Paul Finkel is a CFA® charterholder with 10 years of industry experience, currently serving as the sole advisor at Queenfin LLC since 2015. His work history includes extensive institutional portfolio management experience at firms such as Prudential Financial and CDPQ prior to founding Queenfin. Queenfin LLC provides ongoing financial consulting and as-needed advice to individuals, including high-net-worth clients, and small businesses. The firm emphasizes financial strength through income management and liquid reserves while recommending low-cost index funds and bond ladders, delivering advisory services without discretionary portfolio management or account supervision.

Michael Kelly is a ChFC® and holds a Series 66 license with six years of industry experience. He currently serves as the sole advisor at Canopy Financial Solutions and has prior experience with firms including Modern Woodmen of America, Principal Financial Group, and First Citizens Investor Services. Kelly also provides financial consulting services to legal clients through a consulting role with Brick City Law. Canopy Financial Solutions offers portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a blend of cyclical and fundamental analysis along with modern portfolio theory and quantitative methods, managing accounts primarily under discretionary authority with both long-term and active investment strategies.

Milton West is a CFP® professional with 25 years of experience in financial advising. He has been with West Financial Strategies, Inc. since 1998 and also serves as the president and sole owner of M. Lee West, CPA, P.A., a CPA firm he founded in 1986. Outside of his advisory role, he is a managing partner in a company that holds title to a motorboat and boat slip. West Financial Strategies provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passive index funds and ETFs as the core, complemented by selective active funds and securities, managing approximately $106 million in discretionary assets.

Matthew Rubush is a financial advisor at Millennium Planning Group, LLC with three years of industry experience. He holds a Series 65 designation and has prior experience as a CPA, including roles at Stephens & Nashland CPAs and his own CPA practice. Outside of advising, he is president of Old House Bookkeeping & Tax, LLC, where he prepares tax returns and provides bookkeeping services for small businesses. Millennium Planning Group offers investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm manages portfolios using a variety of analysis methods and trading strategies, often on a discretionary basis, and incorporates third-party managers through an institutional platform.

Charles Von Canon is a PFS™ credentialed financial advisor with 24 years of industry experience. He has been with West Financial Strategies, Inc. since 1998 and is also vice-president and manager at M. Lee West, CPA, a CPA firm. West Financial Strategies provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation approach combining passive index funds and ETFs with selective active funds and securities, managing approximately $106 million in discretionary assets.

Michael Whitman is a CFP® professional with 16 years of industry experience, currently serving at Millennium Planning Group, LLC. He previously worked at Lincoln Financial Securities and Millennium Insurance, LLC. Outside of his advisory work, he serves as Treasurer for the Pittsboro Elementary School PTA, where he develops financial procedures and manages PTA funds. Millennium Planning Group provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, managing accounts primarily on a discretionary basis and utilizing both in-house and third-party strategies.

Dana Gower is a financial advisor with Millennium Planning Group, LLC, holding Series 65 and Series 66 credentials and over 21 years of industry experience. Prior to joining Millennium Planning Group in 2023, he has spent significant time as a self-employed consultant and has worked with Chariot HR Consultants and Olympia Advisors. In addition to his advisory role, Gower provides non-investment counsel, education, and speaking engagements on topics such as careers, ethics, digital assets, and AI, and is an author of published works including *Careering* and *Boomernomics*. Millennium Planning Group offers investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm manages portfolios using a variety of analytical methods and trading strategies, employs third-party managers, and provides coordinated tax and accounting advice through an affiliated bookkeeping and tax practice.

Douglas Coppola is a financial advisor at Crown Wealth Group LLC in Pittsboro, NC, holding a Series 63 designation with 22 years of industry experience. He previously worked at Client First Advisors, LLC for eight years before joining Crown Wealth Group in 2019. Outside of his advisory role, he provides occasional investment consulting to a Swiss company. Crown Wealth Group is a multi-advisor registered investment adviser serving individual and high-net-worth clients with portfolio management, comprehensive financial planning, and Personal CFO services. The firm employs a goals-based investment approach using various analysis methods to construct diversified portfolios and offers additional services including estate planning, lifestyle planning, and business succession support.

