Sean Williams is a CFP® with 11 years of industry experience, currently serving as an advisor at Cadence Wealth Partners, LLC since 2023. His prior experience includes roles at Instrumental Wealth, LLC and Northwestern Mutual. Outside of his financial advisory work, he is a father first. He enjoys woodworking and playing the banjo. He also loves Gator sports, even when the teams are terrible. Cadence Wealth Partners is a fee-only, fiduciary financial planning firm in Concord, NC specializing in helping business owners and pre-retirees (55+) reduce taxes, plan retirement income, and prepare for business exits and major life transitions. Our team includes CFP®, CEPA, and RICP credentialed advisors who take a whole-picture approach — investments, tax planning, estate planning, and risk management working together. We work with clients locally and virtually across the U.S. Named a 2025 & 2026 Wealthtender Voice of the Client Highly Rated Advisor.

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

Brice Oldham is a CFP®, CFA®, and holds a Series 66 license with 21 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial, Carroll Financial Associates, and Cetera Advisor Networks. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting services through a combination of active and passive investment strategies overseen by an internal Investment Committee.

Ian McCann is a financial advisor at Raymond James & Associates in Charlotte, NC. Raymond James & Associates provides financial planning and investment consulting to a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses primarily through non-discretionary advisory relationships, and it maintains notable public finance and municipal services alongside its retail advisory offerings.

Andrew Driscoll is a financial advisor at Lake Effect Wealth LLC in Charlotte, NC, holding a Series 65 designation with six years of industry experience. He previously worked at Grandview Analytics from 2015 to 2019 before founding Lake Effect Wealth, where he has been the sole advisor since 2019. Lake Effect Wealth serves individuals, including high-net-worth clients, as well as corporations and businesses, offering discretionary portfolio management alongside project-based and comprehensive financial planning. The firm employs a passive investment strategy based on Modern Portfolio Theory, incorporating low-turnover, tax-aware portfolio construction, and distinguishes itself by providing business planning and employee benefits optimization services uncommon among independent solo advisers.

As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.

Dana Goldfarb is the sole advisor at Goldfarb Wealth Advisors in Charlotte, NC, holding a Series 65 credential with 12 years of industry experience. He has led Goldfarb Wealth Advisors since 2014. Goldfarb Wealth Advisors provides personalized investment advisory and financial planning services to individuals, families, trusts, estates, and small businesses. The firm employs a modern portfolio theory-based investment approach focused on globally diversified, low-cost mutual funds and ETFs, with an emphasis on long-term buy-and-hold strategies and tax-aware actions.

Patrick Sheehan is a financial advisor at Prodeo Asset Management, LLP with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Prodeo since 2017. Sheehan is also CEO of Elevation LLC, a FINRA-registered broker-dealer, and serves as a director and officer of VP Research, Inc., a firm providing global macro market commentary and trade ideas. Additionally, he manages Big Label Records, LLC. Prodeo Asset Management offers discretionary investment management through private funds and separately managed accounts, serving funds, institutional investors, corporations, pensions, trusts, and high-net-worth individuals. The firm employs a systematic, rules-based investment approach using quantitative models and proprietary indicators across multiple asset classes and tailors strategies based on client-specific profiles.

Leonard Marte is a CFP® with eight years of industry experience, currently serving as the sole advisor at Abundant Advisors, LLC. He previously worked at The Vanguard Group, Inc. for 11 years and at SmartPath, Inc. for two years. Abundant Advisors serves mass-affluent, high-net-worth, and ultra-high-net-worth individuals and families, offering discretionary investment management and comprehensive financial planning. The firm employs investment strategies based on fundamental analysis and Modern Portfolio Theory, combining passive ETFs and active funds with attention to tax efficiency and regular portfolio reviews.

Timothy Pope is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at 360 Aviation Advisors, LLC in Concord, NC. His prior experience includes roles at Cetera, PNC Investments, and The Vanguard Group. Outside of advising, he hosts a financial planning podcast called "Pilot's Portfolio," which targets professional pilots. 360 Aviation Advisors is an independent registered investment adviser that provides discretionary investment management, financial planning, and coordinated tax preparation services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a passive investment approach grounded in Modern Portfolio Theory and offers tailored investment policy statements without a firmwide account minimum.

Drew Waterbury is a CFP® professional with 17 years of industry experience and has been the sole advisor at Ocean Advisors, LLC since 2010. He provides financial literacy programs for employees of various businesses, delivering content both on-site and via webinars, occasionally developing the material himself. Ocean Advisors offers investment management and personal financial planning services to individuals, families, trusts, estates, family businesses, and corporate retirement plans. The firm’s investment approach combines strategic asset allocation with tactical adjustments using fundamental and technical analysis, including dividend-focused equity portfolios, diversified funds, and selective options strategies for income enhancement or downside protection.

