Ana Fonseca

Patrick Lyons is the principal of Lyons Den Capital, an independent advisory firm based in Zebulon, NC. He holds Series 63 and Series 65 licenses and has 25 years of experience in the financial industry. Lyons has operated Lyons Den Capital since 2010 and also has a background in insurance sales through his self-employed practice, Patrick Lyons Insurance Services. Lyons Den Capital provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm constructs diversified portfolios using fundamental and technical analysis, with a focus on exchange-traded funds and options-based hedging, and offers ongoing consultation tailored to clients’ investment guidelines.

Kevin Brown is a CFP® with four years of industry experience. He currently serves as a financial advisor at Fortress Private Ledger, LLC and has prior experience at Fidelity Investments and Simplicity Wealth. Outside of his advisory role, he works as an Uber driver in Clayton, NC. Fortress Private Ledger provides financial planning, portfolio management, and retirement plan consulting services to individuals, high-net-worth clients, and employer-sponsored plans. The firm employs a variety of investment strategies, including trend identification and technical analysis, and offers both discretionary and non-discretionary management through in-house and third-party solutions.

Bryce Thompson is a CFP® professional with two years of industry experience, currently serving at Dew Wealth Management. His prior experience includes roles at Spark Financial Advisors and Mason & Associates. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management, offering both discretionary and non-discretionary services across multiple offices.

Jacob Stewart is a CFP® with five years of industry experience, currently serving at Wealth More Enterprise, Inc. since 2024. He has previously worked at Brightside, Garrett Investment Advisors, Zeiders Enterprises, and Wells Fargo Advisors. Outside of Wealth More, he is also financially active with Brightside in a non-investment-related role. Wealth More Enterprise is a team-based firm providing investment advisory and financial planning services through a mobile-first platform. The firm employs proprietary risk-scoring software and algorithmic management across four model portfolios, offering discretionary portfolio management alongside tiered advisory plans and standalone planning sessions.

Billy Grissom III is a Series 66-licensed financial advisor with Merit Financial Advisors in Raleigh, NC, and has six years of industry experience. His work history includes roles at Merit Financial Advisors, LPL Financial, LLC, PKS Investments, Orion Talent, and service in the United States Marine Corps. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in client assets. The firm offers coordinated wealth-management services with an investment approach focused on long-term, diversified portfolios and customizable models overseen by an internal Investment Management team and committee.

Giovanni Todesco is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Belpointe since 2016. Outside of his advisory role, he works as a parcel delivery supervisor at UPS. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, employing customized portfolios and a range of advisory structures.