Robert Lee Dunn III

Patrick Lyons is the principal of Lyons Den Capital, an independent advisory firm based in Zebulon, NC. He holds Series 63 and Series 65 licenses and has 25 years of experience in the financial industry. Lyons has operated Lyons Den Capital since 2010 and also has a background in insurance sales through his self-employed practice, Patrick Lyons Insurance Services. Lyons Den Capital provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm constructs diversified portfolios using fundamental and technical analysis, with a focus on exchange-traded funds and options-based hedging, and offers ongoing consultation tailored to clients’ investment guidelines.

Matthew Unger is the sole advisor at Unger Financial in Raleigh, NC, holding a Series 66 license with 22 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 16 years before founding Unger Financial in 2021. Unger is also an independent insurance agent, offering disability, life, and long-term care insurance products. Unger Financial provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $15.94 million across about 69 accounts. The firm offers tailored portfolio management using various strategies and integrates complex outside holdings into clients’ overall financial plans, with a focus on both discretionary and non-discretionary managed accounts.

Jacob Stewart is a CFP® with five years of industry experience, currently serving at Wealth More Enterprise, Inc. since 2024. He has previously worked at Brightside, Garrett Investment Advisors, Zeiders Enterprises, and Wells Fargo Advisors. Outside of Wealth More, he is also financially active with Brightside in a non-investment-related role. Wealth More Enterprise is a team-based firm providing investment advisory and financial planning services through a mobile-first platform. The firm employs proprietary risk-scoring software and algorithmic management across four model portfolios, offering discretionary portfolio management alongside tiered advisory plans and standalone planning sessions.

Kevin Brown is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Fortress Private Ledger, LLC. His prior experience includes roles at Fidelity Investments and Simplicity Wealth. Outside of financial services, he works as an Uber driver. Fortress Private Ledger serves individuals, including high-net-worth clients, employer-sponsored retirement plans, and other entities, offering financial planning, portfolio management, ERISA-qualified retirement plan consulting, and Qualified Opportunity Zone advisory services. The firm employs a multi-strategy investment process utilizing technical analysis, fundamental and thematic approaches, managing portfolios with individual securities and ETFs through discretionary and non-discretionary programs.

Bryce Thompson is a CFP® professional with two years of industry experience, currently serving at Dew Wealth Management. His prior experience includes roles at Spark Financial Advisors and Mason & Associates. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management, offering both discretionary and non-discretionary services across multiple offices.

Stephen Barden is a financial advisor with Credit Union Investment Services in Benson, NC, holding Series 65 and Series 63 credentials and having 11 years of industry experience. He has worked at State Employees' Credit Union since 2004 and is also affiliated with Members Trust Company, SeCU Life Insurance Company, and SeCU Brokerage Services. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning with an emphasis on long-term, goals-based investing using low-cost index mutual funds and ETFs.