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.

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.

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.

Paul Gibert Jr. is a CFP® professional with 29 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory since 2016. He has previously worked with Kestra Investment Services, LLC beginning in 2010. In addition to his advisory role, he holds a position at NFP Corporate Services, Inc., where he is involved in insurance-related activities. Gibert is also a minor shareholder in a family-owned real estate and investment company. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Timothy Pope is a CFP® professional with 11 years of industry experience, currently serving as the principal advisor at 360 Aviation Advisors, LLC. His prior roles include positions at Cetera Investment Advisers and The Vanguard Group. He hosts the "Pilot’s Portfolio" podcast, which focuses on financial planning for professional pilots. 360 Aviation Advisors serves individual investors, including high-net-worth clients, and sponsors of pension and profit-sharing plans, providing investment management, financial planning, and employee benefit plan advisory services. The firm employs a Modern Portfolio Theory-based approach with primarily passive allocations and integrates financial planning with ongoing portfolio management.

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.

Geoffrey Owen is a CFP® with 23 years of industry experience, currently serving as the sole advisor at Front Porch Financial Advisory since 2020. His prior experience includes roles at Greerwalker Wealth Management LLC and Raymond James & Associates, Inc. Outside of his advisory work, he is an independent licensed insurance agent but does not sell insurance products. Front Porch Financial Advisory provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, corporations, and employer-sponsored retirement plans. The firm manages approximately $181 million for about 114 clients, offering customized investment strategies based on fundamental analysis, modern portfolio theory, and quantitative tools, with both discretionary and non-discretionary account management.

Francis Claire is a financial advisor at Double Eagle Partners, LLC in Matthews, NC, with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial LLC and Mizuho Securities USA Inc. since 2016, he has been with Double Eagle Partners, an independent firm he leads. Double Eagle Partners provides customized investment management and financial-planning services to a diverse client base including individuals, high-net-worth clients, trusts, small businesses, and charitable organizations. The firm employs a discretionary, asset-allocation investment approach guided by economic analysis and offers services such as goal setting, tax and estate planning, and educational workshops.

Michael Sherman is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Sherman Wealth Solutions LLC in Charlotte, NC. His background includes roles in financial services, tax preparation, and insurance through various entities he owns and operates. Sherman also acts as a court-appointed administrator for the estates of two relatives. Sherman Wealth Solutions advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing investment management, tiered financial planning, and retirement plan advisory services. The firm offers customized portfolio construction using ETFs, mutual funds, stocks, and bonds, and provides formal retirement-plan consulting in an ERISA fiduciary capacity, supported by affiliated tax and insurance services.

Brando Reyna is a CFA® charterholder with nine years of industry experience. He is the principal advisor at Reyna Capital Advisors, llc, a firm he founded in 2025 after previously working at Novare Capital Management and Trinity Financial Advisors LLC. In addition to his advisory role, Reyna serves as a Senior Advisor at Viking Mergers & Acquisitions, a business advising firm in Charlotte, NC. Reyna Capital Advisors provides discretionary asset management primarily to institutional and pooled-vehicle clients, employing a blend of fundamental and quantitative investment methods. The firm manages portfolios on a discretionary basis and incorporates both long- and short-term positions, including options strategies, while treating cash as an asset class.

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.

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.

Edward Coambs is a CFP® with three years of experience currently serving at Healthy Love and Money in Charlotte, NC. Prior to joining the firm, he worked for nine years at Carolinas Couples Counseling. Coambs provides consulting and supervision services to financial planners and mental health professionals and has authored two books as well as developed online courses focused on self-awareness and relational growth. Healthy Love and Money is a fee-only advisory serving individuals, couples, and families with comprehensive financial planning, portfolio management, and educational seminars. The firm integrates traditional financial planning with therapy-informed approaches, emphasizing financial psychology and relational dynamics in its services.

Michael Bookhardt is the managing member of Affluence Advisory LLC in Mount Holly, NC, with two years of industry experience. Prior to founding Affluence Advisory in 2023, he worked at The Vanguard Group from 2021 to 2022. He is also the managing member of SIB General Contractors LLC, a general business he has been involved with since 2006. Affluence Advisory LLC provides discretionary investment supervisory services to individuals, businesses, trusts, foundations, and other charitable entities. The firm builds individualized portfolios using low-cost, passively managed mutual funds and ETFs, applying asset-allocation strategies based on modern portfolio theory and a long-term equity orientation.

Robert Donovan is a financial advisor with WoodGreen Advisory, LLC in Matthews, NC. He holds the CFP® and ChFC® designations and has 18 years of industry experience. Prior to founding WoodGreen Advisory in 2021, he worked at Alphastar Capital Management LLC and has been managing Compensation Consultants, LLC since 2012, where he is also a licensed insurance agent selling life insurance and fixed annuity products. WoodGreen Advisory offers portfolio management and investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a long-term investment approach based on modern portfolio theory and provides customized Investment Policy Statements, with regular portfolio monitoring and referrals to third-party managers when appropriate.

Jerel Harvey is a financial advisor at Fedway Financial LLC in Charlotte, NC, with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Morgan Stanley, Red Ventures, and Valley Ridge Partners. In addition to his advisory role, he operates an insurance agency as a sole proprietor. Fedway Financial LLC provides individualized financial planning, discretionary portfolio management, and public educational seminars. The firm serves approximately 16 clients, tailoring investment strategies to their goals and risk tolerance, and offers ongoing management with quarterly reviews and reporting.

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.