Michael Kothakota is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Wolfbridge Wealth in Durham, NC. He has been associated with WolfBridge Financial Corporation since 2008. In addition to his advisory role, he lectures at Columbia University and serves as an adjunct professor at New York University. Wolfbridge Wealth provides discretionary portfolio management, financial planning, pension-plan consulting, business valuation, and equity research services to individuals—including high-net-worth clients—trusts, pension and profit-sharing plans, and charitable organizations. The firm emphasizes client education through webinars, white papers, and presentations, and integrates fundamental, technical, and macroeconomic analysis into its investment approach. Michael Kothakota developed Interdependent Integrative Financial Planning Theory. He has sa Masters in Predictive Analytics, and a Ph.D. in Personal Financial Planning from Kansas State University. He was also the inaugural Head of Research at CFP Board, the governing body of CFP(R) professionals.

Vincent DeCrow is a financial advisor at RISE Investment Management, LLC (dba RISE Investments) with 7 years of direct industry experience. He holds the Series 65 designation and has worked at RISE since 2019, following roles at Origin Investments and Duff & Phelps, LLC. RISE Investments provides discretionary investment management and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm emphasizes long-term equity ownership, tax efficiency, and diversified portfolio construction, offering access to private placements and manager-of-managers solutions.

Robert Lloyd is a CFA® charterholder with 18 years of industry experience. He is a principal at Lloyds Intrepid Wealth Management, where he has worked since 2020. Prior to that, he spent seven years at Bank of America Merrill Lynch. Lloyds Intrepid Wealth Management is a fee-only firm serving individual and high-net-worth clients, typically with a $500,000 household minimum. The firm employs a primarily passive investment approach supplemented by macroeconomic, fundamental, and technical analysis to adjust allocations, and may use short-term hedging strategies.

My why in life...I exist to encourage and inspire the lives of others through the Art of Generosity. As a Financial Advisor at Sentara Capital, I partner with affluent families, business owners, professionals, and retirees to navigate complex financial decisions with clarity and confidence. My focus is helping clients make the transition from accumulation to distribution — and then moving intentionally toward maximizing their legacy and generosity. What sets our approach apart is the combination of active portfolio management using individual stocks and ETFs, paired with proactive tax planning strategies that keep more of what you've built working for you. After 17+ years in financial services — including roles at Wells Fargo, Truist, and Regions Bank — I made the move to the independent RIA space to operate as a true fiduciary. No quotas. No activity metrics. Just quality relationships and creative solutions built around what matters most to you. I graduated from Liberty University with a degree in Business Finance. Beyond client work, I'm passionate about the adoption community. My wife Christina and I live in Woodstock, Georgia with our 11 children. When I'm not in the office, you'll find me running, watching football, or trying not to pull a hammy playing Ultimate Frisbee with F3. (Any guesses why my F3 nickname is Myrtle? 🐢) Sentara Capital serves individual clients, pension and profit-sharing plans, and other business clients by providing comprehensive financial planning, investment consultation, and portfolio management. The firm utilizes six primary investment models combining core allocations with tactical and quantitative strategies, and it regularly offers educational workshops on financial topics.

Jace Cox is a CFP® and Series 65-licensed advisor with five years of industry experience. He is currently with Backbone Planning Partners LLC and previously worked at Adams Wealth Management, LLC and The Financial Insight Center. Backbone Planning Partners provides wealth management and planning services primarily to family-owned and closely held businesses, business owners, and high-net-worth individuals. The firm manages discretionary portfolios using a range of investment vehicles and integrates business strategic and succession planning into its multi-year client engagements.

As a CFP® professional and founder of Illuminate Wealth Management, I work with business owners, executives, and professionals who are navigating complex financial decisions. My goal is to help you understand your options, avoid costly mistakes, and create a strategy that supports the life you're working so hard to build. Over the years, I've developed a particular passion for helping clients make smart decisions around equity compensation. Whether you're dealing with RSUs, ISOs, stock options, ESPPs, or a major liquidity event, I help clients think through the tax implications, manage concentration risk, and create a plan that connects today's decisions with their long-term goals. I also work closely with business owners who are balancing the demands of running a company while trying to make thoughtful decisions about growing and protecting their personal wealth. When your business, taxes, retirement goals, investments, and family finances are all connected, financial planning becomes about much more than investments alone. While equity compensation and business planning are often what bring people to me, my role is much larger than solving a single financial challenge. I help clients think through retirement, taxes, investments, cash flow, and long-term wealth planning so they can make decisions with confidence and stay focused on what matters most. My approach is simple: bring clarity to complexity and help people make confident financial decisions. I believe good planning should help you spend less time worrying about money and more time focusing on what matters most to you.

