Harold Perkins is the sole advisor at Continuum Financial, LLC in Granite Falls, NC, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with Continuum Financial since its founding in 2002. Continuum Financial provides investment supervisory services and ERISA/401(k) consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm employs a core-and-satellite investment approach combining in-house selection of stocks and bonds with select ETFs, alongside ERISA consulting and fiduciary diligence through structured committee processes.

Mark Coffey is the sole advisor at Hickory Financial Group, LLC in Hickory, NC, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior roles include positions at Avenir Private Advisors LLC and Kovack Securities Inc. Outside of advisory work, he owns a duck hunting guide service and a marine construction company. Hickory Financial Group is an independent investment adviser serving individuals, families, trusts, estates, charitable organizations, and small businesses. The firm primarily employs an equity-oriented strategy using sector- and factor-weighted ETFs and individual stocks, combining fundamental and technical analysis with ongoing portfolio monitoring and rebalancing.

Michael Loeb is a financial advisor at Argosy Investors with eight years of industry experience and a Series 65 credential. He has worked at several firms, including Magnolia Wash Holdings, von Drehle Corporation, Ally Financial, and Broyhill Asset Management. Outside of advisory work, he serves as M&A Director for Whistle Express, a privately held car wash company. Argosy Investors provides discretionary investment management through separately managed accounts, focusing on a value-oriented strategy with a bottom-up fundamental analysis approach. The firm typically manages a concentrated portfolio aimed at long-term growth and special-situation opportunities, serving qualifying individuals and entities.

Brittney Miller is a CFP® professional with nine years of industry experience, currently serving at Thayer Financial, L.L.C. She has worked at multiple firms including Bragg Financial Advisors Inc and RBC Capital Markets, LLC. Miller holds Series 63 and Series 66 licenses. Thayer Financial serves individuals, charitable organizations, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and pension consulting. The firm emphasizes goal-aligned portfolios with a long-term focus and offers educational seminars alongside integrated ancillary services such as tax preparation and estate-document assistance.

James Deporre is a financial advisor at Hammerhead Financial Strategies, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hammerhead since 2021. He is also president of Shark Investing, Inc., which operates a subscription-based website offering daily stock market articles and related content. Hammerhead Financial Strategies is a discretionary registered investment adviser serving primarily high-net-worth individuals and family offices. The firm employs an active, opportunistic investment approach using proprietary trading methodologies focused on higher-volatility equities, ETFs, and tactical asset allocation.

I’m Deaton Smith and I am the founder of Thayer Financial, a CERTIFIED FINANCIAL PLANNER™ professional, a West Point graduate and OEF Veteran. I named Thayer Financial after the founding father of West Point because I envision my company as something bigger than me. It embodies the same values and principles of my time at West Point and in the Army: Duty, Honor, Integrity, and Loyalty. These values are at the very core of everything I do and stand for. The existing business model is drowning in a sea of “trust me” salespeople all riddled with major conflicts of interest and complicated financial products that pay exorbitant commissions. This is why I created my own firm. My values and beliefs did not line up with any of these major firms and I knew that there had to be a better way to serve my clients. That’s why I launched a fee-only Registered Investment Adviser that is legally obligated to work as a fiduciary 100% of the time. I don’t accept commissions, referral fees, kickbacks, free vacations, or marketing dollars from insurance companies or investment companies. The only way I get paid is directly from my clients for the services that I provide, which allows my clients to weigh the true cost of the advice they are receiving.

Adam Smith is a financial advisor at Fortress Private Ledger, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch from 2018 to 2024. Fortress Private Ledger advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, portfolio management, and specialized Qualified Opportunity Zone advisory services. The firm employs a dynamic investment approach combining trend identification, technical and fundamental analysis, and utilizes a mix of ETFs, individual securities, and mutual funds.

Andrew Rader is a CFP® with 13 years of experience in financial advising. He is currently with Sollinda Capital Management LLC and has previously worked at Capital Investment Group, Inc. and PNC Investments. Outside of advising, he is the owner of an LLC focused on residential rental property. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans, and also serves as a sub-advisor to other registered investment advisers. The firm employs multiple proprietary investment strategies and primarily manages accounts on a discretionary basis with an emphasis on allocation and risk management.

David Van Horn is a financial advisor at Sollinda Capital Management LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at Capital Investment Group, Inc. and Charter Financial Group, LLC. His role at Sollinda began in 2023. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans, offering tailored investment programs across several proprietary strategies with an emphasis on allocation and risk management.

Anna Winger is a CFP® professional with seven years of industry experience, currently serving at Sollinda Capital Management LLC since 2023. She previously worked at Capital Investment Advisory Services, LLC and has practiced law since 2018, specializing in estate planning, elder law, and business law through Heritage Law. Outside of financial advising, she maintains her legal practice in Hickory, NC. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans, employing multiple proprietary investment strategies and a focus on allocation and risk management.

