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.

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.

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.

Ryan Kaysen is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Integritas Financial. His prior roles include positions at Delaware Investments and TD Ameritrade. Outside of financial advising, he works as a consultant in operations and sales development for Sound Control Solutions, Inc. Integritas Financial is a state-registered, single-advisor firm serving individuals, high-net-worth clients, trusts, and business entities. The firm offers discretionary portfolio management and comprehensive financial planning using a blend of fundamental analysis and asset allocation within a Modern Portfolio Theory framework.

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.