Steven Joseph Menendez

Jody Beene Smith is a CFP® professional with 15 years of industry experience. She is the sole advisor at Anchor Point Financial Planning LLC and has previously worked at firms including Purshe Kaplan Sterling Investments and First Allied Advisory Services. In addition to her advisory work, she serves as a Notary Public in Moore County. Anchor Point Financial Planning LLC provides fee-only financial planning and discretionary investment management focused on individuals and families experiencing significant life transitions, as well as high-income professionals in the wealth accumulation phase. The firm employs a holistic planning process and combines passive and active investment strategies, with specific expertise in divorce financial planning.

Katherine Stevick is a financial advisor at Align Financial Planning with 10 years of industry experience. She holds Series 63 and Series 65 designations. Prior to founding Align Financial Planning, she worked at Massmutual Life Insurance Company and First Command Advisory Services. Outside of her advisory work, she owns and manages a bed-and-breakfast and event space in Fayetteville, North Carolina. Align Financial Planning serves individuals, households, employer plan sponsors, charitable organizations, and businesses with investment management and financial planning services. The firm uses a mix of passive and active asset-allocation strategies, offers retirement plan consulting, and provides educational seminars and optional tax preparation through a third-party provider.

Peter Kisver is the sole advisor at Kiaros Advisors, LLC in Southern Pines, NC, holding Series 63 and Series 65 licenses with 28 years of industry experience. His prior roles include positions at Horter Investment Management, Fiduciary Advisors, LLC, and Efficient Advisors, LLC. Kisver also operates as a consultant and licensed insurance agent through his sole proprietorship. Kiaros Advisors serves individuals, business owners, and retirement plans by providing financial planning, portfolio management, and ERISA plan advisory services. The firm focuses on non-discretionary, mutual fund–based portfolio management with an emphasis on cash-flow and tax planning, investment selection, and 3(21) fiduciary support for qualified retirement plans.

Blanchard Granville is a CFP® with 40 years of industry experience, currently serving as the sole advisor at Granville Wealth Management, Inc. He previously worked at Mid-Atlantic Securities, Inc. for over two decades and has operated Granville Financial, Inc., an insurance business, since 1988. In addition to his advisory role, he provides tax preparation services and acts as a trustee or executor for several accounts. Granville Wealth Management offers investment advisory services primarily to individual clients, utilizing tailored strategies that include asset allocation, dollar-cost averaging, and both long- and short-term trading. The firm also provides related financial services such as trustee and executor roles through affiliated entities.

Anna Pottle is the founder and sole advisor of Pottle Financial Services, Inc., an independent firm based in Pinehurst, NC. She holds a Series 65 designation and has nine years of industry experience. Prior to establishing her firm, she worked at Healthstat, Inc. from 2015 to 2017. In addition to her advisory work, Ms. Pottle serves as president of Bair Financial LLC, a consulting business that provides financial modeling and business services to small and mid-size companies and non-profits. Pottle Financial Services, Inc. manages approximately $62 million in discretionary assets across a range of client types, including individuals, families, trusts, charitable organizations, pension plans, and small businesses. The firm employs a value-at-purchase, growth-oriented investment approach with diversified portfolios, incorporating both fundamental and technical analysis, and offers limited financial planning services upon request.

Thomas Hart is the sole advisor at Hart Investment Management Inc. in Southern Pines, NC, holding Series 63 and Series 65 designations with 23 years of industry experience. He has led Hart Investment Management since 2007. Hart Investment Management provides portfolio management and investment supervisory services to individuals, high-net-worth clients, and organizational accounts including trusts, estates, and charitable organizations. The firm customizes investment plans based on client objectives and risk tolerance, employs a range of investment strategies and instruments including private placements and real estate, and manages client assets in-house without taking custody of accounts.