Tony is the founder of ACM Wealth Management and Vice President of Business Development for Prospera Financial Services, a Five-time Independent Broker Dealer of the year by Investment Advisor Magazine. Tony is a Registered Investment Advisor and currently holds Series 7, 63, 65 and 31 licenses as well as life, health and long-term care insurance licenses. Additionally, he has held the Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning since 2003 and is a Certified Investment Management Analyst (CIMA) professional, a designation that is earned in conjunction with the Wharton School of Business and the Investments & Wealth Institute. Tony has been named a Five Star Wealth Manager by Charlotte Magazine in 2017, 2016, 2015, 2014, 2013, 2012, 2011 & 2010 for Best in Client Satisfaction. He has also been interviewed and quoted by local TV and print as well as national publications like The Wall Street Journal, FOX Business, Dow Jones News, Thomson Reuters, Registered Rep Magazine and FUNDfire. Tony is a member of the UNC Rams Club and is a life member of the UNC Alumni Association. He is an active member of Verdict Ridge Country Club, the Investments & Wealth Institute and the Financial Services Institute. Tony is also a board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Lake Norman area with his wife Lesley, and their three children, Evan, Logan and Emma.

About ACM Wealth Management

As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth. We take a comprehensive and customized approach to your financial situation. Understanding what is most important to you, we then develop a clear long term plan that considers your needs, your goals, and your priorities. After the initial plan is developed we take an active role in your pursuit of these goals.

The Blue Financial team believes you deserve a financial plan built on a foundation of smart simplicity. Our 5-step proprietary "Retirement Blueprint Process" starts with a dream, followed by a plan to make it happen. Our methods are focused on achieving your goals because that's the only benchmark that matters.

About Blue Financial

We work for our CLIENTS not a company. Blue Financial is built upon developing a stable, independent retirement for you. It's not just our job--it's our passion. Putting clients first and setting ourselves apart from industry norms is our number one priority. We take a look at one aspect most advisors rarely do: taxes. At Blue, we take a distinctly unique approach to investment management and financial planning centered on strategies for creating potentially tax-free investments and efficient distribution of income in retirement. This specialized focus puts us in the position to work with and advise individuals, even those who already have an advisor without affecting their current relationship. If a majority of your money is in retirement plans like 401(k)s or IRAs then your income at retirement is taxable. Our attention to critical tax strategies helps our clients prepare to have tax free assets at retirement thus further protecting their life's work and savings. Our methods are focused on achieving your goals because that's the only benchmark that matters!

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.

I fell in love with finance and investing 21 years ago, when I accepted my first role in banking. Along the way I've had the opportunity to work across the spectrum of the investment and securities space, from retail to institutional, and with nearly every type of traded product in a variety of contexts. I received my MBA from Queens University of Charlotte with a concentration in finance, and served as a Senior Vice President at Bank of America and a Senior Director at Ally Financial. While I love the world of finance and investments, I always struggled with how these tools were delivered to the retail investor. In creating Buoyant Financial as a truly independent financial advisory, I can provide clients with smart, seasoned, conflict-free (and cost efficient) financial planning and management services. By creating my own platform utilizing best-in-class technology, and taking advantage of low-cost instruments to precisely capture the performance of virtually any asset class, I'm able to deliver these services at some of the lowest costs available today. Being able to minimize the long term drag of costs is vitally important because of its impact on long term returns. I've always enjoyed discussing personal finance with people, and seeing how a simple conversation may help them think about their personal situation differently. My hope is that a conversation might help you think differently about your finances, serve as a check that you are on the right path, or lead to a long term relationship with us.

About Buoyant Financial

Buoyant offers end-to-end, holistic financial management through a process that will grow, change, and flex as you and your financial situation evolve. We begin by establishing a relationship, sitting down to map out your current financial life as well as your short- and long-term goals and needs. From there we look forward, building a solid plan to help you achieve a strong financial future. Our approach is based on the belief that a client's interests should always come first. As a Registered Investment Advisor we have a fiduciary obligation to place the interests of the client first. But, to us, it's more than an obligation. Putting the client first is why we were established. We're not paid commissions, and there are no conflicts of interest within the firm. Some large banks and investment firms function with "dual hats;" simultaneously working as both investment advisor and broker or insurance salesperson, while claiming potential conflicts are disclosed. Buoyant Financial purposely steers clear of these murky waters. Life is all about personal connections. Establishing and enriching connections with our clients as we guard their wealth is what puts a smile on our face at the end of the day. We engage mindfully with our clients as people, not merely as account numbers. Our job is to understand our clients, and their hopes, dreams, and fears. With that understanding comes a trusting relationship that is imperative to formulating a successful financial plan.

Antonio V. Porretta, MBA, AAMS® Independent Wealth Manager Blackbridge Financial Antonio is an Independent Wealth Manager who specializes in helping people create, distribute, and preserve their wealth. Mr. Porretta has spent nearly 18 years working with individuals and is currently accepting new clients that can benefit from his services. Antonio currently manages investment portfolios in several states across the country and is devoted to helping local families grow their wealth and focus on making their money last. Services include but are not limited to: *Retirement Income Planning *Portfolio/Investment Management *Asset Allocation *401(k) Distribution Strategies *Insurance/Long Term Care Planning Clients that work with Antonio benefit from a level of personal service, communication, and attention that is often reserved for only the ultra-wealthy. By carefully listening to each person, Antonio is able to construct unique and effective strategies tailored specially for you. Personal Service. Tailored Advice. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.

