Kamryn Bivens is an advisor at Course Management Investment Advisors, LLC with one year of experience in the industry. Bivens holds a Series 65 designation and has prior work experience in diverse fields including hospitality and retail, having worked at Pinehurst Resort and The Islands Tanning and Beachwear. Course Management Investment Advisors provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a multi-faceted investment approach using fundamental, technical, cyclical, and economic analysis, and incorporates a range of asset classes and derivatives strategies in portfolio management.

Douglas Lynam is a financial advisor at Course Management Investment Advisors, LLC with eight years of industry experience. He holds the Series 65 designation and previously worked at LongView Asset Management LLC and operated his own advisory firms. Outside of his advisory work, he is an author and public speaker, dedicating approximately 35% of his time to these activities. Course Management Investment Advisors, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a multi-faceted investment approach combining fundamental, technical, cyclical, and economic analysis, utilizing a range of asset classes and derivatives-based strategies.

Brian Macintosh is a financial advisor at Course Management Investment Advisors, LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Course Management Investment Advisors in 2020, he worked at LPL Financial LLC from 2016 to 2020. Macintosh is also a professional golfer with Callaway Golf, a role he has held since 2009. Course Management Investment Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a multi-method investment process and incorporates complex option-based strategies, including buffer ETFs and structured products, within their discretionary management approach.

Albert Chen is a CFP® with 14 years of industry experience, currently serving as an advisor at Course Management Investment Advisors, LLC since 2020. He previously worked at LPL Financial and Householder Group Estate & Retirement Specialists. Outside of his advisory role, Chen is co-owner of a commercial real estate portfolio specializing in retail office space. Course Management Investment Advisors provides portfolio management and financial planning for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a multi-method investment process and offers strategies including derivatives and option-based products, managing accounts primarily on a discretionary basis.

Steven Lewis Sr. is a financial advisor at Verity Asset Management with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Verity-related firms since 2006, including Verity Investments, Inc. and The Leaders Group DBA Simplicity Investments. Verity Asset Management is an SEC-registered investment adviser serving individual, corporate, institutional clients, and other advisers with discretionary portfolio management, retirement-plan advisory, and financial planning services. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes, combining fundamental, technical, and qualitative analysis.

Thomas Walters II is a financial advisor at Level Four Advisory Services with 31 years of industry experience. He has previously worked at Mid Atlantic Securities, Inc. and Blanchard I Granville. Walters teaches investment classes at South Piedmont Community College and Guilford Technical Community College. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and third-party managers.

Daniel Baugher is a financial advisor at Fiduciary Financial Advisors with a Series 65 credential and no prior industry experience. He has served in the US Army Special Forces since 2010. Fiduciary Financial Advisors provides discretionary investment management, financial planning, legacy position management, and retirement services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and multiple analysis methods, and offers individual professional trustee services as well as access to private and non-liquid alternative funds.

Thomas Walters III is a financial advisor at Level Four Advisory Services with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Level Four Financial, LLC, Mid-Atlantic Securities, Inc., and Liberty University. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and introduces clients to third-party money managers and wrap-fee programs.

Jeffrey Gollehon is a financial advisor at Virtue Capital Management, LLC with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Virtue Capital Management in 2018, he worked at Horter Investment Management and operated JG Financial Consulting, a firm he owned that specialized in fixed insurance products. Virtue Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm employs a mix of tactical, strategic, and dynamic portfolio management approaches and operates through a multi-team model that includes investment adviser representatives and independent partners.

Danielle Gollehon is a financial advisor at Virtue Capital Management, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Thompson Greenspon and as an employee at Ohio State University and George Washington University. Outside of her advisory role, she provides fixed life insurance, fixed annuities, and health insurance sales and marketing as part of JG Financial Consulting and plans to offer tax preparation services as a CPA for her clients. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers, offering portfolio management, financial planning, consulting, and sub-advisory services. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates a multi-team model with an investment committee that oversees third-party managers and model strategies.

