Laurie Laucks

Kathryn Higgins is a Series 65-licensed financial advisor with 10 years of industry experience. She is the sole investment adviser representative at Wrenn House Investments LLC, where she has worked since 2017. In addition to her advisory role, she prepares federal and state tax returns through her accounting firm, K P Higgins CPA PLLC. Wrenn House Investments provides discretionary asset management and investment advice primarily to individuals, high-net-worth individuals, and small business entities. The firm’s investment approach combines cyclical, fundamental, and technical analysis with a focus on long-term holdings, strategic asset allocation, and periodic rebalancing.

I’m Brandon Schneider, founder of Deliberate Wealth. After 15+ years in the financial world, I realized that true wealth management shouldn’t be shrouded in jargon or complicated, hidden fees. That’s why I started this firm: to bring honesty and simplicity back to how we plan for the future. My approach is built on a foundation of candid communication and complete transparency. I believe you deserve to know exactly what you’re paying for and why. By stripping away the complexity, I help you focus on the factors that actually matter—investing wisely, managing risk, and keeping your costs low so that more of your money works for you. But at the end of the day, money is just a tool. It exists to serve your life, not the other way around. My goal is to help you enjoy your life today while building a profound legacy that impacts your family and community for generations. I’m not here to manage portfolios in a vacuum; I’m here to partner with you. We’ll take the stress out of financial planning so you can stop worrying about the numbers and start focusing on the people and experiences that bring you joy. I strive to live out this mission daily. Balancing the joys of raising my five young children with the demands of running a business and remaining deeply active in my church and local community, I know the weight of competing priorities. I practice what I preach, ensuring that my own financial planning aligns with the things that truly matter most to me. I invite you to join me in redefining what it means to be wealthy. Let’s make intentional choices that allow you to live well now and leave a lasting legacy.

David Mittelman is a CFP® and the sole advisor at Mittelman Jones Tax & Wealth in Winston Salem, NC. He has experience in accounting and tax services through his roles at Mittelman Jones Accounting PLLC and Allan Jones Accounting LLC. Outside of advisory work, he is involved in real estate investing through Appalachian Investment Properties LLC, where he actively manages property investments. Mittelman Jones Tax & Wealth is a fee-only, fiduciary registered investment adviser that combines discretionary investment management with tax preparation, accounting, and financial planning services. The firm serves trusts, business owners, and mass-affluent households with a tax-aware investment approach tailored to individual client goals and risk profiles.

Kevin Ebbink is a financial advisor at Compass Financial Services, Inc. with 21 years of industry experience. He holds a Series 65 designation and has worked at Compass Financial Services in two tenures totaling over 17 years, with a four-year period at Strategic Blueprint, LLC in between. Ebbink is also a licensed insurance agent and spends a significant portion of his time implementing insurance recommendations. Compass Financial Services provides discretionary wealth management, portfolio management, and comprehensive financial planning primarily for individuals, trusts, and estates. The firm employs a long-term, discretionary investment approach using diversified portfolios that include ETFs, buffered ETFs, mutual funds, individual stocks and bonds, and occasionally independent managers.

Joseph Freeman is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Adolos Asset Management since 2021 and previously spent 30 years at Wachovia Bank, N.A. Adolos Asset Management provides discretionary and non-discretionary investment management to a select client base, including individuals, high-net-worth clients, corporations, trusts, estates, endowments, and charitable foundations. The firm uses an institutional-quality platform and offers portfolios built from written investment policy statements, with strategies tailored through tactical overlays and a range of investment models.

Nathan Snow is a CFP® professional with seven years of industry experience, currently affiliated with Accruent Wealth Advisors in Winston-Salem, NC. He has worked at Accruent Wealth Advisors since 2017 and previously held positions at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, Snow serves as an adjunct instructor for Liberty University Online, teaching a theology class. Accruent Wealth Advisors provides financial planning and discretionary investment management to individuals and families, serving both high-net-worth and non-HNW clients. The firm emphasizes holistic financial planning and structures portfolios based on clients’ tax situations, risk tolerance, and goals, using mainly no-load mutual funds, ETFs, bonds, and cash alternatives.