Herman Brunson Jr. is the sole advisor at Balance Investments in Statesville, NC, holding Series 65 and Series 66 designations with 14 years of industry experience. Prior to founding Balance Investments in 2014, he worked at Edward Jones from 2009 to 2011. Balance Investments provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, using a core-satellite strategic allocation tailored to client-specific factors and combining fundamental and technical analysis. The firm also offers public educational seminars and a modular financial planning process alongside its portfolio management services.

Jacob Hoheisel is a CFP® and holds a Series 66 license, currently serving as the sole advisor at Autumn Branch Capital, LLC with two years of industry experience. His prior roles include positions at Robert W. Baird & Co., PYA Waltman Capital, LLC, and Comprehensive Wealth Management. Autumn Branch Capital, LLC is a fee-only independent registered investment adviser that offers wealth management and limited-scope financial planning to individuals, high-net-worth clients, and businesses. The firm employs a tailored asset-allocation strategy combining passive and active investment approaches, conducts quarterly account reviews, and supports client-directed brokerage and reasonable investment restrictions.

Shawn Fleming is a financial advisor with Professional Wealth Management Services LLC in Statesville, NC, holding the ChFC® designation and a Series 65 license. He has 18 years of industry experience and has been with Professional Wealth Management Services since 2009. Outside of his advisory role, Shawn is independently licensed in life, accident, and health insurance and provides limited insurance agent services as part of comprehensive financial planning. He is also engaged in general business and management consulting. Professional Wealth Management Services LLC serves individuals and trusts with fee-only financial planning and discretionary portfolio management. The firm emphasizes suitability and tailored strategies, managing approximately $136 million for about 60 clients through a two-advisor team.

John Stevenson is a financial advisor with Professional Wealth Management Services LLC in Statesville, NC, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Professional Wealth Management Services since 2007. Outside of his advisory role, John is independently licensed in life, accident, and health insurance and also engages in general business and management consulting. Professional Wealth Management Services LLC provides fee-only financial planning and discretionary portfolio management primarily for individuals and trusts. The firm emphasizes tailored investment strategies based on detailed risk assessments and offers a wrap fee program that includes bundled asset allocation and trade execution services.

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.

Timothy Bain is a financial advisor with Spark Asset Management Group in Statesville, NC, holding Series 63 and 65 licenses and bringing 32 years of industry experience. He has been with Spark Asset Management Group and StoneX Securities Inc. since 2010. Outside of finance, Bain is involved in MUSIC 49 INC., where he teaches music lessons and assists with marketing and bookkeeping. Spark Asset Management Group is a state-registered investment adviser offering discretionary asset management, retirement advice, and financial planning to individuals, trusts, estates, charitable organizations, and corporations. The firm employs tactical asset allocation using trend-following models combined with technical and fundamental research and manages a range of portfolios, including specialty accounts utilizing derivatives and leveraged products.

Matthew Ellis is a financial advisor at Fidelis Capital with 19 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Merrill, Wells Fargo Bank, and Citigroup Global Markets. Ellis serves on the board of Centerstone Military Services, a nonprofit organization based in Nashville. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic organizations, and other entities. The firm combines quantitative, fundamental, technical, and economic analysis to guide portfolio management and also plays a sub-advisory role to a private fund, serving both retail and institutional clients.

Nina Lloyd is President and CEO of Opus Financial Advisors, Inc. She holds the CFP® designation and has 15 years of industry experience. Her prior roles include positions at FSC Securities Corporation and LPL Financial LLC. Outside of her advisory work, she is the owner and president of Lloyd Grading and Utilities, Inc. Opus Financial Advisors is a team-based firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, utilizing a range of sponsored and third-party investment programs primarily on the LPL platform.

James Staples is a CFP® with 43 years of industry experience and serves as President of Opus Financial Advisors, Inc. He has worked at LPL Financial LLC and FSC Securities Corporation and has been with Opus Financial Advisors since 1982. Staples serves as a board member for Children's Homes of Iredell County and has held leadership roles in local nonprofit organizations related to education and community outreach. Opus Financial Advisors is a team-based firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting using a variety of sponsored and third-party programs primarily on the LPL platform, with a mix of fundamental and technical investment methods.