Retirement Planning is all we do. We specialize in developing custom income solutions and tax strategies for your retirement. We started North Haven Financial because we see a great need to assist people in achieving financial security so they can live their best lives with peace of mind. If you are approaching retirement or have recently retired, the need for a clear financial plan has never been greater. We want to help you achieve confidence and financial security in a way that supports a fulfilling, meaningful life. We do not sell products or make commissions. We offer retirement planning, tax planning, and investment management, focusing on retirement income. - Tax Planning - Health Insurance Planning (Medicare, ACA) - Social Security Claiming Strategies - Proactive Aging & Long-Term Care Planning - Estate Planning - Withdrawal Strategies / Pension Payout Options - Guaranteed Income Strategies - Charitable Giving Check out our services page for more details on how we can help you achieve your retirement aspirations.

As a military spouse, Lauren has pursued her interest in personal finance around the globe. Lauren joined Illuminate Wealth Management in 2021 and works primarily with clients through the firm's Retirement Readiness and Financial Foundations planning projects. She enjoys getting to know each client's unique situation and helping them think through important financial decisions. For clients approaching retirement, Lauren helps evaluate retirement income needs, Social Security claiming options, Required Minimum Distributions (RMDs), Roth conversion opportunities, and withdrawal strategies. Through the Financial Foundations projects, she works with individuals and families who want to build strong financial habits, organize their finances, and create a plan for future goals. In her free time, Lauren wrangles her three wild children (four if you include her husband) and is in constant pursuit of the perfect breakfast taco outside of Texas, which has yet to be found…

Jonathan Dane is a CFP® and CFA® with over 18 years of industry experience. He founded Defiant Capital Group in 2020 after previously working at a family office and on Wall Street at Goldman Sachs and Jefferies. Defiant Capital Group provides entrepreneurs, founders and highly compensated executives with optimized tax planning and financial guidance. We offer both flat-fee and AUM models depending on the client engagement and need. We specialize in comprehensive planning pre- and post-liquidity, and our advanced planning work spans equity compensation, QSBS, capital gains, estate strategy, and multi-generational family businesses. Our team works together on every client, and no two engagements look the same - we structure each one around what the client actually needs.

Michael Dunlop is a CFP® professional with 10 years of industry experience, currently serving at Ignite Financial in Cedar Falls, IA. He has worked at Benchmark Financial since 2021 and holds a role as Senior Credit Analyst at Viking Pump. Prior to this, he was employed at the University of Northern Iowa from 2016 to 2019. Ignite Financial is a state-registered investment adviser providing investment management, financial planning, and educational seminars. The firm serves a diverse client base including institutional and non-institutional clients and employs a primarily passive, index-fund investment approach grounded in Modern Portfolio Theory.

Amber Schiffert is a financial advisor and co-founder at TARA Wealth with eight years of industry experience. She holds Series 63, Series 65, and Series 7 licenses. TARA Wealth is a women-owned fiduciary advisory firm, bringing something unique to wealth management: advisors who share your perspective, understand your life transitions, and have no financial incentive other than helping you succeed. TARA Wealth was founded to set a higher standard — one built on trust, independence, and a genuine commitment to the women and families they serve. TARA Wealth financial advisors are happily located in San Diego, CA, and Raleigh, NC, and serve clients nationally.

Andrew Redlick is a CFP® with 12 years of industry experience, currently serving as an advisor at Investment Growth Management, Inc. He has been with the firm since 2014, including its predecessor entity, and holds a Series 65 license. Investment Growth Management, Inc. is a long-established registered investment adviser dedicated to helping a select group of clients build, preserve, and achieve their most meaningful financial goals. The firm manages client portfolios through long-term, diversified asset allocation tailored to each client’s goals and risk tolerance, and is notable for its regular client communications and ongoing educational presentations.

I'm Susan L. Powers, CFA, CFP®, CPFA, a financial professional with more than 20 years of experience helping individuals, families, and business owners make thoughtful, confident financial decisions. Before co-founding AssetGrade, I served as a senior executive at Fidelity, where I managed Fidelity's $1.2 trillion 401(k) investment consulting practice, one of the largest retirement platforms in the country. That experience allows me to blend institutional-level insight with a personalized approach tailored to real-life goals and challenges. I'm also a frequent guest speaker on Wharton Business Radio on SiriusXM, where I help demystify complex financial topics in a way that's practical, approachable, and empowering.

