Nick built Greenway Wealth to solve a specific problem: high-earning professionals had incredibly complex financial lives, but the traditional advisory industry was only offering them generic, fragmented advice, or sales focused product pitches. He serves as the visionary behind the firm’s "Personal CFO" model, designing the overarching wealth and tax strategies that convert high-velocity income into permanent independence. Before founding Greenway in 2018, Nick honed his institutional investment expertise at Vanguard and later opened the Charlotte office for a California-based independent advisory firm. A proud graduate of Miami University, he earned his CFP® certification in 2010. Outside the office, Nick is deeply embedded in the Charlotte community. He has volunteered at Brookstone School and served on the Family Advisory Council at Levine Children’s Hospital. In the early morning hours, you might find him roaming the streets of Charlotte with the men of F3 Nation. Ask Me About: -Bay Area sports -My early morning workouts with F3 -Where to find the best nacho in Charlotte

My Financial Background: I am a CFA® Charterholder and CFP® Professional. For over a decade I served in various roles at Morgan Stanley and BNP Paribas in the New York metro area before relocating to Charlotte, North Carolina in 2021 where I was most recently a Vice President at Bank of America. Why I founded PB Wealth: I started PB Wealth to make a real impact in people’s lives, specifically focusing on professionals and families who may have some time before they retire, but they are in their peak decision-making years and need someone that truly invests in and empowers them. Starting my own RIA has given me the flexibility and independence I need to serve clients in their best interest, without compromise. My Mission: I believe a financial advisor should meet you where you are, whether you’re just starting out or whether you’re in your peak earning years, it should not matter. My mission is to help you build a life that is truly meaningful to you and that starts with getting to know who you are and what matters most to you.

Michael Bookhardt is the sole advisor at Affluence Advisory LLC in Mount Holly, NC, holding Series 65 and Series 63 licenses with two years of industry experience. His background includes a year at The Vanguard Group and over 20 years as managing member of a construction business. Affluence Advisory LLC provides discretionary investment supervisory services to individuals, businesses, trusts, foundations, and charitable entities. The firm uses passive, low-cost mutual funds and ETFs with asset-allocation strategies based on modern portfolio theory, focusing on long-term equity investments and fixed-income allocations with regular rebalancing and tax-aware adjustments.

Jerel Harvey is a financial advisor at Fedway Financial LLC in Charlotte, NC, holding Series 65 and Series 66 credentials with 11 years of industry experience. His career includes roles at Red Ventures and Valley Ridge Partners, alongside operating as a sole proprietor since 2013. He is also an independent insurance agent. Fedway Financial LLC provides investment advisory services primarily to individual clients, offering discretionary portfolio management and customizable financial planning. The firm emphasizes long-term strategies and fundamental analysis, conducts educational public seminars, and maintains a small, personalized client base.

Ryan Hammond is a financial advisor at Hammond Wealth Partners with one year of industry experience. He has held positions at Amplified Planning, The Vanguard Group, and Wells Fargo. Hammond Wealth Partners is a fee-only fiduciary firm providing discretionary investment management and financial planning mainly to individuals, families, and high-net-worth clients. The firm offers customized portfolios combining strategic asset allocation, tax-efficient management, and active tactical approaches based on multiple analysis methods, with clients able to impose reasonable investment restrictions.

Robert Coley is a CFA charterholder and holds a Series 65 license with 15 years of industry experience. He has worked at Atticus Capital Advisors LLC since 2017 and previously at Ajax Capital Advisors, Inc. from 2010 to 2017. Atticus Capital Advisors LLC is an independent, single-advisor registered investment adviser serving individuals and high-net-worth clients. The firm provides discretionary portfolio management and financial planning, utilizing fundamental analysis, technical analysis, and modern portfolio theory to implement tailored investment strategies.

