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.

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.

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 financial advisor at Toucan Financial, Inc. in Charlotte, NC, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience, with prior roles at J.P. Morgan Securities, Merrill Lynch, and Bank of America. Toucan Financial is a fee-only registered investment adviser serving individuals, high-net-worth clients, corporations, and institutional clients. The firm uses a collaborative digital planning process combining passive and active asset allocation strategies with ongoing tax planning and personal tax return preparation as part of its comprehensive wealth management services.

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® and holds a Series 66 license with 11 years of industry experience. He has worked at Axiom Private Wealth, LLC since 2020 and previously spent four years at Robert W Baird & Co. Axiom Private Wealth serves individual and high-net-worth clients by providing discretionary and non-discretionary investment management alongside comprehensive wealth management and financial planning. The firm employs a long-term asset-allocation approach tailored to each client’s goals and risk tolerance, managing portfolios that include mutual funds, ETFs, bonds, and cash, and may utilize unaffiliated independent managers without additional compensation.

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® with 10 years of experience in financial advising. He is currently with Level Wealth Management LLC in Charlotte, NC, where he has worked since 2023. His prior experience includes roles at Cambridge Investment Research Advisors and Providence Financial Resources. Level Wealth Management provides comprehensive financial planning and portfolio management primarily to individual and high-net-worth clients. The firm emphasizes passive investment management through index mutual funds and ETFs, manages accounts mostly on a discretionary basis, and offers fixed quarterly fees rather than percentage-of-AUM billing.

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.

Jason Soloman is a financial advisor with Tactical Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Tactical Investment Advisors since 2011. The firm provides portfolio management and advisory services primarily to individual and high-net-worth clients, managing approximately $32.1 million across about 151 accounts with a three-advisor team. Tactical Investment Advisors combines individualized portfolio management with the option of performance-based fee arrangements, an uncommon practice among supported firms, and is also registered to offer insurance products alongside investment 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.