Jeffrey Kittrell is a CFP® certificant with nine years of experience in financial advising. He has worked at Modera Wealth Management, LLC since 2023 and was previously with Parsec Financial Management from 2017 to 2023. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors by providing wealth management, retirement plan consulting, and comprehensive financial planning. The firm integrates investment management with accounting and tax services, employing diversified asset allocation principles alongside ancillary offerings such as business coaching and personal trustee services.

Andrew Stamp is a CFP® affiliated with Fiduciary Financial Advisors in Aberdeen, NC, with one year of experience in the financial industry. Prior to joining the firm, he served 12 years in the US Army and has been involved with the Donovan and Bank Foundation since 2021. He is also chairman of Custom Planks, LLC, a consulting and education business serving Department of Defense clients. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and trustee services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic and tactical investment approaches, including the use of third-party managers and private alternative funds, and provides professional trustee services with comprehensive trust administration.

Jacob Lawson is a financial advisor at Founders Financial Alliance, LLC with two years of industry experience. He holds a Series 65 designation. Prior to joining Founders Financial Alliance, he worked at Cornerstone Wealth Advisors and has experience in the restaurant industry. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning to individual and high-net-worth clients, charitable organizations, and corporate retirement plans. The firm uses an evidence-based investment approach tailored to client goals and risk tolerances, and offers additional services such as retirement plan consulting and a FlatFeeCIO program that includes family-office style coordination and ETF model portfolios.

Preston Mokris is a financial advisor with Concorde Asset Management, LLC in Pinehurst, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Concorde since 2015 and manages business activities related to 1031 exchanges into Delaware Statutory Trusts through his personal LLC. Mokris is also a part owner of two mobile home parks and a vacation rental property, where he participates in high-level operations. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing both in-house and external strategists, and offers alternative investment products alongside traditional portfolios.

Melanie Leahy is a CFP® and Series 66 licensed advisor with 13 years of industry experience. She is currently with Sound Income Strategies, LLC and previously worked at Granville Wealth Management, Inc., Mid Atlantic Securities, Inc., and Granville Financial, Inc. In addition to her advisory role, she is involved in fixed insurance and Medicare supplement sales through Pinehurst Wealth. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis alongside equity review and offers customized managed portfolios, financial planning, and sub-advisory services.

Vincent Burke is a financial advisor with Wedbush Securities Inc. holding a Series 66 designation and 24 years of industry experience. His prior work includes positions at Wells Fargo Clearing, Citigroup Global Markets, and Morgan Stanley DW Inc. Wedbush Securities serves a diverse range of clients including individuals, high-net-worth and institutional investors, offering services such as wealth management, fixed income, commodities, securities lending, and capital markets. The firm operates both as an investment advisor and broker-dealer, providing portfolio management, research, and clearing services.

Noelle Granville Mcintyre is a CFP® with 24 years of industry experience, currently serving as an advisor at Level Four Advisory Services. She previously worked for Mid-Atlantic Securities for 25 years before joining Level Four in 2022. Mcintyre volunteers as an instructor at Sandhills Community College, where she teaches financial planning courses focused on retirement topics. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion through 115 advisors. The firm serves a wide range of clients, offering fee-only financial planning and asset management tailored to individual needs, with access to both internal and third-party investment management resources.

John Lawson is a financial advisor with Founders Financial Alliance, LLC in Pinehurst, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Wells Fargo Clearing before joining Founders Financial Alliance in 2018. Outside of his advisory role, Lawson serves as a varsity lacrosse coach at Pinecrest High School. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and corporate retirement plans. The firm employs an evidence-based investment approach tailored to client goals and risk tolerances and offers a range of services including retirement plan consulting and a FlatFeeCIO program that combines family-office style coordination with ETF model portfolios.

Audra Lubawski is a CFP® with 27 years of industry experience, currently affiliated with OSAIC Institutions, Inc. She has worked at Infinex Investments, Inc. since 2013 and at First Bank of North Carolina since 1990. Outside of her advisory role, she is involved in Mary Kay makeup sales and serves as a trustee managing investments for a trust, in addition to managing a 1031 exchange LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporations through a network of advisory representatives. The firm offers customized advisory services and combines a hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.

Patrick Lovenberg is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he worked at Fifth Third Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing.