Harold Perkins is the sole advisor at Continuum Financial, LLC in Granite Falls, NC, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with Continuum Financial since its founding in 2002. Continuum Financial provides investment supervisory services and ERISA/401(k) consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm employs a core-and-satellite investment approach combining in-house selection of stocks and bonds with select ETFs, alongside ERISA consulting and fiduciary diligence through structured committee processes.

Michael Loeb is a financial advisor at Argosy Investors with eight years of industry experience and a Series 65 credential. He has worked at several firms, including Magnolia Wash Holdings, von Drehle Corporation, Ally Financial, and Broyhill Asset Management. Outside of advisory work, he serves as M&A Director for Whistle Express, a privately held car wash company. Argosy Investors provides discretionary investment management through separately managed accounts, focusing on a value-oriented strategy with a bottom-up fundamental analysis approach. The firm typically manages a concentrated portfolio aimed at long-term growth and special-situation opportunities, serving qualifying individuals and entities.

Adam Smith is a financial advisor at Fortress Private Ledger, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch from 2018 to 2024. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm employs a dynamic investment approach combining trend identification, technical and fundamental analysis, and utilizes a mix of ETFs, individual securities, and mutual funds.

Kirk Hobart is a Series 65 licensed advisor at Beacon Wealth Consultants, Inc. in Hickory, NC, with seven years of industry experience. Before joining Beacon Wealth Consultants in 2022, he worked at Higher Ground Financial, LLC for 13 years. Outside of his advisory role, he provides consulting services on business and financial matters to Carolina Oncology Specialists, PA. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with comprehensive wealth management, financial planning, investment management, estate administration, and retirement plan consulting. The firm employs an internal investment committee to guide portfolio construction and emphasizes faith-based, Biblically Responsible Investment screening.

Angela Simmons is a CFA® charterholder with 21 years of experience in the financial advisory industry. She has worked at Everett Harris & Co for 30 years before joining ABS Legacy Partners, LLC, where she has been advising clients since 2020. Simmons operates as the sole advisor at ABS Legacy Partners in Hickory, NC. ABS Legacy Partners provides fiduciary investment advisory services to individuals, including high-net-worth clients, as well as trusts, retirement accounts, and business entities. The firm offers discretionary asset management, comprehensive portfolio management, and standalone financial planning, utilizing individualized portfolios with a range of investment types and ongoing due diligence of third-party managers.

Jason Beckley is a financial advisor with Advisory Services Network, holding a Series 65 designation and 14 years of industry experience. He previously worked at Omnistar Financial Group for 10 years before joining Advisory Services Network in 2021. Outside of his advisory role, Beckley serves as board chair of a volunteer fire department, chairs an endowment committee for a local nonprofit, and acts as treasurer for a Rotary Club and its foundation. Advisory Services Network supports individuals, families, corporations, and charitable organizations through a network of over 200 independent advisors. The firm offers portfolio management, financial planning, and retirement-plan consulting, employing a range of investment strategies and implementation options tailored to client objectives.

Amanda Dowell is a Series 65–licensed financial advisor with Advisory Services Network in Hickory, NC. She joined the firm in 2024 and has prior experience in various roles outside the financial industry, including positions at The Corner Table and Shook Chiropractic. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with tailored strategies across multiple asset classes.

Cassandra Smith is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Credit Union Investment Services. She has held roles with Members Trust Company, Secu Life Insurance Company, and State Employees’ Credit Union. In addition to her advisory work, she acts as a financial advisory services specialist with State Employees’ Credit Union. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm operates as a subsidiary of State Employees’ Credit Union and manages over $3 billion in advisory assets.

Nathan Workman is a Series 65-credentialed advisor with two years of industry experience. He is affiliated with CS Planning Corp and Elmberry Wealth Management, Inc. Outside of financial advising, Nathan is a practicing attorney specializing in estate planning and asset protection at Radius Law Group. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model with bespoke asset allocation strategies and ongoing portfolio monitoring.

