Halie Nadine Fair

Patrick Lyons is the principal of Lyons Den Capital, an independent advisory firm based in Zebulon, NC. He holds Series 63 and Series 65 licenses and has 25 years of experience in the financial industry. Lyons has operated Lyons Den Capital since 2010 and also has a background in insurance sales through his self-employed practice, Patrick Lyons Insurance Services. Lyons Den Capital provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm constructs diversified portfolios using fundamental and technical analysis, with a focus on exchange-traded funds and options-based hedging, and offers ongoing consultation tailored to clients’ investment guidelines.

Sukesh Pai is a CFA® charterholder with eight years of industry experience, currently serving at Trillium Square Advisors LLC since 2018. He has prior experience at Fasttrackr AI, Prabhu Inc, Self Employed, and QMS Capital Management LP. Outside of advisory work, he is a managing partner at Everest AI Ventures, an AI technology company. Trillium Square Advisors serves individuals, small businesses, retirement plans, and institutional clients with financial planning, portfolio management, and corporate cash-management services. The firm employs a blend of active management and quantitative techniques, including algorithmic trading and multi-strategy portfolios, and offers ongoing supervision along with educational seminars as part of its client services.

Kevin Brown is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Fortress Private Ledger, LLC. His prior experience includes roles at Fidelity Investments and Simplicity Wealth. Outside of financial services, he works as an Uber driver. Fortress Private Ledger serves individuals, including high-net-worth clients, employer-sponsored retirement plans, and other entities, offering financial planning, portfolio management, ERISA-qualified retirement plan consulting, and Qualified Opportunity Zone advisory services. The firm employs a multi-strategy investment process utilizing technical analysis, fundamental and thematic approaches, managing portfolios with individual securities and ETFs through discretionary and non-discretionary programs.

Giovanni Todesco is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Belpointe since 2016. Outside of his advisory role, he works as a parcel delivery supervisor at UPS. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, employing customized portfolios and a range of advisory structures.

Angela Ambrose is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with Avantax Planning Partners, Inc. She has held roles at multiple firms, including Cetera Wealth Services and Magellan Health, where she provides financial counseling focused on military benefits prior to deployment. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm manages approximately $7.57 billion in assets and utilizes tax-intelligent strategies and model-based investment management overseen by an advisory committee.

Dana Dawson is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. She has worked with Members Trust Company since 2016 and holds roles at SeCU Life Insurance Company, SeCU Brokerage Services, and State Employees' Credit Union. Dawson serves as a Financial Advisory Services District Manager at State Employees' Credit Union. Credit Union Investment Services primarily serves individual investors in North Carolina, offering non-discretionary portfolio management and financial planning focused on long-term, goals-based advice using low-cost mutual funds and ETFs. The firm operates within a credit-union ecosystem and emphasizes salaried advisory staff and client-directed implementation.