 65 designation with five years of industry experience. He has been with Llewellyn Financial since 2021 and concurrently works at Cargill Inc. since 2016. Llewellyn Financial LLC provides investment advisory and financial planning services to a select group of individual clients, including some high-net-worth individuals. The firm employs a core-and-satellite investment approach based on Modern Portfolio Theory and offers both ongoing planning and fixed-fee, tax-focused project engagements.

Densel Fleming is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been the principal advisor at Vintage Wealth Management Group since 2009. Fleming also serves as the Chief Wealth & Investment Officer at Marquise Wealth Management, LLC, where he manages client investment portfolios and provides investment advice. Vintage Wealth Management Group provides discretionary investment management and financial planning services to individuals and families, including trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, individualized investment approach based on Modern Portfolio Theory, offering diversified portfolio management with tactical adjustments and tax positioning.

James Hill is a CFP® professional with 27 years of industry experience, currently serving as the sole advisor and managing member of Gatehill Financial Consulting, LLC in Charlotte, NC. His prior roles include positions at The Leaders Group Inc., Principal Securities Inc., and Northwestern Mutual, among others. Gatehill Financial Consulting provides financial planning, portfolio management, and insurance and annuity recommendations to individuals, families, professionals, and small business owners, often focusing on clients planning for or transitioning into retirement. The firm emphasizes a written financial plan and an Investment Policy Statement, employing primarily U.S.-listed equities, government bonds, mutual funds, and ETFs in portfolio construction.

Brendan Willmann is a financial advisor at Granada Wealth Management, LLC in Davidson, NC, with 26 years of industry experience. He holds the CFP® and CFA® designations and has worked at Granada Wealth Management since 2016, following seven years at LPL Financial. In addition to his advisory role, he provides tax preparation and client representation services through a related accounting and tax business and also works as a term life and disability insurance agent. Granada Wealth Management is an independent, single-advisor SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term portfolio construction using ETFs, mutual funds, and U.S. Treasuries, and offers ERISA-focused consulting and fiduciary services for corporate retirement plans, supplemented by affiliated accounting and tax services.