Joy Wicker

Isaac Allen is a CFP® professional with 12 years of experience, currently serving as the sole advisor at Stalwart Financial Planning in Fayetteville, NC. He has been with the firm since its founding in 2011. Stalwart Financial Planning offers financial planning and investment advisory services to individuals, estates, trusts, small businesses, foundations, and charitable organizations. The firm follows a fiduciary standard and employs a globally diversified, long-term investment approach that integrates fundamental, technical, and cyclical analysis, with a particular focus on nonprofit and charitable clients.

Steven Lewis Sr. is a financial advisor at Verity Asset Management with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Verity-related firms since 2006, including Verity Investments, Inc. and The Leaders Group DBA Simplicity Investments. Verity Asset Management is an SEC-registered investment adviser serving individual, corporate, institutional clients, and other advisers with discretionary portfolio management, retirement-plan advisory, and financial planning services. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes, combining fundamental, technical, and qualitative analysis.

Joseph Harris is a financial advisor at Regal Investment Advisors LLC with a Series 65 credential and one year of industry experience. His prior roles include work at White Horse Financial, Inc, Rauch Advisory LLC, and the John Locke Foundation. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients, managing approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Jeffrey Gollehon is a financial advisor at Virtue Capital Management, LLC with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Virtue Capital Management in 2018, he worked at Horter Investment Management and operated JG Financial Consulting, a firm he owned that specialized in fixed insurance products. Virtue Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm employs a mix of tactical, strategic, and dynamic portfolio management approaches and operates through a multi-team model that includes investment adviser representatives and independent partners.

Danielle Gollehon is a financial advisor at Virtue Capital Management, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Thompson Greenspon and as an employee at Ohio State University and George Washington University. Outside of her advisory role, she provides fixed life insurance, fixed annuities, and health insurance sales and marketing as part of JG Financial Consulting and plans to offer tax preparation services as a CPA for her clients. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers, offering portfolio management, financial planning, consulting, and sub-advisory services. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates a multi-team model with an investment committee that oversees third-party managers and model strategies.

Andrew Stamp is a CFP® affiliated with Fiduciary Financial Advisors in Aberdeen, NC, with one year of experience in the financial industry. Prior to joining the firm, he served 12 years in the US Army and has been involved with the Donovan and Bank Foundation since 2021. He is also chairman of Custom Planks, LLC, a consulting and education business serving Department of Defense clients. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and trustee services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic and tactical investment approaches, including the use of third-party managers and private alternative funds, and provides professional trustee services with comprehensive trust administration.