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.

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 the principal of Kaine Capital Ventures LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with six years of industry experience. Her background includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and recent work providing ABA therapy through OPal Autism Centers and ABS Kids. Kaine Capital Ventures LLC is a newly organized independent firm serving individual clients and families with a range of financial planning and investment management services. The firm offers non-discretionary portfolio design tailored to clients’ risk profiles and time horizons, including will-based estate planning and educational workshops.

Alexandra Rickard is the principal of Rickard Investment Consulting, LLC in Concord, NC, holding a Series 65 designation with one year of industry experience. Prior to founding her independent advisory firm in 2026, she worked at Novant Health and Bonded Logistics, among other roles. Rickard Investment Consulting, LLC provides investment advisory services primarily to individual and high-net-worth clients, offering portfolio analysis, ongoing monitoring, and optional financial planning and consulting. The firm uses fundamental and technical analysis to tailor portfolios across cash, equity, and fixed-income allocations and includes options strategy analysis as part of its service offering.

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 15 years of industry experience. He has worked at Atticus Capital Advisors LLC since 2017 and previously at Ajax Capital Advisors, Inc. from 2010 to 2017. Atticus Capital Advisors LLC is an independent, single-advisor registered investment adviser serving individuals and high-net-worth clients. The firm provides discretionary portfolio management and financial planning, utilizing fundamental analysis, technical analysis, and modern portfolio theory to implement tailored investment strategies.

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 a financial advisor at Buoyant Financial in Charlotte, NC, holding Series 63 and Series 65 designations with eight years of industry experience. He has worked at Buoyant Financial since 2017 and previously at Ally Financial from 2015 to 2017. Buoyant Financial provides ongoing portfolio management and financial planning to individuals, high-net-worth clients, and corporate/business entities, managing approximately $27.9 million across about 37 client relationships. The firm emphasizes long-term strategies using fundamental analysis, modern portfolio theory, and options trading, and manages assets internally while recommending a specific custodian.

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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.