About Blackbridge Financial

Antonio V. Porretta, MBA, AAMS® Independent Wealth Manager Blackbridge Financial Antonio is an Independent Wealth Manager who specializes in helping people create, distribute, and preserve their wealth. Mr. Porretta has spent nearly 18 years working with individuals and is currently accepting new clients that can benefit from his services. Antonio currently manages investment portfolios in several states across the country and is devoted to helping local families grow their wealth and focus on making their money last. Services include but are not limited to: *Retirement Income Planning *Portfolio/Investment Management *Asset Allocation *401(k) Distribution Strategies *Insurance/Long Term Care Planning Clients that work with Antonio benefit from a level of personal service, communication, and attention that is often reserved for only the ultra-wealthy. By carefully listening to each person, Antonio is able to construct unique and effective strategies tailored specially for you. Personal Service. Tailored Advice. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.

While working as colleagues at a large financial planning firm, Jay Neal and Renee Simpson often consulted one another regarding planning cases. They began to realize that while they had the same passion and philosophies, they had different perspectives and skill sets that could benefit one another's clients. Slowly at first, they began to work together, eventually leading to the full partnership they enjoy today. The practice they have developed provides comprehensive guidance on not only wealth accumulation, but also focuses on wealth protection, and developing effective tax strategies for the distribution phase. Currently their clients include individuals, families and businesses. Because they act solely as fiduciaries, they must always act in the client's best interest.

About Advanced Wealth Strategies

At Advanced Wealth Strategies, we understand that wealth is not defined by a product nor a transaction. We understand that financial worries often lead people to make investment decisions based on their emotions. Our purpose is to build trust and confidence, to allow you to take your emotions out of your investments and redirect them back into the things and people that matter to you most. Achieving true wealth means being able to enjoy time with people you love without concerning yourself with financial anxieties. For 7 years, AWS has helped individuals, families, and businesses in the greater Charlotte and Lake Norman areas to navigate the ups and downs of the market, changing tax laws and more. From retirement planning and tax-optimized investment management to 1031 investments, and corporate and family trustee services. AWS collaborates intimately with you to assess and integrate all aspects of your financial life into one, tailor-made comprehensive plan.

Brecken Capital Advisors, LLC (BCA) was founded based on the delivering transparency & accountability to clients.  Our founder, Leonard Brecken, lives and works in Weddington, NC after growing up in Queens, NY. He understands the value of money and investments not only from growing up with modest means, but also through extensive background in serving large institutional investors through research and portfolio management in the past as an Equity Analyst & Hedge Fund portfolio manager. After working for 2 different financial advisory firms and working as an institutional portfolio manager & analyst for 25 years on Wall Street our founder Leonard Brecken knows his way around professionally managing money.  For over a decade, Mr. Brecken was a Senior Equity Research Analyst providing research to large institutional investors on public companies.  In addition, he was responsible for overseeing $200M plus investments  for a $1B plus NY based hedge fund.  Further, he has over 15 years experience in portfolio management via founding Brecken Capital, LLC a hedge fund in NY.  This 25 years of Wall Street experience provides the foundation to uncover value through conducting deep fundamental in house research on individual investments and the economy as a whole.  This facilitates the development of our 7 proprietary model portfolios offered to clients. Leonard over the last 3 decades has made numerous media appearances on CNBC as well as printed media which can found on Brecken Capital Advisors website.

About Brecken Capital Advisors, LLC

Brecken Capital Advisors, LLC offers asset management, planning & more goal is protect & growth assets by actively managing risk through utilizing 7 of our proprietary model portfolios.   TRUST, COST, PERFORMANCE. At BCA we believe the path to achieving your financial goals is paved through COST & PERFORMANCE. That is why we hold ourselves accountable by transparently measuring both. With over 30 years of Wall Street experience and backed by TD Ameritrades Institutional platform we bring accountability and transparency to investing. Driven by the passion of investing as well as finding value/growth and conducting in house asset management including research, we deliver a full range of investment services. We pride ourselves in providing the level of detail to our investment selections to every client much like large institutional investors expect. Our basic services are Asset Management, Financial/ Retirement Planning, Insurance, Business Services & Business Consulting.  The cornerstone of our investment philosophy is by offering portfolios designed by us we can potentially provide a level of insight & risk management that potentially protects & grows wealth.  Essentially, we bring personal portfolio management to clients vs through funds managed by a third-party.  Our financial & retirement planning is geared towards not only achieving stated client goals such as retirement, but also assisting in increasing household cash flow.  We draw on our experience  through our affiliate, Charlotte Consultant Services, LLC  which we offers Exit Planning & Valuation services for business owners (generally more complex than personal plans) that focus on profit & value improvement.