Alpha Financial Advisors, LLC

Cameron Newell is a CFP® and CFA® with eight years of industry experience. He currently works at Alpha Financial Advisors, LLC and previously held roles at Rock Point Advisors, Bank of America, and Wells Fargo Securities. Alpha Financial Advisors serves individuals, families, trusts, estates, small businesses, and certain retirement plans with comprehensive financial planning and investment management. The firm employs strategic asset allocation primarily through no-load mutual funds and ETFs, managing most accounts on a discretionary basis with quarterly reviews and rebalancing.

Ann Marie Reilley is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Alpha Financial Advisors, LLC since 2011. She is based in Charlotte, NC, and is part of an eight-advisor team. Alpha Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, trusts, estates, small businesses, and certain retirement plans. The firm employs strategic asset allocation using no-load mutual funds and ETFs, manages most accounts on a discretionary basis, and offers quarterly reviews and rebalancing.

Tyler Weaver is a CFP® professional with six years of industry experience, currently serving at Alpha Financial Advisors, LLC since 2017. Prior to joining the firm, he spent time traveling extensively and attended Virginia Tech from 2012 to 2016. Alpha Financial Advisors is a team of eight advisors managing approximately $503 million in client assets. The firm provides comprehensive financial planning and investment management services to individuals, families, trusts, estates, small businesses, and certain retirement plans, typically using strategic asset allocation with no-load mutual funds and ETFs.

Henry Barringer is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Alpha Financial Advisors, LLC in Charlotte, NC. He has been with Alpha Financial Advisors since 2013. Alpha Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, trusts, estates, small businesses, and certain retirement plans. The firm employs strategic asset allocation primarily using no-load mutual funds and ETFs, managing client portfolios on a discretionary basis with regular reviews and rebalancing.

Janice Mc Gunnigle is a CFP® professional with seven years of industry experience. She has been with Alpha Financial Advisors, LLC since 2019 and previously worked at Modera Wealth Management, LLC and Matrix Wealth Advisors, Inc. Alpha Financial Advisors serves individuals, families, trusts, estates, small businesses, and certain retirement plans with comprehensive financial planning and investment management, utilizing strategic asset allocation primarily through no-load mutual funds and ETFs.

Heather Lawrence is a CFP® and holds a Series 66 license with 12 years of industry experience. She is currently with Alpha Financial Advisors, LLC, where she has worked since 2021. Her prior experience includes roles at Truist Bank and First Citizens Bank, as well as a period as a stay-at-home mother. Alpha Financial Advisors serves individuals, families, trusts, estates, small businesses, and certain retirement plans with comprehensive financial planning and ongoing investment management. The firm employs strategic asset allocation using no-load mutual funds and ETFs, managing most client accounts on a discretionary basis with quarterly reviews and rebalancing.