Melissa Miller is a financial advisor at Miller Wealth Partners with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Kingswood Capital Partners, Blueprint Financial Advisors, and Cambridge Investment Research. Miller serves as Vice Chair and Finance Committee Member for The Parkinson Association of the Carolinas. Miller Wealth Partners provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, non-profits, small businesses, and estates. The firm employs a process combining fundamental and technical analysis with modern portfolio theory and also offers retirement plan advisory services.

Most of my clients are corporate professionals and families between 30 and 55 who have built a successful career and are starting to ask a different question: what should that success actually make possible? Sometimes the answer is stepping away for a while to care for a child or a parent. Sometimes it is a sabbatical, a pivot into a different field, or a business of their own. Sometimes it is staying exactly where they are and continuing to work because they want to, not because they have to. Different answers, same work underneath: figuring out what your version would require, and building toward it on purpose rather than by default. That work usually starts at a specific moment. Equity comp that quietly became a concentrated position. A promotion that changed the tax picture and the hours. A package with a short window on it. A parent who needs help the same year tuition starts. Those decisions either build optionality or spend it, and most get made in the first ninety days without anyone pricing the tradeoff. I spent more than two decades in wealth management at large banks before starting Present Day. I am working through a version of this myself: raising a family, helping parents, and deciding what comes after a long corporate chapter. I hold the CFP® certification, studied economics and psychology at UNC–Chapel Hill, and have an MBA from Duke. You can hire me for planning and advice, have me manage the investments, or take what we build and implement it yourself. There is no investable-asset minimum. Fees are flat-dollar or asset-based and disclosed in writing before any engagement begins.

Andrew Jones is a CFP® professional with 19 years of industry experience, operating through Jones Gregg Financial, LLC in Charlotte, NC. He has been with Jones Gregg Financial since 2005 and also manages AENJ, LLC. Jones Gregg Financial provides financial planning, consulting, and portfolio management services to individuals, including high-net-worth clients, as well as defined contribution and benefit plans and business entities. The firm utilizes a combination of charting, fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary investment advice tailored to client needs.

Trista Holwager is the sole advisor at KubiTree LLC and holds a Series 65 designation. She has no prior experience in the financial advisory industry but has been the Broker-in-Charge at Tree Realty LLC since 2003. KubiTree LLC provides non-discretionary investment advisory and financial planning services to individual clients without account minimums. The firm focuses on ETFs and digital assets, using a combination of fundamental, technical, quantitative, and cyclical analysis to support various trading strategies, while leaving trade execution decisions to clients.

Kathy Stanley is the founder and sole advisor of Sentry Consulting, Inc. in Charlotte, NC, with 24 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. In addition to her advisory role, she maintains active life, long-term care insurance, and real estate broker licenses, which she uses to assist clients with related discussions. Sentry Consulting serves individual clients across various life stages, providing personal financial planning and investment management on a project or ongoing basis. The firm emphasizes appropriate asset allocation, limited trading to manage tax and transaction costs, and discretionary portfolio management.

Mallory Warren is a CFP® with eight years of industry experience, currently serving as the sole advisor at Aerden LLC. Her prior roles include positions at Fidelity Investments and The Vanguard Group. Outside of her advisory work, she operates a digital financial-education practice. Aerden LLC provides fee-only, advice-only financial planning to individuals and families through one-time engagements focused on either specific questions or comprehensive plans. The firm does not manage client assets but emphasizes long-term strategic asset allocation based on Modern Portfolio Theory, fundamental fund analysis, and considerations of diversification, cost, and taxes.

Darrin Leaks is a financial advisor at TierOne Capital, LLC in Charlotte, NC, holding a Series 65 designation with two years of industry experience. He previously worked at Bank of America Corporation for 21 years. TierOne Capital provides financial planning, investment management, and tax preparation services to a diverse range of clients, including individuals, pension plans, trusts, corporations, and charitable organizations. The firm emphasizes individualized investment programs that combine active and passive strategies with tax considerations and integrates tax planning and return preparation alongside investment advice.

John Patterson is a financial advisor with Michelangelo Partners, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Michelangelo Partners since 2011. Michelangelo Partners provides ongoing portfolio management and investment supervisory services to individual and high-net-worth clients, focusing on equities, fixed income, ETFs, and government securities. The firm employs a combination of charting, fundamental, technical, and cyclical analysis, applying both long-term and short-term trading strategies, including options writing, with portfolios constructed and monitored according to documented risk tolerances and time horizons.

Roman Raies is a financial advisor at SouthEast Investments, N.C., Inc. He holds a Series 66 designation and has one year of experience in the industry. His prior roles include positions at Capital Vacations and Equitable Advisors, LLC. Raies has also been involved with Hick's Delivery Group LLC as part of his broader work history. SouthEast Investments, N.C., Inc. provides portfolio management, financial planning, and adviser-selection services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm combines asset management with brokerage and insurance activities, offering both discretionary and non-discretionary account management as well as third-party money manager arrangements.

