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.

Nina Lloyd is President and CEO of Opus Financial Advisors, Inc. She holds the CFP® designation and has 15 years of industry experience. Her prior roles include positions at FSC Securities Corporation and LPL Financial LLC. Outside of her advisory work, she is the owner and president of Lloyd Grading and Utilities, Inc. 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, utilizing a range of sponsored and third-party investment programs primarily on the LPL platform.

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® 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.

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 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.

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 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.

Theodore De Lisi is a financial advisor at Inspire Advisors, LLC with 36 years of industry experience. His prior work includes roles at Carson Wealth, Cetera Advisor Networks, and LPL Financial. He is also an independent insurance agent licensed in North Carolina for property and casualty, life, and health insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing into its portfolio construction and offers a range of services including discretionary portfolio management, financial planning, and consulting.

Kayla Smith is a financial advisor at Credit Union Investment Services with six years of industry experience. She holds the Series 63 and Series 65 licenses and has worked in various roles within SECU-related entities since 2009. Outside of financial services, she also works in customer service for Crate and Barrel. Credit Union Investment Services serves individual and trust clients in North Carolina with a non-discretionary investment approach, focusing on low-cost mutual funds, ETFs, and fixed-income products alongside retirement and financial planning. The firm’s advisers are salaried employees of the parent credit union and provide recommendations while clients retain final decision authority.

Larry Jones is a financial advisor at Virtue Capital Management, LLC with 11 years of industry experience. He holds the ChFC® designation and Series 65 license. His work history includes roles at Navstar Financial Planning, Horter Investment Management, and Navstar Financial Services. Outside of his advisory work, Jones is involved in insurance sales and provides college planning and advisory services to parents through separate businesses. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients across about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, utilizing a model-driven investment approach that incorporates economic data and quantitative optimization.

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 been with StoneX Advisors since 2016 and StoneX Securities since 2010. Outside of his advisory role, he serves as Vice President and Chief Compliance Officer of Elledge Bain Sides, LLC, overseeing operations part-time, and is a board member of Synergy Holding Group, Inc. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple account structures and model-based solutions, implementing strategies via advisor-managed portfolios, proprietary models, third-party money managers, and various platforms.