Todd Graddy

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.

Edward Fulbright is the principal and sole advisor at Fulbright Financial Consulting, PA in Durham, North Carolina. He holds the PFS™ designation and Series 63 license, with 10 years of experience in financial advising and over 40 years managing his CPA firm, Fulbright & Fulbright, CPA, PA, where he provides accounting, tax, and management consulting services. Fulbright Financial Consulting is a fee-only advisory firm serving individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a Functional Asset Allocation approach that integrates interest-earning assets, real estate, and equities, and emphasizes low-cost index funds and ETFs, offering both discretionary and non-discretionary services.

Paul Finkel is a CFA® charterholder with 10 years of industry experience, currently serving as the sole advisor at Queenfin LLC since 2015. His work history includes extensive institutional portfolio management experience at firms such as Prudential Financial and CDPQ prior to founding Queenfin. Queenfin LLC provides ongoing financial consulting and as-needed advice to individuals, including high-net-worth clients, and small businesses. The firm emphasizes financial strength through income management and liquid reserves while recommending low-cost index funds and bond ladders, delivering advisory services without discretionary portfolio management or account supervision.

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.