Wesley Lyon II is a CFP® with six years of industry experience, currently serving at Lyon Wealth Advisors Group. He has previously worked with Dimensional Fund Advisors and United Capital Financial Advisors among others. In addition to his advisory role, he is President and CEO of McGill and Lyon Dental Advisors, a firm providing tax and business planning services to dentists and specialists, and also serves as a speaker for The McGill & Hill Group, which hosts events targeting dental professionals. Lyon Wealth Advisors Group offers discretionary portfolio management and integrated financial planning to high net worth individuals, corporations, and retirement plans. The firm uses customized strategies based on Modern Portfolio Theory and often employs low-cost mutual funds and ETFs, with a distinctive affiliation to tax and business advisory services and educational events focused on dental specialists.

Jeffrey Martin is a financial advisor at RPO Wealth Partners LLC in Charlotte, NC, holding a Series 65 designation with five years of industry experience. He has been with RPO Wealth Partners since 2020 and previously worked at Fifth Third Bank, N.A. from 2011 to 2020. RPO Wealth Partners LLC provides ongoing and standalone financial planning services to individuals and high-net-worth families, focusing exclusively on fee-for-service planning without managing client investment accounts. The firm’s approach includes a comprehensive planning framework covering a wide range of investment vehicles and maintains a small, planning-focused client base.

Steven Abels is a financial advisor with The Financial Legacy Group in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Innovation Partners LLC and Fortune Financial Services, Inc., among other firms. Abels is also a licensed life insurance sales agent. The Financial Legacy Group provides investment advisory, financial planning, and consulting services to individuals, pooled investment vehicles, charitable organizations, and businesses. The firm manages discretionary wrap fee portfolios primarily using exchange-traded funds, mutual funds, individual stocks, and options, and offers specialist consulting on private placements, private equity, real estate entities, and business transactions.

William Culp III is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He has been with Tagstone Capital, Inc. since 2011, based in Charlotte, NC. Tagstone Capital serves entrepreneurs, high-net-worth individuals, families, and employee benefit plans, providing wealth management, portfolio management, and comprehensive planning services. The firm employs a systematic, long-term investment approach using structured asset-class mutual funds and ETFs, focusing on diversification, low fees, and tax efficiency.

Trigg Williamson is a financial advisor with Advisor.com, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Nuveen Securities, Nuveen Asset Management, Morgan Stanley, Vanguard Marketing Corporation, and the University of South Carolina. Advisor.com provides investment management and financial consulting mainly to individual investors through its Advisor Wealth Management platform and the Summit Wealth Group for higher-net-worth clients. The firm uses ETF-based, model-driven asset allocation programs delivered on a non-discretionary basis, with clients retaining final trade approval, and operates an online referral platform connecting prospective clients to affiliated and unaffiliated advisers.

Kyle Sikes is a financial advisor at WealthPoint Advisors with 12 years of industry experience. He holds a Series 66 designation and previously worked at firms including Dempsey Lord Smith, LLC, and Kalos Management. Outside of his advisory role, he serves on the board of CaroMont Care Advocates, which supports patient- and family-centered healthcare initiatives. WealthPoint Financial LLC provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a blend of fundamental, technical, and relative-strength analysis across both passive and active strategies, serving a broad retail client base with customized portfolios.

Jacob Pivonka is a financial advisor at Axiom Private Wealth, LLC in Charlotte, NC. He holds a Series 65 designation and has one year of industry experience, with prior roles at McQueen Financial Advisors and Dusseldorf EG. Axiom Private Wealth serves individual and high-net-worth clients by providing discretionary and non-discretionary investment management along with comprehensive financial planning. The firm employs a long-term, fundamental analysis approach to asset allocation and offers personalized portfolio management tailored to clients’ goals and risk tolerance.

Tamrah Bordini is a financial advisor at Belleair Wealth Management, LLC with two years of industry experience. She holds a Series 65 designation and has a background that includes work at Inspire Advisors, LLC. Outside of financial advising, Bordini owns and operates Antique Jewelry Love, LLC, an online retail boutique specializing in jewelry. Belleair Wealth Management, LLC provides discretionary portfolio management and wealth management services primarily to individual and high-net-worth clients. The firm employs a diversified investment approach integrating fundamental, quantitative, technical, cyclical, and behavioral analysis and offers a range of consulting services including retirement plan benchmarking and insurance contract analysis.

Olivia Green is a financial advisor at Davis Investment Partners, LLC with a Series 65 designation and three years of industry experience. She has worked at Davis Investment Partners since 2022 and previously held positions at GRAYCO, RKW Residential, and Kane Residential. Olivia attended North Carolina State University from 2013 to 2017. Davis Investment Partners serves individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management, financial planning, retirement account advice, and bond consulting. The firm combines fundamental and technical analysis with a primarily long-term investment orientation, emphasizing customized asset allocation and share-class selection to align with client objectives.

David Doerflinger is a financial advisor at Eastover Capital Management in Charlotte, NC, with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Eastover Investment Advisors, National Advisors Trust Co, Investment Professionals, Inc., and Nexity Financial Services, Inc. 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 macro and sector analysis with fundamental research, focusing on volatility-resistant, large-cap companies and fixed-income holdings.

Brian Headrick is a financial advisor with Legend Private Wealth, LLC, holding the CFP® designation and Series 63 and 66 licenses, with 29 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Legend Private Wealth is a state-registered investment adviser serving individuals, families, high-net-worth clients, trusts, and business clients, including employer-sponsored 401(k) plans. The firm offers comprehensive financial planning, discretionary and non-discretionary portfolio management, private equity administration, and digital asset advice, managing approximately $71 million for around 45 clients.

