Brian Marshburn is a CFP® professional with 21 years of industry experience. He is the sole advisor at Brevity & Associates, an independent firm he has been with since 2013. His prior experience includes roles at Anthem Wealth Management and Abiding Wealth Advisors, as well as operating Marshburn Properties, LLC. Marshburn also works as an independent insurance agent. Brevity & Associates serves individuals, businesses, trusts, foundations, and charitable organizations by providing discretionary portfolio management and standalone financial planning across retirement, estate, tax, education, and insurance areas. The firm emphasizes equity-focused allocations using mutual funds, ETFs, stocks, and bonds within a buy-and-hold framework, and occasionally employs options, REITs, and private placements to enhance diversification.

Lucid Wealth Planning ("LWP") was founded to improve the lives of others by helping clients make better-informed financial decisions in both their daily lives and long-term plans. We believe our impact provides added security, confidence, and overall joy in the lives of our clients. Given our focus on clients that strive to improve the world around them, such as Health Care Professionals and Academic professors, we anticipate the ripple effect of betterment to be limitless. Education: B.S.B. degree in Finance Certified Financial Planner™ (CFP®), and Chartered Retirement Planning Counselor (CRPC®), and Certified Student Loan Professional (CSLP®), and Behavioral Financial Advisor (BFA®) Experience: The completion of over 800 comprehensive financial plans for individuals and families since joining the industry in 2006. This includes specialized areas such as student loan analysis, estate planning, tax planning, portfolio management, and cash flow strategizing (to name a few). As a financial planner, my main goal is to help you make well-informed decisions on all financial matters, not just what investments are right for you. I'll always listen to your concerns, devise the best strategy, and treat your financial goals with the same care and interest I devote to my own. I look forward to being your trusted advisor and expert resource as you build a secure, and confident financial life.

Cody Peck is a financial advisor at Limber Capital LLC, holding a Series 65 designation with seven years of industry experience. Prior to founding Limber Capital, he worked at Ankura and Bloomberg. His career has focused on independent portfolio management since 2019. Limber Capital LLC provides discretionary portfolio management to individual clients, emphasizing a proprietary, value-oriented investment approach. The firm manages equities, fixed-income securities, ETFs, and long-term options (LEAPS) for a small client base, utilizing a solo advisor model without employing leverage or margin trading.

Matthew Sweeney is a CFA® charterholder and the sole advisor at Molokai Investments. He has held roles at Thales Management Inc, Radeas LLC, Luma Capital LLC, and Stetson University, with a combined professional history dating back to 2015. Molokai Investments is an investment management firm providing portfolio and private fund management along with financial planning and individual consultation services to pooled vehicles, institutional, and organizational investors. The firm employs a bottom-up, fundamental-analysis approach focused on total return through concentrated equity positions and long-term holdings, and it uses detailed valuation procedures and offers performance-based compensation for certain funds.

Kevin Matthews is a financial advisor with Wealth More Enterprise, Inc., holding Series 65 and Series 66 credentials and four years of industry experience. Before joining Wealth More Enterprise, he worked at WillowTree and held positions at Novozymes, Citigroup, and Capital One LLC. Outside of his advisory role, he is the CEO and owner of Building Bread, an education-focused business where he also serves as an author and speaker. Wealth More Enterprise provides investment advisory and financial planning services to individual clients through a mobile-first platform. The firm uses proprietary software-based risk scoring and algorithmic account management combined with model portfolios that are implemented discretionarily and reviewed by an internal investment committee.

Sean Hilliard is a financial advisor at Rivertree Wealth with eight years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 66. Prior to joining Rivertree Wealth, he worked at Empower Financial Services, Personal Capital Advisors Corporation, Thrivent Financial, and Fidelity Investments. Rivertree Wealth serves individual and high-net-worth clients with discretionary investment management and standalone financial planning. The firm applies a risk-based, passive investment approach grounded in modern portfolio theory and conducts regular portfolio reviews, incorporating held-away retirement accounts into its advice.

Justin Baas is a CFP® and holds a Series 66 license with 14 years of experience in wealth advisory services. He has worked at Forvis Mazars Wealth Advisors LLC and its predecessor firms since 2013. Baas is currently with Oak Wealth Advisors LLC, a Wake Forest, NC-based firm. Oak Wealth Advisors provides discretionary investment management, fixed-fee financial planning, and retirement plan consulting primarily for individuals, families, trusts, and estates. The firm emphasizes customized, tax-conscious portfolios using low-cost, passive investment vehicles with limited trading and periodic rebalancing.

Sukesh Pai is a CFA® charterholder with eight years of industry experience, currently serving at Trillium Square Advisors LLC since 2018. He has prior experience at Fasttrackr AI, Prabhu Inc, Self Employed, and QMS Capital Management LP. Outside of advisory work, he is a managing partner at Everest AI Ventures, an AI technology company. Trillium Square Advisors serves individuals, small businesses, retirement plans, and institutional clients with financial planning, portfolio management, and corporate cash-management services. The firm employs a blend of active management and quantitative techniques, including algorithmic trading and multi-strategy portfolios, and offers ongoing supervision along with educational seminars as part of its client services.

