Abigail Wheeler

Gavin Langley is a financial advisor with Sollinda Capital Management LLC, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Saxony Securities Inc, Capital Investment Group, Inc., and Bogue Sound Financial, where he is also involved as a business activity. Langley serves as a committee member at First Methodist Church in Morehead City, NC. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans. The firm employs multiple proprietary investment strategies and primarily manages accounts on a discretionary basis using liquid public securities, with an emphasis on allocation and risk management.

Caleb Rich is a financial advisor at PracticeCFO Investments in Swansboro, NC, holding a Series 65 designation. He has one year of industry experience, including time at Sanders Ford and self-employment, following a decade of service with the Department of Defense. PracticeCFO Investments provides investment management, financial planning, retirement plan advisory, insurance placement, and tax services to a diverse client base including individuals, high-net-worth clients, and charitable organizations. The firm uses a hybrid investment approach based on Modern Portfolio Theory, combining low-cost passive ETFs with tactical asset allocation and formal Investment Policy Statements.

Richard Hamilton II is a CFP® professional with nine years of industry experience. He currently works at Facet and previously held roles at Edward Jones and The Vanguard Group Inc. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, using technology-driven, model-based asset allocations and a flat subscription fee model rather than percentage-of-assets-under-management fees. The firm serves a wide range of households and integrates comprehensive planning across its multi-advisor platform.

Robert Hardin Sr. is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Merrill, Banc of America Investment Services, Inc., Wells Fargo Clearing, Infinex Investments, Inc., and First Bancorp. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer structure with an emphasis on firm supervision and a sizable non-discretionary asset base.

John Tulloss III is a CFP® with eight years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior roles include various advisory and investment positions within Truist and its predecessor firms. Outside of his advisory work, he co-manages Battleground Farms, LLC, overseeing bookkeeping responsibilities for the family farm and timber operations. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research and inter-affiliate integration.

Samuel Furna is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and two years of industry experience. His background includes military service in the United States Army and involvement in family investment and equipment rental businesses. Furna co-owns Furna Brothers Investments LLC, where he engages in property management and investment activities. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.