David Isley is a financial advisor at Abound Investments with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked with various insurance carriers since 2002. In addition to his advisory role, he is a licensed North Carolina life and health insurance agent. Abound Investments serves individual clients, including high-net-worth individuals, as well as corporate pension and profit-sharing plans. The firm offers discretionary asset management, financial planning, insurance planning, and consulting services, with an investment approach that emphasizes tailored portfolios focused on individual stocks and proprietary strategies for managed accounts.

Ryan Foster is a CFP® certified financial advisor with 18 years of industry experience. He is the principal advisor at Crossroads Financial Services Inc, where he has worked since 2022. Prior to that, he worked at Intercarolina Financial Services, Inc. and Fund Direct Advisors, Inc. from 2016 to 2022. Crossroads Financial Services Inc provides investment management and financial planning primarily for individuals, high-net-worth clients, and charitable organizations. The firm operates on a fee-only basis with discretionary portfolio management, combining passive and active strategies tailored through ongoing client discussions.

William Davidson is a financial advisor with PARK Wealth Management, LLC in Greensboro, NC. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. He is also a licensed insurance agent and registered representative with Mass Mutual and MML Investors Services. PARK Wealth Management provides discretionary and non-discretionary portfolio management and financial planning primarily for individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, and quantitative analysis with both long- and short-term trading strategies, offering a broad range of investment options including mutual funds, equities, fixed income, ETFs, REITs, non-U.S. securities, alternative investments, and insurance products.

Laura Collins is a financial advisor at Provident Wealth Management with 17 years of industry experience. She holds Series 65 and Series 63 licenses and has held roles at firms including Lincoln Financial Securities Corporation and Meritage Holdings, LLC. Outside of her advisory work, she manages a consulting business focused on non-qualified deferred compensation strategies and is co-owner and vice president of a real estate brokerage. Provident Wealth Management provides investment advice to individuals, trusts, estates, charitable organizations, and business entities. The firm offers asset management on both discretionary and non-discretionary bases, financial planning, and consulting, with an investment approach that incorporates fundamental, technical, charting, and cyclical analysis.

Justin Smith is a CFP® and CFA® with 14 years of industry experience. He has been with Smith Partners Wealth Management, LLC since 2005, including its predecessor firm Jonathan Smith & Co. The firm provides investment advice, financial planning, and customized consulting to individuals, families, businesses, trusts, retirement and profit-sharing plans, and charitable organizations. Smith Partners Wealth Management constructs separately managed accounts tailored to clients’ life stages and risk tolerances, using a range of investment vehicles and tax-aware strategies, and engages an independent Outsourced Chief Investment Officer to assist with portfolio management while retaining supervisory responsibility.

Jonathan Smith is a financial advisor at Smith Partners Wealth Management, LLC in Greensboro, NC, holding a Series 65 designation with 13 years of industry experience. He has been with the firm since 1988, including its previous iteration as Jonathan Smith & Co. LLC. Smith Partners Wealth Management provides investment advice, financial planning, and customized consulting to individuals, families, businesses, trusts, retirement and profit-sharing plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizing separately managed accounts tailored to clients’ life stages and risk tolerances, with a focus on low-cost index funds, ETFs, and tax-aware strategies.

Katrina Stalls is a financial advisor at Provident Wealth Management with three years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Bank. Outside of her advisory role, she is also involved in insurance sales and services through Provident Insurance Group and is a commissioned notary public. Provident Wealth Management provides investment advice to individuals, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and consulting services, including guidance on cryptocurrencies, and employs both discretionary and non-discretionary investment mandates supported by sub-advisors.

Menelaos Fotiou is a financial advisor at Secure Wealth, Inc. with two years of industry experience. He holds a Series 65 designation and has owned Olympic Golden Retirements LLC since 2001, a business focused on life insurance, annuities, long-term care, and retirement income planning. Secure Wealth primarily serves individual and high-net-worth clients with discretionary portfolio management and tailored financial plans. The firm specializes in managing structured-note portfolios that emphasize downside protection through diversified strategies and detailed asset analysis.

Jonathan Morgan is a CFA® charterholder with 12 years of industry experience. He is currently with Holderness Investments Company, where he has worked since 2024. Prior to that, he spent two years at McShane Partners and eight years at SP Capital Management LLC. Morgan was also involved with Simarian Enterprises LLC d/b/a Simarian Research for over a decade. Holderness Investments Company provides customized investment management primarily to high-net-worth individuals, trusts, estates, and institutional clients. The firm employs a bottom-up fundamental analysis combined with a consensus macroeconomic outlook, managing portfolios on multi-year horizons through discretionary mandates and actively managed ETF model strategies.

Thomas James is a CFP® with 19 years of industry experience and is affiliated with EPG Wealth Management LLC. He has worked at firms including Arkadios Capital, ACG Wealth INC., and Triad Advisors, Inc. He also serves as an assistant professor of finance at High Point University, where he has taught since 2016. Additionally, he provides expert witness services in securities cases for a law firm. EPG Wealth Management LLC serves individuals, trusts, businesses, and retirement plans with advisory services such as advisor-managed portfolios, third-party money manager access, and a wrap-fee program. The firm employs customized investment plans and generally manages accounts on a discretionary basis using a mix of fundamental, technical, and cyclical analysis.

