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.

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.

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.

Robert Jones is a financial advisor with Investor Advisory Group in Charlotte, NC, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Investor Advisory Group since 2015. Outside of his advisory work, he performs as a compensated singer in the Myers Park Presbyterian Church choir. Investor Advisory Group provides portfolio management, retirement plan advisory, fiduciary consulting, and financial planning services to individuals, pension and profit-sharing plans, trusts, and estates. The firm primarily manages assets on a non-discretionary basis, focusing on mutual funds, ETFs, and fixed income investments.

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.

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.

Sarah Headrick is a financial advisor at Legend Private Wealth, LLC in Charlotte, NC, holding Series 65 and Series 63 credentials with six years at the firm and four years of industry experience overall. She previously worked at Northwestern Mutual Wealth Management Company and related entities. Legend Private Wealth serves individuals, families, high-net-worth clients, trusts, and business clients including employer-sponsored 401(k) plans. The firm offers comprehensive financial planning and portfolio management, combining behavioral, fundamental, and quantitative analysis with AI-informed tactical allocations.

Geoffrey Owen is a CFP® professional with 23 years of experience in financial advisory. He is currently with Front Porch Financial Advisory, where he has worked since 2020, and previously spent five years at Greerwalker Wealth Management LLC. Outside of his advisory role, Owen is an independent licensed insurance agent but does not sell insurance. Front Porch Financial Advisory provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, corporations, and employer-sponsored retirement plans. The firm utilizes a tailored approach based on written Investment Policy Statements, combining fundamental analysis, modern portfolio theory, and quantitative tools, and offers both discretionary and non-discretionary account management along with pension and profit-sharing plan consulting services.

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.

Patricia Farber is a financial advisor at Gibert Wealth Management in Charlotte, NC, holding Series 63 and Series 66 licenses with 25 years of industry experience. Her prior experience includes roles at Kestra Advisory, Kestra Investment Services, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. In addition to her advisory work, she is employed at NFP Corporate Services in an administrative capacity focused on insurance. Gibert Wealth Management provides discretionary wealth management and retirement plan advisory services for retirement plan sponsors, business entities, and fiduciary clients such as trusts and nonprofits. The firm manages approximately $316 million in discretionary assets, offering a range of investment options and employing both quantitative and qualitative analysis in its portfolio construction.

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 Gallagher is a financial advisor at Greenway Wealth Advisors, LLC in Charlotte, NC, holding Series 65 and Series 63 licenses with two years of industry experience. Before joining Greenway Wealth Advisors, she worked at Dimensional Fund Advisors and was a student for ten years. Greenway Wealth Advisors provides investment management, financial planning, and employee benefit plan consulting to individuals, pension plans, charitable organizations, and businesses. The firm uses a primarily passive investment approach with individualized policy statements and incorporates AI tools under human review to support research and plan design.

Dimitri Triantafyllides is a CFA® charterholder with 14 years of experience in the financial advisory industry. He is currently with Forest Capital, where he has worked since 2009, following prior roles including managing principal positions at Sixty Guilders Management LLC and Sixty Guilders Research LLC, where he provides bespoke security analysis and valuation recommendations. Forest Capital offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and captive insurance companies. The firm employs internally developed credit and equity analysis models alongside third-party research, managing approximately $143 million across about 152 client relationships.

Jules Buxbaum is a financial advisor with 3 years of industry experience, currently working at 2pifinancial Corp. He holds Series 65 and Series 63 licenses. His prior experience includes a role at Deimos Asset Management LLC and work related to the University of Connecticut. 2pifinancial Corp. provides discretionary investment management and portfolio monitoring for individuals, high-net-worth clients, trusts, small businesses, and estates. The firm employs an individualized investment approach that incorporates fundamental, technical, charting, and cyclical analysis, and manages client assets with custody through Schwab Advisor Services.

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.