Casey Rose

Jody Beene Smith is a CFP® professional with 15 years of industry experience. She is the sole advisor at Anchor Point Financial Planning LLC and has previously worked at firms including Purshe Kaplan Sterling Investments and First Allied Advisory Services. In addition to her advisory work, she serves as a Notary Public in Moore County. Anchor Point Financial Planning LLC provides fee-only financial planning and discretionary investment management focused on individuals and families experiencing significant life transitions, as well as high-income professionals in the wealth accumulation phase. The firm employs a holistic planning process and combines passive and active investment strategies, with specific expertise in divorce financial planning.

Lorin Wagler is a financial advisor at Reliant Investment Partners, LLC with three years of industry experience. He holds a Series 65 designation and has been with Reliant since 2021. Prior to his advisory career, he was a full-time student from 2012 to 2019 and again from 2019 to 2022. Reliant Investment Partners provides discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm manages over $230 million across more than 600 accounts, employing both passive and active investment strategies with regular portfolio reviews and coordination with outside professionals for estate and tax planning.

Robert Wagler is a financial advisor with Reliant Investment Partners, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Reliant since 2018 and has prior experience with Wealth & Financial Advocate Group, Emerald Investment Partners, LLC, and Wells Fargo Clearing. Reliant Investment Partners is an SEC-registered investment adviser managing approximately $268 million for individual and high-net-worth clients. The firm offers portfolio management and comprehensive financial planning, combining passive and active management with fundamental, technical, cyclical, and charting analysis to develop tailored portfolios and address various financial planning needs.

I founded Golden Pine Advisory with the vision of transforming the financial planning process to a smarter, simpler and more efficient system. I chose to shift the focus of my firm away from the product sales approach that is commonly found in the industry and instead placed a focus on providing a client-friendly process with custom tailored financial plans and fee-only advice at a more affordable cost. I was born an entrepreneur with a strong interest in technology and finance. Before college, I started and successfully ran my own computer build and repair business. I continued these interests after graduating Summa Cum Laude with a bachelor’s degree in business from North Carolina State University. I began my career as a financial and accounting analyst at one of the largest mortgage banks in the Southeast. After this experience, I ultimately knew that I wanted to work directly with clients and establish life-long relationships, so I completed my training and began working for a large brokerage firm in 2008. I acquired the Chartered Retirement Planning Counselor℠ designation in 2008 and CERTIFIED FINANCIAL PLANNER® certification in 2013. I grew up in a small town in North Carolina, just outside of Pinehurst, where I later married my beautiful high school sweetheart in 2008. Together, we are blessed with an amazing daughter, as well as twin boys and our energetic Australian Shepherd. Family holds a special place in my heart, and I cherish every moment making memories with them. In my free time, you can find me indulging in my passions for traveling, fishing, boating, and everything related to NC State Athletics – Go Pack! Alongside my dedication to smarter, client-friendly financial planning at Golden Pine Advisory, I wholeheartedly pursue my passion for giving back to the community through volunteer leadership, committee services and nonprofit board involvement. I eagerly anticipate the opportunity to empower individuals on their unique financial journeys.

John Hutchinson is a financial advisor at Reliant Investment Partners, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing from 2016 to 2018. Outside of his advisory role, Hutchinson serves as the mayor of Rockingham, NC, and occasionally performs minor legal work such as drafting wills and powers of attorney. Reliant Investment Partners manages approximately $268 million on a discretionary basis for individual and high-net-worth clients, providing portfolio management and comprehensive financial planning services. The firm combines passive and active management techniques and addresses a broad range of planning needs, including retirement, tax, estate, and business planning.

Michael Bucceri is a financial advisor at Course Management Investment Advisors, LLC, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortress Private Ledger, LLC, LPL Financial, and Nationwide Investment Services Corporation. Bucceri has a partial ownership interest in Course Management Real Estate Partnership, LLC. Course Management Investment Advisors provides portfolio management and financial planning services for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a multifaceted investment approach, including the use of derivatives and option-based strategies, and manages accounts primarily on a discretionary basis.