Daniel Preslar is the managing member of 1618 Advisors LLC in Charlotte, NC, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Redwood Wealth Management and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is also a registered representative of a broker-dealer and an independent insurance agent. 1618 Advisors LLC provides discretionary investment management primarily to individual clients, tailoring portfolios based on clients’ goals, time horizons, and risk tolerance. The firm uses both fundamental and technical analysis in portfolio construction, employing a variety of strategies including options and margin, and manages approximately $20 million across about 62 client accounts.

Alan Simpson, Jr. is a financial advisor with Colville Wealth Advisory, LLC in Charlotte, NC, holding Series 63 and Series 66 designations and 24 years of industry experience. Prior to founding his current firm in 2018, he worked at Signator Investors, Inc. and also operates a sole proprietorship CPA practice providing tax and business advisory services. He is additionally involved in a real estate brokerage as a sole proprietor and realtor. Colville Wealth Advisory is a small independent firm managing approximately $25.7 million for around 30 clients, including individuals, high-net-worth individuals, trusts, estates, and corporations. The firm offers discretionary portfolio management and limited financial planning, constructing portfolios primarily with mutual funds, ETFs, and select individual securities using fundamental analysis and a mix of strategies.

Bradford Russell is the sole advisor at Chevron Financial in Pineville, NC, holding a Series 65 designation with three years of industry experience. He has been self-employed since 2009 and also works as a licensed insurance broker. Chevron Financial is an independent investment adviser serving individuals, high-net-worth clients, and corporate entities with portfolio management and financial planning services. The firm employs a goals-based investment process that incorporates strategic and tactical portfolio construction, primarily recommending ETFs and mutual funds, while also providing access to model portfolios on a recommended custody platform.

Andrew Jones is a CFP® professional with 19 years of industry experience, operating through Jones Gregg Financial, LLC in Charlotte, NC. He has been with Jones Gregg Financial since 2005 and also manages AENJ, LLC. Jones Gregg Financial provides financial planning, consulting, and portfolio management services to individuals, including high-net-worth clients, as well as defined contribution and benefit plans and business entities. The firm utilizes a combination of charting, fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary investment advice tailored to client needs.

Thomas Alvis III is a financial advisor with Elevated Performance Investment Group, LLC in Charlotte, NC, holding a Series 65 designation and 10 years of industry experience. He is also CEO of Elevated Financial & Tax, LLC, a tax preparation firm, which he has led since 2015. His prior roles include positions at Foundations Investment Advisors, LLC, Gradient Investments, LLC, and Rick Barnett Financial Group Inc. Elevated Performance Investment Group primarily operates as a referral and advisory intermediary, connecting clients to third-party managers and offering financial planning, consulting, and ERISA 3(21) retirement-plan advisory support. The firm provides educational seminars and sources investment solutions through platforms like AssetMark and selected external managers.

Richard Heckard is the president of Continuum Capital Advisory, LLC and holds a Series 66 designation with 19 years of industry experience. His prior work includes roles at FSC Securities Corporation and OSAIC. Outside of his advisory work, Heckard serves on the boards of the Westminster Towers nonprofit and the York County Natural Gas Authority, and he is president of a nonprofit providing financial education in collaboration with his CPA firm. Continuum Capital Advisory offers investment management primarily through sponsored wrap-fee programs, model portfolios, and separately managed accounts, serving individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm emphasizes asset-allocation tools, portfolio optimization, and uses third-party managers while also providing retirement plan consulting and financial planning.

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.

Roman Raies is a financial advisor at SouthEast Investments, N.C., Inc. He holds a Series 66 designation and has one year of experience in the industry. His prior roles include positions at Capital Vacations and Equitable Advisors, LLC. Raies has also been involved with Hick's Delivery Group LLC as part of his broader work history. SouthEast Investments, N.C., Inc. provides portfolio management, financial planning, and adviser-selection services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm combines asset management with brokerage and insurance activities, offering both discretionary and non-discretionary account management as well as third-party money manager arrangements.

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.

My name is Charles Thomas. I am a Certified Financial Planner® and founder of Intrepid Eagle Finance. We work with Christian families on their journey to financial freedom. The first time I ever taught someone about finance was on a school trip to a roller skating rink when I was in the fifth grade. I spent the bus ride teaching a classmate about the value of saving. My career has been spent around the same basic premise: help others to be wise with their finances. I have been working with people and their money for over 14 years of my career. I have had experience at global financial firms in a wide variety of roles. This diverse experience has included everything from helping people who just received their first paycheck to counseling millionaires in the financial crisis to helping large corporations provide retirement plans for their employees. I completed a double major at Appalachian State University and hold Bachelor degrees in Music and Marketing. I later earned an MBA at the University of South Carolina’s Moore School of Business. I started Intrepid Eagle Finance to serve a community I believe has unique needs. Christian families face the challenge of balancing the needs of Mom and Dad, children, work, church and other things craving resources. The financial component of this difficult balancing act can be stressful to harmonize for this kind of family. How do I know this? My family is part of this group too! That’s why I started Intrepid Eagle. I spend my days helping families like mine who value things like God, Family, and Country. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I am an active supporter of independent education and homeschooling. My wife and I are active supporters of helping others get started and find success with their own homeschool journey. When I am not working with other families, I spend time with my own family. My wife Amy and I make our home in South Carolina with our three children. Our family is active in our homeschool each day where we work hard and play hard. We spend our breaks on time outdoors, playing music, traveling, and serving our church family. Visit our website to learn more about how we use technology to serve you wherever you are located.

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.

Todd Calamita is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Calamita Wealth Management since 2010. Based in Charlotte, NC, he holds Series 63 and Series 65 licenses. Outside of financial advising, he is an owner of a real estate holding company. Calamita Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a structured advisory process and combines qualitative and quantitative research in its investment approach, managing client accounts primarily on a discretionary basis.

Paul Gibert Jr. is a CFP® with 30 years of industry experience and is a principal at Gibert Wealth Management in Charlotte, NC. He previously worked for Kestra Advisory and Kestra Investment Services from 2010 to 2026. Gibert also holds a minor shareholding in a family real estate and investment company. Gibert Wealth Management offers discretionary wealth management and retirement plan advisory services to retirement plan sponsors, business entities, and fiduciary clients including trusts and charitable organizations. The firm manages roughly $316 million in assets using a mix of quantitative and qualitative analysis along with modern portfolio theory to construct and monitor diversified portfolios.

Robert Jones is a financial advisor with Investor Advisory Group in Charlotte, NC, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Investor Advisory Group since 2015. Outside of his advisory work, he performs as a compensated singer in the Myers Park Presbyterian Church choir. Investor Advisory Group provides portfolio management, retirement plan advisory, fiduciary consulting, and financial planning services to individuals, pension and profit-sharing plans, trusts, and estates. The firm primarily manages assets on a non-discretionary basis, focusing on mutual funds, ETFs, and fixed income investments.

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.