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 nine years of industry experience, currently serving as the sole advisor at Lattice Financial, LLC in Charlotte, NC. Prior to founding Lattice Financial in 2020, he spent three years at The Vanguard Group. In addition to his advisory role, Mullikin is involved with ROL Advisor, where he manages member onboarding and training for financial advisors. Lattice Financial, LLC is a fee-only registered investment adviser providing personalized investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm utilizes both passive and active investment strategies guided by client-specific policies and offers project-based planning alongside educational seminars on retirement, taxes, estate planning, and cash-flow analysis.

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.

Mark Teichman is a financial advisor at C2 Investment Group with 20 years of industry experience. He holds a Series 63 designation and has worked with C2 Investment Group since 1998. He is a co-owner of C2, LLC, which operates Tracker, a portfolio accounting and reporting application. C2 Investment Group provides non-discretionary investment consultation to institutional clients, such as municipalities and public funds, focusing on government bond index tracking using US Treasury and Agency securities. The firm offers index-tracking optimization tools to assist clients with portfolio rebalancing and does not provide discretionary portfolio management.

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 11 years of industry experience, currently serving at Level Wealth Management LLC since 2023. Prior to this, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for six years, and Providence Financial Resources, Inc. for one year. Level Wealth Management provides comprehensive financial planning and portfolio management primarily to individual and high-net-worth clients. The firm emphasizes passive investment management using index mutual funds and ETFs, manages accounts mostly on a discretionary basis, and employs fixed quarterly fees rather than traditional percentage-of-AUM billing.

Carey McClure is a financial advisor at Forest Capital with a PFS™ designation and Series 63 and 65 licenses, bringing three years of industry experience. He has held roles at Forest Capital Operating Company LLC since 2024 and has extensive experience in accounting and financial management through his long-term positions at National Planning Corporation and McClure, CPA, P.A. Outside of advisory work, he serves as Chief Financial Officer for Carolina Brick & Materials, Inc./Carolina Ready Mix, LLC. Forest Capital provides investment advisory and financial planning services to individuals and institutional clients, including captive insurance companies. The firm employs internally developed credit and equity analysis models alongside third-party research to guide investment decisions within balanced, equity, or fixed-income strategies.

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® professional with nine years of industry experience, currently serving at Pathfinder Planning LLC since 2017. Prior to his financial advisory career, he spent eight years as a homemaker. He holds the Series 63 designation and works out of Charlotte, NC. Pathfinder Planning serves working families, single women, retirees, near-retirees, and young adults with comprehensive financial planning and discretionary portfolio management. The firm’s approach is based on Efficient Market Hypothesis and evidence-based research, emphasizing low-cost ETFs, tax management, and disciplined rebalancing within a core-and-satellite framework.

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.

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.

Robert Schaff is a CFP® professional with 18 years of industry experience, currently serving at IA Network, LLC. His prior work includes roles at Purshe Kaplan Sterling Investments, Hilton Head Capital Partners, and LPL Financial, among others. Outside of advisory work, he owns and operates Metro Glamping, a backyard and mobile camping service. IA Network provides discretionary and non-discretionary investment management and financial planning primarily for individual and high-net-worth clients, utilizing tailored portfolio construction and a blend of fundamental, technical, cyclical, and behavioral research methods. The firm operates as a collective of smaller advisory practices, offering shared infrastructure and affiliated consulting and insurance services.

Andrew Gibson is a financial advisor at Integrative Planning, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Vanguard Advisors, Inc. and Alphastar Capital Management, LLC. Integrative Planning, Inc. provides discretionary asset management, model-portfolio implementation, and financial planning services primarily for individual clients. The firm manages approximately $100 million across about 400 clients, employing strategic and rules-based tactical portfolios that incorporate a variety of asset classes and quantitative, technical, and fundamental analysis.

Jennifer Hill is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Greenway Wealth Advisors, LLC. She previously worked at The Vanguard Group for eight years and held positions at Guardian Life. Greenway Wealth Advisors provides investment management, financial planning, and employee benefit plan consulting to individuals, pension plans, charitable organizations, and businesses. The firm primarily follows a passive investment approach using index mutual funds and ETFs, and employs a hybrid service model that supports clients at various asset levels.

Matthew Falkner is a financial advisor at Trails Edge Wealth Advisers, LLC in Charlotte, NC, holding Series 65 and Series 66 licenses with 10 years of industry experience. His work history includes roles at Wealth Enhancement Group, Acquis Consulting, and Credit Suisse Securities, among others. Trails Edge Wealth Advisers provides investment advisory and portfolio management services to individuals, corporations, pension and profit-sharing plans, endowments, foundations, estates, and trusts. The firm builds individualized portfolios using a range of analytical methods and frequently implements strategies through third-party model managers accessed via the GeoWealth platform.

John Zarinsky is a CFP® and Series 65 credentialed advisor with 13 years of industry experience. He has been with SafeBridge LLC since 2016, including a prior tenure at AE Wealth Management, LLC, and Horter Investment Management, LLC. Zarinsky is licensed to sell life insurance and annuities but does not receive commissions from their sale. SafeBridge primarily serves individuals and families near or in retirement, focusing on retirement income planning, tax-aware advice, and discretionary investment management. The firm emphasizes long-term portfolio construction using low-cost index ETFs and high-quality fixed income, integrating tax planning and optional tax-return preparation.

Matthew Mc Lean is a financial advisor at Broyhill Asset Management, LLC in Charlotte, NC, holding Series 63 and Series 65 credentials with seven years of industry experience. His previous roles include positions at Millennium Management, Wells Fargo, BlackArch Partners, and AB Bernstein. Broyhill Asset Management is an SEC-registered investment adviser managing approximately $204.5 million in assets, providing discretionary portfolio management to individuals, trusts, foundations, institutions, and private funds. The firm employs a value-oriented, long-term fundamental research approach, sponsors pooled investment vehicles and private funds, and uses option strategies as part of portfolio management.