Stefan Lloyd

David Isley is a financial advisor at Abound Investments with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked with various insurance carriers since 2002. In addition to his advisory role, he is a licensed North Carolina life and health insurance agent. Abound Investments serves individual clients, including high-net-worth individuals, as well as corporate pension and profit-sharing plans. The firm offers discretionary asset management, financial planning, insurance planning, and consulting services, with an investment approach that emphasizes tailored portfolios focused on individual stocks and proprietary strategies for managed accounts.

Ryan Foster is a CFP® professional with 18 years of experience in financial services. He is the sole advisor at Crossroads Financial Services Inc, where he has worked since 2022. His prior roles include positions at Intercarolina Financial Services, Fund Direct Advisors, and Broker Dealer Financial Services Corp. Crossroads Financial Services Inc provides investment management and financial planning primarily for individuals, high-net-worth clients, and charitable organizations. The firm operates on a fee-only basis, managing discretionary portfolios that combine passive and active strategies tailored through ongoing client discussions.

Laura Collins is a financial advisor with Provident Wealth Management in Burlington, NC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior roles include positions at Lincoln Financial Securities Corporation and ongoing involvement with Crossharbour Partners, LLC and Gulfstream Capital Partners, Inc. Outside of advisory work, she is a managing member and consultant for non-qualified deferred compensation strategies and co-owner and vice president of a real estate brokerage firm. Provident Wealth Management serves individuals, trusts, estates, and small business entities with investment advisory and financial planning services. The firm offers customized portfolios based on client goals, combining fundamental, technical, and cyclical analysis, and includes optional cryptocurrency exposure according to client preferences.

Katrina Stalls is a financial advisor at Provident Wealth Management with three years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Bank. In addition to her advisory role, she is involved with Provident Insurance Group as an insurance agent and holds a notary public commission. Provident Wealth Management serves individuals, trusts, estates, and small business entities with investment advisory and financial planning services. The firm offers customized portfolios and financial plans, educational seminars, and advice on cryptocurrencies, using a combination of fundamental, technical, and cyclical analysis tailored to client preferences.

Menelaos Fotiou is a financial advisor at Secure Wealth, Inc. with one year of industry experience. He holds a Series 65 designation and has been the owner of Olympic Golden Retirements LLC since 2001, where he focuses on life insurance, annuities, long-term care, and retirement income planning. Secure Wealth serves individuals, corporations, charitable organizations, and retirement plans, managing approximately $113 million in discretionary assets. The firm emphasizes structured notes with downside protection and uses a combination of fundamental, technical, and modern portfolio theory approaches across client portfolios.

Thomas James is a CFP® professional with 18 years of industry experience, currently serving at EPG Wealth Management LLC. His prior roles include positions at Arkadios Capital, ACG Wealth Inc., and Triad Advisors, Inc. He is also an assistant professor of the practice of finance at High Point University, where he has taught since 2016. Additionally, he provides expert witness services on securities cases for a law firm. EPG Wealth Management works with individuals, trusts, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm develops customized investment plans using a combination of fundamental, technical, and cyclical analysis, often managing accounts on a discretionary basis and incorporating alternative investments and third-party managers.