Janna Deegan is a financial advisor at Opus Financial Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and has been with Opus Financial Advisors since 2015. Deegan also serves as the firm’s Vice President and Chief Compliance Officer and is a licensed notary public. Opus Financial Advisors is a state-registered, team-based firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting using a combination of firm-sponsored and third-party investment programs primarily administered on the LPL platform.

Nilsa Daniel is a financial advisor with Opus Financial Advisors, Inc. in Statesville, NC. She holds a Series 66 designation and has nine years of industry experience, having previously worked at LPL Financial LLC, OSAIC, FSC Securities Corporation, Morgan Stanley, and Fidelity Brokerage Services LLC. Outside of advising, she is a North Carolina notary public and occasionally notarizes documents. Opus Financial Advisors is a team-based, state-registered firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, utilizing a mix of sponsored and third-party programs primarily administered on the LPL platform.

Lisa Fox is a Series 66-licensed financial advisor at Opus Financial Advisors, Inc. in Statesville, NC, with six years at the firm and a total of four years of industry experience. Her prior roles include positions at LPL Financial, OSAIC, FSC Securities Corporation, and Houston Insurance Agency. She serves as a notary public for Iredell County and is a board member of the Greater Statesville Chamber of Commerce. Opus Financial Advisors is a team-based, state-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers financial planning, discretionary portfolio management, retirement plan consulting, and access to third-party money managers primarily via the LPL platform, combining advisory services with licensed professionals in real estate, accounting, and insurance.

Theodore De Lisi is a financial advisor with Inspire Advisors, LLC, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. His prior roles include positions at Carson Wealth, Cetera Advisor Networks, and LPL Financial. In addition to his advisory work, he is an independent property and casualty, life, accident, and health insurance agent. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a variety of analytical methods to construct portfolios, often delegating management to sub-advisors and offering tax-mitigation services.

Charles Woy is a financial advisor with Foundations Investment Advisors LLC in Hickory, NC. He holds a Series 65 designation and has one year of industry experience. His prior experience includes roles at Epic Wealth, Southline Converting, and Appliances Superstore. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a range of analysis techniques and offers tailored advice through a network of affiliated offices and representatives.

Eric Sides is a financial advisor with StoneX Advisors Inc. in Statesville, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at StoneX Advisors since 2016 and previously spent ten years with Synergy Investment Group, LLC. Outside of his advisory role, he serves as Vice President and Chief Compliance Officer for Elledge Bain Sides, LLC, and is a board member of Synergy Holding Group, Inc. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a variety of advisor-managed portfolios, proprietary models, and third-party money managers supported by platforms like Envestnet and Advyzon.

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.

Penny Paugh is a financial advisor with Inspire Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 28 years of industry experience. Her prior work includes positions at CWM, LLC dba Carson Wealth, IFG Advisory, LPL Financial, Merrill, and Banc of America Investment Services. She serves as a board member of the Statesville Chamber of Commerce. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of investment methods, often delegating management to sub-advisors and utilizing proprietary ETFs.

Thomas Walsh Jr. is a CFA® charterholder with 11 years of industry experience, currently affiliated with Mariner Independent. His prior roles include positions at Chilton Trust Company and Bessemer Investor Services, Inc. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of investment adviser representatives using firm-built and customized discretionary portfolios.

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.

Matthew Conrad is a financial advisor at Inspire Advisors, LLC with three years of industry experience. He holds Series 66 and Series 65 licenses. His prior roles include positions at Carson Wealth, Calvary Chapel Lake Norman, the Social Security Administration, and Edward Jones. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients, high-net-worth individuals, institutions, charitable organizations, broker-dealers, and other investment advisers. The firm integrates Biblically Responsible Investing through proprietary tools and employs a combination of fundamental, technical, quantitative analysis, and modern portfolio theory in portfolio construction.