Jonathan Moser Spatz

Richard Harig is the principal of Legacy Resources NC, LLC, an independent firm where he has worked for over 30 years. He holds Series 63 and Series 65 licenses and brings 40 years of industry experience. His prior roles include positions at MacArthur Strategic Capital, Signet Private Wealth, Great Point Capital, and Forum Financial Management. Outside of advisory work, he is involved in philanthropy consulting and serves as board chair of a nonprofit organization. Legacy Resources NC serves individuals, trusts and estates, pension and profit-sharing plans, and businesses by providing financial and legacy planning, estate design, family governance, and consulting services. The firm focuses on planning engagements and refers investment implementation to unaffiliated third-party portfolio managers.

Harold Perkins is the sole advisor at Continuum Financial, LLC in Granite Falls, NC, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with Continuum Financial since its founding in 2002. Continuum Financial provides investment supervisory services and ERISA/401(k) consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm employs a core-and-satellite investment approach combining in-house selection of stocks and bonds with select ETFs, alongside ERISA consulting and fiduciary diligence through structured committee processes.

Mark Coffey is the sole advisor at Hickory Financial Group, LLC in Hickory, NC, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior roles include positions at Avenir Private Advisors LLC and Kovack Securities Inc. Outside of advisory work, he owns a duck hunting guide service and a marine construction company. Hickory Financial Group is an independent investment adviser serving individuals, families, trusts, estates, charitable organizations, and small businesses. The firm primarily employs an equity-oriented strategy using sector- and factor-weighted ETFs and individual stocks, combining fundamental and technical analysis with ongoing portfolio monitoring and rebalancing.

Michael Loeb is a financial advisor at Argosy Investors with eight years of industry experience and a Series 65 credential. He has worked at several firms, including Magnolia Wash Holdings, von Drehle Corporation, Ally Financial, and Broyhill Asset Management. Outside of advisory work, he serves as M&A Director for Whistle Express, a privately held car wash company. Argosy Investors provides discretionary investment management through separately managed accounts, focusing on a value-oriented strategy with a bottom-up fundamental analysis approach. The firm typically manages a concentrated portfolio aimed at long-term growth and special-situation opportunities, serving qualifying individuals and entities.

Brittney Miller is a CFP® certificant with 10 years of industry experience, currently serving at Thayer Financial, L.L.C. in Hickory, NC. Her prior experience includes roles at Bragg Financial Advisors Inc and RBC Capital Markets, LLC, among others. Thayer Financial serves individuals, charitable organizations, and employer-sponsored retirement plans by offering discretionary investment management, financial planning, pension consulting, and educational seminars. The firm emphasizes goal-aligned, diversified portfolios and integrates educational workshops and ancillary client services into its wealth management practice.

James Deporre Jr. is a financial advisor with Hammerhead Financial Strategies, LLC and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including roles at Shark Investing, Inc. and Shark Asset Management, Inc. Since 2005, he has been president of Shark Investing, Inc., which operates a subscription-based website providing daily stock market articles and other content to subscribers. Hammerhead Financial Strategies offers discretionary portfolio management, financial planning, and consulting primarily to high-net-worth clients. The firm employs an active, opportunistic investment approach using proprietary trading methods that incorporate fundamental, technical, and behavioral analysis, with a focus on higher-beta equities and risk controls such as diversification and hedging strategies.