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.

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.

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 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.

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.

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.

Michael Jones is a financial advisor at Silver Oak Securities, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Big Rock Wealth Advisors, Cantella and Co., Inc., and Edward Jones. Outside of his advisory work, he serves as an assistant baseball coach for Walter M Williams High School. Silver Oak Securities, Inc. serves a diverse client base including high-net-worth individuals, pension plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets. The firm offers multiple advisory programs tailored to client objectives, with a focus on discretionary investment management and automated model-based portfolio implementation.

Aaron Smith is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Cardinal Financial, LLC for eight years before joining his current firm in 2021. Outside of his advisory role, he is a co-owner of a real estate group involved in non-investment-related activities. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers tailored investment programs with a range of strategies and typically manages assets on a discretionary basis.

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.

James Kenerly is a ChFC® with 20 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. since 2006. He also serves as Chief Operating Officer at Plybon and Associates, Inc. Outside of his financial advisory roles, he writes and publishes children's books under Rascal Books. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent Member Firms and Financial Professionals, offering a broad range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory.

Douglas Everett is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 credentials and two years of industry experience. He is also the owner of Pit Bull Crew, LLC, an insurance and securities business through which he sells life, health, and long-term care insurance while providing wealth management services. Additionally, he refers clients to an online estate planning system as an implementation specialist with Integrated Trust Systems. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, sub-advisory services, and client referrals, utilizing a range of analytical and asset-allocation strategies supported by third-party platforms.

Robert Plybon is a financial advisor with M HOLDINGS SECURITIES, Inc. in Greensboro, NC, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with M HOLDINGS SECURITIES since 2004 and has operated Plybon & Associates since 1972. Outside of advising, he serves on the Board of Trustees at East Carolina University, chairing the Facilities and Finance Committee. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and professionals. The firm offers a broad range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, combining in-house portfolio management with oversight of third-party sub-advisors.

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.

Shineece Sellars is a financial advisor at IP Financial Advisory Services LLC with a Series 66 designation and four years of industry experience. Her work history includes roles at Keller Williams, Mueller Reports, and The Prudential Insurance Company of America. Outside of advisory work, she serves as Executive Director of the African American Cultural Arts & History Center and is involved with other nonprofit organizations and real estate activities. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on customized portfolio construction and monitoring, often using discretionary authority, and provides access to third-party investment advisors alongside traditional advisory services.

Samantha Mcdevitt is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds a Series 66 designation and has worked at Truist Advisory Services and affiliated firms since 2015. Outside of her advisory role, she is a member of S Enterprises LLC, where she is involved in farming, livestock, and photography activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools in its manager selection and oversight processes.