Find a Financial Professional
in North Carolina

Matthew Snipes

Founder & Wealth Advisor

Topsail Wealth Management

Matthew Snipes formed Topsail Wealth Management to continue his mission of putting client interests first and to deliver a premier client experience. He spent over fifteen years with Vanguard focused on client service in all areas of wealth management. During the last seven years, Matthew provided ultra-high-net-worth investment advice and wealth management to clients through Vanguard Personal Advisor Services and Vanguard National Trust Company. A believer in a client focused, cost effective wealth management approach, Topsail Wealth Management will continue that mission.

Carlton Whitman

Financial Planner

Tassel Capital Management

I am a CFPA® professional, CKA®, and partner at our fee-only firm Tassel Capital Management. I have worked at the firm as a financial advisor and planner since 2015. I love what I do and enjoy building long-term relationships with my clients, helping them succeed in achieving their short- and long-term financial goals. I have knowledge and expertise across a wide spectrum of topics, including retirement, college savings, tax planning, and charitable giving - to name a few.

Todd Calamita

Owner

Calamita Wealth Management Inc

Todd Calamita is the founder and managing principal of Calamita Wealth Management, an independent, fee-only wealth management company located in Charlotte, NC, serving people locally and across the country, that focuses on providing wealth management solutions to affluent individuals over age 50 and their families. Todd has more than 20 years of experience in the financial services industry and is passionate about helping people have a better life by designing and implementing customized financial plans that bring clarity and confidence. Todd is a CERTIFIED FINANCIAL PLANNER™(CFP®) and CERTIFIED DIVORCE FINANCIAL ANALYST® (CDFA®) and holds a Bachelor of Business Administration from Ohio University and a Master of Business Administration from the Weatherhead School of Management at Case Western Reserve University. He has authored a book, Plan Smart: Conquering 10 Common Money Traps, as well as numerous articles on wide-ranging personal finance topics, from taxes to retirement accounts. He has also been featured in a Financial Boot Camp TV series as a volunteer showing people how to make smart decisions with their money. When he’s not working, you can find Todd spending time with his wife, Teresa, and their two sons, Colin and Cameron. He enjoys rock climbing, swimming, and traveling, and he has a black belt in Tang Soo Do, a Korean martial art. To learn more about Todd, connect with him on LinkedIn.

Tom McNichol

Financial Advisor

Mass Mutual

I provide confidential and professional assistance to families and business owners who want to achieve financial security. I understand the importance of protecting against unforeseen lifetime events while helping my clients to build, retain, and distribute their wealth. My personal goal is to become a lifetime resource for each and every client.

Alec Quaid

Wealth Manager

Poterack Capital Advisory

I’m grateful every day that I get to do work that feels both meaningful and motivating. After earning my degree in Financial Planning from Colorado State University, I dove into this profession knowing I’d found my lane. I’ve now been in the industry for over 8 years and hold the Certified Financial Planner designation, along with serving on the Board of Directors for the Colorado FPA. Whether I’m guiding families through financial planning or spending time outdoors with my own, I’m grateful to do work that aligns with the life we live. My job isn’t just about numbers. It’s about understanding what matters to you and crafting a strategy that reflects your values and goals. My wife, Sydney, and I live in Castle Rock, Colorado, with our son Deacon. Our life revolves around family, faith, and the outdoors, from skiing and hiking to staying connected with our local church. It’s a joy to bring that same sense of purpose and presence into the work I do with PCA clients every day.

I'm Co-Founder of NaviPath Financial. My firm prides itself on creative financial planning strategies for business owners and high net worth families. My core team focuses on advanced tax mitigation strategies designed to maximize the benefit to our clients while reducing their tax bill now and in t...

I empower attorneys to live their ideal life. As a successful attorney, you focus on helping your clients make smart decisions. You invest the time, capital, and energy. You endure the late nights, the tough cases, and log those billable hours. Have you invested the same energy in your own financial...

Da-zha Jones is a CERTIFIED FINANCIAL PLANNER and financial coach committed to bringing generational wealth within reach. As a Money Strategist and Financial Planner, she will help you organize your finances and make decisions with your money that will enable you to reach your life goals. She'll als...

I've spent three decades helping successful people make smart decisions about money. We invite you to learn more about our firm and how we partner with clients. We serve clients throughout the Carolinas from offices in Raleigh & Charlotte. I'm proud to be a 15+ year member of NAPFA and a contributi...

James Holland is a partner, assistance Compliance Officer and Director of Business Development for MIRA. He is one of the three inventors of the PlanAnalyzer, which is the only patented investment evaluation tool available in the industry. James also does expert consulting for ERISA litigation for...

As a Financial Advisor, my goal is to help my clients make the most of their financial lives. From retirement planning to wealth preservation to education savings for children or grandchildren, I can help you develop and implement smart financial and investment strategies around your goals and needs... We work to help clients with risks, fees, and taxes to live their best financial lives.

Chris is a CERTIFIED FINANCIAL PLANNER ™ professional and an Accredited Investment Fiduciary®. Chris serves as President for Cornerstone Planning, LLC. He understands the complex needs of clients and provides unique solutions to individual situations. Chris graduated from the University of North Ca... One thing I want my clients to know about me is... We provide objective financial advice. We believe doing this in a comprehensive manner is best for clients. We are unique in that we have in-house specialists such as tax accountants and an estate attorney.

As a Financial Advisor, my goal is to help my clients make the most of their financial lives. From retirement planning to wealth preservation to education savings for children or grandchildren, I can help you develop and implement smart financial and investment strategies around your goals and needs... I believe managing significant wealth means understanding complexities, and our clients are backed by a team dedicated to navigating those challenges with precision.

I am a Managing Director at Wells Fargo Advisors in Charlotte, NC with over 30 years of experience in the financial services industry. I also hold my Chartered Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER® (CFP®) professional designations. Although no longer practicing, I have also gai... One thing I want my clients to know about me is... How passionate I am about helping people achieve their life's goals and dreams so they can live their best life possible.

Hi! My name is Brett Tushingham. I'm a Certified Financial Planner™ (CFP) at Farther. Most financial plans focus on growing your portfolio. I focus on how much you actually keep after taxes. I help physicians, executives, and high-income professionals reduce lifetime taxes and create predictable r... One thing I want my clients to know about me is... I understand that it's challenging to differentiate one advisor from the next. To assist with your evaluation, I'll provide you with a free financial assessment to demonstrate my value.