Jacob Cortes

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® certified financial advisor with 18 years of industry experience. He is the principal advisor at Crossroads Financial Services Inc, where he has worked since 2022. Prior to that, he worked at Intercarolina Financial Services, Inc. and Fund Direct Advisors, Inc. from 2016 to 2022. Crossroads Financial Services Inc provides investment management and financial planning primarily for individuals, high-net-worth clients, and charitable organizations. The firm operates on a fee-only basis with discretionary portfolio management, combining passive and active strategies tailored through ongoing client discussions.

Laura Collins is a financial advisor at Provident Wealth Management with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Meritage Holdings, LLC, Lincoln Financial Securities Corporation, and Crossharbour Partners, LLC. Outside of her advisory role, Collins serves as managing member and consultant at Crossharbour Partners, LLC, focusing on non-qualified deferred compensation strategies in collaboration with attorneys and CPAs. Provident Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, offering asset management, financial planning, and consulting services. The firm combines discretionary and non-discretionary mandates, utilizes a range of investment analysis techniques, and provides advice on cryptocurrencies through a specialized custodian option.

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.