Howard Mark Kobrin

Daniel Heth is a financial advisor at PRESERVE Wealth Management with 26 years of industry experience. He has been with Preserve Wealth Management since 2019 and previously worked at UBS Financial Services Inc for 11 years. He holds Series 63, Series 65, and Series 66 credentials. Outside of his advisory work, he serves on the committee of the Heth Family Foundation, a personal donor-advised fund focused on charitable contributions and grant making. PRESERVE Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth households, and business clients, including pension and 401(k) plans. The firm emphasizes a risk-first approach centered on documented Investment Policy Statements and uses Riskalyze to align portfolios with clients’ risk targets, offering ongoing portfolio management and pension consulting services that include fiduciary support and employee education.

Anne McFarland is a CFP® and Series 65-licensed advisor with 10 years of industry experience. She is the principal of Integrated Financial Coaching and Planning and previously worked at Davis Financial Planning. In addition to her advisory role, she provides business and life coaching through a separate entity, Anne L McFarland Coaching. Integrated Financial Coaching and Planning serves individuals, families, high-net-worth clients, and small businesses, offering financial planning, investment management, and focused Financial Fitness Review engagements. The firm employs a strategic asset allocation approach using diversified mutual funds and ETFs, with an emphasis on periodic rebalancing and factor tilts, operating under a fee-only, fixed annual fee structure.

Frank Cooper III is a financial advisor with Grand Central Investment Group, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Grand Central Investment Group since 2014 and previously worked at Grand Central Group, LLC from 2015 to 2017. Grand Central Investment Group offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, retirement and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a top-down investment approach with a dividend-focused equity framework and integrates fixed income, exchange-traded products, and alternative investments, tailoring advice to each client’s objectives and constraints.

Michelle Jackson is a Series 65-licensed advisor with Chicory Wealth in Weaverville, NC. She has been with Chicory Wealth since 2025 and previously spent ten years with The Look & The Feel, LLC. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm also offers tax preparation, estate planning assistance, business consulting, and model portfolio services to other registered investment advisers.

Matthew Sykes is a financial advisor at Credit Union Investment Services with two years of industry experience. He holds a Series 66 designation and has worked in roles at SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union since 2024. Outside of finance, he is involved in a family painting business. Credit Union Investment Services primarily serves North Carolina residents with goals-based, non-discretionary financial advice focused on mutual funds, ETFs, and fixed income products. The firm operates within a credit-union ecosystem and emphasizes long-term investment horizons using low-cost index funds and planning software to assist clients.

Jordan Williams is a Series 66-licensed financial advisor with OSAIC Institutions, Inc. in Weaverville, NC, and has one year of industry experience. His prior roles include positions at HomeTrust Bank and NTCA - The Rural Broadband Association. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser and broker-dealer structure and emphasizes delegated investment analysis and client-controlled transaction authority.