Shrey Patel

Christopher Crenshaw is the sole advisor at Chris C Crenshaw Financial Services, LLC, an independent firm based in Durham, NC. He holds a Series 63 designation and has 16 years of industry experience. He has been with his firm since 1996. The firm provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. It emphasizes strategic asset allocation, diversification, and both fundamental and technical analysis, serving a concentrated group of primarily high-net-worth clients alongside corporate and business clients.

Naveen Reddy Gollapally is the sole advisor at gnrfunds LLC, an independent registered investment adviser based in Morrisville, NC. He holds a Series 65 credential and has four years of industry experience, including over a decade at Epsilon Data Management LLC prior to founding gnrfunds in 2021. Outside of his advisory work, he serves as treasurer for several day care centers planned to open in 2026 and 2027, and he is president of a UPS store, as well as a database administrator for a technology consulting firm. gnrfunds LLC serves individual investors, high-net-worth clients, and small businesses with discretionary portfolio management and retirement plan advice. The firm focuses on concentrated equity portfolios through fundamental analysis and employs various strategies including long/short positions and derivatives, offering performance-based fee arrangements to qualified clients.

Joseph Stover is a financial advisor at Reliance Financial Group, Inc. in Durham, NC, holding the PFS™ designation and Series 65 license with 22 years of industry experience. He has been with Reliance Financial Group since 1999. Reliance Financial Group is an independent firm providing discretionary portfolio management, financial planning, and consulting to individual investors, retirement plans, and charitable organizations. The firm emphasizes asset allocation and model-based portfolios, combining fundamental security analysis with long-term investment strategies and periodic rebalancing.

Jean Masse is the sole advisor at J. Pierre Masse, an independent firm based in Venice, FL. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Since 2015, he has managed his own practice following prior registration with a broker-dealer. The firm serves individual clients, including some high-net-worth individuals, offering financial planning and discretionary portfolio management. Its investment approach combines fundamental business analysis with asset allocation, diversification, and risk management, emphasizing a conservative, low-turnover strategy.

Jennifer Lazarus is a Certified Financial Planner™ (CFP®) and holds a Series 65 license with 15 years of industry experience. She has been the sole advisor at Lazarus Financial Planning, an independent firm based in Durham, NC, since its founding in 2005. Lazarus Financial Planning is a fee-only advisory firm serving individuals, couples, trusts, small businesses, and retirement plans. The firm offers comprehensive financial planning and discretionary investment management, with a focus on socially responsible investing and a documented planning process that emphasizes asset-class allocation, diversification, and client-approved policy implementation.

John Young is a CFP® with 27 years of industry experience, currently serving as the sole advisor at Cardinal Wealth Partners, LLC in Chapel Hill, NC. His prior experience includes roles at Red Oak Capital Management, Inc and Allen C. Ewing & Co. He is also involved in providing life insurance solutions through the Cardinal Wealth Partners Insurance Agency. Cardinal Wealth Partners is an independent investment adviser offering discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, corporations, and select 401(k) plans. The firm manages approximately $13 million across 55 client households, employing diversified portfolios primarily using ETFs and mutual funds, with tailored investment advice and regular account reviews.