Kevin Brown is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Fortress Private Ledger, LLC. His prior experience includes roles at Fidelity Investments and Simplicity Wealth. Outside of his advisory work, he is also active as an Uber driver. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans. The firm employs a dynamic investment approach that combines trend identification, technical analysis, and complementary strategies across a variety of securities and model programs.

Jacob Stewart is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Wealth More Enterprise, Inc., where he has worked since 2024, and also has ongoing experience at Brightside since 2022. His previous roles include positions at Garrett Investment Advisors, Zeiders Enterprises, and Wells Fargo Advisors. Outside of his advisory work, Stewart is involved with Brightside as a financial assistant. Wealth More Enterprise provides investment advisory and financial planning services to individual U.S. investors through a primarily digital platform. The firm offers discretionary portfolio management via a wrap-fee program that integrates proprietary algorithms with human advisor consultations and serves clients through tiered plans and app-based access.

Stephen Barden is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been affiliated with Members Trust Company since 2016 and has worked with multiple entities related to State Employees’ Credit Union since 2004. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and retirement planning with a focus on low-cost, index-based mutual funds and ETFs. The firm’s investment adviser representatives are salaried employees of the parent credit union, and clients retain full decision-making authority over their accounts.

Giovanni Todesco is a financial advisor at Belpointe Asset Management LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Belpointe since 2016. Outside of his advisory role, he also works as a parcel delivery supervisor. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that combine internal management with third-party relationships tailored to client objectives and risk tolerance.

Brandy Carlson is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Members Trust Company since 2018 and has been self-employed as a wedding bartender and event assistant since 2017. Carlson also maintains a longstanding role with State Employees' Credit Union, where she provides financial advisory services. Credit Union Investment Services serves North Carolina residents, primarily individual investors and some trust clients, 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 investment adviser representatives employed on a salaried basis.

Luke Taylor is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Credit Union Investment Services. He has held roles at Members Trust Company since 2019 and has been affiliated with State Employees' Credit Union and its related entities since 2013. Taylor also acts as a trust representative and life insurance agent in conjunction with his advisory duties. 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 a goals-based, long-term planning approach using low-cost, index-based mutual funds and ETFs, with salaried advisors and client-directed implementation of recommendations.

Joshua Barwick is a CFP® with 13 years of industry experience, currently serving at Credit Union Investment Services. He has held roles at Members Trust Company, Secu Life Insurance Company, and State Employees' Credit Union, where he is Regional Vice President. His outside activities include acting as a trust representative and life insurance agent affiliated with related financial services entities. Credit Union Investment Services serves primarily North Carolina residents, focusing on individual investors and some trust clients. The firm offers non-discretionary portfolio management and financial planning, emphasizing low-cost, index-based mutual funds and ETFs within a goals-based, long-term planning framework.

John Lopp is a financial advisor at Credit Union Investment Services with one year of industry experience. He holds a Series 66 designation and has worked in various roles at SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2023. Outside of his advisory work, Lopp serves as Youth Director at Horne Memorial United Methodist Church, where he organizes activities for youth members and volunteers. Credit Union Investment Services serves primarily individual investors in North Carolina, providing 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 planning approach, with recommendations implemented at the client’s discretion.

Robert Talton Jr. is a financial advisor with Credit Union Investment Services, holding a Series 66 designation and nine years of industry experience. He has worked at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union, and previously at Edward Jones. Outside of his advisory roles, he serves as chairman of the North Johnston Middle School Parent Advisory Council. Credit Union Investment Services serves North Carolina residents, primarily individual investors and some trust clients, providing non-discretionary portfolio management and financial planning focused on low-cost, index-based funds and fixed-income products. The firm’s advisers are salaried employees of the parent credit union, and clients retain full decision-making authority over their investments.

Ron Linton is a CFP® with 22 years of industry experience, currently serving at Level Four Advisory Services. He previously worked at The Fidelity Bank and LPL Financial for 12 years. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning and asset management, utilizing both internal and third-party investment resources.

Austin Winstead is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked with State Employees' Credit Union since 2018 and is also affiliated with SECU Life Insurance Company and SECU Brokerage Services. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing 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.

Chelsea Deese is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and with seven years of industry experience. She has worked at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and has been with State Employees' Credit Union since 2008. In addition to her advisory role, she serves as a Financial Advisory Services District Manager at State Employees' Credit Union and acts as an agent for SECU Life Insurance Company. 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 planning approach, with advisors who are salaried employees of the parent credit union.

Ana Fonseca is a financial advisor at Fifth Third Securities, Inc. based in Raleigh, NC, holding Series 63 and Series 65 licenses with 25 years of industry experience. Her prior roles include positions at Investment Distributors Inc, Protective Life Insurance Company, Concourse Financial Group, Raymond James, and Liberty Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with affiliation to Fifth Third Bank, providing access to various discretionary managed-account programs and features like direct indexing and tax-overlay services.

Jessica Lester is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill and Wells Fargo. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and offers a range of implementation options alongside financial planning and tax support services.

Crystal Fulton is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 2016. She also holds a role as a paraplanner at NorthPoint Tax, Wealth & Business Advisory, LLP, where she provides administrative support and analysis. Additionally, she serves on the AssetMark Operations Advisory Board in a non-investment capacity. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for about 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a variety of managed programs and investment strategies.

Joanna Ransom is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her career includes roles at Wells Fargo Bank NA, Wells Fargo Clearing Services LLC, BB&T Securities, LLC, and Truist Advisory Services. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary solutions through model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated entities.

John Thomas III is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and five years of industry experience. He has been with Truist and its affiliates since 2011. Outside of his advisory role, he serves as treasurer for a local business networking group, where he manages dues and membership records. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations, offering a mix of discretionary and non-discretionary investment solutions that integrate model portfolios, third-party managers, and advisor-led strategies.

Joshua Tirado is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2012. Outside of his advisory role, he manages Healthy Wealthy & Wise, a company providing marketing for educational webinar services focused on client life improvement. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Lynne Mulligan is a financial advisor at Money Concepts Capital Corp with a Series 66 designation and four years of industry experience. She previously worked at Drenen Financial Services, Inc. from 2007 to 2025. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients, offering multiple managed programs with both discretionary and non-discretionary account structures.

Zayvion Cartwright is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Fidelity Investments and State Employees' Credit Union. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.