Casey Rose

Jody Beene Smith is a CFP® professional with 15 years of industry experience, currently serving as the principal advisor at Anchor Point Financial Planning LLC. Prior to founding the firm, Smith worked at Purshe Kaplan Sterling Investments, IA Network (Stockham Financial), and First Allied Advisory Services. In addition to financial advising, Smith acts as a Notary Public for Moore County and is CEO and 50% owner of Stockham Financial Services. Anchor Point Financial Planning LLC provides fee-only comprehensive financial planning and investment management primarily for individuals and families undergoing major life transitions, as well as high-income professionals in the accumulation phase. The firm emphasizes personalized asset allocation using a blend of passive and active investment vehicles and offers tailored model portfolio solutions with discretionary oversight.

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.

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 at Reliant Investment Partners, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Advisors LLC and Emerald Investment Partners, LLC prior to joining Reliant in 2018. Reliant Investment Partners provides discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm manages over 600 accounts with a mix of active and passive strategies, coordinating with outside professionals on estate and tax planning matters.

Douglas Lynam is a financial advisor at Course Management Investment Advisors, LLC with eight years of industry experience. He holds the Series 65 designation and previously worked at LongView Asset Management LLC and operated his own advisory firms. Outside of his advisory work, he is an author and public speaker, dedicating approximately 35% of his time to these activities. Course Management Investment Advisors, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a multi-faceted investment approach combining fundamental, technical, cyclical, and economic analysis, utilizing a range of asset classes and derivatives-based strategies.

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.