Michael Riley is a financial advisor at Legacy Financial Advisors with two years of industry experience. He holds a Series 65 credential and has prior experience at Eisneramper Wealth Management Corporate Benefits LLC, Prosperity - An EisnerAmper Company, and Future Plan By Ascensus. Outside of finance, he owns and operates a comic book business, writing, drawing, producing self-published comics, and managing online sales and show appearances. Legacy Financial Advisors serves individuals, families, trusts, retirement plan sponsors, and business entities with financial planning, investment management, retirement plan advisory, and business consulting. The firm employs a disciplined, goals-based investment process using strategic asset allocation, diversification, and regular portfolio evaluations, with a focus on retirement plan fiduciary services and business consulting.

Leslie Evan Frazier is the founder of Tekwise Financial Planner and holds a Series 66 designation and the AAMS. He has 14 years of industry experience, including roles at Charles Schwab and Personal Capital. In addition to his advisory work, he serves as a mission outreach officer for a pro-life payment processing company. Hill Country Kingdom Advisors operates under Tek-Wise Financial Planners LLC, providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs fundamental analysis and modern portfolio theory in its investment approach and combines discretionary management with a holistic approach.

Flavio Medeiros is a financial advisor at Coast Wealth Management Group, LLC with 10 years of industry experience. He holds Series Series 65 license. Coast Wealth Management Group provides investment management and financial planning services to individual and business clients. The firm develops portfolios and plans tailored to client goals, using fundamental analysis and a combination of long- and short-term strategies.

Michael Hoffman is a CFP® with 18 years of industry experience, currently serving as Co-Managing Director of Forty W Advisors. He previously worked at Verdence Capital Advisors and held roles at Hightower Securities and Hightower Advisors. Forty W Advisors delivers comprehensive wealth management across three critical areas: financial administration, proactive tax-aware planning, and investment management with institutional access. Together, these services help align your personal wealth, family priorities, and business strategy into one coordinated plan, with the goal of reducing complexity and maximizing post-tax wealth.

Jeremy Wolf is a financial advisor at GFM Asset Management LLC with 23 years of industry experience. He holds a Series 65 designation and has previously worked at HighTower Advisors LLC and Schultz Collins Lawson Chambers, Inc. GFM Asset Management serves individual investors, trusts, and retirement plans by providing discretionary portfolio management, financial planning, and standalone advisory services. The firm’s investment approach includes tailored allocation strategies based on client-specific timelines, integrating fixed income, equity, and tactical positions with risk management techniques such as currency management and derivatives.

Noah Schwab, CFP® is a Spokane-based financial advisor and owner at Stewardship Concepts Financial Services. He works primarily with retirees and near-retirees who want help making sense of retirement income, Roth conversions, Social Security, investments, and taxes. Noah became a financial advisor because he enjoys helping people make confident decisions during major life transitions. His work focuses on helping clients bring the pieces of retirement together into a plan that feels clear, thoughtful, and aligned with their goals. Outside the office, Noah enjoys traveling, backpacking, pickleball, chess, and spending time with his wife, Jenny, and their son, Judah.

Jon Solo has built his career advising high-net-worth families and business owners, with a focus on helping them manage the complexity that comes with significant wealth. His experience centers on protecting client wealth, managing risk, and bringing thoughtful, strategic judgment to the tax, estate, and investment decisions that shape long-term financial outcomes. He has successfully grown Live Oak Wealth Management into a wealth management firm serving affluent clients with complex financial needs. Through that work, he has developed deep experience helping clients address the issues that often become more important as wealth grows, including tax planning, trust and estate planning coordination, risk management, and aligning investment decisions with each family's objectives, priorities, and long-term goals. Jon also specializes in the development of algorithmic and AI-driven quantitative trading strategies and possesses deep knowledge of the digital asset space. His technical background gives him an investment perspective grounded in disciplined risk management and informed by emerging technologies, while his use of AI and collaboration with leading outside tax and estate specialists helps clients bring order to complexity with greater insight, efficiency, and coordination. Prior to starting Live Oak Wealth Advisory Group in October 2010, he served as a financial advisor with RBC Wealth Management beginning in October 2007. He also spent the early part of his career in the Information Risk Management group of KPMG, where he developed a strong foundation in risk management and the importance of evaluating issues carefully and addressing risk from multiple angles. He holds a Bachelor of Computer Science from the University of North Carolina at Charlotte. Outside of his professional work, Jon enjoys traveling and spending time with his family. He is also committed to supporting charitable organizations dedicated to helping at-risk children.