Jonathan Davis is a financial advisor at E2I Financial Group, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Horter Investment Management since 2017. In addition to his role at E2I Financial Group, he owns JAD Financial Group, LLC, where he provides life insurance and income planning services involving fixed annuities. E2I Financial Group primarily serves individual clients aged 50 and over, as well as high-net-worth individuals and pension and profit-sharing plans. The firm offers modular or comprehensive financial planning and asset management, using third-party registered investment advisors to implement tactically managed mutual fund and ETF allocations tailored to clients’ financial plans.

Liam Gilroy is a financial advisor with Fortis Wealth Management, holding a Series 65 designation and bringing 11 years of industry experience. His background includes service in the United States Army from 2007 to 2016 and ongoing membership in the U.S. Army National Guard reserves. Outside of his advisory role, he manages rental properties through Magnolia Operations LLC. Fortis Wealth Management is a state-registered investment adviser managing approximately $79 million for individual and high-net-worth clients as well as retirement plan sponsors. The firm provides discretionary asset management, financial planning, 401(k) consulting and administration, and business development advisory services, with an investment process that incorporates fundamental, technical, and cyclical analysis.

Edwin Cummer is a CFP® professional with 26 years of industry experience, currently serving at IronBridge Wealth Counsel, LLC since 2022. Prior to this, he operated his own advisory firm, Edwin R. Cummer, LLC, for 11 years. IronBridge Wealth Counsel provides financial planning and consulting services to individuals, non-profits, corporations, and other business entities through project-based and retainer-style engagements. The firm focuses on planning and referral arrangements rather than discretionary portfolio management, using fundamental analysis and modern portfolio theory to support various investment strategies.

Anthony Winkels is a financial advisor at Fortis Wealth Management with 11 years of industry experience. He holds a Series 65 designation and has worked at Goldman Sachs & Co. LLC and Crown Venture Management, LLC. Winkels is also a member of the U.S. Army Reserves, where he commits regular time for training and field exercises. Fortis Wealth Management serves individual and high-net-worth households as well as retirement plan sponsors, offering discretionary asset management, financial planning, 401(k) consulting, and business development advisory services. The firm emphasizes individualized portfolios, ERISA 3(21) fiduciary services, and client education through seminars and workshops.

Rita Hendrick Smith is a financial advisor at Altrius Capital Management, Inc. with 14 years of industry experience. She holds a Series 65 designation and has been with Altrius since 2007. Altrius Capital Management serves a diverse client base including individuals, retirement plans, trusts, estates, corporations, charitable organizations, and investment companies. The firm employs a fundamentally based, value-oriented, and risk-managed investment approach, offering discretionary investment management, financial planning, and advisory consulting services.

Bradley Greer is a CFP® with 20 years of industry experience, currently serving as an advisor at Allen Wealth Management, LLC. He previously worked at Sapere Wealth Management, LLC for 16 years and has been with Allen Wealth Management and Raymond James Financial Services, Inc. since 2021 and 2022, respectively. Allen Wealth Management, LLC provides advisory services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction and delivers coordinated wealth management through discretionary and non-discretionary mandates.

Rylee Critcher is a financial advisor at Allen Wealth Management, LLC with four years of industry experience. She holds Series 65 and Series 63 credentials and has worked at Raymond James Financial Services, Inc. and TIAA-CREF Individual & Institutional Services, LLC. Allen Wealth Management provides advisory services to individuals, pension plans, trusts, estates, charitable organizations, and business entities, offering financial planning and investment management through a combination of fundamental, technical, charting, and cyclical analysis within written Investment Policy Statements. The firm serves over 1,000 clients with a four-person advisory team and manages a range of holdings, including alternative investments.

Jonathan Allen is a Certified Financial Planner® (CFP®) with 21 years of industry experience. He is the owner and principal advisor at Allen Wealth Management, LLC, where he has worked since 2009. Prior to that, he was affiliated with Raymond James Financial Services and Allen Financial Advisors. Outside of financial advising, he owns and operates a CPA practice, Dacchille Allen and Associates CPA PLLC. Allen Wealth Management, LLC provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios and manages over 1,000 clients across its four-person advisory team.

