Walter Bahr

David Hoshour is a financial advisor with Cornerstone Investment Services, Inc. in Indian Trail, NC, holding Series 63 and Series 65 designations and 15 years of industry experience. He has been with Cornerstone Investment Services since 1995. Cornerstone Investment Services provides ongoing investment supervisory services and basic financial planning to individuals, trusts, and nonqualified retirement accounts, as well as advising retirement plan sponsors and institutional clients. The firm offers discretionary, fee-only portfolio management with a focus on medium- to long-term holdings and emphasizes fiduciary services and customized solutions for retirement plans.

Kirk Block is a CFP® and PFS™ credentialed financial advisor with 22 years of industry experience. He is the principal of Block Wealth Management, Inc., an independent firm he has led since 2008. In addition to his advisory role, he is licensed to offer insurance products as an agent with various insurance companies. Block Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, including retirement plan sponsors. The firm employs a Modern Portfolio Theory-based approach using Dimensional Fund Advisors funds, integrating financial planning with tax guidance and insurance recommendations, and offers a range of fiduciary, consulting, and portfolio management services.

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.

Lucas Elliott is the sole advisor at Tactical Capital LLC in Charlotte, NC, holding a Series 65 designation with four years of industry experience. He has worked at Tactical Capital since 2021 and has held a concurrent role as Global Director of Quality Engineering at Safeguard Medical, a medical device design and manufacturing firm. Prior to this, he worked at Teleflex Inc. from 2014 to 2020. Tactical Capital LLC provides discretionary investment management and integrated financial planning services to individual, high-net-worth, and institutional clients. The firm uses a flexible investment approach tailored to client objectives and risk tolerances, incorporating asset allocation, dollar-cost averaging, technical analysis, and both short- and long-term strategies.

John English is the principal of J W English Investment Management Services LLC in Indian Trail, NC, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his own CPA firm since 1996. In addition to his advisory and accounting work, he is the owner and sole proprietor of a mobile DJ entertainment business. J W English Investment Management Services provides discretionary portfolio management and investment supervisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs a comprehensive investment process that includes fundamental, technical, and cyclical analysis, managing portfolios across a range of securities while offering both long- and short-term strategies.

Mark Kenison is the president and owner of Turning Point Financial, Inc. in Charlotte, NC, with 19 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. In addition to his advisory role, Kenison operates a tax preparation business, Momentum Tax & Accounting, and is a licensed life and health insurance agent. Turning Point Financial provides discretionary portfolio management and financial planning primarily for individuals, including high-net-worth clients, as well as pension plans, trusts, and corporate entities. The firm employs an asset-allocation approach based on efficient-market principles and risk management, utilizing mutual funds, ETFs, and individual securities to construct customized portfolios.