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.

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.

Caroline Gallagher is an advisor at Greenway Wealth Advisors, LLC with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Greenway, she worked at Dimensional Fund Advisors. Greenway Wealth Advisors provides investment management, comprehensive and hourly 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, with discretionary oversight and periodic reviews.

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.

Francis Claire is a financial advisor at Double Eagle Partners, LLC in Matthews, NC, with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial LLC and Mizuho Securities USA Inc. since 2016, he has been with Double Eagle Partners, an independent firm he leads. Double Eagle Partners provides customized investment management and financial-planning services to a diverse client base including individuals, high-net-worth clients, trusts, small businesses, and charitable organizations. The firm employs a discretionary, asset-allocation investment approach guided by economic analysis and offers services such as goal setting, tax and estate planning, and educational workshops.

Jules Buxbaum is a financial advisor at 2pifinancial Corp. in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. His work history includes roles at 2pifinancial Corp. and Deimos Asset Management LLC. 2pifinancial provides discretionary investment management and portfolio monitoring for individuals, high-net-worth clients, trusts, small businesses, and estates. The firm uses a personalized, discretionary approach incorporating fundamental, technical, charting, and cyclical analysis while allowing clients to impose written restrictions.

Caroline Peek is a financial advisor with USA Asset Management, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. She has been with USA Asset Management since 2006 and has operated as a self-employed professional since 1992. Outside of advisory services, she is also a licensed insurance agent. USA Asset Management serves individual and high-net-worth clients, as well as trusts, pension and profit-sharing plans, and other business entities, providing discretionary asset management, financial planning, and retirement plan consulting. The firm employs both fundamental and technical analysis across a range of strategies and incorporates insurance and brokerage product offerings alongside advisory services.

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 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.

Robert Johnson is a financial advisor at Linkside Financial LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Robert W. Baird & Co. for two years. His background includes roles related to law, having been associated with the University of North Carolina School of Law and DeMayo Law Offices. Linkside Financial provides discretionary and non-discretionary investment advisory services to individual and high-net-worth clients, including former athletes, CEOs, and entrepreneurs. The firm combines technical, quantitative, and fundamental analysis to develop and monitor customized portfolios, and offers financial planning as part of its advisory 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.