Catherine Ann Zieman

Dustin Poteat is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has one year of industry experience and a background that includes roles at Crane Resistoflex and Premier Insurance Services, Inc. Outside of his advisory work, he serves as a consultant in operations and analytics for a manufacturing firm. Gradient Advisors, LLC provides investment management, financial planning, and consulting to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, utilizing a largely non-discretionary model and multiple analytical approaches to support client portfolios.

Nathan Workman is a financial advisor at Integrity Advisory Solutions with a Series 65 designation and three years of industry experience. He has held prior roles at CS Planning Corp., Elmberry Wealth Management, Inc., AE Wealth Management, LLC, LFG Advisors Inc, Foundations Investment Advisors, LLC, Alloy Investment Management, and Figment, Inc. Outside of his advisory work, Workman is also a practicing lawyer with Radius Law Group, focusing on estate planning and asset protection. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes a variety of analytical and asset-allocation strategies along with third-party platforms to tailor investment solutions.

Douglas Beam is a financial advisor at Creative Financial Designs, Inc. in Morganton, NC, with 13 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC. Beam is also involved in independent insurance sales. Creative Financial Designs serves individual, corporate, and institutional clients with a range of investment management and financial planning services, employing asset-class model allocations and multiple risk objectives supported by an Executive Investment Committee.

Boyd Phillips II is a financial advisor with Eagle Strategies (NY Life) based in Marion, NC, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Eagle Strategies since 2007 and has maintained concurrent roles with Nylife Securities LLC, New York Life Insurance Co, and Phillips Financial Group, LLC since 2006. Outside of advisory work, Phillips owns and operates a seedling plant business and participates in several local boards, including the McDowell County Schools board and the Mission Hospital McDowell oversight board. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Daniel Collinson is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 66 designation and has worked within the Truist organization since 2004. Outside of his advisory role, he manages a rental property in Charlotte, North Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach includes asset allocation analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Thomas Robinson is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. He holds the Series 66 designation and previously worked at firms including Equitable Distributors, LLC, CUSO Financial Services, LP, and Truliant Federal Credit Union. Outside of finance, he is a professional musician. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement advisory, utilizing both in-house and external strategies with a mix of discretionary and non-discretionary account management.