David Mittelman

Kathryn Higgins is a Series 65-licensed financial advisor with 10 years of industry experience. She is the sole investment adviser representative at Wrenn House Investments LLC, where she has worked since 2017. In addition to her advisory role, she prepares federal and state tax returns through her accounting firm, K P Higgins CPA PLLC. Wrenn House Investments provides discretionary asset management and investment advice primarily to individuals, high-net-worth individuals, and small business entities. The firm’s investment approach combines cyclical, fundamental, and technical analysis with a focus on long-term holdings, strategic asset allocation, and periodic rebalancing.

Brandon Schneider is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He began his career at Fidelity Investments in 2021, progressing from Investment Consultant to Financial Consultant before advancing to his current position. Prior to joining Fidelity, Brandon held several positions at Truist Bank, including Private Banking Advisor, Wealth Lending Officer, and Branch Manager, where he gained extensive experience in financial services and client management. Throughout his career, Brandon has focused on providing clients with personalized financial plans and ongoing guidance, aiming to help them achieve their financial goals. His professional journey reflects a commitment to clarity and direction in financial consulting. Outside of his professional work, Brandon enjoys activities such as spending time at the beach and lake, engaging in family activities, fitness, running, and parenthood.

Anne Marie Webster is a CFP® and holds a Series 66 license with 16 years of industry experience. She is the principal of Curated Capital & Planning LLC, an independent firm she founded in 2021. Her prior experience includes roles at Lionheart Capital Management LLC, Colhoun, Robins, Davenport & Co., LLC, JT Stratford, LLC, Stephens Inc., and MSI Financial Services, Inc. Curated Capital & Planning LLC provides financial planning and discretionary investment management to individual and high-net-worth clients. The firm emphasizes tailored portfolio management based on Modern Portfolio Theory and fundamental analysis, serving a small client base with personalized investment policies and multiple planning engagement formats.

Danny Freeman is the principal advisor at Darda Financial in Winston Salem, NC, with 22 years at the firm and six years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Freeman owns and operates Darda Press, a document preparation and publishing business. Darda Financial serves primarily individual clients along with small businesses and non-profits, providing portfolio management, financial planning, accounting and tax services, life insurance, and business consulting. The firm offers discretionary investment management using both fundamental and technical analysis, tailoring strategies to client objectives and risk tolerance.

Marshall Montgomery is the sole advisor at Soseki Wealth Management, LLC, holding a Series 65 license with no prior industry experience. He has military experience serving in the United States Army from 2016 to 2023 and currently serves part-time as a Captain in the United States Army Reserve. Montgomery also completed an MBA program at Georgetown University. Soseki Wealth Management is a state-registered investment adviser that provides financial planning, investment management, and integrated wealth-management services to individuals and families. The firm uses a Modern Portfolio Theory-based approach with diversified asset allocation primarily through ETFs, bonds, and REITs, offering tailored portfolios and financial plans with at least quarterly reviews.

Kevin Ebbink is a financial advisor at Compass Financial Services, Inc. in Winston Salem, NC, with 21 years of industry experience. He holds a Series 65 designation and has worked at Compass Financial Services, Inc. since 2005, with a four-year period at Strategic Blueprint, LLC. In addition to his advisory role, he is a licensed insurance agent and spends approximately half of his time on insurance activities. Compass Financial Services provides discretionary investment management, wealth management, and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses a combination of exchange-traded funds, mutual funds, individual securities, and independent managers to construct portfolios, employing both long-term objectives and technical and fundamental analysis while overseeing manager selection and ongoing due diligence.