Grant Humphreys is a financial advisor at Crossgen Wealth LLC in Greenville, NC, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Crossgen Wealth in 2025, he worked at First Citizens Investor Services and held various roles in other industries. Crossgen Wealth LLC provides discretionary portfolio management, comprehensive financial planning, and pension consulting to individuals, trusts, corporations, foundations, and retirement plans. The firm employs a long-term strategic asset allocation approach combined with fundamental and technical analysis, and offers client education services such as retirement-plan participant seminars.

Herbert Ormond is a financial advisor at H. L. Ormond & Company, LLC in Greenville, NC, with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services from 2011 to 2021. Outside of advising, he serves as a trustee and personal representative for family members. H. L. Ormond & Company provides investment advisory services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a long-term, equity-oriented investment approach focused on diversified portfolios and offers both discretionary and non-discretionary management through multiple service platforms.

Don Keel is a CFP® professional with 17 years of industry experience, currently serving at Keel & Long Financial Management, LLC since 2018. Prior to that, he worked with First Command Advisory Services and affiliated firms from 2009 to 2018. Outside of his advisory role, he is president of Don Keel Financial Group, Inc. Keel & Long Financial Management serves individual and high-net-worth clients as well as small businesses, providing discretionary and non-discretionary portfolio management, financial planning, and managed account programs. The firm tailors its advisory process to client objectives and risk tolerances and sponsors a wrap fee program, an uncommon service for a small adviser team.

Christopher House is a financial advisor at Milestone Wealth with a Series 65 credential and one year of industry experience. Prior to joining Milestone Wealth, he worked at Edward Jones for three years and spent eleven years with Cru. Milestone Wealth provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and business clients. The firm manages approximately $198 million across about 214 client relationships and uses tailored portfolios with in-house models and third-party sub-advisers, integrating broader planning services including estate and business planning.

Thomas Long is a financial advisor with Keel & Long Financial Management, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Keel & Long since 2018 and previously held roles at First Command Advisory Services and related First Command entities from 2011 to 2018. Outside of his advisory work, he serves as president of Long Financial Management, Inc. Keel & Long Financial Management serves individual and high-net-worth clients as well as small businesses, offering portfolio management, financial planning, and managed account programs. The firm uses a tailored advisory process incorporating asset allocation, dollar-cost averaging, and technical analysis, and sponsors a wrap fee program, which is uncommon among firms of its size.

Michelle Corey is a financial advisor with H. L. Ormond & Company, LLC, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She previously worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. for ten years before joining her current firm in 2021. H. L. Ormond & Company provides investment advisory services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a long-term, equity-oriented investment approach focused on diversified portfolios and offers advisory services through multiple platforms, including direct management and wrap programs.

William Litchfield is a financial advisor at CrossGen Wealth LLC in Greenville, NC, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates for 15 years. Outside of advising, he is involved in agricultural business as a manager and member of Litchfield Farms LLC. CrossGen Wealth LLC provides discretionary portfolio management, comprehensive financial planning, and pension consulting to individuals, trusts, estates, corporations, and non-profits. The firm employs a long-term strategic asset allocation approach supported by fundamental and technical analysis and offers client education services and access to managed programs through Raymond James.

David Hunt is a CFP® with 37 years of industry experience, currently serving as an advisor at Milestone Wealth in Greenville, NC. He previously worked at Raymond James Financial Services from 2012 to 2018 before joining Milestone Wealth, where he has been since 2012. Outside of his advisory role, Hunt is an independent insurance agent and a member of an investment pool focused on startup companies. Milestone Wealth provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and business clients. The firm manages approximately $198 million across 214 client relationships with a two-advisor team, utilizing tailored portfolios, third-party sub-advisers, and integrated estate and business planning tools.

Michael Owens is a financial advisor at Carolina Financial Services Group, Inc. in Greenville, NC, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Carolina Financial Services Group since 2007. Owens also operates as an insurance agent, engaging in insurance product sales and services. Carolina Financial Services Group provides fee-based financial planning and portfolio management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plan participants. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis tailored to clients’ profiles, with services that include discretionary and non-discretionary management, retirement-plan advisory, and estate-related advice.

Robert Hough is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at Milestone Wealth since 2022 and previously held positions in the restaurant industry and education. Outside of his advisory role, he is also an independent insurance agent specializing in life and health insurance. Milestone Wealth provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients as well as business entities. The firm manages approximately $198 million across about 214 client relationships, employing tailored portfolios primarily focused on mutual funds and ETFs, and offers integrated planning services including estate and business-related planning.

