Richard Harig is the sole advisor at Legacy Resources NC, LLC, an independent firm based in Lenoir, NC. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes roles at firms such as MacArthur Strategic Capital, Signet Private Wealth, and Great Point Capital. Outside of advisory work, he is involved in philanthropy consulting and serves as Board Chair of a nonprofit organization. Legacy Resources NC, LLC provides comprehensive financial and legacy planning focused on estate design, family governance, philanthropy, and related areas. The firm typically refers clients to unaffiliated portfolio managers rather than directly managing assets, emphasizing planning and coordination with outside investment managers.

Harold Perkins is the sole advisor at Continuum Financial, LLC in Granite Falls, NC, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with Continuum Financial since its founding in 2002. Continuum Financial provides investment supervisory services and ERISA/401(k) consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm employs a core-and-satellite investment approach combining in-house selection of stocks and bonds with select ETFs, alongside ERISA consulting and fiduciary diligence through structured committee processes.

Mark Coffey is the sole advisor at Hickory Financial Group, LLC in Hickory, NC, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior roles include positions at Avenir Private Advisors LLC and Kovack Securities Inc. Outside of advisory work, he owns a duck hunting guide service and a marine construction company. Hickory Financial Group is an independent investment adviser serving individuals, families, trusts, estates, charitable organizations, and small businesses. The firm primarily employs an equity-oriented strategy using sector- and factor-weighted ETFs and individual stocks, combining fundamental and technical analysis with ongoing portfolio monitoring and rebalancing.

Michael Loeb is a financial advisor at Argosy Investors with eight years of industry experience and a Series 65 credential. He has worked at several firms, including Magnolia Wash Holdings, von Drehle Corporation, Ally Financial, and Broyhill Asset Management. Outside of advisory work, he serves as M&A Director for Whistle Express, a privately held car wash company. Argosy Investors provides discretionary investment management through separately managed accounts, focusing on a value-oriented strategy with a bottom-up fundamental analysis approach. The firm typically manages a concentrated portfolio aimed at long-term growth and special-situation opportunities, serving qualifying individuals and entities.

Brittney Miller is a CFP® certificant with 10 years of industry experience, currently serving at Thayer Financial, L.L.C. in Hickory, NC. Her prior experience includes roles at Bragg Financial Advisors Inc and RBC Capital Markets, LLC, among others. Thayer Financial serves individuals, charitable organizations, and employer-sponsored retirement plans by offering discretionary investment management, financial planning, pension consulting, and educational seminars. The firm emphasizes goal-aligned, diversified portfolios and integrates educational workshops and ancillary client services into its wealth management practice.

James Deporre Jr. is a financial advisor with Hammerhead Financial Strategies, LLC and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including roles at Shark Investing, Inc. and Shark Asset Management, Inc. Since 2005, he has been president of Shark Investing, Inc., which operates a subscription-based website providing daily stock market articles and other content to subscribers. Hammerhead Financial Strategies offers discretionary portfolio management, financial planning, and consulting primarily to high-net-worth clients. The firm employs an active, opportunistic investment approach using proprietary trading methods that incorporate fundamental, technical, and behavioral analysis, with a focus on higher-beta equities and risk controls such as diversification and hedging strategies.

I’m Deaton Smith and I am the founder of Thayer Financial, a CERTIFIED FINANCIAL PLANNER™ professional, a West Point graduate and OEF Veteran. I named Thayer Financial after the founding father of West Point because I envision my company as something bigger than me. It embodies the same values and principles of my time at West Point and in the Army: Duty, Honor, Integrity, and Loyalty. These values are at the very core of everything I do and stand for. The existing business model is drowning in a sea of “trust me” salespeople all riddled with major conflicts of interest and complicated financial products that pay exorbitant commissions. This is why I created my own firm. My values and beliefs did not line up with any of these major firms and I knew that there had to be a better way to serve my clients. That’s why I launched a fee-only Registered Investment Adviser that is legally obligated to work as a fiduciary 100% of the time. I don’t accept commissions, referral fees, kickbacks, free vacations, or marketing dollars from insurance companies or investment companies. The only way I get paid is directly from my clients for the services that I provide, which allows my clients to weigh the true cost of the advice they are receiving.

Adam Smith is a financial advisor at Fortress Private Ledger, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch from 2018 to 2024. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm employs a dynamic investment approach combining trend identification, technical and fundamental analysis, and utilizes a mix of ETFs, individual securities, and mutual funds.

