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.

Ashley Stockdale is a financial advisor at Crossgen Wealth LLC with six years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Raymond James & Associates, Inc. for seven years and Vidant Medical Center for five years. CrossGen Wealth LLC provides advisory services to individuals, high-net-worth clients, trusts, estates, corporations, foundations, non-profits, and other business entities. The firm offers discretionary portfolio management, comprehensive financial planning, selection of third-party managers, pension and retirement plan consulting, and access to estate planning resources through a digital platform.

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.

Curtis Cone is a financial advisor at Cone Advisory Group, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Symmetry Partners and AlphaStar Capital Management. Outside of advising, he manages several real estate-related business interests. Cone Advisory Group, Inc. serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing portfolio management, financial planning, and consulting. The firm emphasizes mutual funds, ETFs, model portfolios, and third-party money managers in its investment approach.

George Pate is a CFP® and Series 65 licensed financial advisor with six years of industry experience. He has been with The Journeys Group, Inc. since 2018 and previously worked at Wake Forest Baptist Health. Outside of his advisory role, he is a licensed insurance agent selling life insurance and annuities. The Journeys Group, Inc. provides investment supervisory services, financial planning, and third-party money manager referrals for individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $63 million in non-discretionary assets, emphasizes cyclical analysis with regular portfolio reviews, and operates with a small team from a single office.

William Litchfield Jr. is a financial advisor with CrossGen Wealth LLC in Greenville, NC, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. Prior to joining CrossGen Wealth in 2025, he worked at Raymond James & Associates for 15 years. Outside of advisory work, he is a manager and member of Litchfield Farms LLC, an agriculture business. CrossGen Wealth provides advisory services to individuals, high-net-worth clients, trusts, estates, corporations, foundations, non-profits, and other business entities. The firm offers discretionary portfolio management, financial planning, pension consulting, and estate planning resources, implementing investment strategies primarily through Raymond James-sponsored wrap fee programs with a focus on long-term asset allocation and rebalancing.

Curtis Cone Jr. is a Series 65-licensed advisor at Cone Advisory Group, Inc. in Ayden, NC, with one year of experience in the financial industry. His work history includes roles at Cone Advisory Group since 2018 and prior experience at Skylight Inn BBQ and East Carolina University. Cone Advisory Group, Inc. serves individual and high-net-worth clients as well as pension and profit-sharing plans, managing approximately $17.3 million for around 200 clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, with an investment approach that emphasizes mutual funds, ETFs, and the use of third-party managers through model portfolios and co-advisory arrangements.

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.

George Pate Jr. is a CFP® and ChFC® with 24 years of industry experience, currently serving as a managing partner at The Journeys Group, Inc. in Winterville, NC, where he has worked since 2009. He previously worked at AlphaStar Capital Management, LLC. Outside of his advisory role, he is involved in managing an aquatic facility for swimming and scuba through Aquatic Campus, LLC. The Journeys Group, Inc. provides investment supervisory services, financial planning, and referrals to third-party money managers for individuals and business entities. The firm manages approximately $63 million in non-discretionary assets and operates with a small team, emphasizing documented client goals, cyclical investment analysis, and regular portfolio reviews.

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.

Derek Stroud is a financial advisor with CPS Investment Advisors in Winterville, NC, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. He has held roles at CPS Investment Advisors since 2016 and previously worked with Morningstar Investment Services, LLC. Outside of advisory work, Stroud is president of a registered CPA firm in North Carolina, where he dedicates a significant portion of his time. CPS Investment Advisors provides investment supervisory services and financial planning to a wide range of clients, including individuals, trusts, corporations, and charitable organizations. The firm employs a value-driven investment approach focused on fundamental analysis and long-term holdings, integrating closely with CPA firms and offering multi-disciplinary services through its alliance model.

Lisa Hardee is a financial advisor with H. L. Ormond & Company, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She previously worked at Raymond James Financial Services Advisors and Wells Fargo Advisors. In addition to her role at H. L. Ormond, she assists with daily operations at Hoyt Family Wealth Management, LLC. H. L. Ormond & Company, LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm constructs long-term, diversified portfolios using a combination of mutual funds, ETFs, individual bonds, and equities, employing both fundamental and technical analysis.

John Hoyt Jr. is a financial advisor with H. L. Ormond & Company, LLC, holding CFP® certification and Series 63, 65, and 66 licenses, with 26 years of industry experience. He has previously worked at Raymond James Financial Services Advisors and Wells Fargo Advisors Financial Network, and he owns Hoyt Family Wealth Management, LLC, where he serves as an independent contractor and branch manager. H. L. Ormond & Company, LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm utilizes a combination of in-house and third-party investment strategies to construct diversified long-term portfolios and offers both discretionary and non-discretionary management.

Joseph Parker is a financial advisor with Carolina Wealth Management, Inc. in Greenville, NC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He worked at First Citizens Bank for four years before joining Carolina Wealth Management in 2020. Carolina Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses by providing investment management, financial planning, and pension consulting services. The firm employs a strategic asset allocation approach using a core of no-load mutual funds and ETFs, with an emphasis on client education through periodicals and workshops offered at no charge.

John Fleming is a CFP®-certified financial advisor with eight years of industry experience, currently serving at Vandalia Wealth. His prior roles include positions at Axxcess Wealth Management, FORVIS Wealth Advisors, Dixon Hughes Goodman, Edward Jones, and Ernst & Young. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm utilizes a combination of model portfolios, individual securities, alternative investments, and digital assets, emphasizing a generally long-term investment approach with flexibility for client needs.

Thomas Meyer is a financial advisor at Carolina Wealth Management, Inc. in Greenville, NC, holding a Series 66 designation with 17 years of industry experience. He has worked at Carolina Wealth Management since 2008. Carolina Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses, providing investment management, financial planning, pension consulting, and related advisory services. The firm emphasizes strategic asset allocation using a mix of passive and active managers, offers educational seminars and wealth education services at no charge, and provides pension consulting with the capability to act as an ERISA co-fiduciary.

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.

Larry Tyndall is a financial advisor at CPS Investment Advisors with 20 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. In addition to his advisory role, he serves as vice president of Tyndall Stroud CPAs, P.C., providing tax and accounting services, and is a licensed life insurance agent with Tyndall Stroud Insurance Services, LLC. CPS Investment Advisors offers investment supervisory services and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm employs a value-driven approach based on fundamental analysis and integrates its services with affiliated CPA firms and insurance entities.

Dorsey Tyndall is a financial advisor at Vandalia Wealth with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Dixon Hughes Wealth Advisors, FORVIS Wealth Advisors, and Axxcess Wealth Management. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using model portfolios of low-cost mutual funds, ETFs, stocks, bonds, and may include alternative investments and digital assets where appropriate.

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.