Craig Kopka

Joy Liu is a financial advisor with Connective Wealth Partners, LLC, holding a Series 65 designation and two years of industry experience. Her prior roles include positions at FG Advisory Services, LLC, The Financial Gym, and Burns Group. She has also worked as a freelancer. Connective Wealth Partners provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm uses a fundamentally based investment approach with a long-term orientation, constructing portfolios with ETFs, equities, bonds, and alternative investments while offering both full-service and stand-alone planning options.

Brian Liedstrand is a financial advisor at Selective Wealth Management, Inc. with 11 years of industry experience. He holds a Series 65 designation and has served in the U.S. Marine Corps since 2017, including a role as a Marine for Life Representative. Liedstrand also acts as the music director for Harvest Presbyterian Church PCA. Selective Wealth Management serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across eight advisors and offers discretionary investment supervisory services with tailored financial planning and periodic account reviews.

Caleb Rich is a Series 65-licensed advisor with PracticeCFO Investments in Swansboro, North Carolina. He is part of a ten-advisor team at the firm. PracticeCFO Investments provides investment management, strategic personal and business financial planning, retirement plan advisory, insurance placement, and tax and accounting services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm uses a hybrid investment approach based on Modern Portfolio Theory, combining low-cost passive ETFs with tactical asset allocation and formal Investment Policy Statements to guide portfolio management.

Laura Connors is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and four years of industry experience. She has held roles at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. She is also a manager of Connacht, LLC, a family business. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing non-discretionary portfolio management and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm’s advisers are salaried employees of the parent credit union, and clients retain final decision-making authority over their accounts.

Michael Skibbe is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at LPL Financial, Private Advisor Group, PNC Investments, and Sharonview Federal Credit Union. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Joshua Mudse is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Atlas. His prior roles include positions at OneAscent Financial Services, FF Advisors, Running Point Capital Advisors, Carnegie Investment Counsel, and Munn Wealth Management. He is also Associate Vice President of Client Services at Synergy Private, where he manages family office services such as accounting, tax preparation, and coordination of professional advisors. Atlas (ATFS Advisers LLC) provides wealth management and financial planning to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a longer-term, index-based investment approach supplemented by concentrated strategies, ETFs, and direct equities, and manages both discretionary and non-discretionary portfolios alongside a private credit fund.