James David Hatcher

Jon Green is a CFP® and PFS™ credentialed financial advisor with 21 years of industry experience. He has been the principal of Encompass Advisors, Ltd. since 2004. In addition to his advisory role, he is an author conducting research and writing on investment-related topics. Encompass Advisors, Ltd. provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm focuses on customized, long-term portfolio construction using a combination of low-cost mutual funds, ETFs, and individual securities, employing fundamental, technical, and cyclical analysis with ongoing portfolio monitoring and formal annual reviews.

William Zimmer is a financial advisor at Fortress Private Ledger, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fortress, he worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, Zimmer is co-founder and co-owner of Ecusta Brewing Company, a brewery located in Pisgah Forest, NC. Fortress Private Ledger serves individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, consulting, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm’s investment approach integrates trend identification and technical analysis with complementary strategies across various asset types, delivering tailored portfolio solutions through a network of investment adviser representatives.

Walter Hart is a financial advisor with Credit Union Investment Services in Brevard, North Carolina, holding Series 65 and Series 63 credentials and 13 years of industry experience. He has worked with multiple affiliated firms, including Members Trust Company and Secu Life Insurance Company, and serves as a Financial Advisory Services Specialist at State Employees' Credit Union. Outside of his advisory roles, Hart has musical income from occasional performances. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm focuses on long-term, goals-based advice using low-cost mutual funds and ETFs within a credit union ecosystem, with salaried advisors and predominantly non-discretionary assets.

Dean St. Marie is a CFP® professional with 25 years of industry experience, currently serving as an advisor at The Fiduciary Alliance since 2025. He previously worked at Bison Wealth, LLC for five years and led St Marie Financial Advisors for six years. Outside of advisory work, he is a board member and finance committee participant for SAFE Womens Domestic Violence Services and serves on the board for the Ecusta Trail Rail Trail Project in Brevard, NC. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, retirement plans, and other advisers. The firm employs a mix of fundamental, technical, cyclical, and charting analysis in portfolio supervision and offers discretionary management alongside estate, business, and risk-planning support.

Ray Croff is a financial advisor with Brookstone Capital Management LLC and holds a Series 63 designation. He has eight years of industry experience, including time at Hall ETF Wealth Management System, Inc., and over two decades of self-employment prior to joining Brookstone. Outside of advising, he is involved in exit planning roundtables, working with business owners on preparing for the sale and value creation of their businesses. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, and is notable for its platform support of a large advisor network and its integration with insurance and banking referral channels.

Daniel Ortman is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He worked at Metlife Securities Inc. for 19 years before joining Mass Mutual Investors Services in 2017 and has also been affiliated with MassMutual Life Insurance Co. since 2016. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and related services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.