Andrew Lynch is a financial advisor at Peak Wealth Group LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Peak Wealth Group since 2016, following a two-year period at Peak Brokerage Services, LLC. Outside of his advisory role, Lynch assists life insurance agents with case design and estate planning through Capital Marketing Group and supports charitable planning efforts via the Foundation for Legacy Planning. Peak Wealth Group provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses documented risk analysis and an Investment Policy Statement to guide portfolio construction, employing a range of strategies including long-term holdings and shorter-term trading.

Reed Wheless is a financial advisor at Tar River Wealth Planning, LLC in Louisburg, NC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at The Lumpkin Group and Westrock Company, and he attended North Carolina State University. Tar River Wealth Planning manages approximately $401 million for a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a fundamental analysis investment process with committee-reviewed portfolios and offers services such as discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting.

Christopher Rolf is a CFA® charterholder and holds the Series 66 license, with 13 years of experience in the financial industry. He has been with Altrius Capital Management, Inc. since 2015. Altrius Capital Management serves a diverse client base including individuals, retirement plans, trusts, estates, corporations, and charitable organizations, providing discretionary investment management, financial planning, and advisory consulting. The firm employs a fundamentally based, value-oriented, and risk-managed investment process with an economics foundation, utilizing asset allocation across various securities and maintaining compliance with Global Investment Performance Standards (GIPS).

Arturo Lumpkin is a financial advisor with Tar River Wealth Planning, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at The Lumpkin Group and J. Parker Lumpkin Financial Consultants. Tar River Wealth Planning, LLC manages approximately $401 million for individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm uses a committee-reviewed investment process focused on fundamental analysis and provides customized asset allocations, ongoing monitoring, and regular client reviews.

James "Tripp" Lumpkin III is a financial advisor at Tar River Wealth Planning, LLC with 23 years of industry experience. He has held advisory roles at The Lumpkin Group and J. Parker Lumpkin Financial Consultants prior to joining Tar River Wealth Planning in 2024. He holds Series 65 and Series 66 designations. Tar River Wealth Planning, LLC manages approximately $401 million for individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm uses fundamental analysis and a committee-reviewed investment universe to create client-specific asset allocations, offering portfolio management, financial planning, retirement-plan consulting, and sub-advisory services through a team of five advisors.

Christopher Securcher is a financial advisor with Henderson Brothers Financial Partners LLC and holds Series 63 and Series 65 designations. He has 19 years of industry experience, including roles with LPL Financial LLC, Global Retirement Partners, and Kestra Financial, among others. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals and institutional sponsors, focusing notably on retirement plan consulting under ERISA Sections 3(21) and 3(38). The firm employs a mix of discretionary and non-discretionary asset management strategies and offers participant education, plan-level services, and access to pooled employer plans and recordkeeper solutions.

Louis Wheless III is a financial advisor at Tar River Wealth Planning, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Union Bank, Resource Management Associates, and Raymond James Financial. He has also been involved with Crosscreek Charter School. Tar River Wealth Planning, LLC manages approximately $401 million for individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team approach with five advisors and focuses on fundamental analysis and committee-reviewed investment strategies to create client-specific portfolios.

James Lumpkin II is a financial advisor at Tar River Wealth Planning, LLC with 41 years of industry experience. He previously worked at The Lumpkin Group and J. Parker Lumpkin Financial Consultants. He holds a Series 63 designation. Tar River Wealth Planning, LLC is a registered investment adviser managing approximately $401 million for individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team approach, using fundamental analysis and committee-reviewed investment selections to create client-specific portfolios across various asset classes, while providing ongoing monitoring and regular client reviews.

Tyler Bayless Edwards is a financial advisor at Earned Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Hilltop Wealth Advisors and DASH Carolina. Outside of his advisory role, Edwards is a licensed North Carolina Real Estate Broker and earns commissions from assisting clients with residential real estate transactions. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees, providing financial planning, discretionary wealth management, and retirement plan consulting. The firm employs independent investment managers and model portfolios, integrates alternative investments when appropriate, and is affiliated with several related businesses including retirement plan services and accounting firms.

David Brunswick III is a financial advisor at G. A. Repple & Company with nine years of industry experience. He holds a Series 66 designation and has been with G. A. Repple & Company since 2017. He is also employed at Kingdom Financial Services as a financial planning and investment advisor assistant. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to develop individualized portfolios and offers multiple account options, including an ETF-focused program and a Biblically-Responsible Investing model.

Robert Barton II is a financial advisor with CreativeOne Wealth, LLC, holding Series 65 and Series 66 credentials and eight years of industry experience. He has worked at CreativeOne Wealth since 2021 and previously held roles at Institute For Wealth Management LLC and Cherry Investment Advisors. Outside of his advisory work, Barton is also a fitness trainer, teaching group strength training classes. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement consulting services to individuals, corporations, and other advisors. The firm manages primarily discretionary accounts using proprietary and third-party model portfolios, employing a variety of investment strategies including ETFs, individual equities, options, and private investments.

Marcus Davis is a financial advisor with First Advisors National, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked with Massachusetts Mutual Life Insurance Company for 12 years and Erie Insurance Group for 12 years. Outside of his advisory role, he is involved with Ultimate Choice Insurance Group Inc, where he has operated since 2007. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and implements strategies through third-party money managers, using tactical and strategic asset allocation approaches.