Larry Hudson is a financial advisor with TAVCO Financial Advisory, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at W. H. Colson Securities, Inc., W H Colson Insurance Agency, Inc., and W.H. Colson & Associates, Inc. prior to joining Tavco in 2018. Outside of his advisory role, he owns and operates a janitorial service business in Greenville, NC. TAVCO Financial Advisory, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by recommending and monitoring third-party money managers and offering ERISA plan services. The firm’s investment process involves fundamental analysis and primarily non-discretionary portfolio management, with a focus on mutual funds and TAMP solutions.

Joseph Parker is a financial advisor at Carolina Wealth Management, Inc. in Greenville, NC, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Citizens Bank and Cuna Brokerage Services, Inc. Parker has been with Carolina Wealth Management since 2020. Carolina Wealth Management provides personalized investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using low-cost fund managers, combining passive and active no-load funds with satellite positions, and offers educational seminars and investment periodicals as part of its client services.

Thomas Meyer is a financial advisor at Carolina Wealth Management, Inc. in Greenville, NC, with 16 years of industry experience. He holds a Series 66 designation and has been with Carolina Wealth Management since 2008. Carolina Wealth Management provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach emphasizes strategic asset allocation using a mix of low-cost passive and active no-load funds, with regular portfolio rebalancing and client-specific investment policy statements.

Adam Osterbur is a financial advisor with Carolina Wealth Management, Inc. in Greenville, NC. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Carolina Wealth Management in 2017, he worked at Pinehurst Resort for three years. Carolina Wealth Management provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach emphasizes strategic asset allocation using a combination of passive and active no-load funds, with ongoing portfolio rebalancing and client-specific investment policy statements.

Patrick Molamphy is a financial advisor at Carolina Wealth Management, Inc. with 35 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Carolina Wealth Management, he spent 27 years with Nationwide Advisory Services, Inc. and Nationwide Insurance Company. Outside of his advisory role, he is involved in several real estate ventures and serves as a partner and secretary at Albemarle Oil Company. Carolina Wealth Management provides investment management and financial planning services to individuals, trusts, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using a mix of passive and active no-load funds, offers both discretionary and non-discretionary portfolio management, and publishes investment periodicals along with educational seminars and workshops.

Jonathan Blackwell is a CFP® professional with 16 years of industry experience, currently serving at Carolina Wealth Management, Inc. in Greenville, NC, where he has worked since 2014. He is a partner in LomaxDirect, Inc., an online book dealer, where he has some oversight over accounting, inventory management, and purchasing. Carolina Wealth Management provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s approach combines strategic asset allocation with low-cost fund managers, ongoing rebalancing, and client-specific investment policy statements, alongside publishing investment periodicals and offering educational seminars.

Daniel Taylor is a CFP® professional with nine years of industry experience, currently serving at Resurgent Advisors. He previously worked at Great Lakes Atlantic Wealth Management and Advisory Partners, Raymond James Financial Services Advisors Inc., and Wells Fargo. Outside of his advisory role, Taylor is involved in several community and nonprofit activities, including serving as chairman of the Farmville Dogwood Festival town board and teaching as an adjunct instructor at Pitt Community College. Resurgent Financial Advisors, LLC serves individuals, families, trusts, estates, charitable organizations, and business entities with financial planning and investment management services. The firm’s investment approach combines fundamental analysis with client-specific investment policy statements, utilizing mutual funds, ETFs, and independent Sub-Advisors to manage assets on both discretionary and non-discretionary bases.

Derek Pszenny is a financial advisor at Carolina Wealth Management, Inc. in Greenville, NC, with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with Carolina Wealth Management since 2004. Carolina Wealth Management provides personalized investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach focuses on strategic asset allocation using a combination of passive and active no-load funds, with ongoing portfolio rebalancing and client-specific investment policy statements.

David Damm is a financial advisor at Carolina Wealth Management, Inc. in Greenville, NC, holding a Series 65 designation with nine years of industry experience. He has been with Carolina Wealth Management since 2004. In addition to his advisory role, he is an independent insurance agent offering life and health insurance products. Carolina Wealth Management provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach emphasizes strategic asset allocation using a combination of passive and active no-load funds, ongoing rebalancing, and client-specific investment policy statements, and it offers educational seminars and publishes investment periodicals as part of its client communications.

Jorge Martinez is a financial advisor at Carolina Wealth Management, Inc. in Greenville, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Carolina Wealth Management, he worked at State Employees Credit Union and Coastal Industrial Inc. Jorge’s background also includes roles outside finance in the food service industry. Carolina Wealth Management provides personalized investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach uses strategic asset allocation with low-cost fund managers, combining passive and active no-load funds, and offers ongoing rebalancing and client-specific investment policy statements.