Andrew Stamp is a CFP® affiliated with Fiduciary Financial Advisors in Aberdeen, NC, with one year of experience in the financial industry. Prior to joining the firm, he served 12 years in the US Army and has been involved with the Donovan and Bank Foundation since 2021. He is also chairman of Custom Planks, LLC, a consulting and education business serving Department of Defense clients. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and trustee services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic and tactical investment approaches, including the use of third-party managers and private alternative funds, and provides professional trustee services with comprehensive trust administration.

Audra Lubawski is a CFP® with 26 years of experience in the financial industry, currently affiliated with OSAIC Institutions, INC. She has worked at Infinex Investments, Inc. since 2013 and has been with First Bank of North Carolina since 1990. Outside of her advisory role, she is involved in Mary Kay makeup sales and serves as a trustee managing real estate and cash investments. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a variety of advisory and brokerage services. The firm provides customized financial planning and investment solutions through a network of investment adviser representatives, employing both fundamental and technical analysis, and offers access to alternative investments and lending options.

Jerome Montoya is a financial advisor with First Command Advisory Services based in Fort Bragg, NC, holding Series 63 and Series 66 credentials and two years of industry experience. Before entering the financial sector, he served 23 years in the U.S. Army, most recently as a Senior Preventive Medicine NCO and strategic advisor to United States Special Operations Command for public health initiatives. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Patrick Lovenberg is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he worked at Fifth Third Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing.

Amelia Penkiunas is a financial advisor at Mariner with a Series 66 designation and one year of industry experience. She previously held positions at J.P. Morgan Securities, JPMorgan Chase Bank, Goldman Sachs, and Dyson Capital Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios combining in-house research with third-party managers, and offers integrated tax, accounting, and financial wellness solutions.

Shane Sandretto is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds a Series 66 designation and previously served three years in the U.S. Army. Outside of his advisory role, he works as an election poll worker for the Harnett County Department of Elections. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined model portfolio approach.

Sandi Bullock is a financial advisor with First Command Advisory Services in Fayetteville, NC, holding a Series 66 designation and seven years of industry experience. She has worked within various First Command entities since 2018 and previously held roles at Papa Johns Pizza and H&R Block. Bullock is also the owner of Capital Acquisitions Financial Services LLC, which handles financial payments to her employees. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers, emphasizing in-person financial coaching and operating under an employee-ownership structure.

Brandon Livrago is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and ten years of industry experience. His career includes multiple tenures at Private Advisor Group and LPL Financial, alongside service in the United States Army. He is based in Aberdeen, North Carolina. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Teresa White is a financial advisor at NewEdge Advisors with 24 years of industry experience. She holds a Series 66 designation and previously worked at Milestone Advisory Partners for 10 years. Outside of her advisory role, she is a licensed insurance agent and a notary public. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Alexander Witt is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Guardian Life in Southern Pines, NC. Prior to his current role, he held positions at Capital Group, Evercore Group LLC, and RBC Capital Markets, LLC. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

David Hammond is a financial advisor with First Command Advisory Services in Fayetteville, NC. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, including over a decade with First Command firms. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs featuring model portfolios built from mutual funds, ETFs, and third-party managed accounts, managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Katherine Waters is a Series 66-licensed financial advisor at First Command Advisory Services with nine years of industry experience. Her background includes service in the United States Army from 2014 to 2016. She has been with First Command in various roles since 2007. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.

Mary Zastrow is a CFP® with 17 years of industry experience, currently serving as a financial advisor at NewEdge Advisors since 2023. Prior to joining NewEdge, she worked for ten years at Milestone Advisory Partners. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting. The firm employs a range of analytic approaches and emphasizes oversight and disclosure in managing trading incentives and conflicts of interest.

Dwight Mejan is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and five years of industry experience. He previously worked at 360 Capital Management for 14 years before joining Brookstone in 2020. Outside of investment advising, he has been involved in insurance sales since 1994 and is currently training a successor to take over that business. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banking institutions.

Winfred Hasty Jr. is a financial advisor at NewEdge Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Milestone Advisory Partners for 10 years. In addition to his advisory role, Mr. Hasty is a licensed insurance agent and may offer insurance products. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Kristopher Jackson is a financial advisor with Lincoln Investment, holding a Series 66 credential and two years of industry experience. He has worked at Capital Analysts and Lincoln Investment since 2024. Outside of his advisory role, Jackson is involved in financial services and insurance through Curlee Financial LLC and gives presentations in schools as part of his work with Lincoln. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs managed through a combination of in-house and third-party strategies overseen by an Investment Management & Research team.

Aaron Breasseale is a financial advisor with NewEdge Advisors holding a Series 65 credential. He has one year of industry experience, having joined NewEdge Advisors in 2025. Prior to his advisory role, he was involved with Posh Pets, LLC and Pet Supplies Plus in various capacities from 2016 to 2025. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, retirement consulting, and advisory program services, utilizing technology and centralized due diligence to support its investment solutions.

Morgan Andregg is a financial advisor with First Command Advisory Services, holding a Series 66 designation and four years of industry experience. Prior to joining First Command, Morgan has worked in various roles including positions at the University of Washington Tacoma, Defiance Law PLLC, and service in the Army National Guard. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specialized focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Mitchell Keiser is a Series 65-licensed financial advisor with Brookstone Capital Management LLC, based in Southern Pines, NC, and has three years of industry experience. He previously worked at 360 Capital Management, where he served as a wealth management associate and as director of operations. Outside of his advisory role, Keiser is involved with insurance advising and business operations. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm uses a range of investment strategies, including strategic and dynamic asset allocation models and a mix of ETFs, mutual funds, individual securities, and options-enhanced strategies, while serving both direct clients and other advisory programs.

Mary Spooner Rocca is a financial advisor with Edward Jones in Southern Pines, NC, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018 and previously held a position with the National Association of Home Builders from 2012 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.