Aaron Finch is a financial advisor with Oakley Financial LLC in Fort Mill, SC, holding Series 65 and Series 66 credentials and over 20 years of industry experience. He previously worked at Voya Financial Partners and Voya from 2015 to 2023 and has operated as a sole proprietor since 2003. In addition to his advisory role, Finch is involved in fixed insurance sales. Oakley Financial LLC provides investment advisory and retirement-plan consulting services to individuals, high-net-worth clients, and employer-sponsored plans. The firm offers tailored asset management and acts as an ERISA 3(21) or 3(38) advisor, assisting plan sponsors with investment policy development, option monitoring, participant education, and selection of qualified default investment alternatives.

What are the roles in your life that are most important to you? The top three for me are Christian, spouse and parent. The other roles that I’m spending more time in are beach hanger outer (technical term), drummer, basketball coach, concert/live theatre goer, bourbon taster and national park attender. The top three roles require intentionality to do them well. All the other roles require planning. These are all things that I’m not waiting for retirement to do. I’m doing them now and I’m spending more time in them with each year that goes by. At Silvis Financial, we want to help you focus on the most important roles in your life along with the other roles in your life that you love to do. We want to come along side you as your guide to help you navigate the financial decisions that need to be made now to help you create the work optional lifestyle that you’ve been envisioning. As for me, I’m from St. Louis, MO. Die hard St. Louis Cardinals baseball fan. I majored in Economics at Vanderbilt University and played basketball there as well. I had a taste of professional basketball overseas before I settled into my career in financial services back in the late 90’s. Now it’s all about doing life with my wife and two kids. The roles listed above give a pretty good description of what I like to do when I’m not engaged in the business. Check out our website to learn more about our planning process or to set up a free consultation. I look forward to connecting with you soon!

Stefan Fencl is a CFA® charterholder with 11 years of industry experience. He is the sole advisor at LEEP Asset Management, LLC, an independent firm based in Charlotte, NC. His prior experience includes roles at PNC Private Bank, First Citizens Bank, and Capital Advisors Group, Inc. LEEP Asset Management provides portfolio management services to individuals and high-net-worth clients, offering both discretionary and non-discretionary advisory services. The firm employs a diverse investment approach incorporating fundamental, technical, and charting analysis, and includes equities, fixed income, venture capital, and options strategies among its recommended investments.

Mahendra Rathore is a CFP® and ChFC® with 11 years of experience in the financial services industry. He currently serves as the sole advisor at Omega Wealth Management, LLC in Charlotte, NC. His work history includes roles at Innovation Partners LLC, Ally Invest Advisors, AXA Equitable, and Merrill. Outside of advisory work, he is a North Carolina Notary Public and an appointed agent for fixed insurance products. Omega Wealth Management provides discretionary and non-discretionary investment advisory services to a range of clients, including individuals, families, small business owners, and non-profits. The firm’s investment approach emphasizes globally diversified, risk-appropriate asset allocations using index/passive, multifactor, and income-oriented strategies, complemented by financial planning, tax services, and insurance offerings.

Richard Freitag is a CFP® professional with 21 years of industry experience and is the sole advisor at Freitag Financial Group, LLC, an independent firm based in Charlotte, NC. He has led Freitag Financial Group since 2009. Freitag Financial Group provides portfolio management and financial planning services to individuals as well as pension and profit-sharing plans, serving 43 clients with approximately $49.17 million in assets under management. The firm employs fundamental, technical, and cyclical analysis and typically operates on a non-discretionary basis, focusing notably on institutional and pension clients alongside individual investors.

Justin Brooks is a financial advisor at Gouws Capital LLC in Charlotte, NC, holding a Series 65 designation with nine years of industry experience. He worked at Eastover Capital Management from 2015 to 2021 before joining Gouws Capital in 2021. Gouws Capital LLC provides discretionary portfolio management and consulting services to individuals, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm employs a client-specific profile to guide investment decisions, primarily using individual stocks and bonds alongside ETFs, ETNs, and grantor trusts, with a notable use of options and derivatives to manage risk and generate income.

Fanie Gouws is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Gouws Capital LLC since 2010. Based in Charlotte, NC, Gouws holds Series 63 and Series 66 licenses. Gouws Capital LLC provides discretionary portfolio management and consulting services to individuals, trusts, and estates, including both high-net-worth and non-HNW clients. The firm employs fundamental analysis and utilizes options and derivatives strategies within separately managed accounts to tailor investment approaches.

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.

Reagan Brittain is a Series 65 licensed advisor at Ascendant Capital Research, Ltd. with three years of industry experience. Prior to joining Ascendant Capital Research in 2021, he worked at Georgia-Pacific, LLC and Rheem Manufacturing Company. Ascendant Capital Research, Ltd. provides investment management and consulting services primarily to individual clients focused on wealth building and retirement planning. The firm employs a total-portfolio, layered asset-allocation approach combining fundamental, economic, and quantitative analysis with proprietary valuation and portfolio construction techniques.

