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. 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.

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 been with Atticus Capital Advisors LLC since 2017, following seven years at Ajax Capital Advisors, Inc. He is based in Charlotte, NC. Atticus Capital Advisors LLC provides investment and portfolio management services to individuals and high net worth clients, focusing on tailored investment objectives implemented primarily through discretionary management and model portfolios. The firm integrates fundamental and technical analysis with modern portfolio theory and both long- and short-term trading strategies.

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.

Evan Grey is a CFP® professional with two years of industry experience, currently serving as the sole advisor at Grey Private Capital in Charlotte, NC. His prior experience includes roles at Ogorek Wealth Management LLC and ASK Capital Holdings, Inc., where he remains an employee of a single-family office and dedicates over half of his time. Grey Private Capital offers investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, employer-sponsored retirement plans, charitable organizations, and businesses. The firm utilizes an asset allocation approach grounded in modern portfolio theory, primarily employing passive investment vehicles and providing specialized services for institutional retirement plans and pension 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.

100% Satisfaction Guarantee – No Risk, All Reward We believe in the value of our work. If you’re not completely satisfied with your financial plan, we’ll give you a full refund – no questions asked. Start planning for your future, risk-free! With over 10 years of financial planning experience, including advisor roles at, Charles Schwab, and Vanguard, The hourly advisor is dedicated to bringing transparency and fairness to the financial planning process. We empower our clients to take control of their finances. We are hourly and advice only. Pay only for the time you need. No ongoing subscriptions, fees, or commitments. To learn more visit our website, or schedule a free consultation. www.thehourlyadvisor.com

Jason Moore is a CFP® with 20 years of industry experience, currently serving as the sole advisor at Moore Investment Partners, LLC since 2022. Prior to founding his firm, he worked at E*Trade for nine years. Moore Investment Partners provides portfolio management services primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary management with investment strategies based on Modern Portfolio Theory and a long-term horizon. The firm prepares individualized Investment Policy Statements and typically uses Charles Schwab for custody and trading.