Katherine Stevick is a financial advisor at Align Financial Planning with 10 years of industry experience. She holds Series 63 and Series 65 designations. Prior to founding Align Financial Planning, she worked at Massmutual Life Insurance Company and First Command Advisory Services. Outside of her advisory work, she owns and manages a bed-and-breakfast and event space in Fayetteville, North Carolina. Align Financial Planning serves individuals, households, employer plan sponsors, charitable organizations, and businesses with investment management and financial planning services. The firm uses a mix of passive and active asset-allocation strategies, offers retirement plan consulting, and provides educational seminars and optional tax preparation through a third-party provider.

Peter Kisver is the sole advisor at Kiaros Advisors, LLC in Southern Pines, NC, holding Series 63 and Series 65 licenses with 28 years of industry experience. His prior roles include positions at Horter Investment Management, Fiduciary Advisors, LLC, and Efficient Advisors, LLC. Kisver also operates as a consultant and licensed insurance agent through his sole proprietorship. Kiaros Advisors serves individuals, business owners, and retirement plans by providing financial planning, portfolio management, and ERISA plan advisory services. The firm focuses on non-discretionary, mutual fund–based portfolio management with an emphasis on cash-flow and tax planning, investment selection, and 3(21) fiduciary support for qualified retirement plans.

Ahmed Monley is a financial advisor at Strategic Wealth Management LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Vintage Wealth Management Group, Charles Schwab Bank, CHARLES SCHWAB & CO., Inc, and Edward Jones. In addition to his advisory role, he is involved with Monley's Enterprises LLC, an outside business activity. Strategic Wealth Management LLC offers discretionary and non-discretionary portfolio management and standalone financial planning primarily for individuals and high-net-worth clients. The firm provides client-specific investment programs using various techniques and also conducts public educational seminars and workshops.

Thomas Hart is the sole advisor at Hart Investment Management Inc. in Southern Pines, NC, holding Series 63 and Series 65 designations with 23 years of industry experience. He has led Hart Investment Management since 2007. Hart Investment Management provides portfolio management and investment supervisory services to individuals, high-net-worth clients, and organizational accounts including trusts, estates, and charitable organizations. The firm customizes investment plans based on client objectives and risk tolerance, employs a range of investment strategies and instruments including private placements and real estate, and manages client assets in-house without taking custody of accounts.

Gary Smith is the sole advisor at Wealth Creation Advisory in Carthage, NC, holding Series 63 and Series 65 licenses with 36 years of industry experience. His career includes operating his own advisory practices before and after periods of retirement. Wealth Creation Advisory provides portfolio management and related advisory services to individual clients, employing a combination of charting, fundamental, quantitative, and technical analysis. The firm offers both discretionary and non-discretionary management across various investment vehicles, including mutual funds, equities, fixed income, annuities, and ETFs.

Danielle Dettenmayer is a CFP® professional with four years of industry experience, currently serving as an advisor at Tactical Wealth Partners. Prior to joining Tactical Wealth Partners, she worked at Zeiders Enterprises, Inc. for six years. Tactical Wealth Partners primarily serves high-earning attorneys at large law firms, providing comprehensive financial planning and investment management. The firm employs a diversified, tax-aware investment approach focused on low-cost mutual funds and ETFs, managing assets through a combination of discretionary and non-discretionary arrangements.

Thomas Velevis is a CFP® professional with 26 years of industry experience, currently serving at Dreher Financial Partners in Southern Pines, NC. He has worked at H.S. Dreher Capital Management (formerly Longleaf Capital Management) since 2001. Dreher Financial Partners advises retirees and individuals planning for retirement, providing discretionary investment management and financial planning services focused on income and spending needs. The firm emphasizes fundamental security analysis, individual security selection, and detailed cash-flow analyses, serving individual and joint accounts, trusts, retirement accounts, employer retirement plans, and nonprofit endowments.

Michelle Robinson is a CFP® and holds a Series 66 license with 10 years of experience in the financial industry. She currently works at The Pines Wealth Management, LLC and has prior experience at Purshe Kaplan Sterling Investments, Inc., Bank of America, N.A., and Merrill. The Pines Wealth Management provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $485.9 million in client assets, offering primarily discretionary portfolio management with a fiduciary-driven approach that combines fundamental and technical analysis.

Jordan Hicks is a financial advisor at Hicks Financial Partners, LLC in Southern Pines, NC, holding a Series 65 designation with four years of industry experience. He has worked at Hicks Financial Partners since 2022 and previously at Susto and The Artisanals. Hicks Financial Partners serves individual clients, including high-net-worth households, and small businesses by providing discretionary portfolio management along with financial planning, tax preparation, and estate-planning support. The firm primarily uses passively managed portfolios complemented by fundamental and technical analysis, and offers integrated services such as in-house tax preparation and coordinated estate-planning.

