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.

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.

Lance Hope Gill is a CFP® professional with 20 years of experience in the financial industry. He is currently the sole advisor at Signature Resources LLC and has held roles at United Community Bank and Seaside Capital Management, Inc. Gill also serves as a fiduciary officer and investment analyst at United Community Bank in Orlando, Florida. Signature Resources LLC provides asset management and portfolio supervision to individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities. The firm utilizes a combination of fundamental analysis and technical methods, offering both strategic and tactical asset allocation with client-specific restrictions and periodic rebalancing.

Mitchel Krause is a financial advisor at Other Side Asset Management, LLC in Raleigh, NC, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel, Nicolaus & Company, Incorporated for 11 years before founding his current firm in 2018. In addition to advisory services, he is a licensed insurance agent involved in the sale of various insurance products. Other Side Asset Management provides investment advisory and financial consulting services to individuals, high-net-worth clients, and charitable organizations. The firm offers tailored portfolio management and planning services, employing a range of methods including asset allocation, technical analysis, and both long- and short-term trading, with at least quarterly account reviews.

John Huber is a financial advisor at Saber Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Saber Capital Management since 2012, following eight years at CJB Real Estate & Investments. Saber Capital Management provides discretionary investment management to individual and institutional clients, including high-net-worth individuals, through separately managed accounts and private pooled investment vehicles. The firm employs a bottom-up, fundamental value-investing approach with a focus on concentrated holdings and a long-term horizon, and it offers features such as performance-based compensation and a subscription newsletter for clients.

Cristof Ensslin is a financial advisor at Pine Ridge Wealth LLC with two years of industry experience. He holds a Series 65 designation and has held leadership roles at Simple and Aligned LLC, Pine Ridge Creative, LLC, and mindful FX UG (haftungsbeschraenkt). Pine Ridge Wealth LLC is a fee-only, state-registered investment adviser serving individuals, families, nonprofits, foundations, and businesses. The firm focuses on long-term, passive, tax-aware portfolios using index-tracking ETFs and employs a structured onboarding process and scenario-based asset allocation guided by back-tested historical analysis.

David Perkins is the sole advisor at Pharos Capital Management, LLC, an independent firm based in Fuquay Varina, NC. He holds Series 63 and Series 65 designations and has 19 years of industry experience, including 16 years with Pharos Capital Management since its founding in 2010. Pharos Capital Management offers discretionary investment management primarily through its SYNTHESIS Investment Program, along with custom portfolio management, 401(k) advisory services, and limited financial planning. The firm serves individuals, high-net-worth investors, businesses, and other entities, employing a blend of charting, technical, and fundamental analysis through multiple model strategies designed to manage risk and provide diversification.

Travis Tracy is a CFP® and Series 65-registered advisor with seven years of industry experience. He is currently with Fortitude Financial Planning LLC and has previously worked at Sycamore Financial Planning, Raleigh Capital Management, and other firms. He serves as Chief Financial Officer for the Greater Durham Black Chamber of Commerce. Fortitude Financial Planning LLC provides comprehensive financial planning and portfolio management to individual, high-net-worth clients, and small businesses. The firm integrates Modern Portfolio Theory with fundamental analysis, offers in-house tax preparation, and uses fee structures based on client income, net worth, and complexity rather than assets under management.

Steven Hoak is a financial advisor with ARIS Capital Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at several firms, including Lifetime Financial Inc and Brokers Service Marketing Group. Hoak is also President of Agent Value Proposition, LLC, an independent insurance agency through which he occasionally offers commissionable insurance products. ARIS Capital Strategies, LLC serves individual and high-net-worth clients with portfolio management and financial planning, employing a long-term, non-discretionary investment approach that combines various analytical methods and emphasizes client-approved trading decisions. The firm integrates insurance product sales and advisor coaching services alongside its advisory offerings.

