Colby Todd Bolick

Mark Coffey is the sole advisor at Hickory Financial Group, LLC in Hickory, NC, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior roles include positions at Avenir Private Advisors LLC and Kovack Securities Inc. Outside of advisory work, he owns a duck hunting guide service and a marine construction company. Hickory Financial Group is an independent investment adviser serving individuals, families, trusts, estates, charitable organizations, and small businesses. The firm primarily employs an equity-oriented strategy using sector- and factor-weighted ETFs and individual stocks, combining fundamental and technical analysis with ongoing portfolio monitoring and rebalancing.

Herman Brunson Jr. is the sole advisor at Balance Investments in Statesville, NC, with 14 years of industry experience. He holds Series 66 and Series 65 licenses and has led Balance Investments since 2014. Balance Investments provides investment advisory services and financial planning to individuals, high-net-worth clients, and businesses, offering portfolio management, written financial plans, and ongoing reviews. The firm uses a core-satellite investment strategy tailored to client-specific factors and integrates both fundamental and technical analysis, while also providing public educational seminars and webinars.

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.

Shawn Fleming is a financial advisor with Professional Wealth Management Services LLC in Statesville, NC, holding the ChFC® designation and a Series 65 license. He has 18 years of industry experience and has been with Professional Wealth Management Services since 2009. Outside of his advisory role, Shawn is independently licensed in life, accident, and health insurance and provides limited insurance agent services as part of comprehensive financial planning. He is also engaged in general business and management consulting. Professional Wealth Management Services LLC serves individuals and trusts with fee-only financial planning and discretionary portfolio management. The firm emphasizes suitability and tailored strategies, managing approximately $136 million for about 60 clients through a two-advisor team.

William Kearney is a financial advisor at Crown Private Wealth, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at firms including Virtue Capital Management, Horter Investment Management, and Integrated Financial Concepts LLC, where he is also the owner. Kearney is a co-founder and insurance agent at Crown Insurance Advisors, a fixed insurance agency serving retail clients. Crown Private Wealth, LLC provides discretionary asset management, financial planning, and retirement plan advisory services primarily to individuals and high-net-worth clients. The firm manages approximately $47.7 million in discretionary assets for about 133 clients and employs both fundamental and technical analysis, including option strategies and the use of margin, to guide portfolio management.

Marc Wulf is a financial advisor with Castle Wealth Group in Mooresville, NC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions with Centaurus Financial, Inc., TIAA-CREF, Wells Fargo Clearing Services, LLC, and Stewart-Haas Racing. Outside of finance, he is contracted as a fueler on NASCAR pit crews in the Craftsman Truck and Xfinity series. Castle Wealth Group provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, including retirement-plan advisory services. The firm employs a combination of fundamental, quantitative, and qualitative investment analysis and emphasizes pension consulting and sub-advisor oversight.