James Staples is a CFP® with 43 years of industry experience and serves as President of Opus Financial Advisors, Inc. He has worked at LPL Financial LLC and FSC Securities Corporation and has been with Opus Financial Advisors since 1982. Staples serves as a board member for Children's Homes of Iredell County and has held leadership roles in local nonprofit organizations related to education and community outreach. Opus Financial Advisors is a team-based firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting using a variety of sponsored and third-party programs primarily on the LPL platform, with a mix of fundamental and technical investment methods.

Ryan Mumy is a CFP® professional with over 23 years of experience in financial advising. He is currently with Sollinda Capital Management LLC and has held roles at Mumy Financial Advisors, LLC, Capital Investment Advisory Services, LLC, and other firms. Outside of his advisory work, he serves as a board member for New Beginnings Hickory, a nonprofit organization, and is a minority investor in Clean Eatz Columbus, a restaurant providing healthy meal options. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement plans. The firm combines systematic and discretionary investment strategies and offers sub-advisory services, a Brazil-focused private fund, and a diversified advisory team with broker-dealer, insurance, and accounting licenses.

Janna Deegan is a financial advisor at Opus Financial Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and has been with Opus Financial Advisors since 2015. Deegan also serves as the firm’s Vice President and Chief Compliance Officer and is a licensed notary public. Opus Financial Advisors is a state-registered, team-based firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting using a combination of firm-sponsored and third-party investment programs primarily administered on the LPL platform.

David Van Horn is a financial advisor with Sollinda Capital Management LLC and holds a Series 66 designation. He has 24 years of industry experience and has previously worked at Capital Investment Group, Inc., Charter Financial Group, LLC, Cic Advisers, LLC, Synergy Investment Group, LLC, Merrill, and Morgan Stanley DW Inc. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement/profit-sharing plans, along with sub-advisory services and management of a private investment fund. The firm combines systematic rules-based and discretionary strategies using a range of analytical methods and offers additional brokerage, insurance, and accounting services through its team.

Nilsa Daniel is a financial advisor with Opus Financial Advisors, Inc. in Statesville, NC. She holds a Series 66 designation and has nine years of industry experience, having previously worked at LPL Financial LLC, OSAIC, FSC Securities Corporation, Morgan Stanley, and Fidelity Brokerage Services LLC. Outside of advising, she is a North Carolina notary public and occasionally notarizes documents. Opus Financial Advisors is a team-based, state-registered firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, utilizing a mix of sponsored and third-party programs primarily administered on the LPL platform.

Lisa Fox is a Series 66-licensed financial advisor at Opus Financial Advisors, Inc. in Statesville, NC, with six years at the firm and a total of four years of industry experience. Her prior roles include positions at LPL Financial, OSAIC, FSC Securities Corporation, and Houston Insurance Agency. She serves as a notary public for Iredell County and is a board member of the Greater Statesville Chamber of Commerce. Opus Financial Advisors is a team-based, state-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers financial planning, discretionary portfolio management, retirement plan consulting, and access to third-party money managers primarily via the LPL platform, combining advisory services with licensed professionals in real estate, accounting, and insurance.

Anna Winger is a CFP® professional at Sollinda Capital Management LLC with eight years of industry experience. She has worked at Sollinda since 2023 and previously spent four years at Capital Investment Advisory Services, LLC. In addition to her financial advisory work, Winger practices law specializing in estate planning, elder law, and business law at Heritage Law. Sollinda Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and retirement plans, and offers sub-advisory services to other registered investment advisers. The firm employs both systematic, rules-based and discretionary investment strategies, incorporating quantitative, technical, fundamental, and cyclical analysis, and manages a Brazil-focused private investment fund as well as portfolios affiliated with a hedge fund general partner.