Sydney Dugan is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at Members Trust Company, SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union. Outside of advisory roles, she serves as a financial advisory services representative for State Employees' Credit Union and as an agent with SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors and some trust clients 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.

Gregory Dier is a CFP® with Core Planning in Pittsboro, NC, and has three years of financial advisory experience including prior roles at Fidelity Investments and The Dilweg Companies. His background also includes work at Labcorp and Vesta Corporation. Core Planning is a multi-team firm serving individual and high-net-worth clients with fee-only financial planning, wealth management, and ERISA 3(21) retirement-plan advisory services. The firm uses model portfolios and automated rebalancing tools while tailoring investment strategies based on client objectives and risk tolerance.

Tracy Cohen Mcluckie is a financial advisor with B. Riley Wealth Advisors, Inc. in Pittsboro, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining B. Riley Wealth Advisors and B. Riley Wealth Management in 2022, she worked at National Securities Corp for seven years. B. Riley Wealth Advisors is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a wide range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and proprietary asset allocation models.

James Parrish Jr. is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at State Employees' Credit Union since 2009 and holds roles with Members Trust Company and Secu Life Insurance Company. Parrish also serves as a financial advisory services specialist at State Employees' Credit Union, providing financial services to eligible members. 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, with salaried advisers and client-controlled implementation of recommendations.

James Thomas is a financial advisor at Credit Union Investment Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Secu Life Insurance Company, Members Trust Company, Secu Brokerage Services, and State Employees' Credit Union in various financial and trust-related roles. Thomas also serves as a financial advisory services specialist at State Employees' Credit Union, providing financial services to eligible members. 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 alongside fixed-income products and a goals-based, long-term planning approach.

David Hackney is a financial advisor with Money Concepts Capital Corp in Pittsboro, NC, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Money Concepts, Inc. since 2008 and ProEquities, Inc. since 2003. Outside of his advisory role, he is involved in consulting services through David G Hackney Consulting. 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 employs a variety of managed programs and utilizes model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis in its investment approach.

Thomas Rosser Jr. is a financial advisor with Primerica Advisors based in Sanford, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company since 2000. Outside of his advisory work, he serves on the finance committee of Broadway Baptist Church. Primerica Advisors operates as part of Park Avenue Securities LLC, which serves a diverse retail client base through both brokerage and advisory services. The firm employs a range of proprietary and third-party investment strategies and supports various account-level features, managing approximately $15 billion in regulatory assets under management.

William Haddock is a Series 65-licensed advisor at Beacon Pointe Advisors, LLC with four years of industry experience. He has worked at Beacon Pointe since 2021 and is also a partner at DMJ & Co., LLC, a CPA firm. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a proprietary manager due-diligence process and primarily allocates client assets across third-party independent managers, offering services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Erick Cova is a financial advisor at PNC Wealth Management with six years of industry experience. He holds the Series 66 designation and has worked at several firms, including Valic Financial Advisors and MassMutual Life Insurance Company. Outside of his advisory role, he also works as a delivery driver for DoorDash. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party strategists to manage investments primarily in mutual funds and ETFs.

Timothy Boostrom is a CFP® professional with 26 years of experience in the financial industry. He is currently with Benjamin F. Edwards & Company, Inc. and has previous experience at Stifel Financial, Stifel Independent Advisors, and Wells Fargo Advisors. Benjamin F. Edwards & Company, Inc. serves a diverse client base including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of investment management and financial planning services, utilizing both model-based and customized strategies across various asset types.

Brian Mathis is a financial advisor at Davenport & Company LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward D. Jones & Co., L.P. for 26 years before joining Davenport in 2024. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, financial planning, and investment banking, with investment decisions supported by dedicated portfolio manager teams and multiple oversight committees.

Barry Goldberg is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Commonwealth since 2017 and previously spent two years with National Planning Corporation. Goldberg is also president and sole owner of BGI Capital Management, Inc., a private entity established for tax and accounting purposes. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management.