Katherine Diane Pope

Teresa Bradshaw is a financial advisor at CP Advisors, Inc. with a Series 65 credential and over 17 years of experience primarily in the insurance industry prior to joining the advisory firm. She has been with CP Advisors since 2022. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates with financial planning, portfolio management, and consulting services, managing approximately $69.6 million in assets. The firm employs a goal-driven investment process combining strategic and tactical asset allocation across various securities, supported by research methods including fundamental, technical, and cyclical analysis.

Jeffrey Johnson is a CFP® professional with nine years of experience at CP Advisors, Inc. He has been with the firm since 2016 and has also worked at Chestnutt, Johnson & Tyson, PA since 2003. Outside of his advisory role, he is a member of JOHCHE, LLC, a real estate and securities business. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates with financial planning, portfolio management, and consulting. The firm employs a goal-driven investment process using a combination of strategic and tactical asset allocation and offers both discretionary and non-discretionary advisory services.

Michael Chestnutt is a financial advisor at CP Advisors, Inc. with five years of industry experience. He holds the CFP® designation and Series 65 registration. His prior work includes operating Michael L. Chestnutt, CPA, PLLC since 2022 and nearly two decades at Black, Chestnutt & Johnson, PA. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates with financial planning, portfolio management, and consulting. The firm manages approximately $69.6 million in client assets and employs a goal-driven investment process that combines strategic and tactical asset allocation using mutual funds, ETFs, equities, bonds, and occasional alternative structures.

Amy Hairr is a financial advisor with Credit Union Investment Services and holds Series 65 and Series 63 licenses. She has six years of industry experience and has concurrently worked with Members Trust Company and SECU Life Insurance Company since 2020. Hairr also serves as a Financial Advisory Services Specialist at State Employees' Credit Union and has authored a book unrelated to investments. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement planning. The firm emphasizes long-term, goals-based advice using low-cost index funds and ETFs within a credit-union ecosystem.

Richard Wiethorn is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at Southern Bank and Trust, Infinex Investments, First Horizon Advisors, and Wells Fargo. He participates in a financial advisor referral program at Southern Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements. The firm provides access to alternative investments, lending and cash-management options, and primarily manages non-discretionary assets through a network of investment adviser representatives.

John Goetke is a financial advisor with Truist Advisory Services who holds Series 63, 65, and 66 licenses and has 36 years of industry experience. His career includes roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, and BB&T Investments. He serves as a board member of the Coharie Country Club, where he participates in monthly meetings focused on reviewing financial statements. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a notable level of inter-affiliate integration among its affiliated entities.