Noah Hannon is a financial advisor with ABS Legacy Partners, LLC, holding a Series 65 designation. He has worked in the financial industry since 2021, including experience at Truist Bank before joining ABS Legacy Partners. Prior to his career in finance, he was employed at Appalachian State University and Greer High School. ABS Legacy Partners provides investment advisory services to individuals, high net worth clients, trusts, estates, retirement accounts, and business entities. The firm focuses on tailored portfolios using a combination of fundamental, technical, and sector analysis, with a practice concentrated on a limited number of substantial client relationships.

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 industry experience. She has worked at ABS Legacy Partners, LLC since 2020 and spent 30 years at Everett Harris & Co prior to that. Angela is based in Hickory, NC. ABS Legacy Partners provides investment advisory services to high net worth individuals, trusts, estates, retirement accounts, and business entities. The firm offers tailored portfolio management, standalone financial planning, and referrals to third-party money managers, focusing on a limited client base with substantial relationships.

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.

Theodore De Lisi is a financial advisor with Inspire Advisors, LLC, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. His prior roles include positions at Carson Wealth, Cetera Advisor Networks, and LPL Financial. In addition to his advisory work, he is an independent property and casualty, life, accident, and health insurance agent. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a variety of analytical methods to construct portfolios, often delegating management to sub-advisors and offering tax-mitigation services.

Larry Jones is a ChFC® credentialed financial advisor with 12 years of industry experience, currently associated with Virtue Capital Management, LLC. He has previously worked at Horter Investment Management and Navstar Financial Services. In addition to his advisory role, Jones is involved in insurance sales and financial counseling through Navstar Financial Planning and provides college advising services to parents. Virtue Capital Management serves a range of clients including individuals, trusts, and institutions, offering portfolio management, financial planning, and consulting. The firm utilizes a multi-team model and combines tactical, strategic, and dynamic investment approaches with third-party manager due diligence.

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.

Charles Woy is a financial advisor with Foundations Investment Advisors LLC in Hickory, NC. He holds a Series 65 designation and has one year of industry experience. His prior experience includes roles at Epic Wealth, Southline Converting, and Appliances Superstore. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a range of analysis techniques and offers tailored advice through a network of affiliated offices and representatives.

Eric Sides is a financial advisor with StoneX Advisors Inc. in Statesville, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at StoneX Advisors since 2016 and previously spent ten years with Synergy Investment Group, LLC. Outside of his advisory role, he serves as Vice President and Chief Compliance Officer for Elledge Bain Sides, LLC, and is a board member of Synergy Holding Group, Inc. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a variety of advisor-managed portfolios, proprietary models, and third-party money managers supported by platforms like Envestnet and Advyzon.

Vanessa Harris is a financial advisor at Focus Financial with Series 65 and Series 66 credentials and one year of industry experience. She has previously worked at Mass Mutual and Goosehead Insurance Agency. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, estates, charities, and corporate entities, offering tailored advisory services through various investment management and planning options. The firm emphasizes coordination with other professionals for estate and tax planning and provides detailed disclosures on operational practices and potential conflicts.

Justin Dean is a financial advisor with AlphaStar Capital Management and holds a Series 65 credential. He has five years of industry experience and has been associated with AlphaStar since 2020. Dean also serves as president of Dean Financial LLC and has involvement in the sale of insurance products, including annuities and healthcare insurance. AlphaStar Capital Management manages approximately $1.84 billion in assets for a variety of clients such as individuals, trusts, small businesses, and pension plans. The firm employs both predefined model portfolios and custom strategies, utilizing quantitative analysis and tactical approaches, and provides services including portfolio management, financial planning, and retirement plan consulting.

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.

William Hudson Sr. is a financial advisor at AlphaStar Capital Management with 16 years of industry experience. He holds a Series 65 designation and has worked at AlphaStar since 2011. Hudson is also involved with Masters Estate and Financial Inc. and Masters Estate Services Inc., both of which focus on estate planning and related investment services. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management and financial planning. The firm employs a mix of strategic and tactical investment approaches and provides subadvisory services to other registered investment advisers.