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.

David Rawson is a Series 65-licensed financial advisor with one year of experience, currently serving at Three Phases Wealth Advisors LLC. Prior to this, he has held roles at FranklinCovey and Centsei LLC, where he is also involved as a financial coach providing personal finance guidance. Outside of his advisory role, Rawson works in leadership training at FranklinCovey. Three Phases Wealth Advisors serves individual clients, including high-net-worth individuals, offering comprehensive financial planning and discretionary investment management. The firm emphasizes tailored planning that covers a wide range of financial topics and integrates educational resources and materials from Centsei LLC into its services.

Lillian Spiering is a financial advisor with Intentional, LLC, holding a Series 65 designation and one year of experience at the firm. Her prior roles include positions at Family First Life and Guard Your Legacy, among others. Intentional provides discretionary portfolio management, financial planning, and advisory services to individuals, families, businesses, and institutions. The firm is notable for its pension consulting services and structured due diligence program for alternative investments, combining fundamental, technical, and economic analysis in its investment process.

Samuel Crump is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®) with 14 years of industry experience. He is currently with Telos Wealth Advisors and previously worked at Apollon Wealth Management, LLC, and Northwestern Mutual Investment Services, LLC. Outside of advising, he is involved in related businesses offering insurance and tax services. Telos Wealth Management provides customized wealth management, discretionary portfolio management, financial planning, and retirement plan consulting to a range of clients including individuals, families, and businesses. The firm emphasizes tailored investment strategies using diversified, low-cost mutual funds and ETFs, and operates primarily as a remote advisory practice with affiliated insurance and accounting services.

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.

Nadir Noorani is a financial advisor with Nexus Capital Inc in Matthews, NC, holding a Series 65 credential and eight years of industry experience. He has worked at Nexus Capital since 2017 and previously at World Financial Group from 2015 to 2017. Outside of his advisory role, Noorani is involved in several non-investment businesses including IT consulting, commercial food services, and cellular phone repairs. Nexus Capital provides financial planning and discretionary portfolio management primarily for individual investors and retirement accounts. The firm’s investment approach emphasizes fundamental analysis and long-term purchases, often utilizing passively managed ETFs, with portfolio management conducted on a discretionary basis and tailored to each client’s 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.