Jennifer Gordon is a Series 66 licensed financial advisor with Edward Jones, based in Sanford, NC, and has eleven years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, with a large nationwide network of advisors and branch offices.

Michael Kelly is a financial advisor at Canopy Financial Solutions with six years of industry experience. He holds the ChFC® and Series 66 designations. Prior to his advisory career, he served 15 years in the U.S. Army. Kelly also provides financial consulting services for legal clients through his work with Brick City Law. Canopy Financial Solutions offers portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm combines cyclical and fundamental analysis with modern portfolio theory and quantitative methods, employing both long- and short-term trading strategies that may include higher-risk instruments.

Milton West is a CFP® professional with 25 years of experience in financial advising. He has been with West Financial Strategies, Inc. since 1998 and also serves as the president and sole owner of M. Lee West, CPA, P.A., a CPA firm he founded in 1986. Outside of his advisory role, he is a managing partner in a company that holds title to a motorboat and boat slip. West Financial Strategies provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passive index funds and ETFs as the core, complemented by selective active funds and securities, managing approximately $106 million in discretionary assets.

Matthew Rubush is a financial advisor at Millennium Planning Group, LLC with four years of industry experience. He holds a Series 65 designation and has prior experience as a CPA and tax professional, including operating his own bookkeeping and tax firm. Outside of his advisory role, he serves as president of Old House Bookkeeping & Tax, LLC, where he prepares tax returns and provides bookkeeping and tax planning services. Millennium Planning Group, LLC offers investment advisory and financial planning services to individuals, charitable organizations, and business entities, managing approximately $34 million in client assets. The firm employs a mix of analytical approaches and provides ongoing portfolio management, including oversight of third-party managers, with services extending to retirement plan consulting and investment management within insurance contract subaccounts.

Charles Von Canon is a PFS™ credentialed financial advisor with 24 years of industry experience. He has been with West Financial Strategies, Inc. since 1998 and is also vice-president and manager at M. Lee West, CPA, a CPA firm. West Financial Strategies provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation approach combining passive index funds and ETFs with selective active funds and securities, managing approximately $106 million in discretionary assets.

Michael Whitman is a CFP® professional with 16 years of industry experience, currently serving at Millennium Planning Group, LLC. He previously worked at Lincoln Financial Securities and Millennium Insurance, LLC. Outside of his advisory work, he serves as Treasurer for the Pittsboro Elementary School PTA, where he develops financial procedures and manages PTA funds. Millennium Planning Group provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, managing accounts primarily on a discretionary basis and utilizing both in-house and third-party strategies.

Dana Gower is a financial advisor with Millennium Planning Group, LLC, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. He has worked in various roles including self-employment and positions at firms such as Chariot Advisors/Olympia Advisors and Nationwide Securities. Outside of his advisory work, Gower is an author and speaker focusing on topics like talent, careers, ethics, digital assets, and AI, and he also serves as a vice president and executive recruiter for CareerPro Inc. Millennium Planning Group, LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities, managing approximately $34 million in client assets. The firm employs a range of analytical approaches in portfolio construction and oversight, offers 401(k) consulting, and delivers educational seminars and workshops free to clients and the public.

Douglas Coppola is a financial advisor with Crown Wealth Group LLC in Pittsboro, NC, holding a Series 63 designation and 23 years of industry experience. His prior experience includes roles at Client First Advisors, LLC, Raymond James Financial and Raymond James Financial Services, Inc., and Citigroup Global Markets. Outside of his advisory work, he provides investment consulting to a Swiss company on an occasional basis. Crown Wealth Group LLC serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm employs a goals-based investment process and an Investment Committee to manage diversified portfolios primarily using low-cost ETFs and mutual funds, while also incorporating other asset classes as appropriate.

Chayne Riggs is a CFP® and ChFC® with 10 years of industry experience. He is currently with Base Wealth Management and has prior work history at CJC Wealth Management LLC, Eagle Strategies LLC, NYLIFE Securities LLC, New York Life Insurance Co., and Fidelity Investments. Outside of his advisory role, Riggs is a licensed insurance agent. Base Wealth Management is a team-based registered investment adviser managing approximately $326 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers fee-based discretionary portfolio management and financial planning services, utilizing a tactical allocation strategy informed by fundamental analysis and also incorporates third-party money managers and platforms for certain clients.

Tracy Cohen Mcluckie is a financial advisor at B. Riley Wealth Advisors, Inc. with 36 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at National Securities Corp. Outside of her advisory role, she is also the Vice President of Investments at North Shore Wealth Management, LLC, an affiliated business conducted through B. Riley Wealth. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a variety of programs and utilizes platforms such as Envestnet to manage approximately $4.21 billion in client assets.

David Hackney is a financial advisor with Money Concepts Capital Corp in Pittsboro, NC, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Money Concepts, Inc. since 2008 and ProEquities, Inc. since 2003. Outside of his advisory role, he is involved in consulting services through David G Hackney Consulting. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and utilizes model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis in its investment approach.

Michael Denton is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Empower Advisory Group and has previously worked at Edelman Financial Engines, Fidelity Investments, and Bank of America. Outside of financial advising, Denton holds a minor ownership interest in a photography business, Courtney Denton Photography LLC. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm delivers integrated services linked to Empower’s recordkeeping platforms, offering point-in-time financial plans and optional managed account solutions.

Thomas Rosser Jr. is a ChFC®-designated financial advisor with Guardian Life and Park Avenue Securities, bringing 26 years of industry experience. Based in Sanford, NC, he has been with both firms since 2000. He serves on the finance committee of Broadway Baptist Church. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs and third-party solutions.

William Haddock is a Series 65-licensed advisor at Beacon Pointe Advisors, LLC with four years of industry experience. He has worked at Beacon Pointe since 2021 and is also a partner at DMJ & Co., LLC, a CPA firm. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a proprietary manager due-diligence process and primarily allocates client assets across third-party independent managers, offering services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Erick Cova is a financial advisor at PNC Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Valic Financial Advisors and Mutual of Omaha Insurance Company. Outside of financial services, he has worked as a delivery driver for DoorDash. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Brian Mathis is a financial advisor at Davenport & Company LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward D. Jones & Co., L.P. for 26 years before joining Davenport in 2024. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, public finance, and investment banking services. The firm’s investment advisory division offers separately managed accounts, model delivery, financial planning, and manages a range of mutual funds and fixed-income strategies.

Barry Goldberg is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Commonwealth since 2017 and previously spent two years with National Planning Corporation. Goldberg is also president and sole owner of BGI Capital Management, Inc., a private entity established for tax and accounting purposes. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management.

Laurel Johnson is a financial advisor at Davenport & Company LLC with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Davenport since 2019, following prior roles at Wells Fargo Clearing from 2011 to 2019. Outside of her advisory role, she serves on the Ingram Family YMCA Advisory Board, participating in fundraising and community advocacy. Davenport & Company provides asset management, brokerage, and advisory services to individual and institutional clients, including banks, pension plans, trusts, and nonprofits. The firm’s investment approach includes dedicated portfolio management teams and a range of managed account strategies, mutual funds, and fixed-income products.

Taylor Wells Tucker is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Empower, Tucker worked at Fidelity Investments for three years and has a background that includes roles in healthcare and community services. Outside of finance, he has been involved with Core Gymnastics for six years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its planning approach.

John Quiggle is a financial advisor with Osaic Institutions, Inc. holding Series 63 and Series 65 designations and 20 years of industry experience. He previously worked at First Citizens Investor Services and Wells Fargo Clearing. Outside of his advisory role, he serves as a high school football official and is a member of the NC State football chain crew. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.