Sean Patrick Flanigan

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 holds a Series 66 license with 11 years of industry experience. He is the principal advisor at Reach Strategic Wealth LLC, where he has worked since 2019. Prior to founding Reach Strategic Wealth, he was associated with LPL Financial and Invest Financial. Reach Strategic Wealth provides financial planning and discretionary investment management for individuals, charitable organizations, corporations, and institutional clients. The firm offers pension consulting and various planning engagements, utilizing client-specific investment policies and methods such as fundamental and cyclical analysis, Modern Portfolio Theory, and both passive and active portfolio construction.

Brian Hilker is a financial advisor at Coastal Carolina Financial Partners LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FBA Wealth Management, Realty One Group, and The Prudential Insurance Company of America. Hilker is licensed to offer life insurance and annuities in North Carolina. Coastal Carolina Financial Partners primarily serves individual investors, including some high-net-worth clients, as well as a small number of business clients. The firm provides portfolio management and investment advisory services on a non-discretionary, consultative basis, focusing on fundamental security analysis and a generally conservative strategy using stocks, bonds, mutual funds, and ETFs.

Michael Nixon is a financial advisor at DRS Wealth Management with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Paulson Investment Company, LLC for five years. Nixon maintains a North Carolina health and life insurance license and serves as president of Legacy Capital Management, Inc., an S-Corp focused on tax planning. DRS Wealth Management is a small advisory firm serving individual clients—including both high-net-worth and non-HNW households—as well as retirement plans and institutional clients. The firm combines discretionary portfolio management with selection and oversight of third-party managers, employing fundamental analysis and strategic asset allocation to build customized client portfolios.

Jonathan Cressy is a financial advisor at 3EDGE Asset Management, LP with 26 years of industry experience. His career includes roles at PIMCO Investments LLC and Foreside Fund Services, LLC before joining 3EDGE. Outside of his advisory work, he is involved in managing a real estate business focused on rental properties. 3EDGE Asset Management is a discretionary investment manager providing services to separately managed account clients, sub-advising other advisers, and managing exchange-traded funds and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation strategy that uses quantitative research alongside investment committee insights.

David Pope is a financial advisor with Liberty Square Wealth Partners LLC, holding Series 65, 63, and 66 licenses and one year of industry experience. He previously worked at Andalusian LLC and CVSA LLC. Outside of his advisory role, David is a musician who performs as a keyboardist and vocalist. Liberty Square Wealth Partners serves individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans, providing wealth management, financial planning, and retirement plan advisory services. The firm focuses on long-term investment strategies using both fundamental and technical analysis to create diversified portfolios primarily composed of ETFs and mutual funds.