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 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.

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.

Think of me as Your Financial Mom - the planner that works with regular families. Throughout my career, it seemed that financial advisors were always looking to sell their products or manage money to retirees, business owners, or those with lots of money - no one wanted to plan and budget for everyone else. Our clients look like just like regular people: Mom and Dad who get up in the morning, get the kids off to school, work all day either at home or an office, come home, get dinner on the table, pay the bills, and have a little money in their retirement account  You will get the tools and advice needed to plan your retirement, create your budget, and save for your goals. Our local and national resources can help you put together your will or review your insurance. Each client receives an easy-to-read financial plan outlining your current situation, alternatives to reach your goals, and an action plan to get you there.

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.

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.

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.

Anup Desai is a financial advisor at Nexus Capital Inc with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at H. D. Vest Investment Services. In addition to his advisory role, Desai co-manages a privately held investment company and is an independent insurance agent. Nexus Capital provides financial planning and discretionary portfolio management primarily for individual investors and retirement accounts. The firm emphasizes fundamental analysis and long-term investments, often using passively managed ETFs, and offers tailored investment recommendations based on clients’ goals and risk tolerance.

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.