Christopher Martin Williams

Brian Mc Guigan is a CFP® with 26 years of experience in financial advising. He is the sole advisor at McGuigan Financial, LLC, an independent firm he founded in 2018. Prior to starting his own firm, he worked with LPL Financial and Flagship Harbor Advisors. McGuigan Financial, LLC manages approximately $79 million for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm provides discretionary asset management and comprehensive financial planning, using a fundamental investment approach tailored to client risk profiles and employs open-architecture platforms through an affiliation with LPL Financial.

Kathi Spurr is the principal advisor at Spurr Financial Investment Services, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at H.D. Vest Advisory Services, Inc. and Ms Howells & Co. In addition to her advisory work, she manages a fixed and index life insurance and annuity business through MS Insentra, LLC. Spurr Financial Investment Services, LLC provides discretionary investment and wealth management services to individuals, high net worth clients, trusts, and estates. The firm’s investment approach focuses on long-term strategies using diversified mutual funds, ETFs, and individual securities, with portfolio customization based on tax status, risk tolerance, and client-specific factors.

Stuart Hawver is the principal of Stu Hawver, CFA, MBA, LLC, an independent advisory firm based in Mocksville, NC. He holds the CFA designation and has 21 years of industry experience, including nine years at Davidson Capital. His firm provides discretionary investment management and integrated financial planning to individual clients and trusts, focusing on low-cost, tax-efficient mutual funds and ETFs. Investment decisions follow Modern Portfolio Theory with model portfolios and Monte Carlo simulations to meet client goals, and the firm offers both performance-based and asset-based fee arrangements.

Alexander Miller is the sole advisor and principal at BQ Asset Management, holding a Series 65 credential with one year of industry experience. His prior work includes roles at LPT and Associates and various positions outside the financial sector. BQ Asset Management offers discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, and trusts. The firm employs a multi-method investment approach incorporating charting, fundamental, technical, cyclical, and economic analysis to tailor strategies aligned with client goals and risk tolerance.

John Pinto Jr. is a financial advisor at Sintra Capital Corp with 46 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Sintra Capital Corporation since 1987 and Fairport Capital, Inc. since 1993. Pinto also serves as a director for several funds, including Sintra Fund, Ltd. and Mako Europe Fund Limited. Sintra Capital focuses on emerging-market investing through discretionary managed accounts and advisory services for accredited investors and private investment funds. The firm aims for long-term capital appreciation by investing in equity and debt securities across developing markets using fundamental analysis while retaining flexibility for shorter-term trading.

Matthew Krause is a financial professional with 16 years of industry experience, currently at William J. Krause CPA, P.C., where he has worked since 2005. The firm is a certified public accounting practice offering tax preparation, payroll, business consulting, and other accounting services to a range of clients, including individuals, corporations, partnerships, estates, trusts, and nonprofit organizations. When clients require investment services, William J. Krause CPA, P.C. acts as a solicitor and consultant through alliances with UBS Financial Services Inc. and Morgan Stanley Smith Barney, LLC, with investment accounts managed directly by those broker-dealers.