Mackenzie Crawford

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.

John Morgan is the principal of Spectrum Advisers, LLC in Chapel Hill, NC, with 16 years of experience in financial advisory services. He holds Series 63 and Series 65 licenses and has operated Spectrum Advisers since 2009. In addition to his advisory work, Mr. Morgan manages Fields Consulting LLC, a separate business through which he offers insurance products and real estate services in his capacity as a licensed insurance producer and real estate agent. Spectrum Advisers provides investment advisory and financial planning services to individuals, high-net-worth clients, qualified retirement plans, trusts, charitable organizations, and business entities. The firm combines institutional-level retirement plan management with individualized wealth advisory, employing a broadly diversified, tax-aware global asset allocation approach implemented mainly through mutual funds and ETFs.

Bert Bennett is a CFP®-certified financial advisor with 14 years of industry experience. He is the principal of West Fork Wealth Management LLC in Chapel Hill, NC, having previously worked at Robert W. Baird & Co. Incorporated and Morgan Stanley. Outside of his advisory work, he teaches summer camp at Carolina Friends School. West Fork Wealth Management provides discretionary asset management and financial planning services to individuals, families, non-profits, trusts, and small businesses. The firm manages portfolios tailored to clients’ goals and risk tolerance using a mix of fundamental, technical, and cyclical analyses alongside modern portfolio theory.

Benjamin Birken is a CFP® with 17 years of industry experience and is the principal advisor at Pisces Financial Advisors, LLC in Chapel Hill, NC. He previously worked at Woodward Financial Advisors, Inc. for 12 years and holds a role as Vice-President for Customer Success and Engagement at Holistiplan, a financial services software company. Pisces Financial Advisors provides comprehensive financial planning and investment management to individuals, families, high-net-worth clients, and small businesses. The firm uses a strategic asset allocation approach focused on diversified portfolios with low-cost no-load mutual funds and ETFs, managing accounts on a discretionary basis with regular monitoring.

Christopher Harp is the sole advisor at CH Capital Management, an independent registered investment adviser based in Chapel Hill, NC. He holds a Series 66 designation and has 22 years of industry experience, having led CH Capital Management since 2010. CH Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, endowments, charitable organizations, and pension or profit-sharing plans. The firm typically serves clients with substantial assets and combines a solo advisor model with institutional-style client relationships, outsourcing operational functions to third-party providers.

Kent Fisher is a CFP® and CFA® charterholder with 16 years of experience in the financial industry. He is currently the sole advisor at Southern Investment Management Collective LLC, where he has worked since 2023. His prior roles include positions at Mutual Advisors, Old Peak Finance, and Sterling Capital Management. Southern Investment Management Collective offers portfolio management and investment advice to individual and high-net-worth clients, tailoring portfolios based on each client’s goals, tax situation, time horizon, and risk tolerance. The firm employs a combination of fundamental analysis, quantitative techniques, and modern portfolio theory to construct diversified, asset-allocated portfolios and provides both discretionary and non-discretionary services.