Thomas Formhals

Christopher Fauchier Nobles is the President and Chief Compliance Officer of Confiance Financial LLC and holds a Series 65 designation. He has prior experience at Mediant Communications Inc. and Betanxt, where he was involved in investor communications and back-office technology platforms. Nobles divides his time between his advisory role and his executive responsibilities at BetaNXT. Confiance Financial provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a fundamentally driven, primarily long-term investment approach and may engage third-party independent managers to implement portfolio strategies.

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 Elliott is a financial advisor at Artifex Advisory Group, Inc. in Cary, NC, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has operated as a sole proprietor since 2013. In addition to his advisory work, Elliott is also a licensed insurance agent involved in insurance sales. Artifex Advisory Group provides fee-based investment management and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages portfolios on a discretionary basis using both fundamental and technical analysis and offers ERISA-plan services including fiduciary responsibilities and participant education.

Steven Lewis is the principal advisor at Lewis and Associates Capital Advisors, LLC in Holly Springs, NC, with 16 years of industry experience. He holds a Series 65 designation and previously worked at Formulafolio Investments, LLC and Brookstone Capital Management, LLC. Lewis is also the owner of Financial Greenhouse, LLC, where he oversees insurance-based product recommendations. Lewis and Associates Capital Advisors provides asset management and financial advice to individual and institutional clients, including high-net-worth individuals, trusts, corporate pension plans, and nonprofit organizations. The firm develops customized portfolios using a combination of modern portfolio theory and fundamental, technical, and cyclical analyses, offering both discretionary and non-discretionary management along with pension consulting and insurance product advice.

Charles Galt is the sole advisor at Wellness Financial Associates LLC in Cary, NC, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has operated Wellness Financial Associates since 2015 and also owns Wellness Security LLC, an insurance agency offering accident, health, disability, and life insurance products, as well as fixed and indexed annuities. Wellness Financial Associates LLC provides financial planning, portfolio management, and retirement plan consulting services to individuals, plan sponsors, corporations, and other business entities. The firm emphasizes asset allocation based on value, safety, and quality principles, focusing on risk control and loss avoidance, with a notable specialization in 401(k) and pension plan consulting.