Amanda Dowell is a Series 65 licensed advisor with Advisory Services Network in Hickory, NC, with one year of industry experience. Her prior work includes roles at The Corner Table and Shook Chiropractic. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent adviser representatives. The firm offers a variety of services including portfolio management, financial planning, and retirement plan consulting, utilizing a broad range of investment strategies and flexible engagement models.

Vanessa Harris is a financial advisor with Focus Financial who holds Series 65 and Series 66 licenses and has one year of industry experience. She previously worked at Mass Mutual and Goosehead Insurance Agency and has an extensive background outside finance, including sixteen years at Sun-Kissed Gardens. Focus Financial Network serves a diverse client base that includes individuals, retirement plans, trusts, charities, and corporate entities, providing customized advisory services such as portfolio management and financial planning with an emphasis on coordination with other professionals for estate and tax planning.

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 with AlphaStar Capital Management, holding a Series 65 credential and 15 years of industry experience. He has been with AlphaStar since 2011 and concurrently operates Master's Estate and Financial Inc. and Master's Estate Services Inc., both of which provide investment-related estate planning and estate planning services. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and pension plans. The firm employs both predefined model portfolios and custom strategies that incorporate quantitative analysis and third-party research, and it also serves as a subadviser and referral agent to other investment advisers.

Penny Paugh is a ChFC® with 28 years of industry experience, currently serving as an advisor at Inspire Advisors, LLC. Her prior roles include positions at Carson Wealth, Cetera Advisor Networks, IFG Advisory, and LPL Financial. She is also a board member of the Statesville Chamber of Commerce. 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 portfolios using proprietary tools and combines multiple analytical methods to construct investment models, often delegating management to sub-advisors and affiliated managers.

Bradley Oxford is a CFP® professional with four years of experience at Credit Union Investment Services in Hickory, NC. He also holds roles with SECU Life Insurance Company, SECU Brokerage Services, Members Trust Company, and State Employees' Credit Union, where he has worked for 18 years. Oxford serves as a district manager providing financial advisory services and is involved in life insurance and trust services. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes a goals-based, long-term investment approach using low-cost mutual funds and ETFs within a credit union ecosystem.

Russell Ahlers is a financial advisor at Credit Union Investment Services with 23 years of industry experience. He holds a Series 66 designation and has worked with several firms including Members Trust Company and LPL Financial. He is also involved as a Financial Advisory Services Specialist with State Employees' Credit Union and as an agent with SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning with a focus on low-cost index funds and ETFs. The firm operates within a credit-union ecosystem and emphasizes a goals-based, long-term investment approach.

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.

Donabel Triplett is a financial advisor with Principal Advised Services in Troutman, NC, holding Series 63 and Series 66 licenses and having nine years of industry experience. She has worked with Principal Bank, Principal Life Insurance Company, Principal Financial Services, and Wells Fargo Clearing Services. Outside of her advisory role, she manages a real estate rental property. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, using a combination of third-party tools and proprietary models. The firm is part of the Principal Financial Group family, offering integrated access to affiliated products and discretionary investment management through its SimpleInvest program.

Caleb Rash is a financial advisor with Credit Union Investment Services in Hickory, NC, holding Series 63 and 65 licenses and with one year of industry experience. His prior work includes roles at SECU Brokerage Services, SECU Life Insurance Company, State Employees' Credit Union, and First Citizens Bank. He is also a Financial Advisory Services Specialist with State Employees' Credit Union and an agent with SECU Life Insurance Company. Credit Union Investment Services serves individual investors who reside in North Carolina, providing non-discretionary portfolio management, asset allocation advice, and financial planning with an emphasis on long-term goals and low-cost index funds. The firm operates within a credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.

Simon Hawkins is a financial advisor at AlphaStar Capital Management with a Series 65 credential and one year of industry experience. His prior work includes roles at Dean Financial, Aldi, and State Employees' Credit Union, as well as various positions during his academic years. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm employs strategic asset allocation combined with quantitative and momentum analysis, offering both model and custom portfolio strategies along with a range of advisory and consulting services.

Matthew Conrad is a financial advisor with Inspire Advisors, LLC in Troutman, NC, holding Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Inspire Advisors, he worked at CWM, LLC dba Carson Wealth and served ten years with the Social Security Administration. He also has a background working with Calvary Chapel Lake Norman. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients along with institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a range of investment methodologies, including fundamental, technical, and quantitative analysis, while providing discretionary and non-discretionary portfolio management and financial planning services.

Noah Hollowell is a Series 66-licensed financial advisor with Credit Union Investment Services in Statesville, NC, and has three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and multiple entities within the State Employees’ Credit Union system, including SECU Life Insurance Company where he also acts as a life insurance agent. Hollowell has experience outside finance as well, having managed a home improvement business and worked with a cleaning service. Credit Union Investment Services primarily serves individual investors in North Carolina, offering 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 goals-based long-term planning, with salaried advisors who provide recommendations while clients retain final decision authority.

Joseph Gilleland is a financial advisor at CreativeOne Securities, LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Royal Alliance Associates, Inc and Signator Investors, Inc. Outside of his advisory role, he serves as an assistant high school cross country coach at Iredell-Statesville Schools and Statesville Senior High School. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management, utilizing both fundamental and cyclical security analysis alongside model asset allocations through its proprietary advisory platform.

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.

Dee Buckminster is a CFP® professional with 26 years of industry experience, currently serving at Kestra Private Wealth Services, LLC. Prior to joining Kestra in 2023, she held roles at Bank of America and Merrill from 2006 to 2023. She is a partner in Destination Wealth Advisors and the sole owner of Nichols-Coe LLC. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a diverse range of investment products and specialized offerings.

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.

Connor Bain is a CFP® with four years of industry experience, currently with StoneX Advisors Inc. in Statesville, NC. His prior experience includes roles at TIAA and Capital Investment Brokerage, Inc. He has also worked at North Carolina State University and Robert Bosch Tool Corp. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and annuity allocation. The firm uses a combination of independent advisors and an in-house Private Client Group to implement strategies through various managed portfolios, model solutions, and third-party money managers.

Jonathan Spatz is a financial advisor at Foundations Investment Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including LifeWorks Advisors LLC, Brookstone Wealth Advisors LLC, and Retirement Wealth Advisors, Inc. Outside of his advisory work, he is involved in insurance services through ownership and management roles at Epic Income Advisors, Spatz Delmonico LLC, and Benefit Solutions Inc. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm delivers services through a large network of affiliated offices, employing a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.