Kirk Hobart is a Series 65 licensed advisor at Beacon Wealth Consultants, Inc. in Hickory, NC, with seven years of industry experience. Before joining Beacon Wealth Consultants in 2022, he worked at Higher Ground Financial, LLC for 13 years. Outside of his advisory role, he provides consulting services on business and financial matters to Carolina Oncology Specialists, PA. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with comprehensive wealth management, financial planning, investment management, estate administration, and retirement plan consulting. The firm employs an internal investment committee to guide portfolio construction and emphasizes faith-based, Biblically Responsible Investment screening.

Angela Simmons is a CFA® charterholder with 21 years of experience in the financial advisory industry. She has worked at Everett Harris & Co for 30 years before joining ABS Legacy Partners, LLC, where she has been advising clients since 2020. Simmons operates as the sole advisor at ABS Legacy Partners in Hickory, NC. ABS Legacy Partners provides fiduciary investment advisory services to individuals, including high-net-worth clients, as well as trusts, retirement accounts, and business entities. The firm offers discretionary asset management, comprehensive portfolio management, and standalone financial planning, utilizing individualized portfolios with a range of investment types and ongoing due diligence of third-party managers.

Jason Beckley is a financial advisor with Advisory Services Network, holding a Series 65 designation and 14 years of industry experience. He previously worked at Omnistar Financial Group for 10 years before joining Advisory Services Network in 2021. Outside of his advisory role, Beckley serves as board chair of a volunteer fire department, chairs an endowment committee for a local nonprofit, and acts as treasurer for a Rotary Club and its foundation. Advisory Services Network supports individuals, families, corporations, and charitable organizations through a network of over 200 independent advisors. The firm offers portfolio management, financial planning, and retirement-plan consulting, employing a range of investment strategies and implementation options tailored to client objectives.

Brent Townsend is a financial advisor with Advisory Services Network, holding the ChFC® designation and Series 63 and 66 licenses. He has 22 years of industry experience and has worked with Kovack Securities Inc. since 2014 and Advisory Services Network since 2012. Townsend participates in the Dave Ramsey SmartVestor program, providing referral services for investors who complete the program. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Amanda Dowell is a Series 65–licensed financial advisor with Advisory Services Network in Hickory, NC. She joined the firm in 2024 and has prior experience in various roles outside the financial industry, including positions at The Corner Table and Shook Chiropractic. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with tailored strategies across multiple asset classes.

Nathan Workman is a Series 65-credentialed advisor with two years of industry experience. He is affiliated with CS Planning Corp and Elmberry Wealth Management, Inc. Outside of financial advising, Nathan is a practicing attorney specializing in estate planning and asset protection at Radius Law Group. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model with bespoke asset allocation strategies and ongoing portfolio monitoring.

Terry Hollar is a ChFC® with 38 years of industry experience, currently serving at Regal Investment Advisors LLC and Regulus, LLC. He has held roles at these firms since 2012 and 2014, respectively. Outside of his advisory work, Hollar is president of a homeowners association and is active as an officer and president in local community organizations, including a Lutheran day school and church. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management services to independent advisers and their clients, offering proprietary and third-party model portfolios across various asset classes. The firm serves individual, charitable, and corporate clients through a network of financial advisers who manage suitability and client communications.

Bradley Oxford is a CFP® with three years of industry experience, currently serving as a financial advisor at Credit Union Investment Services. He has held roles at State Employees' Credit Union since 2008 and is also a trust representative with Members Trust Company. Outside of his advisory work, he is a member-owner of an inactive recycling and investment business. 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 alongside fixed-income products, offering recommendations while clients retain control over investment decisions.

Eric Whitener is a Series 65-licensed financial advisor with 14 years of industry experience. He has worked at Advisory Services Network since 2021 and previously spent nine years at Omni Star Financial Group. Outside of his advisory role, he is a managing member of Grayton & Jamison II LLC, which owns investment real estate, and is involved in a service company supporting his advisory practice. Advisory Services Network is an enterprise firm with approximately 208 independent advisers serving individuals, families, corporations, charitable organizations, and retirement plans. The firm offers portfolio management, financial planning, and a range of investment services, managing about $8.6 billion in client assets through tailored strategies across various asset classes.

Caleb Rash is a financial advisor with Credit Union Investment Services in Hudson, NC, holding Series 63 and Series 65 licenses and one year of industry experience. He has held positions at SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union since 2025. Outside of his advisory role, he serves as a Financial Advisory Services Specialist at State Employees' Credit Union and as an agent with SECU Life Insurance Company. 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, with salaried advisers offering recommendations while clients retain final decision authority.