Mahendra Rathore is a financial advisor at Omega Wealth Management, LLC in Charlotte, NC, holding the CFP® and ChFC® designations with 11 years of industry experience. His prior roles include positions at Innovation Partners LLC, Ally Invest Advisors, AXA Equitable, and Aon Hewitt Financial Advisors. He also serves as a Notary Public in North Carolina and is an appointed agent selling fixed insurance products. Omega Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm’s investment approach is based on modern portfolio theory, emphasizing globally diversified, risk-appropriate asset allocations through a variety of strategies including index/passive, multifactor, income-oriented programs, and overlay techniques.

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.

Susan Kelly is a CFP® at Tassel Capital Management, Inc with experience at the firm dating back to 2017. She has been with Tassel Capital in her current role since 2025. Tassel Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm uses a research approach that combines modern portfolio theory with fundamental analysis and internal due diligence, managing portfolios primarily through low-cost, diversified mutual funds and ETFs supplemented as needed with individual securities.

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.

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 advisor with Three Phases Wealth Advisors LLC, where he has worked since 2025. He has no prior industry experience but has held roles at FranklinCovey and Centsei LLC, focusing on leadership training and personal finance coaching outside of his advisory work. Rawson provides financial coaching aimed at helping families eliminate debt, grow savings, and build wealth. Three Phases Wealth Advisors serves individual clients, including high-net-worth individuals, offering comprehensive financial planning and discretionary investment management. The firm emphasizes a tailored planning process and client education, integrating materials and educational resources from Centsei LLC at no additional cost.

Samuel Crump is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®) with 14 years of industry experience. He is currently with Telos Wealth Advisors and previously worked at Apollon Wealth Management, LLC, and Northwestern Mutual Investment Services, LLC. Outside of advising, he is involved in related businesses offering insurance and tax services. Telos Wealth Management provides customized wealth management, discretionary portfolio management, financial planning, and retirement plan consulting to a range of clients including individuals, families, and businesses. The firm emphasizes tailored investment strategies using diversified, low-cost mutual funds and ETFs, and operates primarily as a remote advisory practice with affiliated insurance and accounting services.

Jennifer Meldrim is a financial advisor at Solaris Strategic Wealth with a Series 66 designation and 2 years of industry experience. Her prior work includes positions at LPL Financial, LLC, and Money Counts, Inc. Solaris Strategic Wealth provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, businesses, and corporations. The firm’s investment approach includes asset allocation across various securities with fundamental, technical, and cyclical analysis, combined with periodic rebalancing and manager oversight.

Sarah Headrick is a financial advisor at Legend Private Wealth, LLC in Charlotte, NC, holding Series 65 and Series 63 credentials with four years of industry experience. She has previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Legend Private Wealth serves individuals, families, high-net-worth clients, trusts, and business clients, offering comprehensive financial planning, portfolio management, private equity administration, and digital asset advice. The firm employs a hybrid investment process integrating behavioral, fundamental, and quantitative analysis, enhanced by AI-driven trade signals, and manages approximately $71 million for around 45 clients.

David Rotatori is a CFP® certificant with 17 years of experience in the financial industry. He currently works at Beacon Capital Advisory Group and previously held roles at LPL Financial and Cornerstone Financial Advisors. Additionally, he is an independent licensed insurance agent. Beacon Capital Advisory Group provides discretionary portfolio management, financial planning, retirement plan investment management, and subadvisory services. The firm serves individual and high-net-worth clients as well as retirement plans, using fundamental analysis and a mix of trading strategies tailored to client goals and risk tolerance.

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.

Colton Strawn is a CFP® professional with eight years of industry experience, currently serving at Copperleaf Capital, LLC. His prior experience includes roles at Fidelity Investments, The Vanguard Group, State Farm, and Uber and Lyft. Outside of advisory work, he is also licensed to sell health, disability, and life insurance products through an insurance agency. Copperleaf Capital provides financial advisory services to individuals, families, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm utilizes a values-based discovery process and model portfolios focused on U.S. equities, government bonds, mutual funds, and ETFs, offering services that include tailored financial planning, discretionary portfolio management, and digital currency management.

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.

Think of me as Your Financial Mom - the planner that works with regular families. Throughout my career, it seemed that financial advisors were always looking to sell their products or manage money to retirees, business owners, or those with lots of money - no one wanted to plan and budget for everyone else. Our clients look like just like regular people: Mom and Dad who get up in the morning, get the kids off to school, work all day either at home or an office, come home, get dinner on the table, pay the bills, and have a little money in their retirement account  You will get the tools and advice needed to plan your retirement, create your budget, and save for your goals. Our local and national resources can help you put together your will or review your insurance. Each client receives an easy-to-read financial plan outlining your current situation, alternatives to reach your goals, and an action plan to get you there.

Jason Ackerman is a CFP® professional with seven years of industry experience, currently serving as an advisor at Wealth Rabbit in Rock Hill, SC. He has 14 years of experience working at Bernard N. Ackerman, CPA, P.A., where he prepares tax returns and provides accounting services for individuals and businesses. Wealth Rabbit provides discretionary portfolio management primarily to individual investors through its mobile and online app, offering a range of model portfolios from conservative to aggressive. The firm also supports employer-sponsored retirement plans and distinguishes itself with a platform-first user experience and a suite of crypto-focused investment models.

Justin Anderson is a financial advisor at Anderson Griggs Investments with 20 years of industry experience. He holds a Series 65 designation and has worked at Anderson Griggs & Co., Inc. since 2008. Anderson Griggs Investments provides investment supervisory services and individual portfolio management to individuals, trusts, and charitable organizations, typically managing accounts of at least $100,000. The firm’s investment approach emphasizes asset allocation through index-tracking ETFs and individual large-cap global equities, using a combination of fundamental, quantitative, qualitative, and cyclical analysis methods.

Robert Johnson is a financial advisor with Linkside Financial LLC in Charlotte, NC. He holds Series 66 and Series 63 credentials and has two years of industry experience, including two years at Robert W. Baird & Co. prior to joining Linkside Financial. His background includes work at DeMayo Law Offices and involvement with the University of North Carolina School of Law and the National Rifle Association. Linkside Financial provides discretionary and non-discretionary investment advisory services primarily to individual and high-net-worth clients, including former athletes, CEOs, and entrepreneurs. The firm employs a combination of technical, quantitative, and fundamental analysis to develop asset allocations and monitor portfolios, and offers educational seminars and financial planning as part of its services.