Brandon Jeffrey Schneider

Corey Hodges is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 65 credential and six years of industry experience. He has held roles at several firms, including Fortified Financial Wealth, LLC and ChangePath, LLC. Outside of advisory work, Hodges is involved in estate planning facilitation and coordination, connecting clients with licensed estate attorneys and providing access to platforms for estate planning documents. Impact Partnership Wealth, LLC serves individuals, corporations, trusts, and retirement plans, offering model portfolio solutions, discretionary asset management, and financial planning. The firm manages approximately $2.96 billion and supports various investment strategies through a broad affiliated service ecosystem.

Kathryn Higgins is a Series 65-licensed financial advisor with 10 years of industry experience. She is the sole investment adviser representative at Wrenn House Investments LLC, where she has worked since 2017. In addition to her advisory role, she prepares federal and state tax returns through her accounting firm, K P Higgins CPA PLLC. Wrenn House Investments provides discretionary asset management and investment advice primarily to individuals, high-net-worth individuals, and small business entities. The firm’s investment approach combines cyclical, fundamental, and technical analysis with a focus on long-term holdings, strategic asset allocation, and periodic rebalancing.

Anne Marie Webster is a CFP® professional with 16 years of experience in financial advisory roles. She is the principal of Curated Capital & Planning LLC, an independent firm she founded in 2021. Prior to establishing her firm, she held positions at Stephens Inc., MSI Financial Services, and Edward Jones, among others. Webster maintains an active insurance license but does not sell insurance products to clients. Curated Capital & Planning LLC provides comprehensive financial planning and discretionary investment management primarily for individual and high-net-worth clients. The firm develops customized investment policies using fundamental and cyclical analysis alongside Modern Portfolio Theory, offering a range of planning options without aggregating or blocking trades.

David Mittelman is a CFP® and the sole advisor at Mittelman Jones Tax & Wealth in Winston Salem, NC. He has experience in accounting and tax services through his roles at Mittelman Jones Accounting PLLC and Allan Jones Accounting LLC. Outside of advisory work, he is involved in real estate investing through Appalachian Investment Properties LLC, where he actively manages property investments. Mittelman Jones Tax & Wealth is a fee-only, fiduciary registered investment adviser that combines discretionary investment management with tax preparation, accounting, and financial planning services. The firm serves trusts, business owners, and mass-affluent households with a tax-aware investment approach tailored to individual client goals and risk profiles.

Danny Freeman is the principal advisor at Darda Financial with 7 years of industry experience and holds Series 63 and Series 65 licenses. He has operated Darda Financial Services since 2004. Outside of financial advising, he owns and manages Darda Press, a document preparation and publishing business. Darda Financial offers portfolio management, financial planning, accounting and tax services, life insurance, and business consulting primarily for individual clients, as well as small businesses and non-profits. The firm provides written financial plans, limited consultations, and discretionary management using a blend of fundamental and technical analysis tailored to client objectives and risk tolerance.

Marshall Montgomery is the sole advisor at Soseki Wealth Management, LLC in Winston-Salem, NC. He holds a Series 65 credential and has recently transitioned from a seven-year career in the United States Army to financial advising. He currently serves part-time as a Captain in the United States Army Reserve and completed an MBA at Georgetown University. Soseki Wealth Management is a state-registered investment adviser that provides financial planning and investment management services to individuals and families. The firm employs a Modern Portfolio Theory–based approach, utilizing diversified asset allocation primarily through ETFs, bonds, and REITs, with tailored portfolios and quarterly reviews.