Claude Allen IV

Matthew Woodlief is a financial advisor at Private Wealth Management of North Carolina LLC with 14 years of industry experience. He has been with Private Wealth Management since 2011 and holds a Series 65 designation. Outside of advisory work, he is a managing member of Six Forks and Wind Chime LLC, a real estate-related business. Private Wealth Management of North Carolina provides discretionary investment management, financial planning, and consulting services to a range of clients including individuals, families, trusts, and institutions. The firm employs a diversified asset-allocation strategy with strategic and tactical adjustments and sponsors a wrap fee program with a multimillion-dollar qualification threshold.

Richard Speers is a financial advisor at Private Wealth Management of North Carolina LLC with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Private Wealth Management of North Carolina in 2010, he has been involved in tax and management consulting as managing member of Choplin, Harp & Speers, LLC, and serves on the board of Velleros, Inc., a telecommunications company. Additionally, he is a member of the board of directors for the North Carolina State University Endowment Fund. Private Wealth Management of North Carolina provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, retirement plans, corporations, charitable foundations, and pension plans. The firm follows a diversified asset-allocation strategy with both strategic and tactical adjustments and sponsors a wrap fee program with a multimillion-dollar qualification threshold.

Leonard Creech is a financial advisor at The Wealth Group, Ltd. in Oxford, NC, holding the PFS™ and Series 66 designations with 26 years of industry experience. He has been with The Wealth Group, Ltd. since 2011 and has also worked at Capital Investment Group, Inc. since 1999. The Wealth Group, Ltd. provides wealth analysis, financial planning, and portfolio management services to individuals, high net worth clients, trusts, corporations, and charitable organizations. The firm manages approximately $289 million for about 425 clients using a contrarian/value investment approach combined with access to external money managers.

Toney Falkner III is a financial advisor with Private Wealth Management of North Carolina LLC in Raleigh, NC. He holds Series 63 and Series 65 credentials and has 24 years of industry experience. He has been with Private Wealth Management of North Carolina since 2009. Outside of advising, he is a managing member of a real estate-related LLC. Private Wealth Management of North Carolina provides discretionary investment management, financial planning, and consulting services to a range of clients including high-net-worth individuals, families, trusts, and pension plans. The firm employs a diversified asset-allocation strategy with strategic and tactical adjustments and sponsors a wrap fee program for qualifying accounts.

Ginger Christmas is a financial advisor at Credit Union Investment Services with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with State Employees' Credit Union since 2000 in a financial advisory and supervisory role. She also serves as a trust representative for Members Trust Company and as an agent for SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with salaried advisors who provide recommendations while clients retain final decision authority.

Robert Powell III is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked with multiple affiliated entities, including Members Trust Company and SECU Life Insurance Company. Outside of his advisory roles, he serves as an assistant baseball coach at Vance Charter School in Henderson, NC. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, with salaried advisers providing recommendations while clients retain final decision-making authority.