David Rawson is a Series 65-licensed financial advisor with one year of experience, currently serving at Three Phases Wealth Advisors LLC. Prior to this, he has held roles at FranklinCovey and Centsei LLC, where he is also involved as a financial coach providing personal finance guidance. Outside of his advisory role, Rawson works in leadership training at FranklinCovey. Three Phases Wealth Advisors serves individual clients, including high-net-worth individuals, offering comprehensive financial planning and discretionary investment management. The firm emphasizes tailored planning that covers a wide range of financial topics and integrates educational resources and materials from Centsei LLC into its services.

Jennifer Meldrim is a financial advisor with Solaris Strategic Wealth and holds a Series 66 designation. She has two years of industry experience, including prior roles at LPL Financial, LLC, and Money Counts, Inc. Meldrim is based in Waxhaw, NC. Solaris Strategic Wealth is a newly registered investment adviser offering financial planning, wealth management, and consulting services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a customized, goal-oriented investment approach utilizing diverse asset classes and may engage third-party managers as part of its portfolio management.

Sarah Headrick is a financial advisor at Legend Private Wealth, LLC in Charlotte, NC, holding Series 63 and Series 65 designations with six years at the firm and a total of four years in the industry. Her prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Richard Worrell LLC, and Brian Headrick. Legend Private Wealth serves individuals, families, high-net-worth clients, trusts, and business clients, including 401(k) plan sponsors, offering financial planning, portfolio management, private equity administration, and digital asset advice. The firm uses a risk-analysis tool called Nitrogen alongside AI-driven trade signals to guide its investment models while maintaining final trading discretion.

Nadir Noorani is a financial advisor with Nexus Capital Inc in Matthews, NC, holding a Series 65 credential and eight years of industry experience. He has worked at Nexus Capital since 2017 and previously at World Financial Group from 2015 to 2017. Outside of his advisory role, Noorani is involved in several non-investment businesses including IT consulting, commercial food services, and cellular phone repairs. Nexus Capital provides financial planning and discretionary portfolio management primarily for individual investors and retirement accounts. The firm’s investment approach emphasizes fundamental analysis and long-term purchases, often utilizing passively managed ETFs, with portfolio management conducted on a discretionary basis and tailored to each client’s objectives.

Caroline Peek is a financial advisor with USA Asset Management, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. She has been with USA Asset Management since 2006 and has operated as a self-employed professional since 1992. Outside of advisory services, she is also a licensed insurance agent. USA Asset Management serves individual and high-net-worth clients, as well as trusts, pension and profit-sharing plans, and other business entities, providing discretionary asset management, financial planning, and retirement plan consulting. The firm employs both fundamental and technical analysis across a range of strategies and incorporates insurance and brokerage product offerings alongside advisory services.

Anup Desai is a financial advisor at Nexus Capital Inc with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at H. D. Vest Investment Services. In addition to his advisory role, Desai co-manages a privately held investment company and is an independent insurance agent. Nexus Capital provides financial planning and discretionary portfolio management primarily for individual investors and retirement accounts. The firm emphasizes fundamental analysis and long-term investments, often using passively managed ETFs, and offers tailored investment recommendations based on clients’ goals and risk tolerance.

Diane Nelson is a financial advisor with Shepherd Wealth Partners in Waxhaw, NC, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior work includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Shepherd Wealth Partners serves primarily high-net-worth individuals and sponsors of qualified retirement plans, providing financial planning, investment management, and retirement plan consulting. The firm employs a mix of third-party model solutions and in-house strategies, including faith-based investment options, and emphasizes periodic in-person reviews and discretionary management when authorized.

James Roberts is a CFP® and holds a Series 66 license, with 18 years of experience in the financial services industry. He is currently with Intentional, LLC, where he has worked since 2022, and has prior experience at firms including Commonwealth Financial Network and Cetera Advisors LLC. Roberts conducts fixed insurance sales in his individual capacity. Intentional provides discretionary portfolio management, financial planning, and related advisory services to individuals, high-net-worth clients, families, businesses, and institutions. The firm offers pension consulting for small employers and structured due diligence for alternative investments, combining fundamental, technical, and economic analysis with ongoing portfolio monitoring under a fiduciary duty.

Nicole Milone is a financial advisor with Solaris Strategic Wealth in Waxhaw, North Carolina. She holds a Series 66 designation and has 11 years of industry experience, including roles at LPL Financial and Summit Brokerage Services. Solaris Strategic Wealth is a newly registered investment adviser offering financial planning, wealth management, and investment advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a customized, goal-oriented investment approach that includes asset allocation across various investment types, third-party manager allocations, and ongoing portfolio monitoring.

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.

Thomas Crawford is a CFA® charterholder associated with Ascendant Capital Research, Ltd., with 9 years of industry experience. He has a professional background that includes 12 years at Wingate University and over two decades with Ascendant Capital Research. Ascendant Capital Research, Ltd. provides investment management and consulting services primarily to individual clients focused on wealth building and retirement planning. The firm employs a total-portfolio and layered asset-allocation approach using fundamental, economic, and quantitative analysis alongside proprietary valuation and portfolio construction techniques.