Ryan Schrift

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.

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.

Carson McLean, CFP®, is the founder of Altruist Wealth Management, a flat-fee, fee-only fiduciary firm serving clients nationwide. With over 15 years of experience in the financial services industry, Carson is committed to helping individuals and families navigate financial complexity with transparent, fiduciary advice—free from the constraints of traditional asset-based fees. Before founding Altruist Wealth Management, Carson was a Regional Director at Dimensional Fund Advisors (DFA), where he partnered with fiduciary wealth management firms to implement evidence-based investment strategies and enhance their financial planning practices. His approach prioritizes financial independence, tax-efficient strategies, and personalized, goals-based planning tailored to each client’s needs. Carson lives in Charlotte, North Carolina, with his wife, Ellen, and their four children—Davy, Frank, Lewis, and Margot. As a parent of child loss, he is deeply committed to advocacy and research for Sudden Unexplained Death in Childhood (SUDC). He serves as president of Frank McLean Forever, a nonprofit dedicated to his son’s legacy, and sits on the board of directors for the SUDC Foundation. Carson holds a BA from Loyola University Chicago and an MBA from the University of Wisconsin-Whitewater. He completed his CERTIFIED FINANCIAL PLANNER™ education at Wake Forest University.

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.

Think of me as Your Financial Mom - the planner that works with regular families. Throughout my career, it seemed that financial advisors were always looking to sell their products or manage money to retirees, business owners, or those with lots of money - no one wanted to plan and budget for everyone else. Our clients look like just like regular people: Mom and Dad who get up in the morning, get the kids off to school, work all day either at home or an office, come home, get dinner on the table, pay the bills, and have a little money in their retirement account  You will get the tools and advice needed to plan your retirement, create your budget, and save for your goals. Our local and national resources can help you put together your will or review your insurance. Each client receives an easy-to-read financial plan outlining your current situation, alternatives to reach your goals, and an action plan to get you there.

Jim Charles, CFP®, CFA, CDFA® is the co-founder of Sanctuary Financial Planning, a flat-fee, fee-only firm specializing in retirement and major life transitions. He brings more than three decades experience in comprehensive financial planning, tax-efficient retirement income design, and evidence-based investment management. Jim is also the co-author of the best-selling book From Work to What’s Next – Designing a Life You Don’t Want to Retire From, a project rooted in his own “failed retirement.” After stepping away from work, Jim discovered firsthand that financial readiness and life readiness are two very different things. That experience inspired him to re-emerge with purpose and ultimately create Sanctuary — a firm dedicated to helping others design transitions that feel meaningful, not disorienting. At Sanctuary, clients receive ongoing financial planning, proactive tax strategy, and integrated wealth management — all for a single, transparent, flat fee. Our work focuses on: • Retirement income planning using dynamic, research-based withdrawal strategies • Tax-efficient portfolio management and multi-year tax planning • Social Security, Medicare, and transition decision support • Coordinated, ongoing financial planning across all areas of life and money Sanctuary’s model eliminates AUM fees, product sales, and asset minimums. Clients receive objective advice, continuous planning, and disciplined investment management designed to support a confident, purpose-filled transition into and through retirement — not just a financial plan, but a roadmap for what comes next.