Mark Lewandrowski

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.

Sherri Rose is a CFP® and Series 63 credentialed financial advisor at Azimuth Planning Group, LLC with no prior industry experience. She is the founder and managing director of Rose Group CPAs, PLLC, a CPA firm where she oversees auditing, accounting, tax preparation, and business consulting. Rose is also involved in several business ventures, including founding FastFile1040, LLC, providing online tax filing services, and co-founding SageCFO Group, Inc., which offers outsourced CFO advisory services. Azimuth Planning Group, LLC provides fee-only financial planning primarily to solopreneurs, service-based founders, and business owners, focusing on business planning, retirement and estate coordination, tax-aware wealth strategies, and succession planning. The firm delivers written financial plans and investment recommendations emphasizing asset allocation, tax efficiency, and passive investment strategies rather than discretionary asset management.

Mary Macdonald is the sole advisor at Personal Path Financial Planning in Hillsborough, NC, holding Series 65 and Series 66 licenses with 10 years of industry experience. She has operated her own advisory practice since 2017. Personal Path Financial Planning offers fee-only financial planning and investment consultation to individuals, trusts, estates, charitable organizations, and businesses. The firm provides non-discretionary advice focused on long-term, goals-based strategies using primarily low-cost index funds and ETFs, and delivers services on an hourly or fixed-fee basis without taking custody of client assets.

Thomas Sikes is a CERTIFIED FINANCIAL PLANNER™ and principal of WanderWealth Inc., an independent advisory firm based in Hillsborough, NC. He has 19 years of industry experience and has led WanderWealth since 2006. In addition to his advisory role, he owns Traveltirement LLC, an online education and media business focused on retirement planning and long-term travel in Italy and France. WanderWealth Inc. provides discretionary investment management to individual clients, including retail and high-net-worth investors, using low-cost, passive, diversified ETF model portfolios. The firm manages accounts on the Altruist custodial platform under discretionary authority and emphasizes periodic rebalancing based on academic research.

Laura Collins is a financial advisor with Provident Wealth Management in Burlington, NC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior roles include positions at Lincoln Financial Securities Corporation and ongoing involvement with Crossharbour Partners, LLC and Gulfstream Capital Partners, Inc. Outside of advisory work, she is a managing member and consultant for non-qualified deferred compensation strategies and co-owner and vice president of a real estate brokerage firm. Provident Wealth Management serves individuals, trusts, estates, and small business entities with investment advisory and financial planning services. The firm offers customized portfolios based on client goals, combining fundamental, technical, and cyclical analysis, and includes optional cryptocurrency exposure according to client preferences.

Aidis Zunde is a financial advisor at Zak Investment Management Company, LLC with 17 years of industry experience. He holds a Series 65 designation and has been with Zak Investment Management since 2008. In addition to his advisory role, he serves as a senior consultant for Whitney, Bradley & Brown, supporting the Department of Defense’s Joint Improvised Explosive Device Defeat Organization and leading a team in support of Operation Enduring Freedom. Zak Investment Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, foundations, and charitable organizations on a fee-only basis. The firm manages portfolios across equities, fixed income, mutual funds, and exchange-traded products, and is notable for its willingness to negotiate performance-based fee arrangements for eligible clients.