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.

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.

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.

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.

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.

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.

James Reichard is a financial advisor at Reichard Capital, LLC in Charlotte, NC, holding the PFS™ designation and Series 65 license with 16 years of industry experience. Prior to founding Reichard Capital in 2019, he worked at Greer & Walker LLP for 31 years. Reichard Capital serves individuals, trusts, estates, corporations, and charitable organizations, providing portfolio management, financial planning, 529 college savings plan consulting, and sub-advisory services. The firm manages over $330 million in assets, primarily on a discretionary basis, and emphasizes portfolio construction using no-load mutual funds, ETFs, and independent third-party managers.

Salvador Perez is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Totem Wealth Management LLC, where he has worked since 2023, following prior roles at Financial Plans & Strategies and The Vanguard Group. Outside of finance, he coaches soccer at ISL Agency Futbol in Charlotte, NC. Totem Wealth Management LLC is a fee-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, combining fundamental and technical analysis with ongoing personal client contact and integrated financial planning.

My career began in Washington, D.C. I finished studies at George Washington University, then moved from the Federal Deposit Insurance Corporation (FDIC) to a career as a management consultant with IBM. Although the work was I did was always interesting, it wasn’t what I would or could call a calling or a passion. I needed a goal. Thankfully, my wife Jillian was on-board with the idea of leaving it all behind to travel the world, so that’s what we did. After spending years with a singular financial goal, careers were put on hold, the plunge was taken and next thing we knew we were petting grey whales in Mexico on day one of a trip through 50 countries around the globe over 21 months. Then we came home. I was a new person in need of a new career; I wasn’t interested in opening a travel agency and that meant financial planning was the next logical choice. Why you ask? The number one question I’m asked about that trip is how we paid for it! When it comes down to it, my career today is about helping others realize their own goals—retirement, travel, education, lifestyle, etc.—and that’s just what I had done for myself. Bringing that experience to my career, to help others do the same, means I no longer have a career…this is a calling. I joined my father in Florida and followed his footsteps to become a Certified Financial Planner™ Professional. Later, with three children—Amira, Nora and Samuel—Jillian and I decided it was time to leave Florida and put down roots in a place where we could spend more time doing the things we loved to do like whitewater kayaking, mountain biking, hiking and camping. Although my first position in North Carolina was a rewarding one, I wanted to focus more of my time working with people and helping them achieve their dreams. Out of that desire Passport Wealth Management was born.

Michael Jackson is a financial advisor with Investor Advisory Group in Charlotte, NC, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked at Investors Advisory Group since 2021 and previously spent seven years at Carolina Paymasters, LLC. Investor Advisory Group serves individuals, pension and profit-sharing plans, trusts, and estates by providing portfolio management, limited financial planning, and retirement plan advisory and fiduciary consulting. The firm manages client investment plans on a non-discretionary basis, using a proprietary database to evaluate investments and tailoring strategies to each client’s profile.

Daniel Venegoni is a financial advisor with Tactical Investment Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Tactical Investment Advisors since 2013 and also serves as principal of Tactical Wealth Advisors, LLP, a Commodity Trading Advisor and Commodity Pool Operator. Additionally, he owns Tactical Wealth Technology Solutions, a SaaS company serving CTA/CPO back office needs, and Tactical Wealth Finance Solutions, a private lending firm. Venegoni operates a tax strategy practice through Smart Tax Moves. Tactical Investment Advisors, LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients, managing approximately $32.1 million across 151 accounts with a three-advisor team. The firm offers both standard AUM fees and performance-based fee arrangements, a combination that is relatively uncommon among supported firms.

Leo Theriault is a financial advisor at Family Wealth Partners Concord, Inc with 11 years of industry experience. He holds a Series 65 designation and is based in Concord, NC. Family Wealth Partners Concord, Inc provides individualized investment advisory, financial planning, and wealth coaching to individuals and businesses. The firm emphasizes asset allocation and a Free Market Portfolio approach, offering fee-based advice and acting as a co-advisor on managed asset programs through Matson Money.

Jeff Deke is a CFA® charterholder with five years of industry experience. He currently serves as an advisor at Storgate, LLC and previously worked at Dimensional Fund Advisors, Wells Fargo Securities, and New Market Wealth Management. Storgate, LLC specializes in wealth advisory and investment management for ultra-high-net-worth individuals, families, foundations, and trusts. The firm employs a bespoke, long-term investment approach with diversified portfolios that include public and private markets and offers comprehensive services such as fiduciary and family-office solutions.

Michael Mustian is a CFP® with nine years of experience in the financial industry. He is currently an advisor at Soaring Investment Management, LLC and has previously worked at Carolina-Retirement Solutions, Wiseway Advisors LLC, Rhino Wealth Management, and Thrivent Financial. Soaring Investment Management advises individual and high-net-worth clients, offering discretionary portfolio management and ongoing financial planning. The firm employs multiple methods in portfolio construction, including fundamental, technical, and quantitative analysis, and manages a diverse range of investment instruments.

James Irwin is a financial advisor at Northstar Capital Advisors LLC with 16 years of industry experience. He holds a Series 65 designation and has been with Northstar since 2009, alongside his role as an assistant professor at the University of Alabama. Northstar Capital Advisors serves individual and high-net-worth households, trusts, and charitable organizations, providing integrated financial planning and discretionary investment management. The firm emphasizes a planning-first approach, combining quantitative models with fundamental and behavioral analysis, and maintains a focus on client education and tax-aware strategies.