Marshall Montgomery

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.

Phillip Hanks is a CFP® and holds a Series 66 license with nine years of experience in the financial industry. He is the sole advisor at Parabla, LLC, an independent registered investment adviser, and previously worked at Black Oak Wealth Management, Inc., Investment Advisors Corp, and Broker Dealer Financial Services Corporation. Parabla provides fee-only portfolio management and financial planning services primarily to individuals and families, as well as a limited number of corporate and retirement-plan sponsors. The firm uses a hybrid active/passive investment approach centered on ETFs and individual stocks and offers employee benefit plan and pension consulting, which is uncommon for a solo independent adviser.

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.

Gregory Robinson is a financial advisor at Executive Wealth Services LLC with three years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Mayfair Business Advisors, Carolina Business Xchange, and Heritage Home Group. Executive Wealth Services LLC provides wealth management, financial planning, and sub-advisory services to a diverse client base including individuals, high-net-worth individuals, trusts, estates, businesses, and other registered investment advisers. The firm primarily manages non-discretionary assets using fundamental analysis and constructs portfolios with individual equities, fixed-income securities, and ETFs, often operating with a long-term investment horizon.

David Mittelman is a CFP® and the sole advisor at Mittelman Jones Tax & Wealth in Winston Salem, NC. He has experience in accounting and tax services through his roles at Mittelman Jones Accounting PLLC and Allan Jones Accounting LLC. Outside of advisory work, he is involved in real estate investing through Appalachian Investment Properties LLC, where he actively manages property investments. Mittelman Jones Tax & Wealth is a fee-only, fiduciary registered investment adviser that combines discretionary investment management with tax preparation, accounting, and financial planning services. The firm serves trusts, business owners, and mass-affluent households with a tax-aware investment approach tailored to individual client goals and risk profiles.