David Beach Jr. is a financial advisor at Mill Capital Management, LLC with three years of industry experience. He holds the Series 65 and Series 66 credentials. Prior to joining Mill Capital Management, he spent 19 years with Wells Fargo Bank and five years with Wells Fargo Investment Institute, Inc. Mill Capital Management serves individual clients, including high net worth individuals, and charitable organizations by providing discretionary investment management and financial planning services. The firm employs a concentrated, value-oriented equity strategy focused on U.S. large- and mid-cap companies, complemented by fixed income and alternative exposures tailored to client needs.

Kelly Smith is a Series 66-credentialed financial advisor at Uwharrie Investment Advisors, Inc. with six years of industry experience. Prior to joining Uwharrie Investment Advisors, Smith worked at Uwharrie Bank for seven years. Outside of his advisory role, he serves as an additional signer on his local church’s checking account in case of emergency. Uwharrie Investment Advisors is an SEC-registered multi-advisor firm managing approximately $338 million for over 800 clients. The firm offers discretionary portfolio management, retirement plan consulting, and limited financial planning, using an asset-allocation strategy guided by Modern Portfolio Theory and a disciplined due diligence process.

Christy Stoner is a financial advisor at Uwharrie Investment Advisors, Inc. with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with The Strategic Alliance Corporation, Bos Financial Corp, and Robert Thomas Securities Inc. since 1991. Outside of advising, she serves as an executive vice president at Uwharrie Bank and is involved with the Uwharrie Capital Corp Community Foundation. Uwharrie Investment Advisors is a multi-team SEC-registered firm managing approximately $278 million in discretionary assets. The firm provides portfolio management and financial planning services to individuals, retirement plans, trusts, foundations, and corporations, emphasizing asset allocation based on Modern Portfolio Theory and oversight by an Investment Committee. Its ownership structure includes affiliations with a community bank, broker-dealer, and insurance agency.

Brian Seay is a CFA® charterholder with four years of industry experience. He has been with Mill Capital Management, LLC since 2021 and previously worked at Wells Fargo from 1994 to 2021. Mill Capital Management serves individual clients, including high net worth individuals, and charitable organizations by providing discretionary investment management and financial planning. The firm employs a concentrated large-cap equity strategy focused on high-quality, value-oriented U.S. companies, combining internal management with selective use of external managers.

Velinda Bost is a financial advisor with Uwharrie Investment Advisors, Inc. in Albemarle, NC, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. Her prior experience includes roles at LPL Financial, LLC and Fidelity Investments. Uwharrie Investment Advisors is a multi-team SEC-registered firm managing approximately $278 million in discretionary assets, serving individuals, retirement plans, trusts, foundations, charitable organizations, and corporations. The firm emphasizes asset allocation based on Modern Portfolio Theory and manages portfolios on a discretionary basis with oversight from an Investment Committee and Chief Compliance Officer.

Jennifer Morehead is a Series 66-licensed financial advisor at Uwharrie Investment Advisors, Inc. with 11 years of industry experience. She has worked at Private Client Services, LLC and Strategic Investment Advisors since 2014. Uwharrie Investment Advisors is a multi-team SEC-registered firm managing approximately $278 million in discretionary assets. It serves individuals, retirement plans, trusts, foundations, charitable organizations, and corporations, offering discretionary portfolio management across various asset classes along with financial planning and retirement plan consulting.

Bryson Childress is a financial advisor at Uwharrie Investment Advisors, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Uwharrie Investment Advisors, he worked at Compass Group - Canteen for two years. Uwharrie Investment Advisors is an SEC-registered multi-advisor firm managing approximately $338 million for about 837 clients. The firm offers discretionary portfolio management, retirement plan consulting, financial planning, and legacy position management, utilizing an asset-allocation approach guided by Modern Portfolio Theory.

Brooke Senter is a financial advisor at Uwharrie Investment Advisors, Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at multiple related firms including Uwharrie Bank, Uwharrie Capital Corp, and The Strategic Alliance Corporation. Outside of her advisory role, she serves as treasurer for Custom Doors, Inc., a family business, and holds several community and nonprofit board positions including roles with the Stanly Community Foundation and UCC Community Foundation. Uwharrie Investment Advisors is a multi-team SEC-registered firm managing approximately $278 million in discretionary assets. The firm serves individuals, retirement plans, trusts, foundations, and corporations, offering discretionary portfolio management across various asset classes along with financial planning and retirement consulting. Its investment approach emphasizes asset allocation based on Modern Portfolio Theory, with oversight from an Investment Committee and compliance officers, and it operates as a wholly owned subsidiary of Uwharrie Capital Corp alongside affiliated financial entities.

