Douglas Edward Lynam

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.

Katherine Stevick is a financial advisor at Align Financial Planning with 10 years of industry experience. She holds Series 63 and Series 65 designations. Prior to founding Align Financial Planning, she worked at Massmutual Life Insurance Company and First Command Advisory Services. Outside of her advisory work, she owns and manages a bed-and-breakfast and event space in Fayetteville, North Carolina. Align Financial Planning serves individuals, households, employer plan sponsors, charitable organizations, and businesses with investment management and financial planning services. The firm uses a mix of passive and active asset-allocation strategies, offers retirement plan consulting, and provides educational seminars and optional tax preparation through a third-party provider.

Peter Kisver is the sole advisor at Kiaros Advisors, LLC in Southern Pines, NC, holding Series 63 and Series 65 licenses with 28 years of industry experience. His prior roles include positions at Horter Investment Management, Fiduciary Advisors, LLC, and Efficient Advisors, LLC. Kisver also operates as a consultant and licensed insurance agent through his sole proprietorship. Kiaros Advisors serves individuals, business owners, and retirement plans by providing financial planning, portfolio management, and ERISA plan advisory services. The firm focuses on non-discretionary, mutual fund–based portfolio management with an emphasis on cash-flow and tax planning, investment selection, and 3(21) fiduciary support for qualified retirement plans.

Casey Rose is a financial advisor at Fortress Family Asset Management LLC with one year of industry experience. Prior to entering financial advising, Rose served seven years in the Department of Defense and seven years at DayStarr Communications. Rose is also a licensed insurance agent. Fortress Family Asset Management LLC provides discretionary portfolio management and financial planning services to individuals and businesses. The firm uses a combination of top-down macroeconomic frameworks and bottom-up technical analysis to implement dynamic, regime-based asset allocations tailored to client risk tolerance and objectives.

Blanchard Granville is a CFP® with 40 years of industry experience, currently serving as the sole advisor at Granville Wealth Management, Inc. He previously worked at Mid-Atlantic Securities, Inc. for over two decades and has operated Granville Financial, Inc., an insurance business, since 1988. In addition to his advisory role, he provides tax preparation services and acts as a trustee or executor for several accounts. Granville Wealth Management offers investment advisory services primarily to individual clients, utilizing tailored strategies that include asset allocation, dollar-cost averaging, and both long- and short-term trading. The firm also provides related financial services such as trustee and executor roles through affiliated entities.

Anna Pottle is the founder and sole advisor of Pottle Financial Services, Inc., an independent firm based in Pinehurst, NC. She holds a Series 65 designation and has nine years of industry experience. Prior to establishing her firm, she worked at Healthstat, Inc. from 2015 to 2017. In addition to her advisory work, Ms. Pottle serves as president of Bair Financial LLC, a consulting business that provides financial modeling and business services to small and mid-size companies and non-profits. Pottle Financial Services, Inc. manages approximately $62 million in discretionary assets across a range of client types, including individuals, families, trusts, charitable organizations, pension plans, and small businesses. The firm employs a value-at-purchase, growth-oriented investment approach with diversified portfolios, incorporating both fundamental and technical analysis, and offers limited financial planning services upon request.