Teresa Bradshaw is a financial advisor at CP Advisors, Inc. with a Series 65 credential and over 17 years of experience primarily in the insurance industry prior to joining the advisory firm. She has been with CP Advisors since 2022. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates with financial planning, portfolio management, and consulting services, managing approximately $69.6 million in assets. The firm employs a goal-driven investment process combining strategic and tactical asset allocation across various securities, supported by research methods including fundamental, technical, and cyclical analysis.

Jeffrey Johnson is a CFP® professional with nine years of experience at CP Advisors, Inc. He has been with the firm since 2016 and has also worked at Chestnutt, Johnson & Tyson, PA since 2003. Outside of his advisory role, he is a member of JOHCHE, LLC, a real estate and securities business. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates with financial planning, portfolio management, and consulting. The firm employs a goal-driven investment process using a combination of strategic and tactical asset allocation and offers both discretionary and non-discretionary advisory services.

Michael Chestnutt is a financial advisor at CP Advisors, Inc. with five years of industry experience. He holds the CFP® designation and Series 65 registration. His prior work includes operating Michael L. Chestnutt, CPA, PLLC since 2022 and nearly two decades at Black, Chestnutt & Johnson, PA. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates with financial planning, portfolio management, and consulting. The firm manages approximately $69.6 million in client assets and employs a goal-driven investment process that combines strategic and tactical asset allocation using mutual funds, ETFs, equities, bonds, and occasional alternative structures.

Amy Hairr is a financial advisor with Credit Union Investment Services and holds Series 63 and Series 65 licenses. She has five years of industry experience and currently serves as a Trust Representative at Members Trust Company. In addition to her advisory roles, she is an author, having begun writing and publishing a book in November 2023. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing non-discretionary portfolio management and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm operates as a salaried employee model within State Employees’ Credit Union and emphasizes client decision-making in implementing recommendations.

Katherine Pope is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. Her career includes roles at Truist Investment Services, Bb&T Securities, and BB&T Investments. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions, combining model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.

Richard Wiethorn is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at Southern Bank and Trust, Infinex Investments, First Horizon Advisors, and Wells Fargo. He participates in a financial advisor referral program at Southern Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements. The firm provides access to alternative investments, lending and cash-management options, and primarily manages non-discretionary assets through a network of investment adviser representatives.

John Goetke is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. His career includes roles at BB&T Investments and Truist Investment Services. He serves as a board member of the Coharie Country Club in Clinton, NC. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions through a combination of model portfolios, third-party managers, and advisor-led asset allocation and monitoring.

Christopher Tart is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he spent 18 years at Cape Fear Valley Health System. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. 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 financial advisors and branch offices nationwide.

Amy West is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Her prior work includes roles at PNC Bank and Wall Street Investments. She also serves as a senior registered client service associate at PineTrust Wealth Partners, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm focuses on financial planning and non-discretionary investment consulting, offering tailored advice through a range of brokerage and advisory account options.

Mark Jenkins is a financial advisor with Edward Jones in Clinton, NC, holding Series 63 and Series 66 designations and 11 years of industry experience. He worked previously at Allen Tate Mortgage Partners, LLC and Carolina Mortgage Authority, Incorporated before joining Edward Jones in 2018. Outside of his advisory role, he is a partner in a jointly owned beach triplex property in Emerald Isle, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of advisors and branch offices.