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.

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 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.

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 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.

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 with Trails Edge Wealth Advisers, LLC in Charlotte, NC. He holds Series 65 and Series 66 licenses and has 10 years of industry experience. Prior to joining Trails Edge Wealth Advisers, he worked at firms including Wealth Enhancement Group, Acquis Consulting, Listengage, Spaulding Ridge, Salesforce, Wells Fargo, Credit Suisse Securities, and Lehman Brothers. Trails Edge Wealth Advisers provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, including high net worth clients, as well as to corporations, pension plans, endowments, foundations, estates, and trusts. The firm uses a combination of asset allocation and multiple analytical methods to construct and monitor individualized portfolios, often employing third-party model managers and sub-advisers accessed through 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 63 and Series 65 designations with six years at the firm and a total of four years in the industry. Her prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Richard Worrell LLC, and Brian Headrick. Legend Private Wealth serves individuals, families, high-net-worth clients, trusts, and business clients, including 401(k) plan sponsors, offering financial planning, portfolio management, private equity administration, and digital asset advice. The firm uses a risk-analysis tool called Nitrogen alongside AI-driven trade signals to guide its investment models while maintaining final trading discretion.

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.

Kenan Kurtz is a financial advisor at Concorde Financial Resources in York, SC, holding a Series 66 designation with four years of industry experience. His background includes work outside of finance at various service industry roles and studying at UNC Chapel Hill. Concorde Financial Resources provides investment supervisory services, general investment advice, and non-securities financial guidance to individuals, families, trusts, estates, and charitable organizations. The firm manages approximately $231 million in client assets using a diversified, multi-asset allocation approach that combines buy-and-hold strategies with tactical overlays based on economic and interest-rate analysis.