Mark Kenison is the president and owner of Turning Point Financial, Inc. in Charlotte, NC, with 20 years of industry experience. He holds the CFP® designation and is a licensed life and health insurance agent. In addition to his advisory work, he operates a tax preparation business called Momentum Tax & Accounting. Turning Point Financial provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth individuals, as well as pension plans, trusts, and corporate entities. The firm employs an asset-allocation approach based on efficient-market principles and risk management, using mutual funds, ETFs, and individual securities to create custom-tailored portfolios.

Michael Holland is a financial advisor with Holland Capital Management LLC in Charlotte, NC, holding the CFP® and CFA® designations and possessing 28 years of industry experience. His career includes roles at Fifth Third Securities and founding Holland Capital Management. He is also licensed to sell fixed insurance products in North Carolina. Holland Capital Management provides investment advisory and financial planning services to high-net-worth households, individuals, trusts, estates, and business entities. The firm uses a custodian-sponsored program to allocate assets to third-party sub-advisers and offers tailored financial planning through interactive modeling and modular written plans.

Steven Mullooly is a CFP® with 33 years of industry experience. He is the principal advisor at Mullooly Wealth Planning LLC, an independent firm he has been with since 2022. Prior to this, he held roles at Osaic Wealth, Inc., ALPS Distributors, Inc., and Cullen Capital Management. He also works as a compliance consultant through Compliance Risk Concepts. Mullooly Wealth Planning provides portfolio management and comprehensive financial planning to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes institutional and retirement-plan services and offers educational programs alongside its investment and planning services.

Bradford Russell is the sole advisor at Chevron Financial in Pineville, NC, holding a Series 65 designation with three years of industry experience. He has been self-employed since 2009 and also works as a licensed insurance broker. Chevron Financial is an independent investment adviser serving individuals, high-net-worth clients, and corporate entities with portfolio management and financial planning services. The firm employs a goals-based investment process that incorporates strategic and tactical portfolio construction, primarily recommending ETFs and mutual funds, while also providing access to model portfolios on a recommended custody platform.

Bradley Kucharo is a CFP® professional and financial advisor with eight years of industry experience. He is the founder of Kucharo Wealth, an independent firm based in Charlotte, NC. His prior experience includes roles at THE Vanguard Group, Brightworth, and JOHN K. McGILL & COMPANY. Kucharo Wealth provides investment management, financial planning, retirement plan advisory, and educational seminars to individuals, small businesses, and pension or profit-sharing plans. The firm employs asset-allocation strategies based on modern portfolio theory, using both passive and active investment vehicles, and offers client education through public and organizational seminars, delivered virtually or in person.

Roman Raies is a financial advisor at SouthEast Investments, N.C., Inc. He holds a Series 66 designation and has one year of experience in the industry. His prior roles include positions at Capital Vacations and Equitable Advisors, LLC. Raies has also been involved with Hick's Delivery Group LLC as part of his broader work history. SouthEast Investments, N.C., Inc. provides portfolio management, financial planning, and adviser-selection services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm combines asset management with brokerage and insurance activities, offering both discretionary and non-discretionary account management as well as third-party money manager arrangements.

Stefan Fencl is a CFA® charterholder with 11 years of industry experience. He is the sole advisor at LEEP Asset Management, LLC, an independent firm based in Charlotte, NC. His prior experience includes roles at PNC Private Bank and First Citizens Bank. LEEP Asset Management provides ongoing portfolio management to individuals and high-net-worth clients, offering customized Investment Policy Statements and both discretionary and non-discretionary services. The firm employs a combination of fundamental, technical, and charting analysis along with a range of investment strategies, including equities, options, venture capital, and other asset classes.

