Matthew Stephenson Mclean

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.

Ryan Foster is a CFP® certified financial advisor with 18 years of industry experience. He is the principal advisor at Crossroads Financial Services Inc, where he has worked since 2022. Prior to that, he worked at Intercarolina Financial Services, Inc. and Fund Direct Advisors, Inc. from 2016 to 2022. Crossroads Financial Services Inc provides investment management and financial planning primarily for individuals, high-net-worth clients, and charitable organizations. The firm operates on a fee-only basis with discretionary portfolio management, combining passive and active strategies tailored through ongoing client discussions.

Laura Collins is a financial advisor at Provident Wealth Management with 17 years of industry experience. She holds Series 65 and Series 63 licenses and has held roles at firms including Lincoln Financial Securities Corporation and Meritage Holdings, LLC. Outside of her advisory work, she manages a consulting business focused on non-qualified deferred compensation strategies and is co-owner and vice president of a real estate brokerage. Provident Wealth Management provides investment advice to individuals, trusts, estates, charitable organizations, and business entities. The firm offers asset management on both discretionary and non-discretionary bases, financial planning, and consulting, with an investment approach that incorporates fundamental, technical, charting, and cyclical analysis.

Katrina Stalls is a financial advisor at Provident Wealth Management with three years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Bank. Outside of her advisory role, she is also involved in insurance sales and services through Provident Insurance Group and is a commissioned notary public. Provident Wealth Management provides investment advice to individuals, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and consulting services, including guidance on cryptocurrencies, and employs both discretionary and non-discretionary investment mandates supported by sub-advisors.

Menelaos Fotiou is a financial advisor at Secure Wealth, Inc. with two years of industry experience. He holds a Series 65 designation and has owned Olympic Golden Retirements LLC since 2001, a business focused on life insurance, annuities, long-term care, and retirement income planning. Secure Wealth primarily serves individual and high-net-worth clients with discretionary portfolio management and tailored financial plans. The firm specializes in managing structured-note portfolios that emphasize downside protection through diversified strategies and detailed asset analysis.

Thomas James is a CFP® with 18 years of industry experience, currently serving at EPG Wealth Management LLC. His background includes roles at Arkadios Capital, ACG Wealth Inc., and Triad Advisors, Inc. He is also an assistant professor of the practice of finance at High Point University and serves as an expert witness in securities cases for a law firm. EPG Wealth Management LLC serves individuals, trusts, businesses, and retirement plans with customized investment plans and offers a range of advisory services, including advisor-managed portfolios and fiduciary consulting. The firm manages accounts using fundamental, technical, and cyclical analysis and employs both tailored portfolios and third-party model allocations.