Jim Bailey

Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations.

Willingdon Wealth Management LLC (Willingdon) is an investment management firm headquartered in Huntersville, North Carolina. The firm was founded by Lewis Kayes III in 2003 and they are a subsidiary of Execial Wealth Advisors LLC. Willingdon provides investment management services for high net-worth individuals and business owners.

Founded in 2009 by Robert Fontana, Caritas Capital LLC is a registered investment advisor located in Charlotte, North Carolina. The firm serves exclusively as the investment advisor to the Caritas All-Cap Growth Fund

Founded in 1981 by Hatten Hodges and Marc Durica, Portfolio Capital Management, Inc. (PCM) is a registered investment advisor located in Charlotte, North Carolina. The firm manages discretionary and non-discretionary accounts. They provide investment services to individual accounts, IRAs, pension plans, profit sharing plans, endowments and foundations. PCM also provides special advisory services to bank trust departments.