James Hogan II

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 in Boone, NC, holding a Series 65 designation and 10 years of industry experience. He has served in the U.S. Army National Guard since 2016 and previously served in the United States Army from 2007 to 2016. Outside of advising, he manages non-investment rental properties through Magnolia Operations LLC. Fortis Wealth Management is a team-based registered investment adviser with four advisors and approximately $50 million in assets under management. The firm serves individual and high-net-worth clients, offering discretionary portfolio management, written financial planning, 401(k) consulting, ERISA fiduciary services, and business development advisory support.

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.

Sterling Barrett is a financial advisor at Sterling Wealth Advisors, Inc. located in Banner Elk, NC. He holds a Series 65 designation and has been with Sterling Wealth Advisors since 2024. Prior to his advisory role, he worked at Lowes' Food and has experience with Classical Conversations Plantation and Liberty University. Sterling Wealth Advisors serves individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and comprehensive financial planning. The firm uses a mix of investment strategies across no-load mutual funds, ETFs, bond funds, and government securities, offering both ongoing advisory relationships and shorter-term consulting engagements.

Anthony Winkels is a financial advisor at Fortis Wealth Management with 10 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 Reserve. Fortis Wealth Management is a team-based registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, 401(k) consulting, and ERISA fiduciary services. The firm combines fundamental, technical, and cyclical analysis in its investment approach and offers educational programs and business development advisory services.

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.