Patrick Clayton Cottle

Brian Liedstrand is a financial advisor at Selective Wealth Management, Inc. with 11 years of industry experience. He holds a Series 65 designation and has served in the U.S. Marine Corps since 2017, including a role as a Marine for Life Representative. Liedstrand also acts as the music director for Harvest Presbyterian Church PCA. Selective Wealth Management serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across eight advisors and offers discretionary investment supervisory services with tailored financial planning and periodic account reviews.

Caleb Rich is a financial advisor at PracticeCFO Investments in Swansboro, NC, holding a Series 65 designation. He has one year of industry experience, including time at Sanders Ford and self-employment, following a decade of service with the Department of Defense. PracticeCFO Investments provides investment management, financial planning, retirement plan advisory, insurance placement, and tax services to a diverse client base including individuals, high-net-worth clients, and charitable organizations. The firm uses a hybrid investment approach based on Modern Portfolio Theory, combining low-cost passive ETFs with tactical asset allocation and formal Investment Policy Statements.

Roy Atallah is a financial advisor with Compass Financial Management LLC and holds a Series 65 designation. He has one year of industry experience, previously serving ten years in the US Navy. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and both internal and third-party managed portfolios.

Richard Hamilton II is a CFP® professional with nine years of industry experience. He currently works at Facet and previously held roles at Edward Jones and The Vanguard Group Inc. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, using technology-driven, model-based asset allocations and a flat subscription fee model rather than percentage-of-assets-under-management fees. The firm serves a wide range of households and integrates comprehensive planning across its multi-advisor platform.

David Miller is a financial advisor with First Citizens Investor Services, Inc. in Newport, NC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with First Citizens Investor Services since 2011. First Citizens Investor Services, Inc. serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers a range of advisory and brokerage services, employing a client process that incorporates fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

John Adamczuk is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with both Commonwealth Financial Network and Crossbridge Financial since 1997. Outside of his advisory work, he is a part owner of Crossbridge Financial Group, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while providing operations, compliance, and technology infrastructure to affiliated advisors.