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.

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.

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.

Mahendra Rathore is a financial advisor at Omega Wealth Management, LLC in Charlotte, NC, holding the CFP® and ChFC® designations with 11 years of industry experience. His prior roles include positions at Innovation Partners LLC, Ally Invest Advisors, AXA Equitable, and Aon Hewitt Financial Advisors. He also serves as a Notary Public in North Carolina and is an appointed agent selling fixed insurance products. Omega Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm’s investment approach is based on modern portfolio theory, emphasizing globally diversified, risk-appropriate asset allocations through a variety of strategies including index/passive, multifactor, income-oriented programs, and overlay techniques.

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.

Richard Freitag is a CFP® professional with 21 years of industry experience and is the sole advisor at Freitag Financial Group, LLC, an independent firm based in Charlotte, NC. He has led Freitag Financial Group since 2009. Freitag Financial Group provides portfolio management and financial planning services to individuals as well as pension and profit-sharing plans, serving 43 clients with approximately $49.17 million in assets under management. The firm employs fundamental, technical, and cyclical analysis and typically operates on a non-discretionary basis, focusing notably on institutional and pension clients alongside individual investors.

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.

Susan Kelly is a CFP® at Tassel Capital Management, Inc with experience at the firm dating back to 2017. She has been with Tassel Capital in her current role since 2025. Tassel Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm uses a research approach that combines modern portfolio theory with fundamental analysis and internal due diligence, managing portfolios primarily through low-cost, diversified mutual funds and ETFs supplemented as needed with individual securities.

Justin Brooks is a financial advisor at Gouws Capital LLC in Charlotte, NC, holding a Series 65 designation with nine years of industry experience. He worked at Eastover Capital Management from 2015 to 2021 before joining Gouws Capital in 2021. Gouws Capital LLC provides discretionary portfolio management and consulting services to individuals, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm employs a client-specific profile to guide investment decisions, primarily using individual stocks and bonds alongside ETFs, ETNs, and grantor trusts, with a notable use of options and derivatives to manage risk and generate income.

Fanie Gouws is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Gouws Capital LLC since 2010. Based in Charlotte, NC, Gouws holds Series 63 and Series 66 licenses. Gouws Capital LLC provides discretionary portfolio management and consulting services to individuals, trusts, and estates, including both high-net-worth and non-HNW clients. The firm employs fundamental analysis and utilizes options and derivatives strategies within separately managed accounts to tailor investment approaches.

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® 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.

Benjamin Dolan is a CFP® with 11 years of experience in the financial industry. He is a principal at Dolan Capital Advisors, LLC and also serves as president of Dolan Family, Inc., a holding company where he manages banking and payroll-related duties. Dolan Capital Advisors provides investment management and financial planning primarily to individual and high-net-worth clients. The firm uses model portfolios aligned with documented risk profiles and employs tax-overlay strategies such as tax-loss harvesting, with investments primarily in mutual funds and ETFs.

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.