Joshua Barwick

Michael Mccall is a financial advisor at BFWM LLC in Holly Springs, NC, holding a Series 65 credential with industry experience beginning in 2022. His prior work includes roles at Buffalo Finances Inc., Site Services, and EVA Garland Associates. BFWM LLC is an independent registered investment adviser offering discretionary managed accounts, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a personalized, multi-strategy investment approach that incorporates asset allocation, dollar-cost averaging, and technical analysis, tailored to client time horizons and risk tolerances.

James Minor is a CFP® and holds a Series 66 license with 19 years of experience in financial advising. He is the principal of Red Oak Capital Advisors and has worked at Ball & Minor CPA PA since 1998. Minor also serves as president of Salmon Planning Haven PLLC, a tax and accounting firm. Red Oak Capital Advisors provides investment advisory and financial planning services to individuals, trusts, estates, and small businesses. The firm manages approximately $10.2 million using fundamental analysis to create client-specific investment policies, offering non-discretionary portfolio management primarily composed of equities, bonds, ETFs, closed-end funds, and mutual funds. The firm is notable for its affiliation with an accounting practice and its combination of fee-only advisory services with a predominantly non-discretionary management approach.

David Isley is a financial advisor at Abound Investments with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked with various insurance carriers since 2002. In addition to his advisory role, he is a licensed North Carolina life and health insurance agent. Abound Investments serves individual clients, including high-net-worth individuals, as well as corporate pension and profit-sharing plans. The firm offers discretionary asset management, financial planning, insurance planning, and consulting services, with an investment approach that emphasizes tailored portfolios focused on individual stocks and proprietary strategies for managed accounts.

Lance Hope Gill is a CFP® professional with 20 years of experience in the financial industry. He is currently the sole advisor at Signature Resources LLC and has held roles at United Community Bank and Seaside Capital Management, Inc. Gill also serves as a fiduciary officer and investment analyst at United Community Bank in Orlando, Florida. Signature Resources LLC provides asset management and portfolio supervision to individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities. The firm utilizes a combination of fundamental analysis and technical methods, offering both strategic and tactical asset allocation with client-specific restrictions and periodic rebalancing.

Mitchel Krause is a financial advisor at Other Side Asset Management, LLC in Raleigh, NC, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel, Nicolaus & Company, Incorporated for 11 years before founding his current firm in 2018. In addition to advisory services, he is a licensed insurance agent involved in the sale of various insurance products. Other Side Asset Management provides investment advisory and financial consulting services to individuals, high-net-worth clients, and charitable organizations. The firm offers tailored portfolio management and planning services, employing a range of methods including asset allocation, technical analysis, and both long- and short-term trading, with at least quarterly account reviews.

John Huber is a financial advisor at Saber Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Saber Capital Management since 2012, following eight years at CJB Real Estate & Investments. Saber Capital Management provides discretionary investment management to individual and institutional clients, including high-net-worth individuals, through separately managed accounts and private pooled investment vehicles. The firm employs a bottom-up, fundamental value-investing approach with a focus on concentrated holdings and a long-term horizon, and it offers features such as performance-based compensation and a subscription newsletter for clients.