Milton Warner

Gavin Langley is a financial advisor with Sollinda Capital Management LLC, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Saxony Securities Inc, Capital Investment Group, Inc., and Bogue Sound Financial, where he is also involved as a business activity. Langley serves as a committee member at First Methodist Church in Morehead City, NC. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans. The firm employs multiple proprietary investment strategies and primarily manages accounts on a discretionary basis using liquid public securities, with an emphasis on allocation and risk management.

Caroline Georgiadis is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 66 licenses and with 20 years of industry experience. Her career includes roles at Allegacy Federal Credit Union and Cuso Financial Services, as well as current positions with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. She also serves as a Financial Advisory Services Specialist and insurance agent within the SECU network. Credit Union Investment Services serves primarily North Carolina residents, focusing on individual investors and some trust clients. The firm offers non-discretionary portfolio management, retirement and financial planning, and emphasizes low-cost, index-based mutual funds and ETFs within a goals-based, long-term planning framework.

Steven Jones is a financial advisor with Good Life Advisors, LLC in Morehead City, NC, holding a Series 66 designation and 15 years of industry experience. He has worked with Good Life Advisors and LPL Financial since 2016. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, retirement consulting, and access to various advisory programs. Their investment approach combines fundamental, technical, and cyclical analysis, employing direct management, model portfolios, and third-party platforms.

Richard Hamilton II is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Facet since 2026 and previously held roles at Edward Jones and The Vanguard Group Inc. He is based in Newport, NC. Facet serves individual members across various wealth levels and offers tiered, subscription-based financial planning and investment services. The firm emphasizes holistic financial planning, primarily using ETFs and tax-optimized strategies, and operates without percentage-of-AUM fees.

Tiffany Grammer Newlin is a financial advisor with Good Life Advisors, LLC in Morehead City, NC, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked at Good Life Advisors and LPL Financial since 2017, and previously held positions with Wells Fargo Advisors and Wells Fargo Bank. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm provides customized portfolio management, financial planning, retirement plan consulting, and access to multiple advisory platforms, emphasizing tailored strategies and continuous account monitoring.

Jason Wilson is a financial advisor with Credit Union Investment Services in Beaufort, NC, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has worked at Credit Union Investment Services since 2018 and holds concurrent roles with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. His experience includes providing financial advisory services and life insurance within the credit union system. Credit Union Investment Services serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement planning. The firm emphasizes a goals-based approach using low-cost index mutual funds and ETFs, with salaried investment representatives who do not receive commissions.