Valerie Seymour is a CFP® professional with 10 years of experience in the financial services industry. She is currently with Quest 10 Wealth Builders, Inc., where she has worked since 2012, and previously worked at Global Financial Private Capital, LLC from 2015 to 2017. Seymour holds Series 63 and Series 65 licenses and is also a licensed insurance agent for life, annuity, health, Medicare supplement, and long-term care products. Quest 10 Wealth Builders, Inc. serves individual and high-net-worth clients, corporations, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and charting analysis and offers educational seminars at local colleges and universities.

Paul Spurlock is a financial advisor with ARIS Capital Strategies, LLC, holding a Series 65 credential and bringing 12 years of industry experience. His career includes roles at National Annuity Educators, LLC, J.W. Cole Advisors, Inc., and multiple other firms. He is also the owner and president of Advisor Training System, LLC, a sales training consultancy for financial advisors. ARIS Capital Strategies, LLC serves individual and high-net-worth clients by providing portfolio management and financial planning with individualized investment policies and regular portfolio reviews. The firm employs a range of analytical methods and operates on a non-discretionary basis, with clients retaining final trade authorization.

Andrew Davenport is a financial advisor with Quest 10 Wealth Builders, Inc., holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Equitable Advisors, and Axa Advisors. Outside of his advisory work, he also serves as an insurance broker for Guardian Life in Raleigh, North Carolina. Quest 10 Wealth Builders, Inc. serves individual and high-net-worth clients, corporations, and employer-sponsored retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm conducts educational seminars at local colleges and universities and uses a combination of fundamental, technical, and charting analysis in managing client portfolios.

Katherine Alepa is a CFP® with 10 years of industry experience, currently serving as an advisor at Ithaka Financial Planning, LLC. She has been with Ithaka since 2017 and holds a Series 65 license. Prior to her financial planning career, she worked at Food Lion from 2015 to 2016. Ithaka Financial Planning offers integrated financial planning and portfolio management for individuals, high-net-worth clients, and personal trusts and estates. The firm emphasizes customized portfolios based on Modern Portfolio Theory, incorporating index funds, ETFs, and occasionally individual securities, and provides ongoing monitoring, rebalancing, and fiduciary advisory services.

Kenneth Stephenson is a financial advisor with Quest 10 Wealth Builders, Inc., holding the ChFC® and Series 63 designations and bringing 18 years of industry experience. He has worked at Global Financial Private Capital and Q3 Asset Management Corp. and has been with Quest 10 Wealth Builders, Inc. since 2010. Outside of advisory services, he owns and operates Willow Springs Turf, LLC, a sod farm in North Carolina. Quest 10 Wealth Builders, Inc. serves individual and high-net-worth clients, corporations, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental, technical, and charting analysis across various strategies and offers educational seminars at local colleges and universities.

Lance Ray is a CFP® professional with 27 years of industry experience, currently serving at Bellwether Investment Group, LLC since 2016. Prior to joining Bellwether, he worked at Cantella & Co., Inc. for a decade and has been self-employed as a fixed insurance sales agent since 1998. Bellwether Investment Group provides advisory services to individuals, businesses, trusts, estates, and retirement plan sponsors, offering financial planning, portfolio management, and retirement consulting. The firm employs a range of investment strategies including equities, bonds, ETFs, and managed programs, and is noted for its multi-office presence relative to team size and its use of leverage and structured strategies where appropriate.

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.

Jeffrey Matthews is a financial advisor at Good Life Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, Cambridge Investment Research Advisors, and USfalcon, Inc. outside of his advisory roles, he has been involved as a life insurance agent on a limited basis. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to a diverse client base including individuals, families, business entities, and charitable organizations. The firm employs a team approach and multiple analysis methods to deliver tailored advice and offers a range of programmatic solutions alongside educational seminars and planning subscription services.

Thomas Formhals is a financial advisor at Belpointe Asset Management LLC with 14 years of industry experience. He holds the Series 66 designation and has been with Belpointe since 2016. Outside of his work at Belpointe, he owns The Patriot Financial Group, LLC, and Furquay Financial Planning, both investment-related businesses. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management and financial planning through customized portfolios, utilizing a range of strategies from passive to tactical, and supports its advisory practice with affiliated businesses and product sponsorships.