Brett Webb

William Barnes is a financial advisor at Acrylic Financial, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Verity Asset Management, Teacher's Pension Inc., and WSB & Associates, Inc. Outside of his advisory role, Barnes is the CEO and founder of WSB & Associates, an insurance agency, and also works as an insurance agent at Teacher's Pension and Insurance Services, Inc. Acrylic Financial, Inc. provides portfolio management and financial planning to individuals, other advisers, corporations, and pooled investment vehicles. The firm combines asset-allocation frameworks with active momentum and moving-average models, offering both discretionary and non-discretionary management tailored to client goals and risk tolerance.

Kisha Ellerbe is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked with Members Trust Company since 2018 and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union for over a decade. She serves as a Financial Services Officer at State Employees' Credit Union, providing financial services to eligible members. Credit Union Investment Services primarily serves individual investors and a smaller number of trust clients 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 goals-based, long-term planning approach.

Gary Vogelgesang is a CFP® professional with 31 years of industry experience, currently serving as an advisor at SPC since 2020. His prior work includes roles at Charles Schwab from 2002 to 2018 and several advisory firms between 2019 and 2021. He is a member of the Worthington Estate Planning Council, a networking association for financial planners, attorneys, and accountants. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that includes affiliated broker-dealers and insurance agencies and formal succession protocols.

Marc Humann is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at various Truist-affiliated entities since 2001 and serves as a commissioner for the Rockingham Housing Authority. Truist Advisory Services is an SEC-registered investment adviser with approximately 2,455 advisors and manages about $67.7 billion in assets. The firm provides investment consulting and plan services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering both discretionary and non-discretionary solutions through a combination of model portfolios, third-party managers, and advisor-led asset allocation.

Philip Stone is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. The firm serves more than four million individual and institutional clients, including households across the wealth spectrum, pension and profit-sharing plans, corporate clients, and charitable organizations. Edward Jones offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicole Casp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has worked with Raymond James and its affiliates since 2020 and previously spent seven years at U.S. Bancorp Investments, Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored strategies and a broad affiliate network.