Howell Neville is a CFP® with 32 years of industry experience. He is currently with The Pines Wealth Management, LLC and has previously worked at Merrill and Bank of America. The Pines Wealth Management provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages about $485.9 million in client assets, primarily using a tailored fiduciary approach that combines fundamental and technical analysis with a focus on long-term portfolio management.

Michael White is a CFP® with 10 years of industry experience, currently serving as an advisor at Dreher Financial Partners. He has been with H.S. Dreher Capital Management, LLC since 2015. Dreher Financial Partners advises retirees and individuals planning for retirement, providing discretionary investment management and financial planning services tailored to clients’ income and spending needs. The firm emphasizes fundamental security analysis, diversification, and macroeconomic assessment to develop risk profiles and asset-allocation plans, primarily utilizing individual stocks, bonds, and no-load mutual funds.

Timothy Hicks is a CFP® professional with 10 years of industry experience. He is a principal at Hicks Financial Partners, LLC, where he has worked since 2021, following prior roles at Garrett Investment Advisors, Ameriprise Financial Services, and Securities America. Hicks Financial Partners serves individual clients, including high-net-worth households, and small businesses, offering discretionary portfolio management and comprehensive financial planning. The firm emphasizes passively managed portfolios using index funds and ETFs, supplemented by fundamental and technical analysis, while also providing tax preparation, estate-planning support, and business consulting services.

Adam Wachob is a Series 65-licensed advisor with Pace Financial Advisors in Southern Pines, NC. He has a military background with 22 years of service in the US Army and has experience at Duke University prior to joining Pace in 2026. Pace Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities with discretionary wealth management, portfolio management, and financial planning services. The firm manages diversified portfolios and offers both ongoing and standalone planning engagements without imposing a firm-wide account minimum.

Steven Lewis Sr. is a financial advisor at Verity Asset Management with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Verity-related firms since 2006, including Verity Investments, Inc. and The Leaders Group DBA Simplicity Investments. Verity Asset Management is an SEC-registered investment adviser serving individual, corporate, institutional clients, and other advisers with discretionary portfolio management, retirement-plan advisory, and financial planning services. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes, combining fundamental, technical, and qualitative analysis.

Daniel Baugher is a financial advisor at Fiduciary Financial Advisors with a Series 65 credential and no prior industry experience. He has served in the US Army Special Forces since 2010. Fiduciary Financial Advisors provides discretionary investment management, financial planning, legacy position management, and retirement services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and multiple analysis methods, and offers individual professional trustee services as well as access to private and non-liquid alternative funds.

Jeffrey Gollehon is a financial advisor with Virtue Capital Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including prior roles at Horter Investment Management and his own firm, JG Financial Consulting, where he continues as owner. His other business activities include the sale and service of fixed insurance products such as fixed life insurance, fixed annuities, and health insurance. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets through about 90 advisors for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and retirement education, employing strategic and model-driven investment approaches primarily through mutual funds and ETFs.

Danielle Gollehon is a financial advisor at Virtue Capital Management, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Thompson Greenspon and within academic settings at Ohio State University and George Washington University. In addition to her advisory role, she is involved with JG Financial Consulting, assisting in the sales and marketing of fixed life insurance, fixed annuities, and health insurance products, and plans to provide paid tax preparation services as a CPA. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans, offering portfolio management, financial planning, third-party manager due diligence, and client education. The firm employs a combination of active tactical, strategic, and dynamic investment strategies alongside quantitative analysis and model-based portfolio construction.

Crystal White is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has worked concurrently with State Employees' Credit Union since 1993 and serves as a Financial Advisory Services Specialist. Additionally, she acts as a Trust Representative for Members Trust Company and an agent for Secu Life Insurance Company. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes a long-term, goals-based approach using mostly no-load, low-cost index mutual funds and ETFs, with investment representatives who are salaried employees of the parent credit union.

Michael Conley is a CFP® professional with 11 years of industry experience, currently affiliated with Credit Union Investment Services. He has held roles at Members Trust Company, Collinite Wax Corporation, SECU Life Insurance Company, and State Employees’ Credit Union, where he has worked for 20 years. Outside his advisory work, he provides customer service for Collinite Wax Corporation. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost index funds and ETFs, and operates within a credit-union ecosystem as a subsidiary of State Employees’ Credit Union.

Jeffrey Kittrell is a CFP® with nine years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2023. He previously worked at Parsec Financial Management for six years and spent thirteen years at Community One Bank, NA. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and offers integrated accounting and tax services alongside investment management.