David Alexander Isley

Laura Collins is a financial advisor at Provident Wealth Management with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Meritage Holdings, LLC, Lincoln Financial Securities Corporation, and Crossharbour Partners, LLC. Outside of her advisory role, Collins serves as managing member and consultant at Crossharbour Partners, LLC, focusing on non-qualified deferred compensation strategies in collaboration with attorneys and CPAs. Provident Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, offering asset management, financial planning, and consulting services. The firm combines discretionary and non-discretionary mandates, utilizes a range of investment analysis techniques, and provides advice on cryptocurrencies through a specialized custodian option.

Katrina Stalls is a financial advisor at Provident Wealth Management with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked with Wells Fargo Advisors and Wells Fargo Bank. In addition to her advisory role, she is involved with Provident Insurance Group as an insurance agent and notary public. Provident Wealth Management provides investment advice to individuals, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and cryptocurrency advisory services, operating with both discretionary and non-discretionary mandates and incorporating a variety of investment analysis techniques.

Menelaos Fotiou is a financial advisor at Secure Wealth, Inc. with two years of industry experience. He holds a Series 65 designation and has owned Olympic Golden Retirements LLC since 2001, a business focused on life insurance, annuities, long-term care, and retirement income planning. Secure Wealth primarily serves individual and high-net-worth clients with discretionary portfolio management and tailored financial plans. The firm specializes in managing structured-note portfolios that emphasize downside protection through diversified strategies and detailed asset analysis.

Thomas James is a CFP® with 19 years of industry experience and is affiliated with EPG Wealth Management LLC. He has worked at firms including Arkadios Capital, ACG Wealth INC., and Triad Advisors, Inc. He also serves as an assistant professor of finance at High Point University, where he has taught since 2016. Additionally, he provides expert witness services in securities cases for a law firm. EPG Wealth Management LLC serves individuals, trusts, businesses, and retirement plans with advisory services such as advisor-managed portfolios, third-party money manager access, and a wrap-fee program. The firm employs customized investment plans and generally manages accounts on a discretionary basis using a mix of fundamental, technical, and cyclical analysis.

Robert Kernodle is a financial advisor at Strathmore Capital Advisors with 15 years of industry experience. He holds a Series 65 designation and has been with Strathmore Capital Advisors since 2011. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans by providing discretionary portfolio management and goals-based financial planning. The firm’s investment approach centers on asset allocation using mutual funds and ETFs, complemented by technology tools for client service and distinctive offerings such as a securities-backed lending strategy and integrated tax and estate-planning services.

George Kitchen is a financial advisor with AdaptFirst Investments LLC in Mebane, NC, holding Series 63 and 66 licenses and having 20 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities. He is also active as a life insurance agent. AdaptFirst Investments provides advisory services to individuals and businesses, combining portfolio management, financial planning, and consulting with in-house accounting and tax preparation. The firm employs a valuation-focused investment approach and offers unique services such as outsourced CIO support and subscription-based coaching programs.