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 Series 66-licensed advisor with 10 years of industry experience. He has worked at Reach Strategic Wealth LLC since 2019 and previously held roles at LPL Financial and Invest Financial. Reach Strategic Wealth LLC serves individuals, charitable organizations, corporations, and business owners, offering financial planning and discretionary portfolio management. The firm combines fundamental and cyclical security analysis with Modern Portfolio Theory, using passive index funds and ETFs alongside active selections tailored to each client’s investment policy.

Gregory Cadger is the principal advisor at Cadger Tax and Financial Inc. with nine years of industry experience. He holds the CFP® designation and Series 65 license. His career includes roles at Blueprint Wealth Partners, Tahoe Investments and Tax Planning, and his own consulting and advisory firms. Cadger Tax and Financial Inc. offers discretionary model portfolio management and financial planning to individuals, small businesses, trusts, and charitable clients, managing approximately $9.2 million across around 40 accounts. The firm integrates advisory and tax services, providing access to a broad range of investment vehicles and employing a process that includes macro analysis and a mix of fundamental and technical security selection.

Scott Wardrop is a financial advisor at SCW Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo and UBS before founding his current firm. SCW Wealth Management offers discretionary and non-discretionary investment management and comprehensive financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and small businesses. The firm uses a disciplined investment process combining modern portfolio theory, fundamental and technical analysis, and manages diversified portfolios that may include exposure to crypto-linked products.

Michael Nixon is a financial advisor at DRS Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Paulson Investment Company, LLC. Outside of his advisory role, he is president of Legacy Capital Management, Inc., an S-Corp formed for tax planning purposes. DRS Wealth Management serves individual investors, including high-net-worth clients, as well as pension plans, nonprofits, and corporations, offering discretionary portfolio management, third-party asset manager selection, financial planning, and retirement-plan consulting. The firm’s investment process includes individualized plans, fundamental analysis, asset allocation modeling, and due diligence on third-party managers.

Jonathan Cressy is a financial advisor at 3Edge Asset Management, LP with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Pimco Investments LLC and Foreside Fund Services, LLC. Outside of his advisory role, he manages a real estate business focused on rental properties. 3Edge Asset Management serves a range of clients including high-net-worth individuals, family offices, and institutional investors through separately managed accounts, sub-advisory relationships, and ETFs. The firm employs a global, multi-asset, top-down allocation strategy that integrates quantitative research with committee review and portfolio stress testing, primarily implementing investments via index ETFs and proprietary ESG rankings.

Mayo Fitzhugh is a financial advisor at First Financial Coaching, Inc. in Southport, NC, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with First Financial Coaching since 2015. First Financial Coaching, Inc. provides investment advisory services, retirement plan consulting, and financial education to individuals, families, business owners, and corporations. The firm delivers non-discretionary investment recommendations and partners with a third-party manager for discretionary portfolio management, while emphasizing investment education and financial analysis.

William Mckeithan is a financial advisor at Independent Advisor Alliance, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Independent Advisor Alliance and LPL Financial since 2014. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm provides asset management, financial planning, retirement plan consulting, and wealth coaching through a network of 219 advisors using model portfolios, sub-advisors, and technology platforms.

Emily Poole is a financial advisor at Credit Union Investment Services with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Credit Union Investment Services since 2011. Poole also serves as a financial advisory services specialist at State Employees' Credit Union and is an agent with Secu Life Insurance Company. Outside of her advisory roles, she manages a vacation rental property in Oak Island, NC. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach.

Victor Dibattista is a CFP® professional with 32 years of industry experience, currently serving at Kovack Advisors, Inc. since 2006. He also has a background with Kovack Securities Inc. since 2004. In addition to his advisory role, he is a sole proprietor involved in life and health insurance sales. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Robert Ciullo is a financial advisor at Mariner Independent with 37 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining Mariner Independent in 2024, he worked at firms including Triad Advisors, Alera Group, DeVoe & Company, Creative Planning, SBSB Financial Advisors, Pagnatokarp Partners, and Charles Schwab. He serves as a Town Council Member in Oak Island, NC. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party manager access, and retirement plan services through a platform that integrates institutional and retirement plan resources.

Mark Ferrer is a financial advisor at Commonwealth Financial Network with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Raymond James Financial. Ferrer serves as a trustee for a charitable remainder unitrust and owns Ferrer Properties, LLC, a commercial real estate management company in Carolina Beach, NC. Commonwealth Financial Network is a registered investment adviser that supports a national network of advisors by providing operational, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and model portfolios designed to meet diverse client needs.

Roy Johnson is a financial advisor at Principal Financial Services with 23 years of industry experience. He holds a Series 66 designation and has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2015. Outside of his advisory role, he is involved in Lean Six Sigma and process improvement training through RJ Consulting. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Thomas Haden II is a CFP® with 31 years of industry experience, currently serving at Valic Financial Advisors since 1997. He also holds Series 63 and Series 65 licenses and has been involved with Agia since 2022 in a role related to non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Ryan Rickus is a financial advisor at Hightower Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Empirikal Partners, and Wealth CMT. Outside of his advisory roles, he is involved with Man Cave Complex LLC. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, combining proprietary analysis with allocations to various managers and investment vehicles, and employs both strategic and tactical asset allocation approaches.

Leigh Bucholtz is a Series 66-licensed financial advisor with 15 years of industry experience, currently affiliated with RBC Rochdale, LLC. Prior to joining RBC Rochdale, Bucholtz worked at firms including CNR Securities, LPL Financial, TD Ameritrade, and Fidelity Brokerage Services. Bucholtz also provides administrative support to Levy Wealth Management Group, an independent investment advisory firm. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, charitable organizations, and government entities, offering discretionary and non-discretionary portfolio management and sub-advisory services. The firm employs an active, multi-strategy investment approach that integrates quantitative modeling and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to create tailored portfolios.

Lawrence Cole is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He is also involved in providing Medicare supplement plan advice through a nonprofit insurance activity. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion for a diverse client base including individuals, trusts, estates, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technology partnerships.

Richard Sheilds Jr. is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 27 years of industry experience. He has worked with Private Advisor Group since 2016 and has been affiliated with LPL Financial since 2009. Outside of his advisory roles, he is involved with Sheilds Holding Company, LLC, a business entity used for tax and investment purposes. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management and financial planning services while utilizing multiple custodians and third-party asset management programs.

Randall Trimm is a Series 66-licensed financial advisor with seven years of industry experience, currently with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Great River Federal Credit Union from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

John Graves is a ChFC® credentialed financial advisor with 40 years of industry experience. He is the owner of The Renaissance Group and has worked with Cambridge Investment Research and Cetera Advisors. Outside of financial advising, he is the owner of Safe Harbor Publishing, where he engages as an author, educator, podcaster, and speaker. The Renaissance Group provides written financial planning services to individual and high-net-worth clients, focusing on delivering full or modular plans without ongoing portfolio management or custody of assets. The firm emphasizes standalone financial planning and refers clients seeking implementation or managed accounts to affiliated or third-party providers.