Katherine 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 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.

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 a financial advisor at SCW Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo and UBS before founding his current firm. SCW Wealth Management offers discretionary and non-discretionary investment management and comprehensive financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and small businesses. The firm uses a disciplined investment process combining modern portfolio theory, fundamental and technical analysis, and manages diversified portfolios that may include exposure to crypto-linked products.

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.