Evan Grey

David Hoshour is a financial advisor with Cornerstone Investment Services, Inc. in Indian Trail, NC, holding Series 63 and Series 65 designations and 15 years of industry experience. He has been with Cornerstone Investment Services since 1995. Cornerstone Investment Services provides ongoing investment supervisory services and basic financial planning to individuals, trusts, and nonqualified retirement accounts, as well as advising retirement plan sponsors and institutional clients. The firm offers discretionary, fee-only portfolio management with a focus on medium- to long-term holdings and emphasizes fiduciary services and customized solutions for retirement plans.

Patrick Sheehan is a financial advisor at Prodeo Asset Management, LLP with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Prodeo since 2017. Sheehan is also CEO of Elevation LLC, a FINRA-registered broker-dealer, and serves as a director and officer of VP Research, Inc., a firm providing global macro market commentary and trade ideas. Additionally, he manages Big Label Records, LLC. Prodeo Asset Management offers discretionary investment management through private funds and separately managed accounts, serving funds, institutional investors, corporations, pensions, trusts, and high-net-worth individuals. The firm employs a systematic, rules-based investment approach using quantitative models and proprietary indicators across multiple asset classes and tailors strategies based on client-specific profiles.

Drew Waterbury is a CFP® professional with 17 years of industry experience and has been the sole advisor at Ocean Advisors, LLC since 2010. He provides financial literacy programs for employees of various businesses, delivering content both on-site and via webinars, occasionally developing the material himself. Ocean Advisors offers investment management and personal financial planning services to individuals, families, trusts, estates, family businesses, and corporate retirement plans. The firm’s investment approach combines strategic asset allocation with tactical adjustments using fundamental and technical analysis, including dividend-focused equity portfolios, diversified funds, and selective options strategies for income enhancement or downside protection.

Geoffrey Owen is a CFP® with 23 years of industry experience, currently serving as the sole advisor at Front Porch Financial Advisory since 2020. His prior experience includes roles at Greerwalker Wealth Management LLC and Raymond James & Associates, Inc. Outside of his advisory work, he is an independent licensed insurance agent but does not sell insurance products. Front Porch Financial Advisory provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, corporations, and employer-sponsored retirement plans. The firm manages approximately $181 million for about 114 clients, offering customized investment strategies based on fundamental analysis, modern portfolio theory, and quantitative tools, with both discretionary and non-discretionary account management.

Francis Claire is a financial advisor at Double Eagle Partners, LLC in Matthews, NC, with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial LLC and Mizuho Securities USA Inc. since 2016, he has been with Double Eagle Partners, an independent firm he leads. Double Eagle Partners provides customized investment management and financial-planning services to a diverse client base including individuals, high-net-worth clients, trusts, small businesses, and charitable organizations. The firm employs a discretionary, asset-allocation investment approach guided by economic analysis and offers services such as goal setting, tax and estate planning, and educational workshops.

Kirk Block is a CFP® and PFS™ credentialed financial advisor with 22 years of industry experience. He is the principal of Block Wealth Management, Inc., an independent firm he has led since 2008. In addition to his advisory role, he is licensed to offer insurance products as an agent with various insurance companies. Block Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, including retirement plan sponsors. The firm employs a Modern Portfolio Theory-based approach using Dimensional Fund Advisors funds, integrating financial planning with tax guidance and insurance recommendations, and offers a range of fiduciary, consulting, and portfolio management services.