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.

Edin Cuskovic is the principal of Maximum Advisory, an independent registered investment adviser based in Huntersville, NC, with 14 years of industry experience. He holds the CFA® designation and Series 65 license. In addition to his work as a financial advisor, Edin owns and serves as president of Maximum Accounting and Tax Services LLC, which provides accounting and tax services in North Carolina. Maximum Advisory offers comprehensive financial planning and discretionary investment management to individuals, businesses, trusts, pension and profit-sharing plans, and charitable organizations. The firm uses a process centered on written Investment Policy Statements and combines Modern Portfolio Theory with passive and active strategies, emphasizing ongoing client relationships and coordinated advisory services.

Tyler Durham is a financial advisor at Roundtable Planning & Investments in Charlotte, NC, holding a Series 65 designation. He has prior experience at Ernst & Young, Bank of America, and Jabian Consulting before joining his current firm in 2025. Roundtable Investment Services, LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with discretionary investment management and ongoing financial planning. The firm employs a combination of fundamental and cyclical analysis alongside Modern Portfolio Theory, blending passive and active strategies to build diversified portfolios.

Tammy Goodman is a CFP®-designated financial advisor with 13 years of industry experience. She founded Tammy Goodman Financial, LLC in 2019 and previously worked at Premier, Inc., M HOLDINGS SECURITIES, Inc., and Barry, Evans, Josephs & Snipes. Her firm serves individual clients and offers integrated financial planning, discretionary investment management paired with ongoing planning, and consulting services on executive compensation and workplace benefits to businesses and other financial advisors. Tammy Goodman Financial operates on a fee-only basis and employs a Modern Portfolio Theory-based investment approach favoring passive, low-turnover strategies tailored to client risk tolerance and time horizons.

Bryan Keller is the sole advisor at Social Impact Investments Inc. in Huntersville, NC, holding a Series 65 credential with eight years of industry experience. His prior work includes four years with Goodwill Industries of the Southern Piedmont. Social Impact Investments Inc. manages portfolios primarily for individual and high-net-worth clients, focusing on equities alongside fixed income, ETFs, and other securities. The firm emphasizes tailored investment strategies aligned with clients’ goals and risk tolerance, maintaining a small client base and explicit policies regarding client-imposed investment restrictions.

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.

Phillip Whitley is a financial advisor with Whitley Financial, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His career includes roles at Grove Point Investments, H. Beck, Sterne Agee, and Synergy Investment Group. He is also a licensed insurance professional, dedicating less than 10% of his business time to insurance activities. Whitley Financial provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a primarily long-term investment approach using both fundamental and technical analysis to develop customized asset allocations, with accounts managed on a discretionary basis and reviewed at least annually.

Adwowa Afenyi Annan is a CFP® and Series 66 credentialed financial advisor with 23 years of industry experience. She is the principal of 3A Financial Group, LLC, an independent registered investment adviser based in Huntersville, NC. Annan has held roles at Alight Financial Solutions LLC and Alight Solutions (formerly AON Hewitt) since 2010. In addition to her advisory work, she provides tax services to clients and is an independent insurance agent. 3A Financial Group serves individuals, trusts, foundations, estates, and charitable organizations, managing approximately $17.1 million across about 26 client relationships. The firm employs a fundamentally driven, long-term asset allocation approach, primarily managing accounts on a non-discretionary basis with a focus on mutual funds, ETFs, and suitable insurance and annuity products.

Seth Mullikin is a CFP®-certified financial advisor with eight years of industry experience, currently leading Lattice Financial, LLC in Charlotte, NC. Prior to founding Lattice Financial in 2020, he worked at The Vanguard Group from 2016 to 2019. He is also involved as a Member Success Manager at ROL Advisor, a business providing software, training, and marketing support for financial advisors. Lattice Financial, LLC is an independent, fee-only investment adviser serving individuals, high-net-worth clients, and charitable organizations with personalized investment management and financial planning. The firm employs a combination of passive and active management based on customized investment policy statements and regularly reviews accounts with discretionary authority.

Ian Rahilly is a CFA® charterholder and financial advisor with 11 years of industry experience. He is the principal of Toucan Financial, Inc., an independent advisory firm based in Charlotte, NC. Prior to founding Toucan Financial, he held roles at J.P. Morgan Securities, Merrill, and Bank of America. In addition to his advisory work, he holds a part-time executive position in a specialty event insurance business. Toucan Financial serves individuals, high-net-worth clients, corporations, and employer plan sponsors with a range of advisory services including comprehensive wealth planning, discretionary investment management, personal tax preparation, and retirement plan consulting. The firm employs a fee-only model and integrates tax planning with portfolio construction, focusing on both passive and active strategies and pension consulting for institutional clients.