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.

Jeffrey Venables is the principal of Venables Financial Solutions in Rock Hill, SC, holding a Series 65 designation and one year of industry experience. He has been employed as a teacher with Rock Hill School District since 1995. Venables Financial Solutions provides investment management and financial planning services to individual and corporate clients, using an investment approach that emphasizes asset allocation based on modern portfolio theory. The firm offers discretionary portfolio management, written financial plans, and access to outside managers and platform strategies, serving a modest client base with a combination of passive and active investment 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.

Evan Grey is a CFP® professional with two years of industry experience, currently serving as the sole advisor at Grey Private Capital in Charlotte, NC. His prior experience includes roles at Ogorek Wealth Management LLC and ASK Capital Holdings, Inc., where he remains an employee of a single-family office and dedicates over half of his time. Grey Private Capital offers investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, employer-sponsored retirement plans, charitable organizations, and businesses. The firm utilizes an asset allocation approach grounded in modern portfolio theory, primarily employing passive investment vehicles and providing specialized services for institutional retirement plans and pension consulting.

Terrell Stauffer is a CFP® with six years of industry experience, currently operating as the sole advisor at Stauffer Financial, LLC. His prior experience includes roles at Wealth Enhancement Group and LPL Financial. Outside of financial advising, he is a part owner of Seamless Paint and Epoxy, a business unrelated to his advisory services. Stauffer Financial is a newly established investment manager providing discretionary asset management to individuals, high-net-worth clients, and business entities. The firm’s investment approach focuses on fundamental analysis with long-term strategies, portfolio monitoring, rebalancing, and tax-loss harvesting tailored to client objectives.

Nathalie Cote is a CFP® and Series 65-licensed financial advisor with Harvest Financial Planning, LLC, based in Fort Mill, SC. She has six years of industry experience and has been with Harvest Financial Planning since 2018. In addition to her advisory role, she is a professor of psychology at Belmont Abbey College, where she has taught since 1998. Harvest Financial Planning provides financial planning, personal finance coaching, portfolio reviews, and discretionary investment management services primarily to individuals, couples, and families. The firm emphasizes diversification, long-term holding, and cost minimization, with a notable focus on financial education and serving clients through various fee structures, including hourly and subscription arrangements.

John Mitchell is the sole advisor at JM Tax & Financial LLC in Tega Cay, SC, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at H.D. Vest Investment Services and had a 30-year career at American Airlines. In addition to financial advising, Mitchell owns and operates a tax preparation and bookkeeping business serving individuals and small businesses. JM Tax & Financial LLC provides portfolio management and financial planning services to individual and high-net-worth clients, integrating discretionary and non-discretionary approaches. The firm combines investment advisory with tax preparation, bookkeeping, and payroll services, emphasizing active management with technical analysis and consideration of clients’ tax situations.

Carlton Phillips is a financial advisor at Asset Investment Solutions, LLC in Fort Mill, SC, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Motiv8 Investments LLC and Brookstone Capital Management LLC. Phillips is also an independent insurance agent and hosts free educational seminars. Asset Investment Solutions, LLC is an independent advisory firm serving individuals and high-net-worth clients by providing financial planning and referring clients to third-party investment advisers for portfolio management. The firm emphasizes customized asset allocation models based on client goals and risk tolerance, with implementation and trading conducted by recommended third-party advisers while maintaining ongoing monitoring and review.

Jason Moore is a CFP® with 19 years of experience in the financial industry. He is the principal advisor at Moore Investment Partners, LLC, an independent firm he founded in 2022. Prior to that, he worked at E*Trade for nine years. Moore Investment Partners provides portfolio management services primarily to individual and high-net-worth clients, creating individualized Investment Policy Statements and offering both discretionary and non-discretionary management. The firm’s approach is based on Modern Portfolio Theory and a long-term investment horizon, with a focus on asset allocation, risk tolerance, and regular portfolio reviews.