Karah Wiley

Ryan Foster is a CFP® professional with 19 years of industry experience. He is the sole advisor at Crossroads Financial Services Inc and has worked at several firms including Intercarolina Financial Services, Fund Direct Advisors, and Investment Advisors Corp. Foster holds the Series 66 designation. Crossroads Financial Services Inc provides investment management and financial planning primarily for individuals, high-net-worth individuals, and charitable organizations. The firm employs a fee-only, discretionary management approach that combines passive and active strategies, focusing on personalized investment policies and regular portfolio reviews.

Jeffrey Albright is a financial advisor with Shepherd Wealth Management in Asheboro, NC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His previous roles include positions at Creative Planning, The Burney Company, and TD Ameritrade. Shepherd Wealth Management is a fee-only advisory firm serving individuals and high-net-worth clients with investment management, financial planning, and retirement plan consulting. The firm follows a primarily passive investment approach based on Modern Portfolio Theory and employs a team of five advisors managing approximately $162 million in discretionary assets.

Steven Harrell is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at LPL Financial, LLC for eight years before joining Capital Investment Advisory Services and Capital Investment Group, Inc. Harrell is also active as a preacher at small churches, dedicating approximately 20 hours per month to this role. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, referrals to third-party managers, private-label model portfolios, and financial planning, using a mix of analytical methods and ongoing monitoring tailored to clients’ investment objectives and risk tolerance.

Aaron Smith is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Cardinal Financial, LLC for eight years before joining his current firm in 2021. Outside of his advisory role, he is a co-owner of a real estate group involved in non-investment-related activities. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers tailored investment programs with a range of strategies and typically manages assets on a discretionary basis.

Roger Mabe Jr. is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 23 years of industry experience, including prior roles at LPL Financial and A. G. Edwards & Sons, Inc. Since 2016, he has also served as a director on the board of the YMCA in Asheboro, NC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Brittney Deese is a financial advisor at United Planners' Financial Services of America with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual Wealth Management Company and several other firms. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm delivers advisory services primarily through independent representatives and offers both advisory and brokerage services with a focus on non-discretionary account management.