Paul Ferry is the sole advisor at Ferry Capital Management LLC, an independent firm based in Duck, NC. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Ferry Capital Management primarily provides discretionary and nondiscretionary portfolio management and financial advice to individual clients, high net worth individuals, and trusts. The firm manages about $9 million in client assets and focuses on a municipal bond strategy alongside a moderate portfolio strategy using mutual funds and ETFs.

Louis Jones is a CFA® charterholder with 16 years of industry experience. He has been with Strategic Wealth Management Solutions, LLC since 2009. Outside of his advisory role, he is a manager of Snowmass Condo LLC, a non-securities related real estate investment. Strategic Wealth Management Solutions, LLC provides discretionary and non-discretionary portfolio management and hourly consulting to individuals, trusts, estates, charitable organizations, non-profits, corporations, and ERISA accounts. The firm offers tailored asset allocation that includes traditional and non-traditional investments, including private placements, and features performance-based fee options and institutional-style investment strategies.

David Warner is a financial advisor at Hutchins Canning & Company PA with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Hutchins Canning since 2013. In addition to his advisory role, he seasonally prepares individual income tax returns for clients. Hutchins Canning & Company PA provides portfolio management and financial planning services to individuals, corporate pension and profit-sharing plans, charitable institutions, and foundations. The firm combines investment advisory with accounting services, including payroll, bookkeeping, tax preparation, and business consulting.

Kenneth Ouellette is a financial advisor at Orca Wealth Management, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors Financial Network LLC since 2010. Since 2020, he has been with Orca Wealth Management in Kitty Hawk, NC. Orca Wealth Management provides investment management and financial planning services to individuals, high net worth clients, trusts, businesses, corporations, and retirement plan sponsors. The firm combines active and passive strategies to build risk-adjusted, tax-aware asset allocations tailored to clients’ cash flow, time horizon, and risk profile, and it offers discretionary portfolio management and fiduciary services.

Katherine Neavill is a financial advisor at Faithward Advisors, LLC with over 18 years of industry experience. She has worked at Wells Fargo Advisors from 2005 to 2022 and has been with Ambassador Advisors since 2019. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses Modern Portfolio Theory combined with fundamental, quantitative, and qualitative analysis, offering portfolios that favor long-term investments including mutual funds, ETFs, and REITs, and incorporates a Biblically Responsible Investing policy aligned with Christian values.

Olga Kramarenko is a financial advisor at Interactive Financial Advisors with eight years of industry experience. She holds a Series 65 designation and has worked previously at Legacy Planning Group and Branshaw Financial. Outside of her advisory role, she is also an insurance agent specializing in life and health insurance. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models and third-party sub-advisors, utilizing Modern Portfolio Theory and the TIFIN Wealth Risk tool to tailor investment strategies across a range of risk profiles.

Mack Courter is a CFP® with 17 years of industry experience and is the sole advisor at Courter Financial, LLC, an independent firm based in Manteo, NC. He has led Courter Financial since 2011. Courter is also licensed to sell fixed life insurance and annuities in North Carolina and Pennsylvania. Courter Financial provides investment management and comprehensive financial planning to individuals and institutional clients, including trusts, foundations, endowments, and corporations. The firm offers retirement plan consulting and employs tactical asset allocation with both discretionary and non-discretionary management, including specialized active strategies for clients seeking more dynamic portfolio approaches.

Joie White is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and with 13 years of industry experience. She has worked at State Employees' Credit Union since 2008 and serves as a Financial Advisory Services District Manager. White also acts as a Trust Representative for Members Trust Company and is an agent for SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm focuses on low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach.

Cynthia Bittle is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with PNC Investments since 2016. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online model account offered as an invitation-only employee pilot. This program uses algorithmic risk assessment and investments via mutual funds and ETFs managed by PNC or third parties.

