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.

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.

Lee Mann is a CFP® and holds a Series 63 license with 12 years of industry experience. He has worked at Lyon Wealth Advisors Group, LLC since 2024 and previously spent 10 years with The Vanguard Group, Inc. in Charlotte, NC. Lyon Wealth Advisors Group provides discretionary portfolio management and integrated financial planning primarily to high net worth individuals, corporations, and retirement plans. The firm employs customized strategies based on Modern Portfolio Theory, using low-cost mutual funds and ETFs, and is affiliated with a tax and business advisory practice and an events and publishing entity focused on dentists and other specialists.

Brian Dalton is a financial advisor at TRICAPITAL Wealth Management, Inc. in Charlotte, NC. He holds the CFP® designation and Series 66 license, with seven years of industry experience. Prior to joining TRICAPITAL, he worked at The Vanguard Group, Inc. for five years. TRICAPITAL Wealth Management provides investment management and financial planning services to individuals, business entities, retirement plans, foundations, estates, and trusts. The firm employs a personalized wealth-management process with discretionary portfolio management and uses a proprietary Retirement Funding Score to monitor progress.

Andrew Lee is a financial advisor at Linkside Financial LLC in Charlotte, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Linkside Financial in 2025, he spent six years with the Arizona Cardinals and one year with the Carolina Panthers. 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 uses a combination of technical, quantitative, and fundamental analysis to create and monitor customized portfolios and offers financial planning as part of its advisory services.

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 with seven years of industry experience, currently serving at Broyhill Asset Management, LLC since 2018. Prior to this, she worked at OpAns, LLC and as an independent consultant. She is also a research associate for BMC Fund, Inc., a closed-end investment company, where she focuses on investment research. Broyhill Asset Management provides discretionary investment management to private funds, individuals, trusts, foundations, and other institutions, managing approximately $225 million in assets. The firm employs a value-oriented, long-term approach centered on fundamental analysis, concentrating equity portfolios and incorporating derivatives strategies for hedging and investment enhancement.

John Harris is a financial advisor at WMC Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Brookstone Capital Management and Wealth Management of the Carolinas, where he serves as president of a separate insurance business focused on fixed insurance products. WMC Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, utilizing primarily passive investment strategies with an emphasis on asset allocation and periodic rebalancing. The firm also offers educational seminars on personal finance and manages accounts according to individualized investment policy statements.

Liam Fitzgerald is a CFP® certificant with six years of industry experience, currently serving as an advisor at Lyon Wealth Advisors. His prior work includes roles at The Vanguard Group and Liberty University. Lyon Wealth Advisors Group provides discretionary portfolio management and integrated financial planning to high net worth individuals, corporations, and retirement plans. The firm uses model portfolios based on Modern Portfolio Theory, investing primarily in low-cost mutual funds and ETFs, and has affiliations with a tax and business advisory practice as well as an events and publishing entity focused on dentists and other specialists.

Joshua Bailey is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Muirfield Wealth Advisors LLC since 2021 and previously held roles at Carroll Financial Associates Inc., Cetera Advisor Networks LLC, and Axa Advisors, LLC. Bailey is also licensed as an insurance agent and sells life insurance, annuities, and long-term care products. Muirfield Wealth Advisors serves individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management and financial planning services. The firm employs a goal-driven, primarily long-term investment approach using ETFs, mutual funds, individual stocks, and bonds, with portfolios customized for risk tolerance and adjusted for tax or cash needs as appropriate.

Dawn Campbell is a financial advisor at Telos Wealth Advisors with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Apollon Wealth Management and Inland Securities Corporation. She also serves as president of Dawn Campbell Consulting, providing due diligence and sales support related to alternative real estate and qualified opportunity zone products. Telos Wealth Management offers customized wealth management and retirement plan consulting to individuals, families, trusts, businesses, and non-profits, emphasizing diversified, low-cost investment strategies and discretionary portfolio management.

Daniel Sheehan is a financial advisor at Telos Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has worked previously at Apollon Wealth Management, UBS Financial Services, Augusta University, and the University of South Carolina. Telos Wealth Management provides customized wealth management, discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, businesses, non-profits, and retirement plans. The firm focuses on tailored investment strategies that emphasize diversified, low-cost mutual funds and ETFs, managing client accounts primarily on a discretionary basis.

Lisa Bowers is a CFP® professional with five years of experience at RPO Wealth Partners LLC in Charlotte, NC. Prior to joining RPO Wealth Partners in 2020, she worked for nine years at Fifth Third Bank, N.A. RPO Wealth Partners LLC provides fee-for-service financial planning to individuals and high-net-worth families, focusing on areas such as cash-flow, retirement, investment, insurance, tax, college funding, and debt strategies. The firm does not manage client assets but may refer clients to third-party advisers when appropriate.

William Ertel is a financial advisor at Tassel Capital Management, Inc. in Matthews, NC, holding the CFP®, PFS™, and Series 65 designations with 24 years of industry experience. He has been with Tassel Capital since 2002. Outside of his advisory role, he has a minority ownership interest in Ertel Family Farms, Inc., an Indiana corporation unrelated to investment activities. Tassel Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans by offering discretionary investment management, financial planning, and ERISA fiduciary services. The firm uses a research approach combining modern portfolio theory, fundamental analysis, and internal due diligence to build customized, diversified portfolios primarily composed of low-cost mutual funds and ETFs.

Robert Drury is a CFP® and CFA® with 16 years of experience in the financial industry. He is currently an advisor at 7PW Wealth, LLC in Charlotte, NC, where he has worked since 2025. His prior experience includes roles at Truist Wealth, The Leaders Group Inc, and AlphaStar Capital Management, LLC. 7PW Wealth provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutions such as corporations, pension plans, and charitable organizations. The firm combines fundamental and selective technical analysis in equity selection and maintains model strategies that allocate across equities, fixed income, alternatives, and cash.