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.

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.

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.

Daniel Cunningham is a financial advisor at Cunningham Wealth Management with a Series 65 designation and four years of industry experience. He is also a business developer for Cunningham & Associates, CPAs, Inc., where he earns a percentage of new revenues generated. Prior to his current roles, he held various positions including work in the food service and parking management industries. Cunningham Wealth Management serves individual clients across wealth levels, as well as charitable organizations, corporations, and 401(k) plans. The firm offers discretionary and non-discretionary portfolio management, third-party manager selection, and financial planning, using a comprehensive investment approach that includes asset allocation and multiple analysis methods, with regular account reviews and coordinated reporting.

Kyle Kennedy is a Series 65 licensed financial advisor at Cunningham Wealth Management with four years of industry experience. His prior work includes roles at Cunningham & Associates and The Pension Store. Outside of advising, he was involved with Kylemore Karting for five years. Cunningham Wealth Management serves individual clients, charitable organizations, corporations, and employer retirement plans. The firm combines asset-allocation guidance with multiple analysis methods and integrates third-party manager selection and monitoring, providing both discretionary and non-discretionary portfolio management along with written financial planning.

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 Series 65 licensed financial advisor with three years of industry experience. He is currently with Fortis Wealth Management in Charlotte, NC, and has previously worked at firms including CV3 Financial, Civic Financial Services, and Truist. Fortis Wealth Management provides asset management, financial planning, retirement-plan advisory, and business development advisory services to individuals, families, and plan sponsors. The firm offers a range of services including discretionary portfolio management and 401(k) plan consulting, using a mix of cyclical, fundamental, and technical analysis combined with long- and short-term trading strategies.

Bennett Kaplan is a CFP® professional with seven years of industry experience, currently serving as an advisor at Great Path Planning. Prior to joining Great Path Planning, he worked at The Vanguard Group for six years. 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 and portfolio management. The firm employs a passive, low-cost investment approach centered on diversified asset allocations using index funds and ETFs, while also accommodating model portfolios and select direct holdings.

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.

Cory Shuford is a CFP® professional with 13 years of industry experience. He is currently with WealthPoint Advisors and has previously worked at Dempsey Lord Smith, LLC and Kalos Management. WealthPoint Financial, LLC provides discretionary investment management and financial planning services primarily to non-high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and tactical asset allocation strategies, managing portfolios on a discretionary basis with continuous monitoring and at least annual formal reviews.

Joshua Reichard is a financial advisor at Reichard Capital, LLC in Charlotte, NC, holding a Series 65 designation with six years of industry experience. Prior to founding Reichard Capital in 2019, he was self-employed and worked with NTELX, Inc., a government contractor. Outside of his advisory role, he has provided independent accounting and bookkeeping consulting services to various businesses. Reichard Capital serves individuals, including high-net-worth clients, as well as trusts, estates, corporations, and charitable organizations. The firm focuses on portfolio management, financial planning, and consulting for 529 college savings plans, typically using no-load mutual funds and ETFs along with fundamental analysis and asset allocation principles.

Rachel Marthinsen is a financial advisor at Reichard Capital, LLC in Charlotte, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Reichard Capital, she worked at Ernst & Young LLC for three years and held various roles at the University of North Carolina Wilmington from 2017 to 2023. Reichard Capital provides advisory services to individuals, trusts, estates, corporations, charitable organizations, and other advisers, offering discretionary portfolio management, financial planning, and consulting for 529 college savings plans. The firm focuses on fundamental analysis and asset-allocation strategies, utilizing no-load mutual funds and ETFs, and manages approximately $341 million in assets with a small advisory team.

Caroline Hawkins is a financial advisor at Dyer & Company, L.L.C. in Charlotte, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Dyer & Company, she held positions at Sompo International, Wahoo Fitness, Athleta, and Wake Forest University. Dyer & Company provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses modern portfolio theory and long-term trading strategies to build diversified portfolios tailored to clients’ goals and risk tolerance.

Andrea Sefler is a CFA® charterholder at Broyhill Asset Management, LLC with eight years of industry experience. She serves as a research associate for BMC Fund, Inc., a closed-end, diversified investment company, where she performs investment research. She has worked with Broyhill Asset Management since 2016 and as an independent consultant since 2010. Broyhill Asset Management, LLC 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 with concentrated equity portfolios and utilizes option strategies, while also actively sponsoring and advising pooled investment vehicles and private funds.

Shawn Lee is a Series 65 licensed advisor at Integrative Planning, Inc. with 15 years of industry experience. His prior roles include positions at Alphastar Capital Management, Milestone Asset Management, Brookstone Capital Management, and Beacon Wealth Advisors. He is also CEO of the Learning for Life Foundation, a nonprofit focused on lifestyle and financial well-being. Integrative Planning, Inc. provides discretionary asset management, model-portfolio implementation, and financial planning services primarily for individual households. The firm combines strategic and tactical portfolios using a variety of asset classes and emphasizes tax-aware asset location and rebalancing.

Lauren Ivester is a financial advisor at WealthPoint Advisors with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Dempsey Lord Smith, Kalos Capital, Belmont Capital Advisors, and The Bowman Law Firm. Outside of her advisory role, she has ownership interests in SSI Holdings, LLC and SSI Wealth Management, LLC. WealthPoint Financial, LLC provides discretionary investment management, financial planning, and consulting services primarily to non-high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios using a combination of fundamental, technical, and tactical asset allocation strategies, employing both passive and active approaches while continuously monitoring accounts.