Jason Sherwood is a financial advisor with OSAIC Institutions, INC. He holds a Series 66 designation and has 14 years of industry experience. His work history includes roles at Southern Bank and Trust and infinex Investments, Inc. Sherwood is also an insurance producer with Virginia Insurance Agency Solutions Inc. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans through a wide range of advisory and brokerage services. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status, offering investment solutions through a network of representatives using both fundamental and technical analysis.

John Dennis is a financial advisor at OSAIC Institutions, INC. with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. He has worked at infinex Investments, Inc. since 2013 and is also involved with Southern Bank through a financial advisor referral program. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services, including customized financial planning, ERISA plan services, and access to alternative investments. The firm is noted for its predominantly non-discretionary assets and its dual broker-dealer/adviser structure, which supports a mix of advisory and brokerage solutions.

Joseph Campbell is a financial advisor at Stratos Wealth Partners, Ltd with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stratos Wealth Partners since 2016, following seven years at Dwm Advisors, LLC. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

John Reichler is a Series 66-licensed advisor with First Command Advisory Services, based in Killeen, TX, with four years of industry experience. Prior to his advisory role, he served seven years in the US Army. First Command serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through a multi-service platform that combines financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and structured 12-month planning engagements, supported by in-house investment management and a vertically integrated family of companies.

Kelli Harmon is a Series 66-licensed financial advisor with Edward Jones in Nags Head, NC, and has 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Jason Johnson is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at AE Wealth Management, Madison Avenue Securities, and CL Wealth Management. He is also the owner of JHOLLIS, LLC, a business that manages his Ameriprise practice. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate income sources, Social Security strategies, and tax-efficient withdrawal methods. The firm combines research, modeling, and algorithmic automation to deliver personalized retirement planning, alongside a broad suite of advisory, brokerage, and insurance solutions.

Scott Brown is a CFP® professional with 15 years of industry experience and has been with Edward Jones since 2010. He is based in Kill Devil Hills, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and access to separately managed accounts and affiliated mutual funds.

Crystal Bridgforth is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation and Series 63 and 65 licenses. She has 25 years of industry experience and has been with Wells Fargo Clearing and its affiliate since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Susan Archbell is a financial advisor with Edward Jones who holds Series 63 and Series 66 licenses and has 37 years of industry experience. She has been with Edward Jones since 1990. Outside of her advisory role, she serves on the Board of Visitors at the University of North Carolina at Chapel Hill and acts as secretary of Bear Drugs Inc, a drug store in Kitty Hawk, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated financial services, supported by a nationwide network of over 23,700 advisors.

John Dawson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with LPL Financial since 2011. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.

Benjamin Wilkerson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials. He is based in Southern Shores, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Frank Cunnane is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Masters Consulting Group and LPL Financial. Outside of advising, he is the owner of The Physics to Economics Corporation, holds a patent for a power-generating hydroconveyor, and is the author of two books, "The Source of Wealth" and "The Physics to Economics Model (PEM)." Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions through affiliated entities.

Jason Borland is a financial advisor with Edward Jones, holding CFP® and Series 66 credentials and six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Sand Cherry Associates, Roanoke Island Inn, and Time Warner Cable. Outside of his advisory work, he and his wife own a bed and breakfast in Manteo, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of more than 23,700 advisors and 15,000 branches.

Robert Gentry is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including prior roles at Lincoln Financial Securities Corporation and College Financial Services, Inc. Outside of his advisory work, he serves on the Board of Adjustment and the Dangerous Animal Appeal Board for the Town of Nags Head and operates a photography business. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory services through a network of independent financial professionals and multiple account platforms.

Waylon Jackson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has previously worked at Securities America Advisors, Inc. and Compensation Services Inc, where he has been involved since 1992. Jackson also operates an insurance agency through Compensation Services and manages LPL-related business activities via his own firm, W B Jackson and Associates LLC. LPL Financial serves a broad client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team and a range of portfolio management options tailored to client needs.