Christopher Scott

Paul Finkel is a CFA® charterholder with 10 years of industry experience, currently serving as the sole advisor at Queenfin LLC since 2015. His work history includes extensive institutional portfolio management experience at firms such as Prudential Financial and CDPQ prior to founding Queenfin. Queenfin LLC provides ongoing financial consulting and as-needed advice to individuals, including high-net-worth clients, and small businesses. The firm emphasizes financial strength through income management and liquid reserves while recommending low-cost index funds and bond ladders, delivering advisory services without discretionary portfolio management or account supervision.

Michael Kelly is a ChFC® and holds a Series 66 license with six years of industry experience. He currently serves as the sole advisor at Canopy Financial Solutions and has prior experience with firms including Modern Woodmen of America, Principal Financial Group, and First Citizens Investor Services. Kelly also provides financial consulting services to legal clients through a consulting role with Brick City Law. Canopy Financial Solutions offers portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a blend of cyclical and fundamental analysis along with modern portfolio theory and quantitative methods, managing accounts primarily under discretionary authority with both long-term and active investment strategies.

Milton West is a CFP® professional with 25 years of experience in financial advising. He has been with West Financial Strategies, Inc. since 1998 and also serves as the president and sole owner of M. Lee West, CPA, P.A., a CPA firm he founded in 1986. Outside of his advisory role, he is a managing partner in a company that holds title to a motorboat and boat slip. West Financial Strategies provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passive index funds and ETFs as the core, complemented by selective active funds and securities, managing approximately $106 million in discretionary assets.

Matthew Rubush is a financial advisor at Millennium Planning Group, LLC with three years of industry experience. He holds a Series 65 designation and has prior experience as a CPA, including roles at Stephens & Nashland CPAs and his own CPA practice. Outside of advising, he is president of Old House Bookkeeping & Tax, LLC, where he prepares tax returns and provides bookkeeping services for small businesses. Millennium Planning Group offers investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm manages portfolios using a variety of analysis methods and trading strategies, often on a discretionary basis, and incorporates third-party managers through an institutional platform.

Charles Von Canon is a PFS™ credentialed financial advisor with 24 years of industry experience. He has been with West Financial Strategies, Inc. since 1998 and is also vice-president and manager at M. Lee West, CPA, a CPA firm. West Financial Strategies provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation approach combining passive index funds and ETFs with selective active funds and securities, managing approximately $106 million in discretionary assets.

Michael Whitman is a CFP® professional with 16 years of industry experience, currently serving at Millennium Planning Group, LLC. He previously worked at Lincoln Financial Securities and Millennium Insurance, LLC. Outside of his advisory work, he serves as Treasurer for the Pittsboro Elementary School PTA, where he develops financial procedures and manages PTA funds. Millennium Planning Group provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, managing accounts primarily on a discretionary basis and utilizing both in-house and third-party strategies.