David Gaskin is a financial advisor with Uwharrie Investment Advisors, Inc. He holds the ChFC® designation and Series 66 license, and has 25 years of industry experience. His prior work includes roles at Private Client Services LLC, Bank of Stanly, and Strategic Investment Advisors. Outside of his advisory work, he serves on the board of Randolph Friends of the Zoo, assisting with fundraising and organizing an annual auction, and is active in the Randolph Rotary Club, where he serves as president and oversees fundraising and community service projects. Uwharrie Investment Advisors is a multi-team SEC-registered firm managing approximately $278 million in discretionary assets for individuals, retirement plans, trusts, foundations, and corporations. The firm emphasizes asset allocation based on Modern Portfolio Theory, offers discretionary portfolio management across multiple asset classes, and operates within a group structure that includes a community bank, broker-dealer, and insurance agency.

Gerald Craig is a financial advisor at IFG Advisory, LLC with over 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked at IFG Advisory since 2016. Prior to this, he has been associated with LPL Financial and Carolina Planning Consultants, LLP for over two decades. IFG Advisory, LLC provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of analytical approaches and utilizes sub-advisors and third-party managers to tailor investment strategies that align with client objectives.

David Gordon is a Series 66 licensed financial advisor at IFG Advisory, LLC with 27 years of industry experience. He has worked at LPL Financial since 2001 and joined IFG Advisory in 2016. Outside his advisory work, he serves as managing partner of Gordon, Keeter & Co, CPAs, where he oversees tax preparation, accounting, and bookkeeping services. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of analytical approaches and utilizes sub-advisors and third-party managers to tailor investment strategies to client objectives.

Christian Little is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Ausdal, he worked at Wells Fargo and has experience in both educational and medical supply sectors. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets through a network of approximately 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations.

Timothy Beldner is a financial advisor with Ausdal Financial Partners, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Ausdal in 2020, he worked at Larson Financial Securities, LLC and Larson Financial Group LLC. Outside of his advisory role, he is involved in managing and developing real estate investments and assists his daughter with a coffee trailer business. Ausdal Financial Partners manages over $2 billion in client assets and provides investment advisory, retirement planning, and financial planning services to individuals, trusts, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs, including discretionary and non-discretionary portfolios, through a network of advisors, combining advisory, brokerage, and insurance services.

Jacob Stevenson is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Prior to joining Ausdal Financial Partners in 2022, he worked at Larson Financial Securities, LLC and Larson Financial Group, LLC from 2015 to 2022. Outside of advising, he is involved in insurance sales and is a partner or owner in several investment-related entities. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of investment and financial planning services with strategies tailored to clients' objectives and risk profiles, using multiple custodians and integrating third-party managers.

Trenton Whalen is a financial advisor at AlphaStar Capital Management with five years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Fifth Third Securities, and Fifth Third Bank. Outside of his advisory role, Whalen serves as Chief Judge of an election precinct and is Chair of the Cabarrus Community Foundation board. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, employing both model and custom strategies that combine strategic asset allocation with quantitative and momentum analysis.

Frank Sparger is a financial advisor at StoneX Advisors Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at StoneX Advisors and StoneX Securities since 2017. Prior to that, he was with Capital Guardian Wealth Management, Gunnallen Financial, and Edward Jones. Sparger serves as a board member for the Stanly Community College Foundation, where he participates in fundraising activities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a variety of portfolio strategies, including proprietary models and third-party money managers, supported by platforms such as Envestnet and Advyzon.

William Petty is a financial advisor at ON Investment Management Company with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Paychex Inc. from 2015 to 2021. In addition to his advisory work, he assists Golden Mack & Associates by enrolling and educating participants in retirement plans. ON Investment Management Company is a registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive and modular financial plans and access to third-party investment programs, maintaining a mix of discretionary and non-discretionary asset management.

Jon Yancey is a financial advisor with AlphaStar Capital Management in Cornelius, NC, holding a Series 65 credential and 11 years of industry experience. He has been associated with AlphaStar since 2014 and is president of Yancey Financial, LLC, where he also works as an insurance agent specializing in fixed annuities and life insurance. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and other advisers. The firm employs both model and customized strategies using strategic asset allocation and quantitative analysis, and provides a range of portfolio management and consulting services.

Devrin Avant is a financial advisor with Capital Investment Advisory Services, LLC who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at Capital Investment Advisory Services since 2013 and at Capital Investment Group, Inc. since 2004. Avant serves as a board member of Carson's Pond Homeowner's Association in addition to his advisory role. Capital Investment Advisory Services provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing a mix of analytical methods and ongoing portfolio monitoring.

Austin Carter is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and various positions within the Principal Financial Group family, including Principal Bank, Principal Securities, and Principal Life Insurance Company. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models for both non-discretionary recommendations and discretionary investment management. The firm operates within the Principal Financial Group, providing access to affiliated products and integrated trading services.