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.

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.

Joseph Freeman is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Adolos Asset Management since 2021 and previously spent 30 years at Wachovia Bank, N.A. Adolos Asset Management provides discretionary and non-discretionary investment management to a select client base, including individuals, high-net-worth clients, corporations, trusts, estates, endowments, and charitable foundations. The firm uses an institutional-quality platform and offers portfolios built from written investment policy statements, with strategies tailored through tactical overlays and a range of investment models.

Brandon Walls is a financial advisor at Fortress Private Ledger, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at The Fidelity Bank, LPL Financial, Allegacy Federal Credit Union, and CUSO Financial Services. Fortress Private Ledger serves individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, portfolio management, retirement plan consulting, and Qualified Opportunity Zone advisory services. The firm’s investment approach combines trend identification and technical analysis with fundamental strategies, employing a mix of ETFs, individual securities, and mutual funds, and delivers services through a network of advisers using both discretionary and non-discretionary models.

Matthew Blades is a CFP® with nine years of industry experience, currently serving as an advisor at Woodard & Co Asset Management Group Inc. He has held prior roles at Members Trust Company, Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Woodard & Co Asset Management Group Inc. provides discretionary asset management and retirement plan services to individual and institutional clients. The firm employs a tactical asset allocation and “market leaders” equity approach, managing over $1 billion across approximately 3,000 accounts.

Scott Walker is a financial advisor at Horizon Financial Services, LLC in Winston Salem, NC, with 18 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Horizon Financial Services since 2011. In addition to his advisory role, Walker is also an insurance agent involved in insurance product sales and services. Horizon Financial Services provides discretionary asset management, financial planning, ERISA 3(21) plan advisory, donor-advised fund management, and co-advisor services to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs a combination of charting, fundamental, and technical analysis with both long- and short-term trading strategies and distinguishes itself through public education seminars and its multi-channel implementation approach.

Joan Woodard is a financial advisor at Woodard & Co Asset Management Group Inc with seven years of industry experience. She holds a Series 65 designation and has been with Woodard & Co since 1994. Woodard & Company Asset Management Group, Inc. provides discretionary asset management for individual and institutional clients and offers retirement plan services, including plan design and participant education. The firm manages over $1 billion across approximately 3,000 accounts, employing tactical asset allocation and a “market leaders” equity approach supported by proprietary research.

John Brais is a financial advisor at Horizon Financial Services, LLC in Winston Salem, NC, with 16 years of industry experience. He holds a Series 65 designation and has been with Horizon Financial Services since 2011. In addition to his advisory role, Brais serves as President and CEO of New Horizon Financial Services, Inc., an insurance products and sales firm. Horizon Financial Services works with individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses to provide discretionary asset management, financial planning, ERISA 3(21) advisory, donor-advised fund management, and co-advisor services. The firm employs a combination of charting, fundamental, and technical analysis for both long- and short-term trading strategies and offers public education seminars alongside its investment management services.

Samuel Merrick is a financial advisor at Horizon Financial Services, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Horizon Financial Services in 2024, he worked at Summit School for 11 years. Horizon Financial Services provides discretionary asset management, financial planning, ERISA 3(21) plan advisory, donor-advised fund management, and co-advisor services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of charting, fundamental, and technical analysis with both long- and short-term trading strategies, and offers public education seminars and workshops on retirement and financial planning.

John Woodard is a financial advisor with Woodard & Co Asset Management Group Inc in Bermuda Run, NC. He holds Series 63 and Series 65 licenses and has 7 years of industry experience. Woodard has been with Woodard & Co Asset Management Group Inc since 1985. Woodard & Co Asset Management Group Inc provides discretionary asset management for individual and institutional clients, as well as retirement plan services including design and participant education. The firm manages approximately $1.039 billion across about 3,000 accounts and uses a tactical asset allocation and “market leaders” equity approach, supported by proprietary research and external data sources.

John Woodard is a financial advisor at Woodard & Co Asset Management Group Inc in Bermuda Run, NC, holding a Series 65 license with one year of industry experience. His prior roles include a position at Fidelity in 2022 and work with the YMCA in 2020. Woodard & Company Asset Management Group, Inc. provides discretionary asset management and retirement plan services to individual and institutional clients. The firm manages approximately $1.039 billion across about 3,000 accounts, using tactical asset allocation and a “market leaders” equity approach supported by proprietary research and external data.

Joseph Perkins is a financial advisor with Horizon Financial Services, LLC in Winston Salem, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance. Perkins is also an insurance agent involved in insurance sales and services. Horizon Financial Services serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses with discretionary asset management, financial planning, ERISA 3(21) plan advisory, donor-advised fund management, and co-advisor services. The firm employs a mix of charting, fundamental, and technical analysis, using both long- and short-term trading strategies, and offers public seminars and workshops on retirement and financial planning.

Todd Senter is a CFP® with eight years of industry experience, currently serving as an advisor at Woodard & Co Asset Management Group Inc. He has been with the firm since 2004. Woodard & Company Asset Management Group, Inc. provides discretionary asset management and retirement plan services to individual and institutional clients. The firm manages over $1 billion across approximately 3,000 accounts, using tactical asset allocation and a “market leaders” equity approach supported by proprietary research and external data.

Jared Johnson is a financial advisor at Horizon Financial Services, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Advantax Advisory Services and Penn Mutual Life Insurance Co. In addition to his advisory role, he owns and operates Jared G. Johnson, CPA, PLLC, providing accounting and tax preparation services. Horizon Financial Services serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses with discretionary asset management, financial planning, and consulting. The firm uses a combination of charting, fundamental, and technical analysis with both long- and short-term trading strategies, and is noted for its public education seminars and workshops on retirement and financial planning.

Lori Smith is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at LPL Financial, Fidelity Investments, MassMutual, Merrill, and UBS Financial Services. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party managers, employing a combination of model portfolios, fundamental and quantitative analysis, and technology platforms to manage client assets.

Lacey Hayes is a financial advisor at Credit Union Investment Services with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Members Trust Company since 2016. Outside of her advisory role, Hayes operates an online resale business. Credit Union Investment Services primarily serves individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, and its representatives are salaried employees of the parent credit union.

Steven Gallo is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at LPL Financial and Independent Advisor Alliance since 2015. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting through a network of 219 advisors, utilizing model portfolios, sub-advisors, and technology platforms to manage and rebalance client allocations.

Samantha Fowler is a financial advisor at Credit Union Investment Services with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Members Trust Company since 2025. Fowler also serves as a Financial Advisory Services Specialist at State Employees' Credit Union, where she has been employed since 2016. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with advisors who are salaried employees of the parent credit union.

Jonathan Marzano is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been affiliated with LPL Financial and Independent Advisor Alliance since 2015. Marzano is also involved in Marzano Capital Group, a business related to his LPL activities. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm provides asset management, financial planning, and retirement plan consulting through a network of 219 advisors, utilizing model portfolios, sub-advisors, and technology platforms to manage client allocations.

Michael Mc Gilvary is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones from 2014 to 2016 and has been with Independent Advisor Alliance, Marzano Capital Group, and LPL Financial since 2016. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm provides asset management, financial planning, retirement plan consulting, and wealth coaching through a network of over 200 advisors, using a combination of model portfolios, sub-advisors, and technology platforms to manage client allocations.