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 17 years of industry experience, currently affiliated with IA Network, LLC. He has held roles at several firms including Purshe Kaplan Sterling Investments and Hilton Head Capital Partners, and operates a consulting business providing services to advisory firms. Outside of his advisory duties, he owns and manages Metro Glamping, a backyard and mobile camping service. IA Network, LLC serves individual and high-net-worth clients as well as businesses and retirement plans, offering discretionary and non-discretionary investment management and financial planning. The firm employs a research-driven approach with tailored portfolios and utilizes third-party platforms for trading and tax-aware strategies.

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.

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® with 10 years of industry experience. She is currently an advisor at Greenway Wealth Advisors, LLC, where she has worked since 2023. Her prior experience includes roles at Park Avenue Securities LLC, Guardian Life Insurance Company, and The Vanguard Group, Inc. Greenway Wealth Advisors is a small advisory team managing approximately $184 million for about 170 clients, including individual and high-net-worth households, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily utilizes passive, asset-class oriented portfolios with low-cost index funds and ETFs, provides comprehensive financial planning and retirement plan consulting, and offers discretionary oversight of held-away assets.

Matthew Falkner is a financial advisor at Trails Edge Wealth Advisers, LLC in Charlotte, NC, holding the Series 66 and Series 65 credentials with 10 years of industry experience. His work history includes roles at Wealth Enhancement Group, Acquis Consulting, and Spaulding Ridge. 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 corporations, pension plans, endowments, foundations, estates, and trusts. The firm uses a combination of asset-allocation techniques and multiple analysis methods, employing a range of strategies and third-party sub-advisers to construct and monitor individualized portfolios.

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® certificant with 17 years of experience in the financial industry. He currently works at Beacon Capital Advisory Group and previously held roles at LPL Financial and Cornerstone Financial Advisors. Additionally, he is an independent licensed insurance agent. Beacon Capital Advisory Group provides discretionary portfolio management, financial planning, retirement plan investment management, and subadvisory services. The firm serves individual and high-net-worth clients as well as retirement plans, using fundamental analysis and a mix of trading strategies tailored to client goals and risk tolerance.

Caroline Gallagher is a financial advisor at Greenway Wealth Advisors, LLC in Charlotte, NC, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Greenway Wealth Advisors, she worked at Dimensional Fund Advisors and completed her education in 2024. Greenway Wealth Advisors offers investment management, financial planning, and employee benefit consulting to individuals, pension plans, charitable organizations, and businesses. The firm primarily employs a passive investment approach using index funds and ETFs, supports held-away accounts, and incorporates AI tools reviewed by human advisors as part of its research and plan design processes.

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 at 2pifinancial Corp. based in Charlotte, NC. He holds Series 65 and Series 63 licenses and has three years of industry experience. His work history includes positions at 2pifinancial Corp. and Deimos Asset Management LLC. 2pifinancial Corp. provides discretionary investment management and portfolio monitoring services to individuals, high-net-worth individuals, trusts, small businesses, and estates. The firm implements individualized strategies based on a combination of fundamental, technical, charting, and cyclical analysis, with clients able to impose written restrictions.

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.

Thomas Dyer is a CFP® with 18 years of industry experience and is the sole advisor at Dyer & Company, L.L.C., an independent firm based in Charlotte, NC. Prior to founding his firm in 2018, he worked at Davidson College from 2012 to 2019. Dyer & Company provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm customizes portfolios based on each client’s Investment Policy Statement, employing a long-term investment approach grounded in modern portfolio theory using mutual funds, ETFs, equities, fixed income, and real estate funds.

Daniel Joseph is a financial advisor at Fortis Wealth Management in Charlotte, NC, holding a Series 65 designation with three years of industry experience. His prior work includes roles at CV3 Financial, Civic Financial Services, Truist, and New Day USA. Fortis Wealth Management is a state-registered investment adviser managing approximately $79 million for individual and high-net-worth clients as well as retirement plan sponsors. The firm provides discretionary asset management, financial planning, 401(k) consulting, and business development advisory services, emphasizing tailored portfolios and ERISA 3(21) fiduciary services.

Bennett Kaplan is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Great Path Planning since 2025. Prior to this, he worked for six years at The Vanguard Group, Inc. His background also includes roles at Kacvinsky Daisak Bluni PLLC and Lafayette College. Great Path Planning is an SEC-registered advisory firm that serves individual clients, including high-net-worth households and business owners, with comprehensive financial planning, portfolio management, and specialized consulting services. The firm employs a passive, low-cost investment approach centered on diversified asset allocations using index funds and ETFs, supported by a multi-meeting planning process and ongoing discretionary management.

Robert Johnson is a financial advisor with Linkside Financial LLC in Charlotte, NC. He holds Series 66 and Series 63 credentials and has two years of industry experience, including two years at Robert W. Baird & Co. prior to joining Linkside Financial. His background includes work at DeMayo Law Offices and involvement with the University of North Carolina School of Law and the National Rifle Association. Linkside Financial provides discretionary and non-discretionary investment advisory services primarily to individual and high-net-worth clients, including former athletes, CEOs, and entrepreneurs. The firm employs a combination of technical, quantitative, and fundamental analysis to develop asset allocations and monitor portfolios, and offers educational seminars and financial planning as part of its services.

Stacey Treanor is a CFP® and ChFC® with 18 years of experience in financial advising. She currently works at Synergy Financial Group and previously held roles at Ameriprise Financial Services and Baird. Synergy Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of fundamental and technical analysis alongside proprietary asset-allocation models, offering portfolios that may include ETFs, mutual funds, derivatives, institutional real estate, private equity, and other illiquid investments.

Larry Griffin III is a financial advisor at Eastover Capital Management in Charlotte, NC, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Royal Bliss Brewing and Bank of America, along with a five-year period associated with UNC Charlotte. Eastover Capital Management provides discretionary portfolio management and limited financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans and charitable organizations. The firm employs a conservative-growth investment approach that integrates macroeconomic and sector analysis with fundamental research, focusing on volatility-resistant, large-cap stocks and fixed-income holdings.

Christopher Pavese is a CFA® charterholder with 17 years of industry experience. He has been with Broyhill Asset Management, LLC since 2008 and serves as Vice President and Chief Investment Officer of the BMC Fund, Inc., where he manages the day-to-day portfolio operations. Broyhill Asset Management provides discretionary investment management to private funds, individuals, trusts, foundations, and other institutions, overseeing approximately $225 million in assets. The firm employs a value-oriented, long-term investment approach focused on concentrated equity portfolios, supplemented by external managers and diversified strategies, and utilizes derivatives and option strategies for hedging and portfolio enhancement.