Jason Marshall Taylor

Keith Beck is a financial advisor with The Wealth Group, Ltd. in Rocky Mount, NC, holding Series 63 and Series 65 licenses and offering 32 years of industry experience. He has been with The Wealth Group, Ltd. and Capital Investment Group, Inc. since 2011 and operates a CPA firm providing accounting services since 1995. Outside of advisory work, he serves as a vice president and advisor for multiple dental and medical practice management businesses. The Wealth Group, Ltd. provides wealth analysis, financial planning, and discretionary and non-discretionary money management for individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a contrarian, value-oriented investment approach focused on financially strong, out-of-favor securities with long-term holding periods and offers both internal management and oversight of external managers.

Mackenzie Thompson Stussie is a financial advisor at Whitener Capital Management, Inc. with two years of industry experience. She holds a Series 65 credential and has worked in various roles including positions at Wildwood Home and New Growth Designs prior to joining Whitener Capital Management. Whitener Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm provides portfolio management, financial planning, and pension consulting services, managing approximately $598 million for about 800 clients, with an investment approach focused on quality, value, and risk-adjusted returns guided by client objectives and liquidity needs.

Benjamin Roberts is a financial advisor at Ironsides Asset Advisors, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Five Points Capital, LLC, Plexus Capital, LLC, Ernst & Young, LLP, and Wake Forest University School of Business. Ironsides Asset Advisors provides financial planning, portfolio management, and consulting services to individuals, high-net-worth clients, and institutional entities. The firm focuses on asset allocation and active manager selection, employing both quantitative and qualitative analysis across a variety of investment strategies while managing approximately $1.42 billion in assets.

Sean Gilsenan is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Whitener Capital Management, Inc. since 2011. He holds Series 63 and Series 65 licenses and is based in Cary, NC. Whitener Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm follows a conservative, quality-and-value investment philosophy focused on capital preservation and long-term, risk-adjusted returns, managing approximately $506 million in client assets through tailored portfolio management and pension consulting services.

Michael Kennedy is a financial advisor at Whitener Capital Management, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Whitener Capital Management in 2024, he worked at Truist Investment Services and Truist, and he also spent one year as a real estate broker. Whitener Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities by providing discretionary and non-discretionary portfolio management, financial planning, and pension consulting services. The firm manages approximately $598 million for around 800 clients, focusing on a conservative investment approach that emphasizes quality, value, and risk-adjusted returns.

Richard Sanford II is a financial advisor at Whitener Capital Management, Inc with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Whitener Capital Management since 2004. Whitener Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm follows a conservative, quality-and-value investment philosophy focused on capital preservation and long-term, risk-adjusted returns, tailoring portfolios to client objectives and managing roughly $506 million in assets.