Paul Finkel

Christopher Fauchier Nobles is the President and Chief Compliance Officer of Confiance Financial LLC and holds a Series 65 designation. He has prior experience at Mediant Communications Inc. and Betanxt, where he was involved in investor communications and back-office technology platforms. Nobles divides his time between his advisory role and his executive responsibilities at BetaNXT. Confiance Financial provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a fundamentally driven, primarily long-term investment approach and may engage third-party independent managers to implement portfolio strategies.

William Bunch is a CFP® and Series 65-registered advisor with nine years of industry experience. He is the sole advisor at Maze Financial Planning, an independent firm based in Chapel Hill, NC, where he has worked since 2016. Prior to founding the firm, he was employed at UNCW from 2013 to 2016. Maze Financial Planning serves individuals, family entities, trusts and estates, small businesses, and charitable organizations, providing discretionary and non-discretionary portfolio management, written financial planning, and participant-directed retirement plan advisory services. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and offers custom sustainable/ESG investment options.

William Newcomb is a CFP® and holds a Series 66 license with 16 years of experience in financial advising. He founded Newcomb Financial Advisors, LLC in Chapel Hill, NC, where he has been the sole advisor since 2010. Newcomb Financial Advisors is an independent, fee-only firm serving individuals, trusts, estates, and small businesses with financial planning and investment management. The firm employs a core-and-satellite investment approach focused on strategic asset allocation, managing approximately $13.9 million across 14 clients, primarily on a discretionary basis.

Christopher Sherman is the sole advisor at Sherman Financial in Chapel Hill, NC, holding a Series 65 designation with nine years of industry experience. He has operated Sherman Financial Consulting since 2015, providing small business and nonprofit financial consulting and management services. Sherman is also a co-owner of Harmony Music Studios LLC, offering music lessons in Chapel Hill. Sherman Financial is a fee-only independent advisory firm serving individuals, families, trusts, nonprofit organizations, and businesses. The firm emphasizes strategic asset allocation with predominantly passive investment strategies, providing comprehensive financial planning and investment advice without discretionary trading authority or custody of client assets.

Ryan Glover is a CFP® with 18 years of industry experience, currently serving as an advisor at Tarheel Advisors, LLC since 2009. Based in Chapel Hill, NC, he holds Series 63 and Series 65 licenses. Tarheel Advisors provides discretionary wealth management and comprehensive financial planning to individuals, families, trusts, retirement plan sponsors, non-profits, and corporations. The firm emphasizes customized portfolios with diversification and risk management, and it also offers retirement plan consulting and business advisory services.

Matthew Rubush is a financial advisor at Millennium Planning Group, LLC with three years of industry experience. He holds a Series 65 designation and has prior experience as a CPA, including roles at Stephens & Nashland CPAs and his own CPA practice. Outside of advising, he is president of Old House Bookkeeping & Tax, LLC, where he prepares tax returns and provides bookkeeping services for small businesses. Millennium Planning Group offers investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm manages portfolios using a variety of analysis methods and trading strategies, often on a discretionary basis, and incorporates third-party managers through an institutional platform.