Matt Roberts

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.

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.

Ariel Rosenberg is a CFP® with two years of industry experience, currently serving as a financial advisor at Chicory Wealth. Prior to joining Chicory Wealth, he worked in various roles including at The Community Empowerment Fund and the Center for Cultural Innovation. Chicory Wealth is a multi-team registered investment adviser managing approximately $683 million for individuals, trusts, estates, and charitable organizations. The firm integrates fundamental analysis, modern portfolio theory, quantitative models, and ESG metrics to create tailored asset allocations, offering financial life planning and discretionary portfolio management with a long-term trading approach.

George Kitchen is a financial advisor with AdaptFirst Investments LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at MassMutual Investors Services since 2017 and Metlife Securities from 2010 to 2017. Outside of his advisory role, he is also involved in individual life insurance sales. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO functions. The firm uses a value-oriented investment approach supported by in-house research and offers additional services such as bookkeeping, tax preparation, and financial coaching.

Eric Hawkins is a financial advisor with Credit Union Investment Services in Mebane, NC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Credit Union Investment Services since 2015 and at Members Trust Company since 2016. Hawkins is also a Financial Advisory Services Specialist at State Employees' Credit Union and an agent for SeCU Life Insurance Company. Credit Union Investment Services serves North Carolina residents, primarily individual investors, with 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 goals-based planning, with salaried advisers who do not exercise trading discretion over client accounts.