Crystal Lynne Bridgforth

Paul Ferry is the sole advisor at Ferry Capital Management LLC, an independent firm based in Duck, NC. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Ferry has managed his firm since 2016. Ferry Capital Management provides discretionary and non-discretionary asset management services to individuals, high-net-worth clients, and trusts, focusing primarily on municipal fixed income investments using a three-pronged approach that includes laddered bonds, new-issue or mispriced secondary-market municipals, and discounted closed-end municipal funds. The firm manages approximately $8.34 million across about ten accounts and employs diversified, cost-efficient mutual funds and ETFs in its Moderate Portfolio Strategy to maintain consistent risk profiles.

Louis Jones is a CFA® charterholder and the sole advisor at Strategic Wealth Management Solutions, LLC, with 17 years of industry experience. He has led his independent firm since 2009. Outside of his advisory role, he is involved as a manager of Snowmass Condo LLC, a real estate investment entity. Strategic Wealth Management Solutions, LLC provides customized portfolio management and financial consulting to a select client base including individuals, trusts, charitable organizations, and institutional accounts. The firm offers a range of investment strategies, specialized 1031 exchange consulting, and performance-based fee arrangements uncommon among independent advisers.

David Warner is a financial advisor at Hutchins Canning & Company PA with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Hutchins Canning since 2013. In addition to his advisory role, he seasonally prepares individual income tax returns for clients. Hutchins Canning & Company PA provides portfolio management and financial planning services to individuals, corporate pension and profit-sharing plans, charitable institutions, and foundations. The firm combines investment advisory with accounting services, including payroll, bookkeeping, tax preparation, and business consulting.

Kenneth Ouellette is a financial advisor at Orca Wealth Management, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors Financial Network LLC since 2010. Since 2020, he has been with Orca Wealth Management in Kitty Hawk, NC. Orca Wealth Management provides investment management and financial planning services to individuals, high net worth clients, trusts, businesses, corporations, and retirement plan sponsors. The firm combines active and passive strategies to build risk-adjusted, tax-aware asset allocations tailored to clients’ cash flow, time horizon, and risk profile, and it offers discretionary portfolio management and fiduciary services.

Katherine Neavill is a financial advisor at Faithward Advisors, LLC with over 18 years of industry experience. She has worked at Wells Fargo Advisors from 2005 to 2022 and has been with Ambassador Advisors since 2019. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses Modern Portfolio Theory combined with fundamental, quantitative, and qualitative analysis, offering portfolios that favor long-term investments including mutual funds, ETFs, and REITs, and incorporates a Biblically Responsible Investing policy aligned with Christian values.

Thomas Hunt is a financial advisor at The Burney Company with 38 years of industry experience. He holds a Series 65 designation and has been with The Burney Company since 1985. The Burney Company serves mostly individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets across a multi-team advisory platform, offering discretionary equity portfolio management and financial planning alongside tax preparation services through an affiliated CPA firm.