David Whitney

Brian Mc Guigan is a CFP® professional with 26 years of experience in the financial advisory industry. He is the principal of McGuigan Financial, LLC, an independent firm he founded in 2018, and has prior experience at LPL Financial, Flagship Harbor Advisors, and Edward Jones. McGuigan Financial serves individual and high-net-worth clients by providing discretionary asset management, comprehensive financial planning, and retirement-focused services, including participant education. The firm uses fundamental analysis to guide investment decisions and operates on LPL’s open-architecture platforms, offering both wrap and non-wrap account structures.

Kathi Spurr is the principal advisor at Spurr Financial Investment Services, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at H.D. Vest Advisory Services, Inc. and Ms Howells & Co. In addition to her advisory work, she manages a fixed and index life insurance and annuity business through MS Insentra, LLC. Spurr Financial Investment Services, LLC provides discretionary investment and wealth management services to individuals, high net worth clients, trusts, and estates. The firm’s investment approach focuses on long-term strategies using diversified mutual funds, ETFs, and individual securities, with portfolio customization based on tax status, risk tolerance, and client-specific factors.

Stuart Hawver is the principal of Stu Hawver, CFA, MBA, LLC, an independent advisory firm based in Mocksville, NC. He holds the CFA designation and has 21 years of industry experience, including nine years at Davidson Capital. His firm provides discretionary investment management and integrated financial planning to individual clients and trusts, focusing on low-cost, tax-efficient mutual funds and ETFs. Investment decisions follow Modern Portfolio Theory with model portfolios and Monte Carlo simulations to meet client goals, and the firm offers both performance-based and asset-based fee arrangements.

Maurice Patterson is a financial advisor at MHP Asset Management with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with MHP Asset Management since 2006. Patterson is also a licensed insurance producer. MHP Asset Management provides portfolio management and financial planning services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and other institutions. The firm employs a modern portfolio theory approach with diversified asset allocations tailored to client risk profiles and incorporates analysis of international fiscal and monetary policies, serving a significant non-U.S. client base.

Gregory Boeing is a financial advisor at MHP Asset Management with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bedrock Retirement Solutions since 2014 and Northwestern Mutual Life Insurance Company since 2011. MHP Asset Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and various institutions. The firm employs a modern portfolio theory approach, emphasizing diversification and risk alignment, and serves a notable non-U.S. client base while incorporating international fiscal and monetary policy analysis into its research.

Brandon Archibald is a financial advisor at The Ivy League Advisory Group, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since its founding in 2014. In addition to his advisory role, he maintains a separate insurance sales practice. The Ivy League Advisory Group serves individual and high-net-worth clients as well as retirement plans, providing non-discretionary portfolio management, limited-scope ERISA 3(21) plan advice, and 529 college-savings program support. The firm combines platform-based strategist models, third-party money manager referrals, and educational seminars to offer a range of investment advisory and financial planning services.