Jeffrey Gollehon

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.

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 a financial advisor at Pottle Financial Services, Inc. with 8 years of industry experience. She holds a Series 65 designation and has been with Pottle Financial Services since 2017. In addition to her advisory role, she serves as president of Bair Financial LLC, a consulting business providing financial modeling and analysis to small and mid-size privately held companies and non-profits. Pottle Financial Services manages approximately $59.7 million in discretionary assets for individuals, families, trusts, endowments, charitable organizations, pension and profit-sharing plans, and small businesses. The firm offers portfolio management and financial planning tailored to each client’s needs, combining fundamental and technical analysis with a value-at-purchase, growth-oriented investment philosophy.

Thomas Hart is the sole advisor at Hart Investment Management Inc. in Southern Pines, NC, holding Series 63 and Series 65 designations with 23 years of industry experience. He has led Hart Investment Management since 2007. Hart Investment Management provides portfolio management and investment supervisory services to individuals, high-net-worth clients, and organizational accounts including trusts, estates, and charitable organizations. The firm customizes investment plans based on client objectives and risk tolerance, employs a range of investment strategies and instruments including private placements and real estate, and manages client assets in-house without taking custody of accounts.

Danielle Dettenmayer is a CFP® professional with three years of industry experience, currently with Tactical Wealth Partners in Southern Pines, NC. Prior to joining Tactical Wealth Partners in 2022, she worked at Zeiders Enterprises, Inc. for six years and has a background in full-time education. Tactical Wealth Partners serves individual clients and families, focusing primarily on high-earning attorneys at large law firms and their households. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, emphasizing diversified, low-cost mutual funds and ETFs, tax efficiency, and periodic rebalancing.