Halie Fair

Patrick Lyons is the principal of Lyons Den Capital, an independent advisory firm based in Zebulon, NC. He holds Series 63 and Series 65 licenses and has 25 years of experience in the financial industry. Lyons has operated Lyons Den Capital since 2010 and also has a background in insurance sales through his self-employed practice, Patrick Lyons Insurance Services. Lyons Den Capital provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm constructs diversified portfolios using fundamental and technical analysis, with a focus on exchange-traded funds and options-based hedging, and offers ongoing consultation tailored to clients’ investment guidelines.

Sivakumar Sitaraman is a financial advisor at Trillium Square Advisors LLC with Series 63 and Series 65 licenses. He has three years of industry experience, including his current role following prior employment at Pruco Securities LLC and Verizon Communications. He has also been enrolled in graduate studies. Trillium Square Advisors serves individuals, small businesses, retirement plans, and institutional clients by providing financial planning, portfolio management, retirement-plan advisory, corporate cash management, and consulting services. The firm employs a blend of active, quantitative, and traditional investment approaches, incorporating algorithmic models and multiple portfolio construction techniques.

Sukesh Pai is a CFA® charterholder with seven years of industry experience. He is a managing partner at Everest AI Ventures, an AI technology company, and has worked at Trillium Square Advisors LLC since 2018. His prior roles include positions at Prabhu Inc, QMS Capital Management LP, and self-employment. Trillium Square Advisors serves individuals, small businesses, retirement plans, and institutional clients by providing financial planning, portfolio management, retirement-plan advisory, and corporate cash management. The firm’s investment approach combines active, quantitative, and traditional analysis with algorithmic models and multiple portfolio construction methods.

Kevin Brown is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Fortress Private Ledger, LLC. His prior experience includes roles at Fidelity Investments and Simplicity Wealth. Outside of his advisory work, he is also active as an Uber driver. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans. The firm employs a dynamic investment approach that combines trend identification, technical analysis, and complementary strategies across a variety of securities and model programs.

Giovanni Todesco is a financial advisor at Belpointe Asset Management LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Belpointe since 2016. Outside of his advisory role, he also works as a parcel delivery supervisor. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that combine internal management with third-party relationships tailored to client objectives and risk tolerance.

Dana Dawson is a financial advisor with Credit Union Investment Services in Wilson, NC, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. She has worked with Members Trust Company since 2016 and has been affiliated with several entities related to State Employees' Credit Union since 2010, including roles in financial advisory services and life insurance. Credit Union Investment Services serves primarily North Carolina residents, focusing on individual investors and a smaller trust client base. The firm offers non-discretionary portfolio management and retirement planning with an emphasis on low-cost, index-based mutual funds and ETFs, providing clients with recommendations while allowing them to retain final decision authority.