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.

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 with Keel Point, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Keel Point since 2018 and has been affiliated with Cambridge Investment Research Advisors and Cambridge Investment Research since 2013. Outside of his advisory work, 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 for a diverse client base, including high-net-worth individuals, family offices, institutions, and corporations. The firm employs a team-based investment approach combining fundamental and quantitative analysis, offering a variety of portfolio management and consulting services through customized strategies and affiliated entities.

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, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. Outside of advising, Robinson is president of an insurance agency focusing on life insurance and fixed annuities, and he also leads a consulting firm that manages office operations in Greenville, NC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, and charitable organizations, offering portfolio management and retirement-plan advice through both discretionary and non-discretionary investment approaches. The firm integrates proprietary fund screening and maintains institutional partnerships to support a broad range of investment solutions.

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 licenses and nine years of industry experience. His prior work includes roles at The Cardinal Group Inc, Lincoln Investment, and BB&T. In addition to his advisory work, he is an adjunct business instructor at Pitt Community College and develops finance content as an independent contractor with Pearson Education. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides investment management through both discretionary in-house teams and non-discretionary advisors and third-party managers, utilizing a proprietary mutual-fund screening process called CAPSL.

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.

Christopher Williams is a financial advisor at United Brokerage Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at United Brokerage Services since 2018, following prior roles at Capital One Investing, LLC and Capital One Advisors, LLC from 2015 to 2018. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and offers a range of investment approaches, supported by its affiliation with United Bank and established clearing relationships with Wells Fargo.

Nicolas Brown is a financial advisor at Capital Analysts with two years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2023. Outside of his advisory role, he has been employed as a golf shop attendant at McConnell Golf since 2018. 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 and retirement-plan advice through a nationwide network of independent advisors and utilizes both discretionary and non-discretionary investment management strategies supported by an in-house research team.

Denny Purser is a CFP® with 32 years of industry experience, currently serving as an investment adviser representative at First Heartland Consultants, Inc. He has been with Financial Network Investment Corporation since 1993. In addition to his advisory role, Purser owns Purser Financial Solutions, which involves life, long-term care, and disability insurance sales. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporations. The firm offers financial planning, model-based management for 401(k) accounts, and asset management solutions delivered through a network of independent advisers.

Winfield Mayne is a financial advisor with Moors & Cabot, Inc. in Greenville, NC, holding a Series 66 credential and 25 years of industry experience. He previously worked for First Citizens Investor Services, Inc. for 19 years before joining Moors & Cabot in 2023. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, consulting, and advice-only services using a range of analysis methods and investment strategies.

Connor Woodlief is a financial advisor with Gradient Advisors, LLC in Greenville, NC. He holds a Series 65 designation and has one year of industry experience. Prior to entering the financial sector, he worked at Chick-Fil-A for six years. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through third-party money managers and Investment Advisor Representatives, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

James Newman is a financial advisor at Capital Analysts with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones. Outside of his advisory role, he is involved in wholesale pet food distribution through a family business and is a partner at The Cardinal Group of NC, focusing on wealth management and life insurance. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement plan advice through a network of independent advisors and an in-house investment management team using proprietary screening processes.

Andrew Cooper is a financial advisor with Capital Analysts in Greenville, NC, holding a Series 66 designation and 13 years of industry experience. He has worked at Robinson & Associates and Lincoln Investment since 2014 and previously spent a year at Ameriprise. Outside of advising, he owns Carolina Business Enterprises, a company providing accounting, payroll, and tax preparation services. 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 and retirement-plan advice through a nationwide network of independent advisors and combines discretionary investment management by its in-house team with non-discretionary services via advisors and third-party managers.

Tyler Curlee is a financial advisor at Capital Analysts with 19 years of industry experience. He holds Series 63 and Series 65 registrations and has been associated with Lincoln Investment Planning, Inc. since 2006. Outside of advisory work, Curlee is involved in several business ventures including real estate development, insurance marketing, and home building. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a combination of in-house investment management and third-party managers, supported by a proprietary mutual fund screening process.

Elisa McLawhorn is an investment advisor with First Heartland Consultants, Inc. in Greenville, NC. She holds Series 63 and Series 65 credentials and has 32 years of industry experience. McLawhorn has worked with First Heartland Capital since 2006 and has been self-employed since 1991. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants, utilizing a combination of discretionary portfolio management and model-based programs to serve a diverse client base.