Mary Wehrle

David Blain is a CFA® charterholder and holds a Series 65 license, with 22 years of experience in the financial advisory industry. He has been with BlueSky Wealth Advisors, LLC (formerly D.L. BLAIN & CO., LLC) since 1999. Outside of his advisory work, he owns Swift Creek Plantation LLC, a real estate holding and development company in New Bern, NC. BlueSky Wealth Advisors primarily serves individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and focuses on strategic asset allocation with an emphasis on low-cost, tax-efficient investments, complemented by selective use of active managers.

Christie Bonacci is a financial advisor at BlueSky Wealth Advisors, LLC with six years of industry experience. She holds the PFS™ and Series 65 credentials. Prior to joining BlueSky in 2019, Christie worked at Deloitte & Touche, LLC and Marc Jessup Insurance Services. She is also an adjunct professor at UNC Kenan-Flagler Business School, where she teaches audit and assurance. BlueSky Wealth Advisors provides comprehensive financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and employs a strategic asset allocation approach with a focus on low-cost, tax-efficient investments.

John Staton is a CFP® professional at BlueSky Wealth Advisors, LLC with two years of industry experience. Before joining BlueSky, he served in the United States Navy, Naval Special Warfare for 12 years and held roles at Equitable Advisors LLC, Atlas Polymer Engineering LLC, Carbon Arc, and Uber. BlueSky Wealth Advisors provides comprehensive financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets, focusing on strategic asset allocation with a mix of low-cost, tax-efficient investments and selective active management.

Tara Hughes is a financial advisor at Bluesky Wealth Advisors, LLC with 10 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Bluesky Wealth Advisors in 2022, she worked at The Epiphany School of Global Studies and Altrius Capital Management. Bluesky Wealth Advisors serves individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities, managing approximately $850 million in discretionary client assets. The firm emphasizes strategic asset allocation with a focus on low-cost, tax-efficient investments and offers comprehensive financial planning alongside discretionary investment management.

Ayasha Jones is a financial advisor at Bluesky Wealth Advisors, LLC in New Bern, NC, holding a Series 65 designation with seven years of industry experience. She has been with Bluesky Wealth Advisors since 2015. Bluesky Wealth Advisors provides advisory services primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and offers comprehensive financial planning, discretionary investment management, and select tax preparation services.

Hillary Cross is a financial advisor at Cooper McManus with 16 years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research, Cooper Financial Group, and Securities America Inc. Outside of her advisory role, she owns a business focused on insurance, benefits, and human resources. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm employs a tailored investment process that incorporates fundamental analysis and a variety of strategies and products, managing approximately $2.56 billion in discretionary assets.