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.

Mary Macdonald is the sole advisor at Personal Path Financial Planning in Hillsborough, NC, holding Series 65 and Series 66 licenses with 10 years of industry experience. She has operated her own advisory practice since 2017. Personal Path Financial Planning offers fee-only financial planning and investment consultation to individuals, trusts, estates, charitable organizations, and businesses. The firm provides non-discretionary advice focused on long-term, goals-based strategies using primarily low-cost index funds and ETFs, and delivers services on an hourly or fixed-fee basis without taking custody of client assets.

Thomas Sikes III is a CFP® professional with 19 years of industry experience. He has been the sole advisor at WanderWealth Inc., an independent firm based in Hillsborough, NC, since 2006. Outside of his advisory practice, he operates Traveltirement LLC, an educational and media business focused on long-term travel and retirement planning in Italy and France. WanderWealth Inc. provides discretionary investment management and financial planning services primarily to individuals and couples, with a specialization in serving Americans retiring to or residing in France. The firm employs a passive, asset-allocation strategy using model portfolios primarily composed of ETFs and direct index portfolios for eligible clients.

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.

Aidis Zunde is a financial advisor at Zak Investment Management Company, LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Zak Investment Management since 2008. In addition to his advisory role, Zunde serves as a senior consultant for Whitney, Bradley & Brown, supporting a Department of Defense organization focused on countering improvised explosive devices. Zak Investment Management Company, LLC provides discretionary investment advisory and portfolio management services to individuals, trusts, estates, foundations, and charitable organizations. The firm employs a fundamental analysis approach across multiple asset classes and incorporates both long-term and trading strategies, managing a limited number of client accounts on a fee-only basis.

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.

Thomas James is a CFP® with 18 years of industry experience, currently serving at EPG Wealth Management LLC. His background includes roles at Arkadios Capital, ACG Wealth Inc., and Triad Advisors, Inc. He is also an assistant professor of the practice of finance at High Point University and serves as an expert witness in securities cases for a law firm. EPG Wealth Management LLC serves individuals, trusts, businesses, and retirement plans with customized investment plans and offers a range of advisory services, including advisor-managed portfolios and fiduciary consulting. The firm manages accounts using fundamental, technical, and cyclical analysis and employs both tailored portfolios and third-party model allocations.

Ariel Rosenberg is a CFP® with two years of industry experience and currently serves as an advisor at Chicory Wealth. Prior to joining Chicory Wealth in 2024, Rosenberg worked at The Community Empowerment Fund and held various roles related to cultural innovation and sustainable development. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a combination of fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to develop long-term, diversified portfolios and financial plans.

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.

Eric Hawkins is a financial advisor with Credit Union Investment Services and holds Series 65 and Series 63 credentials. He has 11 years of industry experience, including roles at Members Trust Company, SeCU Life Insurance Company, SeCU Brokerage Services, and State Employees' Credit Union. He also serves as a Financial Advisory Services Specialist with State Employees' Credit Union and as an agent for SeCU Life Insurance Company. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and retirement planning focused on long-term, goals-based strategies using low-cost mutual funds and ETFs. The firm operates as a subsidiary of State Employees’ Credit Union and integrates multiple affiliated businesses to provide comprehensive financial services.

Chelsea Trimble is a financial advisor at Credit Union Investment Services with 10 years of industry experience. She holds Series 66, Series 65, and Series 63 licenses and has worked at Members Trust Company since 2022. Outside of investment advisory roles, she is an owner and consultant for a Mary Kay cosmetics business. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement planning. The firm emphasizes a long-term, goals-based approach using low-cost index mutual funds and ETFs, operating within the credit union ecosystem connected to State Employees’ Credit Union and affiliated entities.

Michael Jones is a financial advisor at Silver Oak Securities, Incorporated with 17 years of industry experience. He holds a Series 66 designation and has worked at Silver Oak Securities since 2021. Prior to that, he was associated with Big Rock Wealth Advisors and Cantella and Co., Inc. Jones also serves as an assistant baseball coach at Walter M Williams High School. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers tailored portfolio management, unified managed accounts, financial planning, and specialized solutions for held-away retirement plan assets.

George Schopper is a financial advisor at Momentum Independent Network Inc. with 53 years of industry experience. He holds Series 63 and Series 65 designations and has been with Momentum Independent Network since 2010. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model with third-party managers and integration with Hilltop affiliates for municipal bond strategies and cash management features.

Douglas Everett is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his advisory role, he is the owner of Pit Bull Crew, LLC, where he sells life, health, and long-term care insurance and provides wealth management services. He also works as an implementation specialist for an online estate planning referral system. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, sub-advisory, and client referral services through a network of investment adviser representatives across multiple offices.

Kyle Hoopes is a financial advisor with Credit Union Investment Services in Carrboro, NC, holding Series 63 and Series 65 licenses and three years of industry experience. He has been affiliated with State Employees' Credit Union since 2014, serving as a Financial Advisory Services Specialist, and also works as an agent with SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors 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 alongside a goals-based, long-term planning approach.

Joseph Pipkin is a financial advisor with Credit Union Investment Services and holds Series 63 and Series 65 designations. He has nine years of industry experience and has worked at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees’ Credit Union. Outside of advising, he is involved in a family egg supply business where he occasionally sells eggs to offset feed costs. Credit Union Investment Services serves primarily 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 a long-term, goals-based planning approach, with advisory representatives as salaried employees of the parent credit union.

Jason Cook is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. He holds the CFP® designation and has 25 years of industry experience. His career includes roles at BFC Planning, Inc., Stokes, Cook & Associates, and involvement with the Graham Area Business Association and Graham Fire Department. Outside of advising, Cook has volunteered as a firefighter and participates in charitable organizations such as the Burlington Shrine Club and Bingham Masonic Lodge. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $906 million in client assets and offers a range of investment platforms, including discretionary and non-discretionary management, with services tailored to client needs.

Stephen Sorrell is a financial advisor with Credit Union Investment Services in Hillsborough, NC, holding Series 63 and Series 65 registrations and nine years of industry experience. He has been affiliated with Members Trust Company since 2019 and has served in various roles at State Employees' Credit Union and its affiliates since 2005. Sorrell also works as a life insurance agent with SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors 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 goals-based, long-term planning approach, with investment adviser representatives employed on a salaried basis by the parent credit union.