Colton Ross Clevenger

Kristopher Roper is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Fortress Private Ledger, LLC and previously worked at Sparta Wealth Partners, Coastal Bridge Advisors, and TrinityPoint Wealth. Outside of his advisory role, he serves as Board Treasurer for the nonprofit Money Magnets Club, providing financial oversight and strategic guidance. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities by offering financial planning, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs trend-identification and technical analysis alongside fundamental and thematic strategies, delivering model-driven solutions managed in-house or with sub-advisers.

Jesse Walker is a financial advisor with Principal Advised Services in Monroe, NC, holding Series 63 and Series 66 licenses and having six years of industry experience. He has worked at various firms, including Principal Financial Services and Wells Fargo Clearing Services LLC. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party and proprietary methodologies and is part of the Principal Financial Group, leveraging affiliated entities to offer a range of financial products and services.

David Stiff is a financial advisor at Credit Union Investment Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Credit Union Investment Services, he worked at Equitable Distributors, LLC and PJ Robb Variable Corp. He also serves as a Financial Advisory Services Specialist at State Employees' Credit Union and as an agent for SECU Life Insurance Company. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and financial planning with a focus on long-term, goals-based investing using low-cost mutual funds and ETFs. The firm operates within a credit union ecosystem and emphasizes salaried advisors who do not receive commissions on recommended products.

Amy Parker is a financial advisor with Credit Union Investment Services in Monroe, NC, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked with multiple related firms, including State Employees' Credit Union since 2006, SECU Life Insurance Company since 2014, and Members Trust Company since 2009. Outside her advisory roles, she is involved with Parker Construction of Union, LLC, a construction-related business in Monroe, NC. Credit Union Investment Services serves North Carolina residents, focusing on individual investors and a smaller number of trust clients. The firm offers non-discretionary portfolio management, retirement and financial planning, and emphasizes low-cost, index-based mutual funds and ETFs within a goals-based, long-term planning framework.

Richard Yercheck is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Capital Investment Advisory Services and Capital Investment Group Inc since 2019 and previously at Prospera Financial Services from 2013 to 2019. Outside of his advisory role, he serves on the City of Monroe Planning Board and the Union Symphony Orchestra board, and he is a CPR instructor. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, utilizing a mix of analytical methods and ongoing portfolio monitoring.

Zachary Farmer is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. He has worked at Commonwealth and The Pinnacle Financial Group since 2018. Outside of his advisory roles, he previously operated Farmer Painting Plus from 2012 to 2020. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.