Matthew Brien Woodlief

Richard Speers is a financial advisor at Private Wealth Management of North Carolina LLC with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Private Wealth Management of North Carolina in 2010, he has been involved in tax and management consulting as managing member of Choplin, Harp & Speers, LLC, and serves on the board of Velleros, Inc., a telecommunications company. Additionally, he is a member of the board of directors for the North Carolina State University Endowment Fund. Private Wealth Management of North Carolina provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, retirement plans, corporations, charitable foundations, and pension plans. The firm follows a diversified asset-allocation strategy with both strategic and tactical adjustments and sponsors a wrap fee program with a multimillion-dollar qualification threshold.

Leonard Creech is a financial advisor at The Wealth Group, Ltd. in Oxford, NC, holding the PFS™ and Series 66 designations with 26 years of industry experience. He has been with The Wealth Group, Ltd. since 2011 and has also worked at Capital Investment Group, Inc. since 1999. The Wealth Group, Ltd. provides wealth analysis, financial planning, and portfolio management services to individuals, high net worth clients, trusts, corporations, and charitable organizations. The firm manages approximately $289 million for about 425 clients using a contrarian/value investment approach combined with access to external money managers.

Toney Falkner III is a financial advisor with Private Wealth Management of North Carolina LLC in Raleigh, NC. He holds Series 63 and Series 65 credentials and has 24 years of industry experience. He has been with Private Wealth Management of North Carolina since 2009. Outside of advising, he is a managing member of a real estate-related LLC. Private Wealth Management of North Carolina provides discretionary investment management, financial planning, and consulting services to a range of clients including high-net-worth individuals, families, trusts, and pension plans. The firm employs a diversified asset-allocation strategy with strategic and tactical adjustments and sponsors a wrap fee program for qualifying accounts.

Sabine Stovall is a financial advisor with Private Client Services, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with Private Client Services since 2011 and also has a long-standing career as a model and talent professional. Outside of advising, she serves as a director and secretary for Friends of Prospect Parks, a nonprofit focused on park preservation in Louisville, KY. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, and institutions. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Phillip Burnette is a financial advisor with Capital Analysts in Henderson, NC, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has worked with Lincoln Investment since 2010 and Aag Securities since 1997. Burnette is also president and owner of The Burnette Financial Group, Inc., which specializes in the sale and service of insurance products including group health, life, dental, and disability insurance. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary in-house teams and non-discretionary advisor-managed and third-party solutions, utilizing proprietary screening and tax-aware strategies.

Bradley Curelop is a CFP® professional with nine years of industry experience, currently serving at PNC Wealth Management. His prior roles include positions at United Brokerage Services, SunTrust Investment Services, SunTrust Bank, and BB&T. He co-owns a short-term rental property with Stacey Curelop. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party strategists to manage investments primarily with mutual funds and ETFs.