Gregory John Dier

Christopher Fauchier Nobles is the President and Chief Compliance Officer of Confiance Financial LLC and holds a Series 65 designation. He has experience in investor communications and back-office technology platforms through his executive role at BetaNXT and a prior tenure at Mediant Communications Inc. Confiance Financial provides discretionary investment management and comprehensive financial planning to individual clients, including high-net-worth individuals. The firm uses a fundamental, primarily long-term investment approach and incorporates diversified mutual funds, ETFs, and individual securities, while also employing third-party independent managers to execute strategies.

William Bunch II is a CFP® and holds a Series 65 license, with 10 years of experience in financial advising. He is the sole advisor at Maze Financial Planning in Chapel Hill, NC, where he has worked since 2016. Maze Financial Planning provides investment management and financial planning services to individuals as well as private foundations, charitable organizations, and participant-directed retirement plans. The firm emphasizes long-term, diversification-centered strategies based on Modern Portfolio Theory and offers fiduciary plan advice, participant education, and monitoring of plan investments.

William Newcomb is a CFP® and holds a Series 66 license with 16 years of experience in financial advising. He founded Newcomb Financial Advisors, LLC in Chapel Hill, NC, where he has been the sole advisor since 2010. Newcomb Financial Advisors is an independent, fee-only firm serving individuals, trusts, estates, and small businesses with financial planning and investment management. The firm employs a core-and-satellite investment approach focused on strategic asset allocation, managing approximately $13.9 million across 14 clients, primarily on a discretionary basis.

Paul Finkel is a CFA® charterholder with 10 years of industry experience, currently serving as the sole advisor at Queenfin LLC since 2015. His work history includes extensive institutional portfolio management experience at firms such as Prudential Financial and CDPQ prior to founding Queenfin. Queenfin LLC provides ongoing financial consulting and as-needed advice to individuals, including high-net-worth clients, and small businesses. The firm emphasizes financial strength through income management and liquid reserves while recommending low-cost index funds and bond ladders, delivering advisory services without discretionary portfolio management or account supervision.

Christopher Sherman is the sole advisor at Sherman Financial in Chapel Hill, NC, holding a Series 65 designation with nine years of industry experience. He has operated Sherman Financial Consulting since 2015, providing small business and nonprofit financial consulting and management services. Sherman is also a co-owner of Harmony Music Studios LLC, offering music lessons in Chapel Hill. Sherman Financial is a fee-only independent advisory firm serving individuals, families, trusts, nonprofit organizations, and businesses. The firm emphasizes strategic asset allocation with predominantly passive investment strategies, providing comprehensive financial planning and investment advice without discretionary trading authority or custody of client assets.

Ryan Glover is a CFP® with 18 years of industry experience, currently serving as an advisor at Tarheel Advisors, LLC since 2009. Based in Chapel Hill, NC, he holds Series 63 and Series 65 licenses. Tarheel Advisors provides discretionary wealth management and comprehensive financial planning to individuals, families, trusts, retirement plan sponsors, non-profits, and corporations. The firm emphasizes customized portfolios with diversification and risk management, and it also offers retirement plan consulting and business advisory services.