Stephen Miller is a CFP® and CFA® credentialed advisor with 21 years of industry experience. He has been with Forward Wealth Management, LLC since 2014, where he serves as the sole advisor. In addition to advisory services, he holds a life insurance license and engages in insurance product sales, which account for a small portion of his time. Forward Wealth Management, LLC is an independent advisory firm managing approximately $64 million in discretionary assets for a select group of about 42 clients, including high-net-worth individuals. The firm provides tailored investment management and comprehensive financial planning, utilizing a combination of fundamental and technical analysis with discretionary authority and quarterly performance reviews.

Michael Sherman is the principal of Sherman Wealth Solutions LLC in Charlotte, NC, holding CFP®, Series 66, and Series 63 credentials with 11 years of industry experience. Prior to founding his current firm, he held roles at Vineyard Wealth LLC and Raymond James Financial Services, among others. He also owns Sherman Tax Solutions LLC and Sherman Insurance Solutions LLC, providing tax preparation and insurance services respectively, and serves as a court-appointed administrator of two estates. Sherman Wealth Solutions provides investment advisory, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm manages portfolios using ETFs, mutual funds, individual stocks and bonds, with a focus on long-term horizons and a combination of fundamental and technical analysis.

Shantavius Speaks is a financial advisor at Mansa Wealth Advisory, LLC, holding a Series 65 designation with three years of experience as a CPA. His work history includes roles at S.O.Speaks CPA, PLLC, Eau Clair Cooperative Health, Upstate Strings LLC, and Duke Energy. He has also been involved with an entrepreneurial venture, Upstate Strings LLC, from 2020 to 2024. Mansa Wealth Advisory is a state-registered investment adviser in North Carolina offering comprehensive financial planning services such as retirement, tax, and estate planning, along with investment analysis and insurance reviews. The firm provides educational workshops on personal finance and integrates tax and accounting services for individuals, business owners, and nonprofit clients.

Brando Reyna is a CFA® charterholder with 10 years of industry experience. He is the principal advisor at Reyna Capital Advisors, llc, an independent firm he founded in 2025. Prior to starting his firm, he worked at Novare Capital Management for eight years. In addition to his advisory role, Reyna serves as a Senior Advisor at Viking Mergers & Acquisitions, providing business advising services. Reyna Capital Advisors, llc offers discretionary asset management primarily to institutional and pooled-vehicle clients, employing a blend of fundamental and quantitative investment techniques. The firm manages portfolios on a discretionary basis and incorporates both long- and short-term positions with an investment approach that treats cash as an asset class.

With over 7 years of experience at Dimensional Fund Advisors, Evan Luongo, CFP®, knows a thing or two about navigating the complex world of finance. As a Regional Director since 2022, he’s provided investment advice to hundreds of Financial Advisors. Now, as the founder of NoDa Wealth, Evan blends his industry expertise with a personal touch, offering tailored financial planning for busy professionals. Whether you’re focused on career growth, planning for a family, or building your wealth, Evan is here to simplify your financial journey and help you thrive today and in the future.

Phillip Gussman is the sole advisor at Bulldog Asset Management, Inc., an independent firm based in Huntersville, NC. He holds Series 63 and Series 65 designations and has 16 years of industry experience. Since 2006, Mr. Gussman has been self-employed and also spends the majority of his time working with non-profits through Gussman Consulting, assisting with fundraising, messaging, and web development. Bulldog Asset Management provides investment supervisory and portfolio management services to individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $61 million across 45 client accounts, focusing on diversified asset allocation tailored to each client’s financial situation, objectives, and risk tolerance, with ongoing discretionary management and regular portfolio reviews.

Jerel Harvey is a financial advisor at Fedway Financial LLC in Charlotte, NC, holding Series 66 and Series 65 credentials with 10 years of industry experience. His prior roles include positions at Red Ventures and Valley Ridge Partners. In addition to advising, he operates as an independent insurance agent. Fedway Financial LLC provides investment advisory services primarily to individual clients, offering discretionary portfolio management alongside customizable financial planning. The firm emphasizes tailored investment programs based on client objectives and conducts educational seminars on personal financial planning.

Jakhongir Mirtalipov is a financial advisor at Dream Life Wealth Management LLC in Charlotte, NC, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Edward Jones and Cetera. Dream Life Wealth Management LLC provides investment management and financial planning services to individuals and high-net-worth clients, offering estate planning assistance through a third-party platform and conducting educational seminars. The firm employs a combination of fundamental and technical analysis alongside passive and active management strategies, emphasizing long-term holdings aligned with modern portfolio theory.

Andrew Burquest is the sole advisor and principal at Njord Capital, LLC in Charlotte, NC. He holds the CFA® designation and Series 66 license, and has 14 years of industry experience. His prior work includes roles at TIAA-CREF and various wealth management firms. Burquest serves as a commissioned officer in the U.S. Army Reserve and acts as a court-appointed guardian. Njord Capital is an independent advisory firm serving high-net-worth and ultra-high-net-worth individuals, as well as institutional clients such as retirement plans, trusts, and charitable organizations. The firm provides fee-based discretionary investment management and financial planning, employing a combination of passive index strategies and active or third-party managers, with a focus on customized portfolios guided by written Investment Policy Statements.