Stanley Bruce Coats II

Jacob Stewart is a CFP® and holds a Series 66 license with six years of experience in the financial industry. He is currently with Wealth More Enterprise, Inc., where he has worked since 2024, and also maintains a role at Brightside. Wealth More Enterprise provides investment advisory and financial planning services through a mobile-first platform, offering discretionary portfolio management via a wrap-fee program and tiered advisory plans. The firm’s investment process uses proprietary risk scoring software and algorithmic management combined with model portfolios, supporting client interactions through digital communication and discretionary management overseen by an internal committee.

Kevin Brown is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Fortress Private Ledger, LLC. Prior to joining Fortress Private Ledger in 2024, he worked at Fidelity Investments and Simplicity Wealth. Outside of advising, he works as an Uber driver. Fortress Private Ledger serves individuals, high-net-worth clients, employer-sponsored retirement plans, and other entities with financial planning, consulting, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs a multi-strategy investment process that includes technical analysis, fundamental research, and thematic approaches, offering both discretionary and non-discretionary programs.

Giovanni Todesco is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Belpointe since 2016. Outside of his advisory role, he works as a parcel delivery supervisor at UPS. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, employing customized portfolios and a range of advisory structures.

Ron Linton is a CFP® and holds a Series 66 designation with 23 years of industry experience. He is currently with Level Four Advisory Services, where he has worked since 2025. Prior to this, he spent 12 years at The Fidelity Bank and LPL Financial. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of platform and sub-advisor arrangements.

Ana Fonseca is a financial advisor at Fifth Third Securities, Inc. based in Raleigh, NC, holding Series 63 and Series 65 licenses with 25 years of industry experience. Her prior roles include positions at Investment Distributors Inc, Protective Life Insurance Company, Concourse Financial Group, Raymond James, and Liberty Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with affiliation to Fifth Third Bank, providing access to various discretionary managed-account programs and features like direct indexing and tax-overlay services.

Jessica Lester is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill and Wells Fargo. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and offers a range of implementation options alongside financial planning and tax support services.