Yancey Mackey is a financial advisor at Eastover Capital Management in Charlotte, NC, holding Series 63, 65, and 66 licenses with 15 years of industry experience. He has been with Eastover Investment Advisors since 2011. Mackey serves as a director of the Perrin Place 1 Home Owner's Association board, a role he has held since 2013 without compensation. Eastover Capital Management serves individual and high-net-worth clients, retirement plans, charitable organizations, and select institutional clients. The firm employs a conservative-growth investment approach combining top-down market assessment with bottom-up fundamental analysis, focusing on large-cap stocks and fixed income for income and capital preservation.

Robert Boggs is a financial advisor at Catawba River Capital with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at R.P. Boggs & Co. for 21 years and Raymond James Financial Services, Inc. for six years. Catawba River Capital provides wealth management and investment consulting primarily to high-net-worth individuals, trusts, pension or profit-sharing plans, charitable organizations, and other legal entities. The firm employs a conservative, scenario-based investment approach with both discretionary and non-discretionary portfolio management, and offers specialized private investment consulting services.

Sarah Charles is a financial advisor with Sanctuary Financial Planning, LLC, holding a Series 65 credential and 18 years of industry experience. Her prior roles include positions at FORVIS Wealth Advisors LLC and DHG Wealth Advisors. Sanctuary Financial Planning is a fee-only, fiduciary advisory firm serving individual and high-net-worth clients, trusts, estates, and charitable organizations. The firm provides comprehensive wealth management, integrated financial planning, and project-based consulting primarily through virtual consultations, employing a long-term, evidence-based investment approach with a mix of index investing and factor-based active strategies.

Victor Davis is a financial advisor at Davis Investment Partners, LLC in Charlotte, NC, holding a Series 66 designation with six years of industry experience. Prior to joining Davis Investment Partners in 2022, he worked at Raymond James & Associates from 2019 to 2022 and at Sonic Automotive from 2018 to 2019. He also has a background at Clemson University from 2014 to 2017. Davis Investment Partners serves individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management, financial planning, retirement account advice, and bond consulting. The firm employs a combination of fundamental and technical analysis with a long-term investment orientation, emphasizing customized asset allocation and share-class selection to meet client objectives.

Jonathan Shaw Jr. is a financial advisor at Catawba River Capital with two years of industry experience. He holds a Series 65 designation and previously worked at R.P. Boggs & Co. Wealth Management, Core Scientific, Flexential, and PricewaterhouseCoopers. Catawba River Capital provides wealth management and investment consulting primarily to high-net-worth individuals, trusts, pension or profit-sharing plans, and charitable organizations. The firm employs a conservative, scenario-based investment approach with a focus on fundamental analysis and longer-term holding periods, while offering a formal private investment consulting program that evaluates direct private funds and private equity opportunities.

Michael Fox is a financial advisor with Hayden Harper Wealth Advisory, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Hayden Harper since 2010 and is the majority owner of Hayden Harper Inc., which oversees multiple private investment offerings. Fox also serves as CFO of HH Kayne Anderson, a private company focused on purchasing oil and gas well assets in the Appalachian region. Hayden Harper Wealth Advisory serves individuals, pension plans, trusts, estates, charitable organizations, and families with family office needs. The firm offers discretionary portfolio management, financial planning, and comprehensive family office advisory services, employing internally developed asset-allocation models and a range of investment strategies including private placements and derivatives.

William Smith is a financial advisor with TRICAPITAL Wealth Management, Inc. in Charlotte, NC. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining TRICAPITAL, he has worked at firms including OSAIC, Triad Advisors, and Kestra Investment Services. Outside of advisory work, he provides bookkeeping and tax preparation services through his accounting practice, Z.V. Smith & Co. TRICAPITAL Wealth Management offers investment management and financial planning services to individuals, high-net-worth clients, business entities, retirement plans, foundations, estates, and trusts. The firm provides a personalized wealth-management process with discretionary portfolio management and uses a proprietary Retirement Funding Score to track client progress.

Over the last 20 years, I've learned how best to help business owner families better plan for their financial future. I understand the pain points they face and how it impacts their family. A business is typically the best investment a family will ever own, but it comes with risk, responsibilities, and stress. Some families become comfortable with that over the years while others don't. The ones who do typically keep the business. The ones who don't end up selling it, which is an experience they likely only go through once in their lives. These dynamics require different approaches as it relates to managing their family's wealth. That's where we can help. At Portus, we understand business owners prioritize the growth of their company, reinvest profits, and don't usually have wealth outside of their company. We engage with them on a retainer basis, help them reduce risk, build wealth outside of the business, and then manage those investment portfolios. Along the way, we dive deep into the family finances, get to know the ins and outs of the business, and create a plan for their personal finances to thrive in conjunction with the business.

Natalie Foy is a CFP® and CFA® with 18 years of industry experience, currently serving as an advisor at Greenway Wealth Advisors, LLC since 2020. Her prior experience includes roles at Citizens Capital Markets Inc., CiTIZENS BANK, N.A., and Merrill. She is also a partner in String Bean Holdings, LLC, a real estate holding company. Greenway Wealth Advisors is a small team managing approximately $184 million for individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm focuses on passive, asset-class oriented portfolios using low-cost index funds and ETFs, offering comprehensive financial planning and ERISA-level retirement plan consulting.