Justin Saffel is a financial advisor at CreativeVest Inc in Charlotte, NC, holding a Series 65 designation with three years of industry experience. Before founding CreativeVest, he worked as a Development Engineer at Energy Systems Group and previously at Trane. He also operates Justin Saffel LLC, providing online courses on personal finance. CreativeVest Inc offers discretionary asset management, written financial planning, and educational workshops to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach uses a combination of fundamental and technical analysis and may include mutual funds, ETFs, options, leveraged/inverse ETFs, and digital assets upon client request.

Phillip Gussman is the sole advisor at Bulldog Asset Management, Inc., an independent firm based in Huntersville, NC. He holds Series 63 and Series 65 designations and has 16 years of industry experience. Since 2006, Mr. Gussman has been self-employed and also spends the majority of his time working with non-profits through Gussman Consulting, assisting with fundraising, messaging, and web development. Bulldog Asset Management provides investment supervisory and portfolio management services to individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $61 million across 45 client accounts, focusing on diversified asset allocation tailored to each client’s financial situation, objectives, and risk tolerance, with ongoing discretionary management and regular portfolio reviews.

Robert Donovan is a financial advisor with WoodGreen Advisory, LLC in Matthews, NC. He holds the CFP® and ChFC® designations and has 18 years of industry experience. Prior to founding WoodGreen Advisory in 2021, he worked at Alphastar Capital Management LLC and has been managing Compensation Consultants, LLC since 2012, where he is also a licensed insurance agent selling life insurance and fixed annuity products. WoodGreen Advisory offers portfolio management and investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a long-term investment approach based on modern portfolio theory and provides customized Investment Policy Statements, with regular portfolio monitoring and referrals to third-party managers when appropriate.

Jerel Harvey is a financial advisor with Fedway Financial LLC in Charlotte, NC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, and Red Ventures, as well as operating a sole proprietorship since 2013. He is also licensed as an insurance agent. Fedway Financial LLC provides investment advisory services primarily to individual clients, offering discretionary portfolio management combined with customizable financial planning. The firm emphasizes long-term investment strategies tailored to each client’s objectives and conducts educational seminars on personal financial planning.

Jakhongir Mirtalipov is a financial advisor at Dream Life Wealth Management LLC in Charlotte, NC, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Edward Jones and Cetera. Dream Life Wealth Management LLC provides investment management and financial planning services to individuals and high-net-worth clients, offering estate planning assistance through a third-party platform and conducting educational seminars. The firm employs a combination of fundamental and technical analysis alongside passive and active management strategies, emphasizing long-term holdings aligned with modern portfolio theory.

Lucas Elliott is the sole advisor at Tactical Capital LLC in Charlotte, NC, holding a Series 65 designation with four years of industry experience. He has worked at Tactical Capital since 2021 and has held a concurrent role as Global Director of Quality Engineering at Safeguard Medical, a medical device design and manufacturing firm. Prior to this, he worked at Teleflex Inc. from 2014 to 2020. Tactical Capital LLC provides discretionary investment management and integrated financial planning services to individual, high-net-worth, and institutional clients. The firm uses a flexible investment approach tailored to client objectives and risk tolerances, incorporating asset allocation, dollar-cost averaging, technical analysis, and both short- and long-term strategies.

Andrew Burquest is the sole advisor and principal at Njord Capital, LLC in Charlotte, NC. He holds the CFA® designation and Series 66 license, and has 14 years of industry experience. His prior work includes roles at TIAA-CREF and various wealth management firms. Burquest serves as a commissioned officer in the U.S. Army Reserve and acts as a court-appointed guardian. Njord Capital is an independent advisory firm serving high-net-worth and ultra-high-net-worth individuals, as well as institutional clients such as retirement plans, trusts, and charitable organizations. The firm provides fee-based discretionary investment management and financial planning, employing a combination of passive index strategies and active or third-party managers, with a focus on customized portfolios guided by written Investment Policy Statements.

