Kenan Kurtz is a financial advisor at Concorde Financial Resources in York, SC, holding a Series 66 designation with four years of industry experience. His background includes work outside of finance at various service industry roles and studying at UNC Chapel Hill. Concorde Financial Resources provides investment supervisory services, general investment advice, and non-securities financial guidance to individuals, families, trusts, estates, and charitable organizations. The firm manages approximately $231 million in client assets using a diversified, multi-asset allocation approach that combines buy-and-hold strategies with tactical overlays based on economic and interest-rate analysis.

David Rotatori is a CFP® professional with 18 years of industry experience. He is currently with Beacon Capital Advisory Group and previously worked at LPL Financial, Independent Advisor Alliance, Cornerstone Financial Advisors, and Securities America Advisors. He is also an independent licensed insurance agent. Beacon Capital Advisory Group provides discretionary portfolio management, financial planning, retirement plan investment management, and subadvisory services to individual, high-net-worth clients, and retirement plans. The firm employs a mix of fundamental analysis, various trading approaches, and alternative investments tailored to client 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.

Roderick Buie is a CFA® charterholder and principal at Buie Investment Advisors, LLC, with 12 years of industry experience. He has led Buie Investment Advisors since 2007, a firm based in Charlotte, NC. Buie Investment Advisors serves individual investors, trusts, and estates through discretionary and non-discretionary portfolio management, maintaining a client base of about 46 relationships. The firm uses a long-term investment approach grounded in fundamental, technical, and cyclical analysis, and offers project-based consulting including cash flow, estate, and tax planning reviews.

Anna Jackson is a CFP® professional with eight years of industry experience, currently serving at Eastover Capital Management since 2013. She is also licensed as an insurance agent, engaging in insurance sales alongside her advisory role. Eastover Capital Management serves individual and high-net-worth clients, retirement plans, and charitable organizations, offering discretionary portfolio management and limited financial planning services. The firm employs a conservative-growth investment approach focused on volatility-resistant sectors, emphasizing large-cap stocks and fixed income to balance income and capital preservation.

Jason Ackerman is a CFP® professional with seven years of experience in financial advising. He is affiliated with Wealth Rabbit and also works at Bernard N. Ackerman, CPA, P.A., an accounting and tax practice. Wealth Rabbit provides online discretionary portfolio management through a mobile and web application, serving individual retail and high-net-worth clients as well as employers offering retirement plans. The firm offers a range of model portfolios, including options with crypto asset allocations, which clients select and manage via an app-based platform.

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 at Linkside Financial LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Robert W. Baird & Co. for two years. His background includes roles related to law, having been associated with the University of North Carolina School of Law and DeMayo Law Offices. Linkside Financial provides discretionary and non-discretionary investment advisory services to individual and high-net-worth clients, including former athletes, CEOs, and entrepreneurs. The firm combines technical, quantitative, and fundamental analysis to develop and monitor customized portfolios, and offers financial planning as part of its advisory services.

Larry Griffin III is a financial advisor at Eastover Capital Management in Charlotte, NC, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Royal Bliss Brewing and Bank of America, along with a five-year period associated with UNC Charlotte. Eastover Capital Management provides discretionary portfolio management and limited financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans and charitable organizations. The firm employs a conservative-growth investment approach that integrates macroeconomic and sector analysis with fundamental research, focusing on volatility-resistant, large-cap stocks and fixed-income holdings.

Kendall Anderson is a CFA charterholder with 19 years of industry experience. He has been with Anderson Griggs Portfolio Management since 1996. Anderson Griggs Investments provides investment supervisory services and individual portfolio management to individuals, trusts, and charitable organizations. The firm’s approach emphasizes asset allocation through index-tracking ETFs and selected large-cap global equities, focusing on long-term holdings with the flexibility for short-term trading when appropriate.

Lee Mann is a CFP® and holds a Series 63 license with 12 years of industry experience. He has worked at Lyon Wealth Advisors Group, LLC since 2024 and previously spent 10 years with The Vanguard Group, Inc. in Charlotte, NC. Lyon Wealth Advisors Group provides discretionary portfolio management and integrated financial planning primarily to high net worth individuals, corporations, and retirement plans. The firm employs customized strategies based on Modern Portfolio Theory, using low-cost mutual funds and ETFs, and is affiliated with a tax and business advisory practice and an events and publishing entity focused on dentists and other specialists.

Brian Dalton is a financial advisor at TRICAPITAL Wealth Management, Inc. in Charlotte, NC. He holds the CFP® designation and Series 66 license, with seven years of industry experience. Prior to joining TRICAPITAL, he worked at The Vanguard Group, Inc. for five years. TRICAPITAL Wealth Management provides investment management and financial planning services to individuals, business entities, retirement plans, foundations, estates, and trusts. The firm employs a personalized wealth-management process with discretionary portfolio management and uses a proprietary Retirement Funding Score to monitor progress.

Andrew Lee is a financial advisor at Linkside Financial LLC in Charlotte, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Linkside Financial in 2025, he spent six years with the Arizona Cardinals and one year with the Carolina Panthers. 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 uses a combination of technical, quantitative, and fundamental analysis to create and monitor customized portfolios and offers financial planning as part of its advisory services.

Liam Fitzgerald is a CFP® certificant with six years of industry experience, currently serving as an advisor at Lyon Wealth Advisors. His prior work includes roles at The Vanguard Group and Liberty University. Lyon Wealth Advisors Group provides discretionary portfolio management and integrated financial planning to high net worth individuals, corporations, and retirement plans. The firm uses model portfolios based on Modern Portfolio Theory, investing primarily in low-cost mutual funds and ETFs, and has affiliations with a tax and business advisory practice as well as an events and publishing entity focused on dentists and other specialists.

Joshua Bailey is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Muirfield Wealth Advisors LLC since 2021 and previously held roles at Carroll Financial Associates Inc., Cetera Advisor Networks LLC, and Axa Advisors, LLC. Bailey is also licensed as an insurance agent and sells life insurance, annuities, and long-term care products. Muirfield Wealth Advisors serves individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management and financial planning services. The firm employs a goal-driven, primarily long-term investment approach using ETFs, mutual funds, individual stocks, and bonds, with portfolios customized for risk tolerance and adjusted for tax or cash needs as appropriate.

Derek Lewis is a CFP® and Series 66 designee with 13 years of industry experience. He has been with R.P. Boggs & Co. since 2012. Lewis is based in Lake Wylie, South Carolina, and is currently affiliated with Catawba River Capital. Catawba River Capital provides wealth management and investment consulting services primarily to high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, and other legal entities. The firm employs a conservative, scenario-based investment approach with a focus on fundamental analysis and longer-term holdings, while also incorporating strategies such as short selling and options writing when suitable.

Peter Ross is a financial advisor at Copperleaf Capital, LLC with five years of industry experience. He holds a Series 66 designation and has worked at Brookstone Wealth Advisors and Fidelity Investments. In addition to his advisory work, he is licensed to sell health and life insurance products through an insurance agency. Copperleaf Capital provides advisory services to individuals, families, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm uses a values-based discovery process and model portfolio-driven investment approach, offering services including financial planning, discretionary portfolio management, and digital currency management.

Hunter Wise is a financial advisor at Beacon Associates Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Beacon Associates since 2022. Prior to his current role, he held positions at Defyned Brands, Viral Launch, and Dana Incorporated. Beacon Associates Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing discretionary asset management primarily through sub-advisor and co-advisor relationships. The firm focuses on selecting and monitoring third-party portfolio managers and offers active portfolio management with quarterly reviews and tax-loss harvesting strategies.