Brittany Macchia is a financial advisor at Sollinda Capital Management LLC with a Series 65 designation and ten years of experience from her time at Mumy Financial. She is based in Hickory, NC. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement/profit-sharing plans, as well as sub-advisory services to other registered investment advisers. The firm uses a combination of systematic, rules-based and discretionary strategies, incorporating quantitative, technical, fundamental, charting, and cyclical analysis.

Janette Jolly is a financial advisor at Apollon Financial, LLC with 13 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked with firms including Good Life Advisors, LPL Financial, and Waddell & Reed. Outside of her advisory role, she is also registered as a solicitor in Hickory, NC. Apollon Financial is an SEC-registered firm managing approximately $1.45 billion and serving a variety of clients including individuals, families, and businesses. The firm combines centrally managed model strategies with advisor-led portfolios and offers a broad range of investment options and technologies, including ESG models, Direct Indexing, and tax-aware techniques.

Andrew Rader is a financial advisor at Sollinda Capital Management LLC with 13 years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at firms including Capital Investment Group, Inc. and PNC Wealth Management. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement/profit-sharing plans. The firm employs a combination of systematic and discretionary strategies, uses a range of analytical methods, and also offers sub-advisory services and private investment funds for eligible investors.

Ryan Mumy is a CFP® with 23 years of industry experience, currently serving at Sollinda Capital Management LLC since 2024. He has a history with Mumy Financial Advisors, LLC and Capital Investment Advisory Services, LLC, among other firms. Outside of his advisory roles, he is involved as a board member of a nonprofit organization, New Beginnings Hickory, and holds minority ownership in a healthy meal restaurant in Columbus, Ohio. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement plans, while also offering sub-advisory services to other registered investment advisers. The firm employs a mix of systematic, rules-based and discretionary strategies, incorporating quantitative, technical, fundamental, and cyclical analyses, and it manages a private investment fund alongside diverse client portfolios.

David Van Horn is a financial advisor with Sollinda Capital Management LLC and holds a Series 66 designation. He has 24 years of industry experience and has previously worked at Capital Investment Group, Inc., Charter Financial Group, LLC, Cic Advisers, LLC, Synergy Investment Group, LLC, Merrill, and Morgan Stanley DW Inc. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement/profit-sharing plans, along with sub-advisory services and management of a private investment fund. The firm combines systematic rules-based and discretionary strategies using a range of analytical methods and offers additional brokerage, insurance, and accounting services through its team.

Anna Winger is a CFP® professional at Sollinda Capital Management LLC with eight years of industry experience. She has worked at Sollinda since 2023 and previously spent four years at Capital Investment Advisory Services, LLC. In addition to her financial advisory work, Winger practices law specializing in estate planning, elder law, and business law at Heritage Law. Sollinda Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and retirement plans, and offers sub-advisory services to other registered investment advisers. The firm employs both systematic, rules-based and discretionary investment strategies, incorporating quantitative, technical, fundamental, and cyclical analysis, and manages a Brazil-focused private investment fund as well as portfolios affiliated with a hedge fund general partner.

Noah Hannon is a financial advisor with ABS Legacy Partners, LLC, holding a Series 65 designation. He has worked in the financial industry since 2021, including experience at Truist Bank before joining ABS Legacy Partners. Prior to his career in finance, he was employed at Appalachian State University and Greer High School. ABS Legacy Partners provides investment advisory services to individuals, high net worth clients, trusts, estates, retirement accounts, and business entities. The firm focuses on tailored portfolios using a combination of fundamental, technical, and sector analysis, with a practice concentrated on a limited number of substantial client relationships.

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 industry experience. She has worked at ABS Legacy Partners, LLC since 2020 and spent 30 years at Everett Harris & Co prior to that. Angela is based in Hickory, NC. ABS Legacy Partners provides investment advisory services to high net worth individuals, trusts, estates, retirement accounts, and business entities. The firm offers tailored portfolio management, standalone financial planning, and referrals to third-party money managers, focusing on a limited client base with substantial relationships.

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.

Patrick Holmes is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Seven Two Wealth Partners and C Rice and Associates. Outside of financial advising, he is active as a Licensed Real Estate Agent in North Carolina. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolios and offers a range of programs including discretionary and non-discretionary management, access to independent managers, and advisory signal services.