Shari Becker

Christopher Fauchier Nobles is the President and Chief Compliance Officer of Confiance Financial LLC and holds a Series 65 designation. He has experience in investor communications and back-office technology platforms through his executive role at BetaNXT and a prior tenure at Mediant Communications Inc. Confiance Financial provides discretionary investment management and comprehensive financial planning to individual clients, including high-net-worth individuals. The firm uses a fundamental, primarily long-term investment approach and incorporates diversified mutual funds, ETFs, and individual securities, while also employing third-party independent managers to execute strategies.

John Young is a CFP® with 27 years of industry experience, currently serving as the sole advisor at Cardinal Wealth Partners, LLC in Chapel Hill, NC. His prior experience includes roles at Red Oak Capital Management, Inc and Allen C. Ewing & Co. He is also involved in providing life insurance solutions through the Cardinal Wealth Partners Insurance Agency. Cardinal Wealth Partners is an independent investment adviser offering discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, corporations, and select 401(k) plans. The firm manages approximately $13 million across 55 client households, employing diversified portfolios primarily using ETFs and mutual funds, with tailored investment advice and regular account reviews.

Nicholas Seligman is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Center Peak Financial. He previously worked at Edward Jones for 13 years. Outside of his advisory role, he is also licensed as an insurance agent. Center Peak Financial Services is a state-registered investment adviser providing discretionary and non-discretionary investment management, retirement plan advisory, financial planning, and consulting services to institutional clients and individual households. The firm emphasizes strategic asset allocation with tactical flexibility and offers specialized pension consulting and retirement-plan fiduciary services.

John Morgan is the principal of Spectrum Advisers, LLC in Chapel Hill, NC, with 16 years of experience in financial advisory services. He holds Series 63 and Series 65 licenses and has operated Spectrum Advisers since 2009. In addition to his advisory work, Mr. Morgan manages Fields Consulting LLC, a separate business through which he offers insurance products and real estate services in his capacity as a licensed insurance producer and real estate agent. Spectrum Advisers provides investment advisory and financial planning services to individuals, high-net-worth clients, qualified retirement plans, trusts, charitable organizations, and business entities. The firm combines institutional-level retirement plan management with individualized wealth advisory, employing a broadly diversified, tax-aware global asset allocation approach implemented mainly through mutual funds and ETFs.

William Bunch II is a CFP® and holds a Series 65 license, with 10 years of experience in financial advising. He is the sole advisor at Maze Financial Planning in Chapel Hill, NC, where he has worked since 2016. Maze Financial Planning provides investment management and financial planning services to individuals as well as private foundations, charitable organizations, and participant-directed retirement plans. The firm emphasizes long-term, diversification-centered strategies based on Modern Portfolio Theory and offers fiduciary plan advice, participant education, and monitoring of plan investments.

Leonard Brooks is the sole advisor at Brooks Financial of North Carolina, LLC, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has worked with firms including Cetera and H.D. Vest Advisory Services. Brooks also owns a tax preparation and filing service and serves as an agent for a property and casualty insurance agency. Brooks Financial of North Carolina provides financial planning and non-discretionary portfolio management primarily for individual and high-net-worth clients, offering retirement-plan services and insurance planning. The firm manages accounts with client-confirmed trades and uses both fundamental and technical analysis, disclosing a fiduciary duty for retirement advice and incorporating AI tools under supervision.