Samuel Di Fiore is a financial advisor at Sorfis Investments, LLC with three years of industry experience. He holds a Series 65 designation and has worked as an analyst at Avenel Financial Group and Co/Investor Club. His prior experience includes a role with the Boston Bruins and involvement in various business activities since 2016. Sorfis Investments, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutions. The firm employs cyclical and fundamental analysis, offering core strategies focused on diversification and absolute return, with an emphasis on risk management and tax efficiency.

Jessica Metso is a financial advisor at Arkagos Advisors & Asset Management, Inc. with four years of industry experience. She holds a Series 65 designation and has worked at Arkagos Advisors since 2020, with prior roles including positions at Brookstone Capital Management and State Farm. Outside of her advisory work, she is also licensed as an insurance producer. Arkagos Advisors and Asset Management provides portfolio management, financial planning, and advice on private investments to individual and high-net-worth clients, generally with a $750,000 minimum account threshold. The firm offers both discretionary and non-discretionary services and emphasizes private placements and private credit opportunities alongside a tailored investment approach using individual stocks and sector ETFs.

Wesley Lyon II is a CFP® professional with six years of industry experience, currently serving at Lyon Wealth Advisors Group, LLC. He previously worked at Dimensional Fund Advisors and holds leadership roles as President and CEO of McGill and Lyon Dental Advisors, a tax and business planning firm for dentists and specialists. He also speaks regularly at seminars and podcasts through The McGill & Hill Group, which focuses on professionals in the dental field. Lyon Wealth Advisors Group provides 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, primarily investing in low-cost mutual funds and ETFs, and is noted for its affiliation with tax and business advisory services focused on dental professionals.

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.

We specialize in working with families with portfolios in the $5M–$50M range, where strategic planning, tax efficiency, and cost management have an outsized impact. Traditional firms often rely on complex, high-cost strategies that offer questionable benefits. Our fixed-fee, planning-driven model takes a different approach: focusing on practical, high-impact financial strategies rather than unnecessary complication. We apply the right level of sophistication, using techniques like direct indexing and individual bond ladders only when we determine that they add clear value (based on portfolio size, risk profile, and tax considerations). Our financial planning and investment management approach is guided by three core principles: • Risk Management: grounded in a tailored financial plan • Tax Efficiency: ensuring strategies align with after-tax outcomes • Fee Minimization: keeping costs low to maximize long-term results Our goal is to provide a structured, transparent, and thoughtful approach - one that leads to a better long-term client experience through fair fees, strategic decision-making, and a focus on what truly matters.

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.

Brandon Opre is a CFP® professional with 29 years of industry experience, currently serving as an advisor at TrustTree Financial LLC. His prior experience includes roles at Ameriprise Financial Services, Inc. and Financial Advisory Services, LLC. Outside of his advisory duties, he works as an Independent Insurance Agent providing life insurance quotes and policy discussions. TrustTree Financial serves individual clients, including high-net-worth households, offering discretionary portfolio management and comprehensive financial planning. The firm combines passive and active investment strategies with automated rebalancing and tax-loss harvesting, and sponsors a wrap fee program uncommon among similar supported firms.

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.

Carlton Whitman is a financial advisor at Tassel Capital Management, Inc. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. Prior to joining Tassel Capital Management in 2015, he was with Wells Fargo Advisors LLC starting in 2014. Tassel Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, managing approximately $266 million in discretionary assets. The firm uses a blend of modern portfolio theory and fundamental analysis to construct diversified portfolios, primarily utilizing low-cost mutual funds and ETFs while also employing individual stocks, bonds, and options when suitable.

Trigg Williamson is a financial advisor with Advisor.com, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Nuveen Securities, Nuveen Asset Management, Morgan Stanley, and Vanguard Marketing Corporation. Advisor.com provides investment management and financial consulting primarily to individual investors through a model-based, non-discretionary approach. The firm also operates a referral platform connecting clients with affiliated and unaffiliated advisers and offers services including financial planning and tax preparation through third-party providers.

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.

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, holding Series 63, 65, and 66 licenses with 26 years of industry experience. His prior work includes roles at Eastover Investment Advisors, National Advisors Trust Co, and Investment Professionals, 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 follows a conservative-growth investment approach that combines macro and sector analysis with fundamental research to select large-cap, volatility-resistant companies and fixed-income holdings.

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.

Sarah Charles is a financial advisor at Sanctuary Financial Planning, LLC in Charlotte, NC, holding a Series 65 designation with 18 years of industry experience. She previously worked at FORVIS Wealth Advisors LLC and DHG Wealth Advisors, contributing nearly 12 years combined at the latter. Sanctuary Financial Planning, LLC serves individuals, trusts, estates, and charitable organizations with comprehensive wealth management and integrated financial planning, emphasizing evidence-based, long-term investment strategies and educational speaking engagements. The firm uses a flat annual fee structure and focuses on planning-centered client relationships.

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.

Bradley Kendall is a financial advisor at Tassel Capital Management, Inc. in Matthews, NC, holding Series 65 and Series 63 licenses with six years of industry experience. His career includes roles at NYLIFE Securities, LLC and New York Life Insurance Co. prior to his current position. Tassel Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, managing approximately $266 million in discretionary assets. The firm employs a blend of modern portfolio theory and fundamental analysis to construct diversified portfolios using low-cost mutual funds and ETFs, with options for individual securities when suitable.

Christopher Lee is a CFP® professional at Passport Wealth Management with experience starting in 2024. Prior to his current role, he held positions at several firms and organizations, including Choreo, SFMG Wealth Advisors, and Trustcore Financial. He also spent time at the University of Georgia and took a year for extended travel. Passport Wealth Management is an SEC-registered adviser serving individuals, charitable organizations, and businesses. The firm employs a passive investment approach based on Modern Portfolio Theory and offers comprehensive financial planning, investment management, tax return preparation through a third-party provider, and retirement plan consulting.

Edward Jackson is a Series 65-licensed advisor with Investor Advisory Group in Charlotte, NC, where he has worked since 2011. He has 14 years of experience in financial advising and concurrently manages The Jackson Law Firm, PLLC, providing legal services in business and estate planning. Investor Advisory Group serves individuals, pension and profit-sharing plans, trusts, and estates, offering portfolio management, limited financial planning, and retirement plan advisory services with a focus on client-directed, non-discretionary investment implementation.

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.