Lynne Ruth Mulligan

Kevin Brown is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Fortress Private Ledger, LLC. His prior experience includes roles at Fidelity Investments and Simplicity Wealth. Outside of financial services, he works as an Uber driver. Fortress Private Ledger serves individuals, including high-net-worth clients, employer-sponsored retirement plans, and other entities, offering financial planning, portfolio management, ERISA-qualified retirement plan consulting, and Qualified Opportunity Zone advisory services. The firm employs a multi-strategy investment process utilizing technical analysis, fundamental and thematic approaches, managing portfolios with individual securities and ETFs through discretionary and non-discretionary programs.

Jacob Stewart is a CFP® with five years of industry experience, currently serving at Wealth More Enterprise, Inc. since 2024. He has previously worked at Brightside, Garrett Investment Advisors, Zeiders Enterprises, and Wells Fargo Advisors. Outside of Wealth More, he is also financially active with Brightside in a non-investment-related role. Wealth More Enterprise is a team-based firm providing investment advisory and financial planning services through a mobile-first platform. The firm employs proprietary risk-scoring software and algorithmic management across four model portfolios, offering discretionary portfolio management alongside tiered advisory plans and standalone planning sessions.

Stephen Barden is a financial advisor with Credit Union Investment Services in Benson, NC, holding Series 65 and Series 63 credentials and having 11 years of industry experience. He has worked at State Employees' Credit Union since 2004 and is also affiliated with Members Trust Company, SeCU Life Insurance Company, and SeCU Brokerage Services. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning with an emphasis on long-term, goals-based investing using low-cost index mutual funds and ETFs.

Giovanni Todesco is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Belpointe since 2016. Outside of his advisory role, he works as a parcel delivery supervisor at UPS. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, employing customized portfolios and a range of advisory structures.

Angela Ambrose is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with Avantax Planning Partners, Inc. She has held roles at multiple firms, including Cetera Wealth Services and Magellan Health, where she provides financial counseling focused on military benefits prior to deployment. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm manages approximately $7.57 billion in assets and utilizes tax-intelligent strategies and model-based investment management overseen by an advisory committee.

Brandy Carlson is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Members Trust Company since 2018 and has been self-employed as a wedding bartender and event assistant since 2017. Carlson also maintains a longstanding role with State Employees' Credit Union, where she provides financial advisory services. Credit Union Investment Services serves North Carolina residents, primarily individual investors and some trust clients, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with investment adviser representatives employed on a salaried basis.