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.

Mark Coffey is the sole advisor at Hickory Financial Group, LLC in Hickory, NC, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior roles include positions at Avenir Private Advisors LLC and Kovack Securities Inc. Outside of advisory work, he owns a duck hunting guide service and a marine construction company. Hickory Financial Group is an independent investment adviser serving individuals, families, trusts, estates, charitable organizations, and small businesses. The firm primarily employs an equity-oriented strategy using sector- and factor-weighted ETFs and individual stocks, combining fundamental and technical analysis with ongoing portfolio monitoring and rebalancing.

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.

Brittney Miller is a CFP® certificant with 10 years of industry experience, currently serving at Thayer Financial, L.L.C. in Hickory, NC. Her prior experience includes roles at Bragg Financial Advisors Inc and RBC Capital Markets, LLC, among others. Thayer Financial serves individuals, charitable organizations, and employer-sponsored retirement plans by offering discretionary investment management, financial planning, pension consulting, and educational seminars. The firm emphasizes goal-aligned, diversified portfolios and integrates educational workshops and ancillary client services into its wealth management practice.

James Deporre Jr. is a financial advisor with Hammerhead Financial Strategies, LLC and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including roles at Shark Investing, Inc. and Shark Asset Management, Inc. Since 2005, he has been president of Shark Investing, Inc., which operates a subscription-based website providing daily stock market articles and other content to subscribers. Hammerhead Financial Strategies offers discretionary portfolio management, financial planning, and consulting primarily to high-net-worth clients. The firm employs an active, opportunistic investment approach using proprietary trading methods that incorporate fundamental, technical, and behavioral analysis, with a focus on higher-beta equities and risk controls such as diversification and hedging strategies.

I’m Deaton Smith and I am the founder of Thayer Financial, a CERTIFIED FINANCIAL PLANNER™ professional, a West Point graduate and OEF Veteran. I named Thayer Financial after the founding father of West Point because I envision my company as something bigger than me. It embodies the same values and principles of my time at West Point and in the Army: Duty, Honor, Integrity, and Loyalty. These values are at the very core of everything I do and stand for. The existing business model is drowning in a sea of “trust me” salespeople all riddled with major conflicts of interest and complicated financial products that pay exorbitant commissions. This is why I created my own firm. My values and beliefs did not line up with any of these major firms and I knew that there had to be a better way to serve my clients. That’s why I launched a fee-only Registered Investment Adviser that is legally obligated to work as a fiduciary 100% of the time. I don’t accept commissions, referral fees, kickbacks, free vacations, or marketing dollars from insurance companies or investment companies. The only way I get paid is directly from my clients for the services that I provide, which allows my clients to weigh the true cost of the advice they are receiving.

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.

Brittany Macchia is a financial advisor with Sollinda Capital Management LLC, holding a Series 65 designation. She has 10 years of experience at Mumy Financial. Sollinda Capital Management LLC is a discretionary investment adviser that provides portfolio management and financial planning services to individuals, including high-net-worth clients, and profit-sharing plans. The firm employs a range of systematic and discretionary strategies and manages approximately $1.016 billion in regulatory assets.

Janette Jolly is a financial advisor at Apollon Financial, LLC with 13 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked with firms including Good Life Advisors, LPL Financial, and Waddell & Reed. Outside of her advisory role, she is also registered as a solicitor in Hickory, NC. Apollon Financial is an SEC-registered firm managing approximately $1.45 billion and serving a variety of clients including individuals, families, and businesses. The firm combines centrally managed model strategies with advisor-led portfolios and offers a broad range of investment options and technologies, including ESG models, Direct Indexing, and tax-aware techniques.

Andrew Rader is a CFP® with 13 years of industry experience, currently serving as an advisor at Sollinda Capital Management LLC. His prior work includes roles at Capital Investment Group, Inc. and Capital Investment Advisory Services, LLC. Outside of his advisory duties, he owns EIPO, LLC, a residential rental property business. Sollinda Capital Management LLC is a discretionary investment adviser managing over $1 billion in regulatory assets, serving individuals and profit-sharing plans with a variety of systematic and discretionary strategies. The firm offers tailored portfolio management and financial planning, employing diverse analytical methods and investment vehicles.

Ryan Mumy is a CFP® with 22 years of industry experience and is currently with Sollinda Capital Management LLC. He has held roles at Mumy Financial Advisors, LLC and Capital Investment Advisory Services, LLC, among others. Outside of his advisory work, he serves as a board member for the nonprofit New Beginnings Hickory and is involved in several non-investment-related business ventures including farming activities and a health-focused restaurant investment. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans. The firm employs multiple proprietary investment strategies and primarily uses liquid public securities, managing accounts on a discretionary basis with an emphasis on allocation and risk management.

David Van Horn is a financial advisor at Sollinda Capital Management LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at Capital Investment Group, Inc. and Charter Financial Group, LLC. His role at Sollinda began in 2023. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans, offering tailored investment programs across several proprietary strategies with an emphasis on allocation and risk management.

Anna Winger is a CFP® professional with seven years of industry experience, currently serving at Sollinda Capital Management LLC since 2023. She previously worked at Capital Investment Advisory Services, LLC and has practiced law since 2018, specializing in estate planning, elder law, and business law through Heritage Law. Outside of financial advising, she maintains her legal practice in Hickory, NC. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans, employing multiple proprietary investment strategies and a focus on allocation and risk management.

Noah Hannon is a Series 65-licensed financial advisor at ABS Legacy Partners, LLC with experience dating to 2021. His background includes roles at Truist Bank and prior positions in education at Appalachian State University and Greer High School. ABS Legacy Partners provides investment advisory and financial planning services to a range of clients, including individuals, high-net-worth clients, trusts, estates, retirement accounts, and business entities. The firm employs a combination of in-house portfolio management and third-party sub-advisors, using multiple analytical methods and maintaining formal compliance controls.

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.

Matthew Whitt is a financial advisor at AlphaStar Capital Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Dean Financial LLC and Planet Fitness. Whitt is also a licensed insurance agent. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing both model portfolios and custom strategies based on quantitative analysis and tactical asset allocation.

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.

Patrick Holmes is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Seven Two Wealth Partners and C Rice and Associates. Outside of financial advising, he is active as a Licensed Real Estate Agent in North Carolina. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolios and offers a range of programs including discretionary and non-discretionary management, access to independent managers, and advisory signal services.

Brent Townsend is a financial advisor with Advisory Services Network, holding the ChFC® designation and Series 63 and 66 licenses. He has 22 years of industry experience and has worked with Kovack Securities Inc. since 2014 and Advisory Services Network since 2012. Townsend participates in the Dave Ramsey SmartVestor program, providing referral services for investors who complete the program. 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, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.