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.

Michelle Corey is a financial advisor with H. L. Ormond & Company, LLC in Greenville, NC, holding Series 63 and Series 66 credentials and having 25 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. from 2011 to 2021 before joining her current firm in 2021. 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 mutual funds, ETFs, bonds, and equities, combining fundamental and technical analysis with a mix of in-house and third-party management.

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 Jr. is a CFP® professional with nine years of industry experience, currently serving at Resurgent Advisors. His prior experience includes roles at Great Lakes Atlantic Wealth Management and Advisory Partners and Raymond James Financial Services Advisors. Outside of his advisory work, he is involved in community organizations such as the North Carolina Foundation for Christian Ministries and serves as chairman of the Farmville Dogwood Festival town board. He also teaches as an adjunct instructor at Pitt Community College. Resurgent Advisors is a seven-advisor team managing approximately $355 million for individuals, families, trusts, estates, charitable organizations, and business entities. The firm offers financial planning and investment management guided by fundamental analysis, utilizing mutual funds, ETFs, Sub-Advisors, and other investment vehicles across discretionary and non-discretionary accounts.

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.

Christopher Tyndall is a financial advisor at CPS Investment Advisors with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with firms including Morningstar Investment Services LLC and Tyndall Stroud Wealth Management, LLC. Outside of advisory services, he is an author of a book recounting a friend’s experience related to the Vietnam conflict. CPS Investment Advisors provides investment supervisory services and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm employs a value-driven investment approach focused on fundamental analysis and long-term holdings, and it operates through an alliance model partnering with CPA firms and other professional services.

Jorge Martinez is a financial advisor at Carolina Wealth Management, Inc. with one year of industry experience. He holds the Series 65 designation and has previously worked at State Employees Credit Union and Coastal Industrial Inc. before joining his current firm. Carolina Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses, providing investment management, financial planning, and pension consulting. The firm emphasizes strategic asset allocation using a blend of passive and active managers and is notable for client education through periodicals and workshops offered at no charge.

Justin Sittig is a financial advisor at H. L. Ormond & Company, LLC with a Series 65 credential and over one year of experience in the wealth management industry. His prior roles include positions at Southern Bank and Pitt County Schools. 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 mutual funds, ETFs, bonds, and equities, and offers both discretionary and non-discretionary management through a combination of in-house and third-party strategies.

Tanner Hoyt is a CFP® with nine years of industry experience currently with H. L. Ormond & Company, LLC. He previously worked at Raymond James Financial Services Advisors Inc. and Wells Fargo Advisors Financial. Hoyt is also associated with Hoyt Family Wealth Management, LLC, where he serves as a financial advisor. H. L. Ormond & Company, LLC provides investment management and financial planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm constructs long-term, diversified portfolios using mutual funds, ETFs, bonds, and equities, combining in-house management and third-party strategies through discretionary and non-discretionary approaches.

Damian Lombardi is a financial advisor at The Fiduciary Alliance with nine years of industry experience. He holds the Series 65 designation and previously worked at Porter Investments, Inc. for eight years. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other investment advisers. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and supervises accounts with discretionary management and third-party managers when appropriate.

Robert Burleson is a financial advisor at Keel Point, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research, Wells Fargo Clearing, and Valic Financial Advisors. He serves as Treasurer of the Brook Valley Country Club Men's Golf Association. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based blend of fundamental and quantitative analysis for discretionary and non-discretionary portfolio management, financial planning, and consulting, offering customized strategies across multiple asset classes.

Charles Shimer III is a CFA® charterholder with 23 years of industry experience. He is currently a team member at Level Four Capital Management and has previously worked at LPL Financial. Shimer is involved with several affiliated entities within the Level Four group, including serving as a portfolio manager responsible for investment research, due diligence, and portfolio management. Level Four Capital Management provides discretionary asset management and sub-advisory services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, and institutional entities. The firm employs a model-driven approach overseen by an investment committee and offers a range of actively managed portfolios, alternative investments, and a crypto ETF.

James Buckman IV is a financial advisor with Geneos Wealth Management, Inc. in Greenville, NC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been associated with both Buckman Investments LLC and Geneos Wealth Management since 2008. Outside of his advisory role, he is involved as an independent representative with various insurance carriers for fixed products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic strategies and discretionary trading, with options for both customized portfolios and third-party managed accounts.

Brooks Lindblad is a financial advisor at Gradient Advisors, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Southern Tier Consulting and Prosurity Inc. Lindblad is also owner and investment advisor representative of Southern Tier Wealth Management, where he provides financial planning. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Shane Robinson is a financial advisor with Capital Analysts in Greenville, NC, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2005 and briefly at Planmember Securities Corporation in 2005. Outside of his advisory role, Robinson is president of an insurance agency that sells life insurance and fixed annuities and also leads a consulting firm managing office operations and financial auditing. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through an extensive network of independent advisors and in-house investment management.

James Taunton is a CFP® and ChFC® with 35 years of industry experience. He is affiliated with Geneos Wealth Management, Inc. and has been with the firm for 20 years, also operating Taunton Financial since 2016. In addition to his advisory work, he serves as an industry expert witness. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm’s investment process involves continuous account monitoring, discretionary trading, and a variety of analytic and strategic approaches tailored to client needs.

Brian Nethercutt is a financial advisor with Capital Analysts in Greenville, NC, holding Series 63 and Series 65 registrations and bringing nine years of industry experience. He has worked at The Cardinal Group Inc and Lincoln Investment since 2018 and previously was with BB&T. Outside of advising, he works as an independent contractor developing finance content for Pearson Education and serves as an adjunct business instructor at Pitt Community College. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm provides portfolio management, custom and model portfolios, and retirement-plan advice through a network of independent advisors and an in-house investment management and research team that employs a proprietary mutual-fund screening process.

Jameson Taunton is a financial advisor with Geneos Wealth Management, Inc. in Greenville, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been associated with Geneos Wealth Management since 2014 and operates Taunton Financial. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining discretionary trading authority with continuous account monitoring.