Katherine Kelly Larsen

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 holds a Series 66 license with 11 years of industry experience. He is the principal advisor at Reach Strategic Wealth LLC, where he has worked since 2019. Prior to founding Reach Strategic Wealth, he was associated with LPL Financial and Invest Financial. Reach Strategic Wealth provides financial planning and discretionary investment management for individuals, charitable organizations, corporations, and institutional clients. The firm offers pension consulting and various planning engagements, utilizing client-specific investment policies and methods such as fundamental and cyclical analysis, Modern Portfolio Theory, and both passive and active portfolio construction.

Gregory Cadger is the principal advisor at Cadger Tax and Financial Inc. with nine years of industry experience. He holds the CFP® designation and Series 65 license. His career includes roles at Blueprint Wealth Partners, Tahoe Investments and Tax Planning, and his own consulting and advisory firms. Cadger Tax and Financial Inc. offers discretionary model portfolio management and financial planning to individuals, small businesses, trusts, and charitable clients, managing approximately $9.2 million across around 40 accounts. The firm integrates advisory and tax services, providing access to a broad range of investment vehicles and employing a process that includes macro analysis and a mix of fundamental and technical security selection.

Scott Wardrop is the sole advisor at SCW Wealth Management, LLC in Carolina Beach, NC, holding Series 63 and Series 65 certifications with 30 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing before founding his current firm in 2019 following a brief retirement. SCW Wealth Management offers discretionary and non-discretionary investment management and integrated financial planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm uses a combination of modern portfolio theory and long-term investment strategies, incorporating mutual funds, ETFs, individual securities, and fixed income tailored to each client’s objectives and risk tolerance.

Michael Nixon is a financial advisor at DRS Wealth Management with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Paulson Investment Company and Newport Coast Securities. Outside of advising, he holds North Carolina resident health and life insurance licenses and serves as president of Legacy Capital Management, Inc., an S-Corp used for tax planning. DRS Wealth Management serves individuals, institutional retirement plans, nonprofits, and corporations through discretionary portfolio management, financial planning, and consulting services. The firm uses an Investment Committee and manager-due-diligence process to implement strategies, often utilizing ETFs, sub-advisers, and third-party platforms.

Jonathan Cressy is a financial advisor with 26 years of industry experience, currently affiliated with 3EDGE Asset Management, LP. He holds Series 63, 65, and 66 licenses and has previously worked at PIMCO Investments LLC and Foreside Fund Services, LLC. Outside of his advisory role, he serves as a manager for a real estate business focused on rental properties. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation strategy that combines quantitative research with committee judgment and stress testing, typically implementing strategies using ETFs and occasionally derivatives.