Herman Brunson is a financial advisor with Balance Investments in Statesville, NC, holding Series 65 and Series 66 licenses and 13 years of industry experience. He has been with Balance Investments since 2014, serving as the firm's sole advisor. Balance Investments is an independent registered investment adviser managing approximately $2.7 million in client assets. The firm provides investment management and financial planning services to individuals, high-net-worth clients, and businesses, utilizing a core-satellite investment approach with portfolios tailored to clients' goals and risk tolerance.

Shawn Fleming is a financial advisor with Professional Wealth Management Services LLC in Statesville, NC, holding the ChFC® designation and a Series 65 license. He has 18 years of industry experience and has been with Professional Wealth Management Services since 2009. Outside of his advisory role, Shawn is independently licensed in life, accident, and health insurance and provides limited insurance agent services as part of comprehensive financial planning. He is also engaged in general business and management consulting. Professional Wealth Management Services LLC serves individuals and trusts with fee-only financial planning and discretionary portfolio management. The firm emphasizes suitability and tailored strategies, managing approximately $136 million for about 60 clients through a two-advisor team.

John Stevenson is a financial advisor with Professional Wealth Management Services LLC in Statesville, NC, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Professional Wealth Management Services since 2007. Outside of his advisory role, John is independently licensed in life, accident, and health insurance and also engages in general business and management consulting. Professional Wealth Management Services LLC provides fee-only financial planning and discretionary portfolio management primarily for individuals and trusts. The firm emphasizes tailored investment strategies based on detailed risk assessments and offers a wrap fee program that includes bundled asset allocation and trade execution services.

Donald Masters is a financial advisor at Masters Tax and Financial Planning LLC in Statesville, NC, holding a Series 66 designation with five years of industry experience. He has previously worked at Centaurus Financial Inc. and HD Vest Investment Services, and he owns a Certified Public Accountant firm, Donald M Masters CPA PC. Masters Tax and Financial Planning LLC primarily serves high-net-worth individuals, families, small businesses, and nonprofit organizations, offering discretionary portfolio management, comprehensive financial planning, and tax-efficient investment strategies. The firm emphasizes long-term, tax-aware portfolios and provides related professional services through its principal’s separate CPA practice.

Timothy Bain is a financial advisor at Spark Asset Management Group with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Spark since 2010. Outside of his advisory work, Bain teaches music lessons and is involved in a music-related business as a corporate secretary and part owner. Spark Asset Management Group provides asset management, retirement planning, and financial planning services to individuals, trusts, estates, charitable organizations, and corporations. The firm primarily manages assets through tactical, trend-following model portfolios that combine algorithmic trend indicators with technical and fundamental research, utilizing ETFs alongside strategic allocation and custom portfolios.

Mary Masters is a financial advisor at Masters Tax and Financial Planning LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Cetera Advisors. Mary is also a licensed insurance agent, offering insurance products on a limited basis. Masters Tax and Financial Planning LLC serves high-net-worth individuals, families, small businesses, and nonprofit organizations. The firm focuses on long-term, tax-aware portfolio management and comprehensive financial planning, incorporating fundamental, technical, and macroeconomic analysis.

Matthew Ellis is a financial advisor at Fidelis Capital with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Fidelis Capital Partners in 2022, he worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2017 to 2022, and at Merrill Lynch from 2012 to 2017. Ellis serves as a board member of Centerstone Military Services, a nonprofit organization based in Nashville, Tennessee. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic organizations, and business entities. The firm employs a model-driven investment process that combines quantitative, fundamental, technical, and economic analysis to inform portfolio decisions and offers a range of services including portfolio management, financial planning, and business consulting.

Nina Lloyd is President and CEO of Opus Financial Advisors, Inc. in Statesville, NC, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Opus Financial Advisors since 2012, including a prior role at FSC Securities Corporation. Outside of her advisory work, she is owner and president of Lloyd Grading and Utilities, Inc., a corporation involved in non-investment activities. Opus Financial Advisors serves individual and institutional clients, including high net worth individuals and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-allocation driven approach and offers a range of advisory services through both discretionary and non-discretionary strategies.

James Staples is a CFP® with 42 years of experience in financial advising. He is president of Opus Financial Advisors, Inc. and has worked with the firm since 1982. Prior to joining Osaic Wealth, Inc. in 2023, he spent 40 years at FSC Securities Corporation. Staples serves on the boards of local nonprofit organizations, including Children’s Homes of Iredell County and the Iredell Statesville Schools Bible Association. Opus Financial Advisors serves individual and institutional clients, including high net worth individuals and pension plans, offering portfolio management, financial planning, and retirement consulting. The firm employs an asset-allocation driven approach with a variety of managed portfolio options and combines advisory services with licensed activities such as real estate brokerage and accounting.

Janna Deegan is a financial advisor at Opus Financial Advisors, Inc. in Statesville, NC, with 10 years of industry experience. She holds a Series 66 designation and has worked at Opus Financial Advisors since 2015, including roles at Osaic Wealth, Inc. and FSC Securities Corp. Deegan is also a licensed insurance agent and a North Carolina notary public. Opus Financial Advisors serves individual and institutional clients, including high net worth individuals and pension plans, providing portfolio management, financial planning, and retirement consulting. The firm employs an asset-allocation driven approach with advisor-managed portfolios and access to third-party money managers, combining advisory services with licensed activities such as real estate brokerage and accounting.