Omar Shaukat

Grant Humphreys is a financial advisor at Crossgen Wealth LLC in Greenville, NC, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Crossgen Wealth in 2025, he worked at First Citizens Investor Services and held various roles in other industries. Crossgen Wealth LLC provides discretionary portfolio management, comprehensive financial planning, and pension consulting to individuals, trusts, corporations, foundations, and retirement plans. The firm employs a long-term strategic asset allocation approach combined with fundamental and technical analysis, and offers client education services such as retirement-plan participant seminars.

Herbert Ormond is a financial advisor at H. L. Ormond & Company, LLC in Greenville, NC, with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services from 2011 to 2021. Outside of advising, he serves as a trustee and personal representative for family members. H. L. Ormond & Company provides investment advisory services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a long-term, equity-oriented investment approach focused on diversified portfolios and offers both discretionary and non-discretionary management through multiple service platforms.

Don Keel is a CFP® professional with 17 years of industry experience, currently serving at Keel & Long Financial Management, LLC since 2018. Prior to that, he worked with First Command Advisory Services and affiliated firms from 2009 to 2018. Outside of his advisory role, he is president of Don Keel Financial Group, Inc. Keel & Long Financial Management serves individual and high-net-worth clients as well as small businesses, providing discretionary and non-discretionary portfolio management, financial planning, and managed account programs. The firm tailors its advisory process to client objectives and risk tolerances and sponsors a wrap fee program, an uncommon service for a small adviser team.

Christopher House is a financial advisor at Milestone Wealth with a Series 65 credential and one year of industry experience. Prior to joining Milestone Wealth, he worked at Edward Jones for three years and spent eleven years with Cru. Milestone Wealth provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and business clients. The firm manages approximately $198 million across about 214 client relationships and uses tailored portfolios with in-house models and third-party sub-advisers, integrating broader planning services including estate and business planning.

Thomas Long is a financial advisor with Keel & Long Financial Management, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Keel & Long since 2018 and previously held roles at First Command Advisory Services and related First Command entities from 2011 to 2018. Outside of his advisory work, he serves as president of Long Financial Management, Inc. Keel & Long Financial Management serves individual and high-net-worth clients as well as small businesses, offering portfolio management, financial planning, and managed account programs. The firm uses a tailored advisory process incorporating asset allocation, dollar-cost averaging, and technical analysis, and sponsors a wrap fee program, which is uncommon among firms of its size.

Michelle Corey is a financial advisor with H. L. Ormond & Company, LLC, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She previously worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. for ten years before joining her current firm in 2021. H. L. Ormond & Company provides investment advisory services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a long-term, equity-oriented investment approach focused on diversified portfolios and offers advisory services through multiple platforms, including direct management and wrap programs.