Danny Vester Brown

Patrick Lyons is the principal of Lyons Den Capital, an independent advisory firm based in Zebulon, NC. He holds Series 63 and Series 65 licenses and has 25 years of experience in the financial industry. Lyons has operated Lyons Den Capital since 2010 and also has a background in insurance sales through his self-employed practice, Patrick Lyons Insurance Services. Lyons Den Capital provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm constructs diversified portfolios using fundamental and technical analysis, with a focus on exchange-traded funds and options-based hedging, and offers ongoing consultation tailored to clients’ investment guidelines.

Jacob Stewart is a CFP® and holds a Series 66 license with six years of experience in the financial industry. He is currently with Wealth More Enterprise, Inc., where he has worked since 2024, and also maintains a role at Brightside. Wealth More Enterprise provides investment advisory and financial planning services through a mobile-first platform, offering discretionary portfolio management via a wrap-fee program and tiered advisory plans. The firm’s investment process uses proprietary risk scoring software and algorithmic management combined with model portfolios, supporting client interactions through digital communication and discretionary management overseen by an internal committee.

Kevin Brown is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Fortress Private Ledger, LLC. Prior to joining Fortress Private Ledger in 2024, he worked at Fidelity Investments and Simplicity Wealth. Outside of advising, he works as an Uber driver. Fortress Private Ledger serves individuals, high-net-worth clients, employer-sponsored retirement plans, and other entities with financial planning, consulting, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs a multi-strategy investment process that includes technical analysis, fundamental research, and thematic approaches, offering both discretionary and non-discretionary programs.

Bryce Thompson is a CFP® professional with two years of experience in the financial advisory industry. He is currently with Dew Wealth Management and previously worked at Spark Financial Advisors, LLC, and Mason & Associates, LLC. Dew Wealth Management serves individuals and high-net-worth clients, including business owners and charitable organizations, providing a range of wealth services from Family Office Assessments to ongoing investment management and retirement plan consulting. The firm combines financial planning with coordination of outside professionals and offers both discretionary and non-discretionary management, utilizing data aggregation tools and a variety of investment strategies.

Giovanni Todesco is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Belpointe since 2016. Outside of his advisory role, he works as a parcel delivery supervisor at UPS. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, employing customized portfolios and a range of advisory structures.

Donald Hadley III is a financial advisor with Capital Analysts in Knightdale, NC, holding the ChFC® designation and Series 63 and 65 licenses, and has 40 years of industry experience. He has worked at Capital Analysts since 1998 and also maintains roles at LOTS Unlimited, Lincoln Investment, Creekbottom LLC, and Fidelity Financial Group. Outside of advising, he is involved in business consulting focused on leadership and strategic planning through Applied Vision Works, Inc. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement plan advice through a nationwide network of advisors, utilizing both discretionary and non-discretionary investment approaches supported by an in-house investment management and research team.