Douglas Russell Everett

David Isley is a financial advisor with Abound Investments in Burlington, NC, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Abound Investments since 2010 and has previously worked with various insurance carriers from 2002 to 2024. In addition to his advisory role, he is a licensed North Carolina life and health insurance agent. Abound Investments serves individual clients, including high-net-worth individuals, as well as corporate pension and profit-sharing plans. The firm provides discretionary asset management, financial planning, insurance planning, and consulting services, with a focus on individualized portfolio management and plan-level pension consulting.

Ryan Foster is a CFP® professional with 19 years of industry experience. He is the sole advisor at Crossroads Financial Services Inc and has worked at several firms including Intercarolina Financial Services, Fund Direct Advisors, and Investment Advisors Corp. Foster holds the Series 66 designation. Crossroads Financial Services Inc provides investment management and financial planning primarily for individuals, high-net-worth individuals, and charitable organizations. The firm employs a fee-only, discretionary management approach that combines passive and active strategies, focusing on personalized investment policies and regular portfolio reviews.

Laura Collins is a financial advisor with Provident Wealth Management in Burlington, NC, holding Series 65 and Series 63 credentials and possessing 17 years of industry experience. Her prior work includes roles at Meritage Holdings, LLC, Lincoln Financial Securities Corporation, and Crossharbour Partners, LLC. Outside of her advisory duties, she is a managing member of Crossharbour Partners, LLC, providing consulting on non-qualified deferred compensation strategies with attorneys and CPAs. Provident Wealth Management offers investment advice to individuals, trusts, estates, charitable organizations, and business entities, providing both discretionary and non-discretionary asset management along with financial planning and consulting. The firm incorporates fundamental, technical, charting, and cyclical analysis in its investment approach and is known for its affiliations with an insurance agency and a real estate business, as well as for offering no-fee public seminars and cryptocurrency advisory services.

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.