Richard Holderness is a CFA® charterholder with 16 years of industry experience. He has been with Holderness Investments Co since 1995. Outside of his advisory role, he is a member of Holderness Asset Solutions, LLC, where he provides insurance services to clients. Holderness Investments Company offers customized investment management primarily to high-net-worth individuals, trusts, estates, and institutional clients. The firm employs a bottom-up fundamental analysis combined with a consensus macroeconomic outlook and manages portfolios on a multi-year horizon through discretionary mandates and actively managed ETF strategies.

Kenneth Shahbaz is a CERTIFIED FINANCIAL PLANNER™ and Personal Financial Specialist with 25 years of experience. He is a principal at Holderness Investments Co and has worked previously at Intercarolina Financial Services and Kestra Financial Services. Shahbaz is also the owner and manager of Shahbaz Carothers & Company, PA, a tax and accounting firm, and serves on the board and audit committee of the Old North State Council of the Boy Scouts of America. Holderness Investments Co serves high-net-worth individuals and related entities, offering customized portfolio management and comprehensive financial planning. The firm employs a bottom-up fundamental investment approach with a focus on multi-year horizons and manages accounts primarily on a discretionary basis.

Sheila Falls is a CFP® and PFS™ professional with 14 years of industry experience. She is affiliated with Holderness Investments Co, where she has worked since 2017 as part of a six-advisor team. Falls also provides accounting services through her own practice and offers insurance services as a licensed agent with an affiliated insurance company. Holderness Investments Co serves high-net-worth individuals and related entities by providing customized portfolio management and comprehensive financial planning. The firm employs a bottom-up fundamental investment approach informed by macroeconomic views and manages most accounts on a discretionary basis.

Robert Kernodle is a financial advisor at Strathmore Capital Advisors with 15 years of industry experience. He holds a Series 65 designation and has been with Strathmore Capital Advisors since 2011. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans by providing discretionary portfolio management and goals-based financial planning. The firm’s investment approach centers on asset allocation using mutual funds and ETFs, complemented by technology tools for client service and distinctive offerings such as a securities-backed lending strategy and integrated tax and estate-planning services.

George Kitchen is a financial advisor with AdaptFirst Investments LLC in Mebane, NC, holding Series 63 and 66 licenses and having 20 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities. He is also active as a life insurance agent. AdaptFirst Investments provides advisory services to individuals and businesses, combining portfolio management, financial planning, and consulting with in-house accounting and tax preparation. The firm employs a valuation-focused investment approach and offers unique services such as outsourced CIO support and subscription-based coaching programs.

Kim Eder is a CFA® charterholder with 24 years of industry experience. He has been with Holderness Investments Co. since 1995. Eder serves as Chair of the Board of Directors for The University of North Carolina at Greensboro Investment Fund, Inc., overseeing the third-party investment manager of the university’s endowment assets. He is also involved with Holderness Asset Solutions, LLC, providing insurance services to clients. Holderness Investments Company provides customized investment management primarily to high-net-worth individuals, trusts, estates, and institutional clients. The firm employs a bottom-up fundamental analysis combined with a consensus macroeconomic outlook and offers bespoke portfolio management alongside actively managed ETF strategies.

Ryan Vaudrin is a CFP® with 11 years of industry experience, currently serving at Holderness Investments Co. since 2024. His prior roles include positions at Waverly Advisors, LLC, McShane Partners (formerly Rinehart Wealth & Investment Advisory), and The Vanguard Group. Holderness Investments Company provides customized investment management primarily to high-net-worth individuals, trusts, estates, and institutional clients. The firm employs a bottom-up fundamental analysis combined with a consensus macroeconomic outlook and offers bespoke portfolio management alongside actively managed ETF model strategies.

Michael Allen is a financial advisor with Principal Advised Services in McLeansville, NC, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked in various roles within the Principal Financial Group family since 2022. Outside of his advisory work, he owns a car rental business operating on the Turo platform. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party tools and proprietary models and benefits from its affiliation with Principal Financial Group entities, enabling access to proprietary products and services.

Steven Harrell is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at LPL Financial, LLC for eight years before joining Capital Investment Advisory Services and Capital Investment Group, Inc. Harrell is also active as a preacher at small churches, dedicating approximately 20 hours per month to this role. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, referrals to third-party managers, private-label model portfolios, and financial planning, using a mix of analytical methods and ongoing monitoring tailored to clients’ investment objectives and risk tolerance.

Christopher Relos is a financial advisor with M HOLDINGS SECURITIES, Inc. in Greensboro, NC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been associated with M HOLDINGS SECURITIES, Inc., WS Griffith Securities, Inc., Phoenix Co., and Plybon & Associates, Inc. since 2003. Additionally, he serves as Director of Estate Planning and Life Insurance at Plybon & Associates, Inc., where he supports fixed and variable life insurance product sales and case design. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio management and third-party sub-advisors.