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.

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.

Stefan Lloyd is a financial advisor at Provident Wealth Management in Dallas, TX, holding Series 65 and Series 66 licenses with nine years of industry experience. His prior roles include positions at Morgan Stanley, Ovington Advisors, and several boutique firms. Provident Wealth Management serves individuals, trusts, estates, and small businesses with investment advisory and financial planning services. The firm offers customized portfolios aligned with client goals and risk tolerance, incorporating fundamental, technical, and cyclical analysis, and provides educational seminars and advice on cryptocurrencies and digital assets.

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.

Robert Kernodle is a financial advisor at Strathmore Capital Advisors with 15 years of industry experience. He holds a Series 65 designation and has been with Strathmore Capital Advisors since 2011. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans by providing discretionary portfolio management and goals-based financial planning. The firm’s investment approach centers on asset allocation using mutual funds and ETFs, complemented by technology tools for client service and distinctive offerings such as a securities-backed lending strategy and integrated tax and estate-planning services.

George Kitchen is a financial advisor with AdaptFirst Investments LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at MassMutual Investors Services since 2017 and Metlife Securities from 2010 to 2017. Outside of his advisory role, he is also involved in individual life insurance sales. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO functions. The firm uses a value-oriented investment approach supported by in-house research and offers additional services such as bookkeeping, tax preparation, and financial coaching.

Michael Allen is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at Principal Life Insurance and Principal Securities since 2022, along with prior positions in various industries. Outside of advisory work, he owns a rental car business operating on the Turo platform. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm integrates proprietary models and third-party tools within the Principal Financial Group family, serving clients with a range of retirement-focused investment solutions.

Eric Hawkins is a financial advisor with Credit Union Investment Services in Mebane, NC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Credit Union Investment Services since 2015 and at Members Trust Company since 2016. Hawkins is also a Financial Advisory Services Specialist at State Employees' Credit Union and an agent for SeCU Life Insurance Company. Credit Union Investment Services serves North Carolina residents, primarily individual investors, with non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and goals-based planning, with salaried advisers who do not exercise trading discretion over client accounts.

Michael Jones is a financial advisor at Silver Oak Securities, Incorporated with 17 years of industry experience. He holds a Series 66 designation and has worked at Silver Oak Securities since 2021. Prior to that, he was associated with Big Rock Wealth Advisors and Cantella and Co., Inc. Jones also serves as an assistant baseball coach at Walter M Williams High School. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers tailored portfolio management, unified managed accounts, financial planning, and specialized solutions for held-away retirement plan assets.

Douglas Everett is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his advisory role, he is the owner of Pit Bull Crew, LLC, where he sells life, health, and long-term care insurance and provides wealth management services. He also works as an implementation specialist for an online estate planning referral system. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, sub-advisory, and client referral services through a network of investment adviser representatives across multiple offices.

Joseph Pipkin is a financial advisor with Credit Union Investment Services and holds Series 63 and Series 65 designations. He has nine years of industry experience and has worked at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees’ Credit Union. Outside of advising, he is involved in a family egg supply business where he occasionally sells eggs to offset feed costs. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a long-term, goals-based planning approach, with advisory representatives as salaried employees of the parent credit union.

Jason Cook is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds the CFP® designation and has 25 years of industry experience. His work history includes roles at BFC Planning, Inc., Alco Investment Club, and Stokes, Cook & Associates. Outside of his advisory work, he has been involved in community and charitable organizations such as the Graham Fire Department, Burlington Shrine Club, and Bingham Masonic Lodge. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers a variety of asset management platforms and investment strategies through approximately 100 independent investment adviser representatives.

Shineece Sellars is a financial advisor at IP Financial Advisory Services LLC with a Series 66 designation and four years of industry experience. Her work history includes roles at Keller Williams, Mueller Reports, and The Prudential Insurance Company of America. Outside of advisory work, she serves as Executive Director of the African American Cultural Arts & History Center and is involved with other nonprofit organizations and real estate activities. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on customized portfolio construction and monitoring, often using discretionary authority, and provides access to third-party investment advisors alongside traditional advisory services.

Samantha Mcdevitt is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds a Series 66 designation and has worked at Truist and its predecessor firms since 2015. Outside of her advisory role, she is involved in farming, livestock, and photography through her membership in S Enterprises LLC. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary and non-discretionary investment solutions, utilizing model portfolios, third-party managers, and advisor-led asset allocation.

Christopher Norris is a financial advisor at Integrity Advisory Solutions with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Burlington Alliance Capital Management and Allstate Insurance Company. In addition to his advisory role, he provides estate planning consultation and program enrollment services through Integrated Trust Systems. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a network model of investment adviser representatives and relying on third-party platforms and managers.

Mallory Storrie is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of experience. Her work history includes roles outside of financial services, such as positions in the hospitality industry and at UNC Chapel Hill. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support.

Madison Dunn is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and over one year of experience in the industry. Prior to joining Transamerica, Dunn worked at Powell Wealth and Nuveen Asset Management, as well as holding roles outside of finance including positions at Bernhardt Furniture and High Point University. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice and investment education programs that emphasize asset allocation and retirement planning, supported by proprietary software and model portfolios provided by Morningstar Investment Management.

Cynthia Reavis is a financial advisor with Valic Financial Advisors in Burlington, NC, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, Merrill, and other firms. Outside of her advisory work, she is also an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.