My name is Charles Thomas. I am a Certified Financial Planner® and founder of Intrepid Eagle Finance. We work with Christian families on their journey to financial freedom. The first time I ever taught someone about finance was on a school trip to a roller skating rink when I was in the fifth grade. I spent the bus ride teaching a classmate about the value of saving. My career has been spent around the same basic premise: help others to be wise with their finances. I have been working with people and their money for over 14 years of my career. I have had experience at global financial firms in a wide variety of roles. This diverse experience has included everything from helping people who just received their first paycheck to counseling millionaires in the financial crisis to helping large corporations provide retirement plans for their employees. I completed a double major at Appalachian State University and hold Bachelor degrees in Music and Marketing. I later earned an MBA at the University of South Carolina’s Moore School of Business. I started Intrepid Eagle Finance to serve a community I believe has unique needs. Christian families face the challenge of balancing the needs of Mom and Dad, children, work, church and other things craving resources. The financial component of this difficult balancing act can be stressful to harmonize for this kind of family. How do I know this? My family is part of this group too! That’s why I started Intrepid Eagle. I spend my days helping families like mine who value things like God, Family, and Country. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I am an active supporter of independent education and homeschooling. My wife and I are active supporters of helping others get started and find success with their own homeschool journey. When I am not working with other families, I spend time with my own family. My wife Amy and I make our home in South Carolina with our three children. Our family is active in our homeschool each day where we work hard and play hard. We spend our breaks on time outdoors, playing music, traveling, and serving our church family. Visit our website to learn more about how we use technology to serve you wherever you are located.

Richard Freitag is a CFP® professional with 21 years of industry experience and is the sole advisor at Freitag Financial Group, LLC, an independent firm based in Charlotte, NC. He has led Freitag Financial Group since 2009. Freitag Financial Group provides portfolio management and financial planning services to individuals as well as pension and profit-sharing plans, serving 43 clients with approximately $49.17 million in assets under management. The firm employs fundamental, technical, and cyclical analysis and typically operates on a non-discretionary basis, focusing notably on institutional and pension clients alongside individual investors.

Holden Bobb is a Series 65-licensed financial advisor at Front Porch Financial Advisory with one year of industry experience. Prior to joining Front Porch, he worked at Wells Fargo for three years. Front Porch Financial Advisory serves individuals, high-net-worth clients, corporations, and employer-sponsored retirement plans, managing approximately $181 million in assets. The firm provides portfolio management, financial planning, and retirement-plan advisory services using a combination of fundamental analysis, modern portfolio theory, and quantitative tools, with discretionary and non-discretionary management options.

Justin Brooks is a financial advisor at Gouws Capital LLC in Charlotte, NC, holding a Series 65 designation with nine years of industry experience. He worked at Eastover Capital Management from 2015 to 2021 before joining Gouws Capital in 2021. Gouws Capital LLC provides discretionary portfolio management and consulting services to individuals, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm employs a client-specific profile to guide investment decisions, primarily using individual stocks and bonds alongside ETFs, ETNs, and grantor trusts, with a notable use of options and derivatives to manage risk and generate income.

Fanie Gouws is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Gouws Capital LLC since 2010. Based in Charlotte, NC, Gouws holds Series 63 and Series 66 licenses. Gouws Capital LLC provides discretionary portfolio management and consulting services to individuals, trusts, and estates, including both high-net-worth and non-HNW clients. The firm employs fundamental analysis and utilizes options and derivatives strategies within separately managed accounts to tailor investment approaches.

David D'alessandro is a CFP® with 12 years of industry experience, currently serving as an advisor at Axiom Private Wealth, LLC since 2020. Prior to joining Axiom, he worked at Robert W Baird & Co for four years. Axiom Private Wealth serves individual and high-net-worth clients by providing discretionary and non-discretionary investment management along with comprehensive wealth planning. The firm employs a fundamental, long-term asset allocation strategy tailored to each client’s goals and risk tolerance, offering personalized oversight through a small advisory team.

Benjamin Dolan is a CFP® with 11 years of experience in the financial industry. He is a principal at Dolan Capital Advisors, LLC and also serves as president of Dolan Family, Inc., a holding company where he manages banking and payroll-related duties. Dolan Capital Advisors provides investment management and financial planning primarily to individual and high-net-worth clients. The firm uses model portfolios aligned with documented risk profiles and employs tax-overlay strategies such as tax-loss harvesting, with investments primarily in mutual funds and ETFs.