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, First Citizens Bank, and Capital Advisors Group, Inc. LEEP Asset Management provides portfolio management services to individuals and high-net-worth clients, offering both discretionary and non-discretionary advisory services. The firm employs a diverse investment approach incorporating fundamental, technical, and charting analysis, and includes equities, fixed income, venture capital, and options strategies among its recommended investments.

My name is Charles Thomas. I am a Certified Financial Planner® and founder of Intrepid Eagle Finance. We work with Christian families on their journey to financial freedom. The first time I ever taught someone about finance was on a school trip to a roller skating rink when I was in the fifth grade. I spent the bus ride teaching a classmate about the value of saving. My career has been spent around the same basic premise: help others to be wise with their finances. I have been working with people and their money for over 14 years of my career. I have had experience at global financial firms in a wide variety of roles. This diverse experience has included everything from helping people who just received their first paycheck to counseling millionaires in the financial crisis to helping large corporations provide retirement plans for their employees. I completed a double major at Appalachian State University and hold Bachelor degrees in Music and Marketing. I later earned an MBA at the University of South Carolina’s Moore School of Business. I started Intrepid Eagle Finance to serve a community I believe has unique needs. Christian families face the challenge of balancing the needs of Mom and Dad, children, work, church and other things craving resources. The financial component of this difficult balancing act can be stressful to harmonize for this kind of family. How do I know this? My family is part of this group too! That’s why I started Intrepid Eagle. I spend my days helping families like mine who value things like God, Family, and Country. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I am an active supporter of independent education and homeschooling. My wife and I are active supporters of helping others get started and find success with their own homeschool journey. When I am not working with other families, I spend time with my own family. My wife Amy and I make our home in South Carolina with our three children. Our family is active in our homeschool each day where we work hard and play hard. We spend our breaks on time outdoors, playing music, traveling, and serving our church family. Visit our website to learn more about how we use technology to serve you wherever you are located.

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.

Holli Nowokunski is a financial advisor at Elbert Financial Consulting, Inc. in Charlotte, NC, holding a Series 65 designation with 22 years of industry experience. She has been with Elbert Financial Consulting since 2003. Elbert Financial Consulting provides fee-based comprehensive financial planning primarily for individuals, trusts, and closely held businesses. The firm offers written comprehensive plans covering various areas including asset allocation, estate and college planning, and charitable planning, relying on financial modeling and research tools without managing client portfolios or accepting discretionary authority.

Holden Bobb is a Series 65-licensed financial advisor at Front Porch Financial Advisory with one year of industry experience. Prior to joining Front Porch, he worked at Wells Fargo for three years. Front Porch Financial Advisory serves individuals, high-net-worth clients, corporations, and employer-sponsored retirement plans, managing approximately $181 million in assets. The firm provides portfolio management, financial planning, and retirement-plan advisory services using a combination of fundamental analysis, modern portfolio theory, and quantitative tools, with discretionary and non-discretionary management options.

David D'alessandro is a CFP® with 12 years of industry experience, currently serving as an advisor at Axiom Private Wealth, LLC since 2020. Prior to joining Axiom, he worked at Robert W Baird & Co for four years. Axiom Private Wealth serves individual and high-net-worth clients by providing discretionary and non-discretionary investment management along with comprehensive wealth planning. The firm employs a fundamental, long-term asset allocation strategy tailored to each client’s goals and risk tolerance, offering personalized oversight through a small advisory team.

Christopher O'Leary is a financial advisor with Unconventional Investor, LLC in Charlotte, NC, holding a Series 65 designation and six years of industry experience. Prior to joining Unconventional Investor in 2019, he worked at Keyence Corporation from 2014 to 2018. Unconventional Investor primarily serves individual clients, including both high-net-worth and non-HNW individuals, offering discretionary portfolio management, initial portfolio evaluations, and periodic financial planning. The firm’s investment approach emphasizes asset allocation using low-cost equity index funds and U.S. Treasury bonds, with portfolios customized to each client’s risk profile and managed with a buy-and-hold, low-turnover strategy.

Richard Cook is a CFP® professional with 10 years of industry experience. He is currently with Level Wealth Management LLC in Charlotte, NC, where he has worked since 2023. Prior to this, he held roles at Cambridge Investment Research Advisors, Inc. and Providence Financial Resources, Inc. Level Wealth Management provides financial planning and portfolio management services primarily to individual and high-net-worth clients. The firm emphasizes passive investment strategies using index mutual funds and ETFs, managing accounts mostly on a discretionary basis while maintaining client communication on trades.

Carey McClure is a financial advisor at Forest Capital with 2 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. McClure also serves as Chief Financial Officer for Carolina Brick & Materials, Inc. and Carolina Ready Mix, LLC, managing the financial aspects of these multi-entity organizations. Forest Capital provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs proprietary credit and equity analysis models alongside third-party research and serves a variety of client types, including captive insurance companies, with a focus on customized investment strategies and fee-only advisory services.

Paul Bradley is a financial advisor with Piedmont Wealth Advisory in Charlotte, NC, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Oak Barrel Wealth Advisory LLC, Oakmont Wealth Advisory, LLC, and Vanguard Advisers, Inc. Piedmont Wealth Advisory provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, and estates. The firm operates as a fiduciary, constructing customized, long-term portfolios using fundamental analysis and diversified, low-cost instruments, while allowing client-imposed restrictions and retention of legacy holdings.

Aaron Salmon is a CFP® with nine years of industry experience, currently serving as a financial advisor at Pathfinder Planning LLC since 2017. Prior to joining Pathfinder Planning, he spent eight years as a homemaker. Pathfinder Planning LLC provides comprehensive financial planning and discretionary portfolio management to individuals, couples, businesses, and families, focusing on working families, single women, young adults, and retirees or near-retirees. The firm employs a low-cost, passive investment approach based on the Efficient Market Hypothesis, supplemented by targeted factor tilts and a core-and-satellite structure, and offers consumer education programs alongside estate planning services.

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.