David Kolter Jr.

Richard Greulich Jr. is a CFA® charterholder with 19 years of industry experience. He has been with REG Capital L.L.C. since 2006 and is the sole advisor at Reg Capital Advisors in Southport, NC. Reg Capital Advisors provides discretionary portfolio management to individuals, IRAs, corporations, and charitable organizations. The firm focuses on a “Value Plus Favorable Change” investment approach, targeting low-valuation securities with potential for fundamental improvement, typically constructing concentrated portfolios of smaller-cap stocks and employing a mix of fundamental, technical, and cyclical analysis supported by proprietary research and direct company contacts.

Zachary Ashburn is a CFP® and Series 66-licensed advisor with 10 years of industry experience. He has worked at Reach Strategic Wealth LLC since 2019 and previously held roles at LPL Financial and Invest Financial. Reach Strategic Wealth LLC serves individuals, charitable organizations, corporations, and business owners, offering financial planning and discretionary portfolio management. The firm combines fundamental and cyclical security analysis with Modern Portfolio Theory, using passive index funds and ETFs alongside active selections tailored to each client’s investment policy.

Brian Hilker is an investment advisor with Coastal Carolina Financial Partners LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to founding Coastal Carolina Financial Partners in 2025, he worked at firms including FBA Wealth Management and The Prudential Insurance Company of America. He holds a North Carolina insurance license to offer life insurance and annuities as part of financial planning. Coastal Carolina Financial Partners LLC is an independent investment advisory firm serving individuals, some high-net-worth clients, and business clients. The firm employs a conservative investment approach based on fundamental security analysis and provides portfolio management on a non-discretionary basis, using Charles Schwab for execution and reporting.

Michael Nixon is a financial advisor at DRS Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Paulson Investment Company, LLC. Outside of his advisory role, he is president of Legacy Capital Management, Inc., an S-Corp formed for tax planning purposes. DRS Wealth Management serves individual investors, including high-net-worth clients, as well as pension plans, nonprofits, and corporations, offering discretionary portfolio management, third-party asset manager selection, financial planning, and retirement-plan consulting. The firm’s investment process includes individualized plans, fundamental analysis, asset allocation modeling, and due diligence on third-party managers.

Jonathan Cressy is a financial advisor at 3Edge Asset Management, LP with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Pimco Investments LLC and Foreside Fund Services, LLC. Outside of his advisory role, he manages a real estate business focused on rental properties. 3Edge Asset Management serves a range of clients including high-net-worth individuals, family offices, and institutional investors through separately managed accounts, sub-advisory relationships, and ETFs. The firm employs a global, multi-asset, top-down allocation strategy that integrates quantitative research with committee review and portfolio stress testing, primarily implementing investments via index ETFs and proprietary ESG rankings.

David Pope is a financial advisor at Liberty Square Wealth Partners LLC with over 20 years of industry experience, including roles at Andalusian LLC and CVSA LLC. He holds Series 63, 65, and 66 designations. Outside of his advisory work, he is a musician who performs as a keyboardist and vocalist. Liberty Square Wealth Partners provides advisory services to individuals, high net worth clients, families, trusts, estates, businesses, and retirement plans through both discretionary and non-discretionary wealth management and financial planning. The firm follows a primarily long-term investment approach using ETFs, mutual funds, and individual securities, managing approximately $476 million in discretionary assets across two advisors.