Joseph Birch

David Isley is a financial advisor at Abound Investments with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked with various insurance carriers since 2002. 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 offers discretionary asset management, financial planning, insurance planning, and consulting services, with an investment approach that emphasizes tailored portfolios focused on individual stocks and proprietary strategies for managed accounts.

Mary Macdonald is the sole advisor at Personal Path Financial Planning in Hillsborough, NC, holding Series 65 and Series 66 licenses with 10 years of industry experience. She has operated her own advisory practice since 2017. Personal Path Financial Planning offers fee-only financial planning and investment consultation to individuals, trusts, estates, charitable organizations, and businesses. The firm provides non-discretionary advice focused on long-term, goals-based strategies using primarily low-cost index funds and ETFs, and delivers services on an hourly or fixed-fee basis without taking custody of client assets.

Thomas Sikes III is a CFP® professional with 19 years of industry experience. He has been the sole advisor at WanderWealth Inc., an independent firm based in Hillsborough, NC, since 2006. Outside of his advisory practice, he operates Traveltirement LLC, an educational and media business focused on long-term travel and retirement planning in Italy and France. WanderWealth Inc. provides discretionary investment management and financial planning services primarily to individuals and couples, with a specialization in serving Americans retiring to or residing in France. The firm employs a passive, asset-allocation strategy using model portfolios primarily composed of ETFs and direct index portfolios for eligible clients.

Laura Collins is a financial advisor at Provident Wealth Management with 17 years of industry experience. She holds Series 65 and Series 63 licenses and has held roles at firms including Lincoln Financial Securities Corporation and Meritage Holdings, LLC. Outside of her advisory work, she manages a consulting business focused on non-qualified deferred compensation strategies and is co-owner and vice president of a real estate brokerage. Provident Wealth Management provides investment advice to individuals, trusts, estates, charitable organizations, and business entities. The firm offers asset management on both discretionary and non-discretionary bases, financial planning, and consulting, with an investment approach that incorporates fundamental, technical, charting, and cyclical analysis.

Aidis Zunde is a financial advisor at Zak Investment Management Company, LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Zak Investment Management since 2008. In addition to his advisory role, Zunde serves as a senior consultant for Whitney, Bradley & Brown, supporting a Department of Defense organization focused on countering improvised explosive devices. Zak Investment Management Company, LLC provides discretionary investment advisory and portfolio management services to individuals, trusts, estates, foundations, and charitable organizations. The firm employs a fundamental analysis approach across multiple asset classes and incorporates both long-term and trading strategies, managing a limited number of client accounts on a fee-only basis.

Katrina Stalls is a financial advisor at Provident Wealth Management with three years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Bank. Outside of her advisory role, she is also involved in insurance sales and services through Provident Insurance Group and is a commissioned 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 consulting services, including guidance on cryptocurrencies, and employs both discretionary and non-discretionary investment mandates supported by sub-advisors.