Chasty L Bailey

Richard Harig is the sole advisor at Legacy Resources NC, LLC, an independent firm based in Lenoir, NC. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes roles at firms such as MacArthur Strategic Capital, Signet Private Wealth, and Great Point Capital. Outside of advisory work, he is involved in philanthropy consulting and serves as Board Chair of a nonprofit organization. Legacy Resources NC, LLC provides comprehensive financial and legacy planning focused on estate design, family governance, philanthropy, and related areas. The firm typically refers clients to unaffiliated portfolio managers rather than directly managing assets, emphasizing planning and coordination with outside investment managers.

Harold Perkins is the sole advisor at Continuum Financial, LLC in Granite Falls, NC, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with Continuum Financial since its founding in 2002. Continuum Financial provides investment supervisory services and ERISA/401(k) consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm employs a core-and-satellite investment approach combining in-house selection of stocks and bonds with select ETFs, alongside ERISA consulting and fiduciary diligence through structured committee processes.

Michael Loeb is a financial advisor at Argosy Investors with eight years of industry experience and a Series 65 credential. He has worked at several firms, including Magnolia Wash Holdings, von Drehle Corporation, Ally Financial, and Broyhill Asset Management. Outside of advisory work, he serves as M&A Director for Whistle Express, a privately held car wash company. Argosy Investors provides discretionary investment management through separately managed accounts, focusing on a value-oriented strategy with a bottom-up fundamental analysis approach. The firm typically manages a concentrated portfolio aimed at long-term growth and special-situation opportunities, serving qualifying individuals and entities.

Adam Smith is a financial advisor at Fortress Private Ledger, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch from 2018 to 2024. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm employs a dynamic investment approach combining trend identification, technical and fundamental analysis, and utilizes a mix of ETFs, individual securities, and mutual funds.

Janette Jolly is a financial advisor at Apollon Financial, LLC with 13 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked with firms including Good Life Advisors, LPL Financial, and Waddell & Reed. Outside of her advisory role, she is also registered as a solicitor in Hickory, NC. Apollon Financial is an SEC-registered firm managing approximately $1.45 billion and serving a variety of clients including individuals, families, and businesses. The firm combines centrally managed model strategies with advisor-led portfolios and offers a broad range of investment options and technologies, including ESG models, Direct Indexing, and tax-aware techniques.

Noah Hannon is a Series 65-licensed financial advisor at ABS Legacy Partners, LLC with experience dating to 2021. His background includes roles at Truist Bank and prior positions in education at Appalachian State University and Greer High School. ABS Legacy Partners provides investment advisory and financial planning services to a range of clients, including individuals, high-net-worth clients, trusts, estates, retirement accounts, and business entities. The firm employs a combination of in-house portfolio management and third-party sub-advisors, using multiple analytical methods and maintaining formal compliance controls.