Terry Hollar is a ChFC® with 38 years of industry experience, currently serving at Regal Investment Advisors LLC and Regulus, LLC. He has held roles at these firms since 2012 and 2014, respectively. Outside of his advisory work, Hollar is president of a homeowners association and is active as an officer and president in local community organizations, including a Lutheran day school and church. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management services to independent advisers and their clients, offering proprietary and third-party model portfolios across various asset classes. The firm serves individual, charitable, and corporate clients through a network of financial advisers who manage suitability and client communications.

Eric Whitener is a Series 65-licensed financial advisor with 14 years of industry experience. He has worked at Advisory Services Network since 2021 and previously spent nine years at Omni Star Financial Group. Outside of his advisory role, he is a managing member of Grayton & Jamison II LLC, which owns investment real estate, and is involved in a service company supporting his advisory practice. Advisory Services Network is an enterprise firm with approximately 208 independent advisers serving individuals, families, corporations, charitable organizations, and retirement plans. The firm offers portfolio management, financial planning, and a range of investment services, managing about $8.6 billion in client assets through tailored strategies across various asset classes.

Caleb Rash is a financial advisor with Credit Union Investment Services in Hudson, NC, holding Series 63 and Series 65 licenses and one year of industry experience. He has held positions at SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union since 2025. Outside of his advisory role, he serves as a Financial Advisory Services Specialist at State Employees' Credit Union and as an agent with SECU Life Insurance Company. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, with salaried advisers offering recommendations while clients retain final decision authority.

John Tompkins is a financial advisor at Credit Union Investment Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Outside of his advisory role, he is involved in youth sports as a basketball referee and coaches the girls' basketball team at University Christian High School. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing 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 adviser representatives who are salaried employees of the parent credit union.

Zachary Cook is an investment adviser representative at Credit Union Investment Services with a Series 66 designation and one year of industry experience. He also serves as a Financial Advisory Services Specialist at State Employees' Credit Union and as an agent with SECU Life Insurance Company. Prior to his financial services roles, his background includes positions in retail and education. Credit Union Investment Services serves residents of North Carolina, primarily individual investors and a smaller number of trust clients, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm generally recommends low-cost, index-based mutual funds and ETFs, along with fixed-income products, using a goals-based, long-term planning approach.

Ernest Ceccato Jr. is a financial advisor with Founders Financial Alliance, LLC, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Founders Financial Alliance and LPL Financial since 2015. Founders Financial Alliance provides discretionary investment management, financial planning, retirement plan consulting, and related advisory services to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process using ETFs, third-party managers, and regular portfolio monitoring, and offers a flat-fee family-office style program combining management, planning, and tax analysis.

George Martin is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Alphastar Capital Management, LLC, Calton & Associates, Inc., and Four Plus One, Inc., dba Charter Financial Group, where he is also an owner and insurance agent involved in property and casualty agency and fixed indexed annuity sales. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, offering discretionary trading authority subject to client restrictions.

Jonathan Spatz is a financial advisor at Lifeworks Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms, including Brookstone Wealth Advisors, Insight Folios, and VOYA Financial Advisors. Outside of advisory work, he is the owner and insurance agent of Spatz Delmonico LLC and Epic Income Advisors, both involved in commissionable insurance sales, and is engaged with Benefit Solutions Inc., a health insurance brokerage and third-party administrator. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche investment approach combined with factor-based and smart-beta strategies.

Louis Wetmore is a financial advisor at Advisory Services Network with 15 years of industry experience. He holds a Series 66 designation and previously worked at Omnistar Financial Group for 11 years before joining his current firm in 2021. Outside of financial advising, he is a certified court mediator operating a sole proprietorship under Wetmore Mediation. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisers. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with a range of investment strategies and implementation options.

Douglas Beam is a financial advisor at Creative Financial Designs, Inc. with 13 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, LLC from 2014 to 2017. Beam is also involved in independent insurance sales related to investments in Morganton, NC. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with various billing arrangements and specialized management programs.

Douglas Frye is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brookstone Capital Management and Spinnaker Financial, Inc. Frye is also the owner and host of a personal finance education platform, TheMoneyClassroom.com. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms with an emphasis on client-directed implementation and oversight.