Craig Harvey Field is a financial advisor at Alluvial Wealth Management with 15 years of industry experience and a Series 65 credential. He has held roles at multiple firms, including The Watercare Group and Ryan Geer Field & Rhodes PLLC. Outside of advisory work, he serves as CFO for a family-owned water treatment company and is involved in several non-investment ventures spanning accounting software, electronic recycling, and nonprofit organizations. Alluvial Wealth Management serves individual investors and a variety of institutional clients, offering fee-based investment advisory, financial planning, and pension consulting services. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across a range of investment instruments to help align portfolios with client objectives.

Jason Skibek is a CFP® professional with 12 years of industry experience. He is the principal advisor at Skibek Wealth Management, an independent firm he founded after nine years with THE Vanguard Group, Inc. based in Charlotte, NC. Skibek Wealth Management provides discretionary investment management and integrated financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a multi-disciplinary analysis approach and offers financial planning services without a separate fee, managing approximately $29.1 million in discretionary assets across 22 client relationships.

Jeffrey Festog is the principal advisor at FESTOG Capital, LLC, an independent firm based in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has led FESTOG Capital since 2013, focusing on discretionary portfolio management for individual clients. FESTOG Capital provides portfolio management services primarily to individuals and high-net-worth clients, managing assets in-house without delegating to third-party sub-advisers. The firm customizes Investment Policy Statements and employs a low-beta model portfolio that incorporates fundamental, technical, and cyclical analysis along with long-term trading and modern portfolio theory.

Christopher Brown is a financial advisor at Oake Financial LLC with 27 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at Laurel Wealth Advisors, LLC and Envision Charlotte. Oake Financial LLC is an independent advisory firm serving individuals, high-net-worth clients, and charitable organizations with discretionary investment management and financial planning. The firm employs primarily passive, Modern Portfolio Theory–based portfolios using index funds and ETFs, supplemented by fundamental, cyclical, and technical analysis to tailor asset allocation and risk tolerance.

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.

Shennelleh Kaine is a financial advisor with Kaine Capital Ventures LLC in Charlotte, NC, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to founding the firm, she worked in various roles including positions at New York Life Insurance Company and total quality logistics. Kaine also provides ABA therapy services concurrently with her advisory work. Kaine Capital Ventures LLC serves individual clients and families, offering financial planning, investment management, limited tax filing, and will-based estate planning. The firm uses non-discretionary portfolio design tailored to client risk profiles and time horizons, with accounts custodied at Interactive Brokers.

Joseph Calabrasi is a CFP® with 18 years of industry experience. He is the sole advisor at Lionsight Capital, LLC, an independent advisory firm he has been with since 2012. Since 2017, he has also served as Procurement Director at LendingTree, a non-investment-related online marketplace provider. Lionsight Capital, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting primarily for individual clients. The firm customizes portfolios using mutual funds and ETFs, applying a range of investment methods from modern portfolio theory to technical analysis, and manages approximately $8.24 million in assets across 16 client relationships.

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.

Robert Coley is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He has worked at Atticus Capital Advisors LLC since 2017 and previously spent seven years with Ajax Capital Advisors, Inc. based in Charlotte, NC. Atticus Capital Advisors is an independent investment adviser serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning. The firm combines fundamental and technical analysis with modern portfolio theory, employing both long- and short-term trading strategies and offering model portfolios tailored to varying risk tolerances.

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.

John English is the principal of J W English Investment Management Services LLC in Indian Trail, NC, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his own CPA firm since 1996. In addition to his advisory and accounting work, he is the owner and sole proprietor of a mobile DJ entertainment business. J W English Investment Management Services provides discretionary portfolio management and investment supervisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs a comprehensive investment process that includes fundamental, technical, and cyclical analysis, managing portfolios across a range of securities while offering both long- and short-term strategies.

Mark Kenison is the president and owner of Turning Point Financial, Inc. in Charlotte, NC, with 20 years of industry experience. He holds the CFP® designation and is a licensed life and health insurance agent. In addition to his advisory work, he operates a tax preparation business called Momentum Tax & Accounting. Turning Point Financial provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth individuals, as well as pension plans, trusts, and corporate entities. The firm employs an asset-allocation approach based on efficient-market principles and risk management, using mutual funds, ETFs, and individual securities to create custom-tailored portfolios.

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.