Clinton James Paul Chapman

Christopher Fauchier Nobles is the President and Chief Compliance Officer of Confiance Financial LLC and holds a Series 65 designation. He has experience in investor communications and back-office technology platforms through his executive role at BetaNXT and a prior tenure at Mediant Communications Inc. Confiance Financial provides discretionary investment management and comprehensive financial planning to individual clients, including high-net-worth individuals. The firm uses a fundamental, primarily long-term investment approach and incorporates diversified mutual funds, ETFs, and individual securities, while also employing third-party independent managers to execute strategies.

William Bunch II is a CFP® and holds a Series 65 license, with 10 years of experience in financial advising. He is the sole advisor at Maze Financial Planning in Chapel Hill, NC, where he has worked since 2016. Maze Financial Planning provides investment management and financial planning services to individuals as well as private foundations, charitable organizations, and participant-directed retirement plans. The firm emphasizes long-term, diversification-centered strategies based on Modern Portfolio Theory and offers fiduciary plan advice, participant education, and monitoring of plan investments.

William Newcomb is a CFP® and holds a Series 66 license with 16 years of experience in financial advising. He founded Newcomb Financial Advisors, LLC in Chapel Hill, NC, where he has been the sole advisor since 2010. Newcomb Financial Advisors is an independent, fee-only firm serving individuals, trusts, estates, and small businesses with financial planning and investment management. The firm employs a core-and-satellite investment approach focused on strategic asset allocation, managing approximately $13.9 million across 14 clients, primarily on a discretionary basis.

Edward Fulbright is the principal and sole advisor at Fulbright Financial Consulting, PA in Durham, North Carolina. He holds the PFS™ designation and Series 63 license, with 10 years of experience in financial advising and over 40 years managing his CPA firm, Fulbright & Fulbright, CPA, PA, where he provides accounting, tax, and management consulting services. Fulbright Financial Consulting is a fee-only advisory firm serving individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a Functional Asset Allocation approach that integrates interest-earning assets, real estate, and equities, and emphasizes low-cost index funds and ETFs, offering both discretionary and non-discretionary services.

Ryan Glover is a CFP® with 18 years of industry experience, currently serving as an advisor at Tarheel Advisors, LLC since 2009. Based in Chapel Hill, NC, he holds Series 63 and Series 65 licenses. Tarheel Advisors provides discretionary wealth management and comprehensive financial planning to individuals, families, trusts, retirement plan sponsors, non-profits, and corporations. The firm emphasizes customized portfolios with diversification and risk management, and it also offers retirement plan consulting and business advisory services.

Matthew Rubush is a financial advisor at Millennium Planning Group, LLC with four years of industry experience. He holds a Series 65 designation and has prior experience as a CPA and tax professional, including operating his own bookkeeping and tax firm. Outside of his advisory role, he serves as president of Old House Bookkeeping & Tax, LLC, where he prepares tax returns and provides bookkeeping and tax planning services. Millennium Planning Group, LLC offers investment advisory and financial planning services to individuals, charitable organizations, and business entities, managing approximately $34 million in client assets. The firm employs a mix of analytical approaches and provides ongoing portfolio management, including oversight of third-party managers, with services extending to retirement plan consulting and investment management within insurance contract subaccounts.