Walker Davidson is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at CornerCap Investment Counsel for eight years before founding his own practice and currently leads Carolina Strategy, LLC. Carolina Strategy, LLC provides discretionary portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and select charitable organizations. The firm combines cyclical and fundamental analysis with modern portfolio theory and manages portfolios using a mix of trading strategies and investment vehicles, with a distinctive focus on pension consulting and charitable clients.

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 and First Citizens Bank. LEEP Asset Management provides ongoing portfolio management to individuals and high-net-worth clients, offering customized Investment Policy Statements and both discretionary and non-discretionary services. The firm employs a combination of fundamental, technical, and charting analysis along with a range of investment strategies, including equities, options, venture capital, and other asset classes.

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.

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.

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.

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.

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.