David Fink is a CFA® charterholder and holds Series 63 and 65 licenses with 19 years of industry experience. He is affiliated with Lifestyle Freedom Advisory Group, LLC and has held roles at multiple related entities since 2018, as well as Colorado Financial Service Corporation since 2020. Outside of his advisory work, he provides consulting services to CPAs and attorneys. Lifestyle Freedom Advisory Group is a registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management, financial planning, and ERISA plan services, emphasizing customized portfolios aligned with clients’ goals, time horizons, and risk tolerances.

Eric Franklin is a financial advisor with Allen Wealth Management, LLC in Boone, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Allen Wealth Management since 2014 and previously at Empire Distributors from 2018 to 2022. Franklin serves as a committee member of the Watauga Humane Society’s investment committee, providing commentary and feedback on their holdings. Allen Wealth Management provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction and offers coordinated wealth management across discretionary and non-discretionary mandates.

Douglas Nixon is a financial advisor at Capital Analysts with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lincoln Investment Planning, Inc. since 2010. Outside of advisory services, he is an insurance agent with Robinson and Associates and serves as president of Nixon Financial Advisors, Inc., an entity used for tax and accounting purposes. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary screening tools, with a focus on fiduciary responsibility and a range of portfolio options.

Justin Jolly is a financial advisor with PFG Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at LPL Financial, Securities America, Mutual Securities, and United Planners. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm combines top-down macroeconomic allocation with fundamental and technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

John Sanders is a financial advisor with Credit Union Investment Services, holding a Series 66 designation and two years of industry experience. His background includes roles at State Employees' Credit Union, SECU Brokerage Services, SECU Life Insurance Company, and prior work at Chick-Fil-A and Boone Police Department among others. He serves as an agent for SECU Life Insurance Company and specializes in financial advisory services for members of State Employees' Credit Union. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes goals-based, long-term investment strategies using low-cost index mutual funds and ETFs within a credit-union ecosystem.

Bradley Dillard is a financial advisor with Credit Union Investment Services in Boone, NC, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Dillard is also involved in providing financial advisory services and life insurance through State Employees' Credit Union and its affiliates. 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.

Scott Sade is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Kestra since 2015. Outside of his advisory role, he is active in real estate through multiple ownership and management positions and serves on various community boards including the Martin County Estate Planning Council and the Martin County Chamber of Commerce. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm manages over $13 billion in client assets and provides access to a broad range of investment products and platforms, with operational support including affiliations with a trust company and specialized retirement and insurance-related services.

Lauren Johnson is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 designations and 18 years of industry experience. She has worked at Valic Financial Advisors since 2012 and at Agia since 2022. Outside of her advisory role, she is a commissioned notary public. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Joseph Turecky is a financial advisor with First Citizens Investor Services, Inc. in Boone, NC, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has been with First Citizens Investor Services since 2015. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business entities. The firm’s client process involves assessments of financial needs, risk tolerance, and time horizon, utilizing fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Karen Kight is a financial advisor at &PARTNERS with 33 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, she owns Front Porch Sales & Holdings, LLC, an antique market with a coffee counter in Boone, NC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions. The firm offers investment management, financial and tax planning, and consulting services using a mix of fundamental, technical, and quantitative analysis, with portfolios managed directly or through third-party managers.

Alfred Gonzalez is a financial advisor with Truist Advisory Services, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 37 years of industry experience and has been with SunTrust Advisory Services and Suntrust Investment Services since 2016. 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, supported by third-party platforms and AI-enabled research tools.

Daniel Jobe is a CFP® professional with 30 years of experience in the financial services industry. He has been with Valic Financial Advisors since 1997 and also holds a role as an agent with Agia since 2022. Outside of his advisory work, he serves as an elder on the board of Alliance Bible Fellowship in Boone, NC. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors.