Reed Wheless is a financial advisor at Tar River Wealth Planning, LLC in Louisburg, NC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at The Lumpkin Group and Westrock Company, and he attended North Carolina State University. Tar River Wealth Planning manages approximately $401 million for a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a fundamental analysis investment process with committee-reviewed portfolios and offers services such as discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting.

Arturo Lumpkin is a financial advisor at Tar River Wealth Planning, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at The Lumpkin Group and J. Parker Lumpkin Financial Consultants. Tar River Wealth Planning, LLC is a registered investment adviser managing approximately $401 million for individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a committee-reviewed investment process and offers services including portfolio management, financial planning, retirement-plan consulting, and sub-advisory arrangements.

James "Tripp" Lumpkin III is a financial advisor at Tar River Wealth Planning, LLC with 23 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at The Lumpkin Group and J. Parker Lumpkin Financial Consultants. Tar River Wealth Planning, LLC manages approximately $401 million for individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm uses a committee-reviewed investment process and offers discretionary and non-discretionary portfolio management, financial and retirement-plan consulting, and serves as a sub-advisor to other advisers.

Louis Wheless III is a financial advisor at Tar River Wealth Planning, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Union Bank, Resource Management Associates, and Raymond James Financial. He has also been involved with Crosscreek Charter School. Tar River Wealth Planning, LLC manages approximately $401 million for individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team approach with five advisors and focuses on fundamental analysis and committee-reviewed investment strategies to create client-specific portfolios.

James Lumpkin II is a financial advisor at Tar River Wealth Planning, LLC with 41 years of industry experience. He previously worked at The Lumpkin Group and J. Parker Lumpkin Financial Consultants. He holds a Series 63 designation. Tar River Wealth Planning, LLC is a registered investment adviser managing approximately $401 million for individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm employs a team approach, using fundamental analysis and committee-reviewed investment selections to create client-specific portfolios across various asset classes, while providing ongoing monitoring and regular client reviews.