Daniel Reed Hudson

Wallace Mason is a financial advisor at Advisory Services Network with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Robert W. Baird for 13 years. Outside of his advisory role, Mason owns an 80-acre farm in North Carolina. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting with a focus on tailored strategies across various asset classes and multiple implementation options.

Joshua Justice is a Series 66-licensed financial advisor with Credit Union Investment Services, bringing one year of industry experience. He has held roles at Members Trust Company, Credit Union Investment Services, SECU Brokerage Services, State Employees' Credit Union, and SECU Life Insurance Company since 2024. Justice has served in the North Carolina Air National Guard since 2019 and previously served in the US Air Force from 2014 to 2019. Credit Union Investment Services serves North Carolina residents, primarily individual investors, 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 advisers who provide recommendations while clients retain final decision authority.

Dudley Whitlock is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Advisory Services Network, LLC since 2014. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets.

Lena Meredith is a financial advisor with The AmeriFlex Group and holds Series 63 and Series 65 designations. She has 22 years of industry experience, including prior roles at Park Avenue Securities and Guardian Life Insurance Co. Meredith is involved with Blue Ridge Wealth Management, LLC, a non-investment-related business activity. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting with a range of investment solutions and ongoing account monitoring.

Joseph Stenard is a financial advisor at OneSeven with one year of industry experience. He holds a Series 65 designation and has worked with MGO One Seven LLC d/b/a Resolute Wealth Management since 2024. His background also includes involvement with the Knights of Columbus and a longstanding role at the University of New York dating back to 2008. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning using diversified portfolios with access to alternatives and private placements, employing a primarily long-term investment approach combined with internal due diligence and third-party platform support.

Gilberto Carmona is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at GWN Securities, Inc., H.D. Vest Investment Services, and ownership of Gilbert M. Carmona Tax Service. Outside of his advisory work, he is involved in several business ventures including construction bidding through Carmona Business Solutions LLC and hosting the Gilbert Talks Taxes radio program focused on tax and business education. Latitude Advisors serves individual and business clients by providing financial planning, discretionary portfolio management, and pension consulting. The firm utilizes a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with final decision authority over third-party model recommendations.