Daniel Hughes is a CFP® with six years of industry experience, currently serving as a financial advisor at Live Oak Private Wealth, LLC since 2018. Prior to joining Live Oak, he worked at Wells Fargo Bank, N.A. for eight years. Live Oak Private Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth families, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm follows a conservative, value-oriented investment approach focused on capital preservation and long-term horizons, managing concentrated portfolios and utilizing a private-equity mindset in public markets.

Logan Ruthling is a CFA® charterholder with two years of industry experience. He is currently with Glasgow & Associates, LLC and previously worked at Sheets Smith Wealth Management Inc, nCino, and has experience in both university and corporate environments. He is based in Wilmington, NC. Masonboro Advisors is an SEC-registered investment advisory firm serving individuals, trusts, corporations, and high-net-worth clients. The firm manages approximately $206 million and offers discretionary portfolio management, comprehensive financial planning, sub-advisory services, and access to insurance and tax services through affiliated entities.

Allen Burton is a CFP® professional affiliated with Masonboro Advisors in Wilmington, NC, with 23 years of industry experience. His prior roles include positions at Glasgow & Associates, LLC and Capital Investment Advisory Services, LLC. Outside of his advisory work, Burton manages an online insurance marketplace and is involved in a family-owned personal services company. Masonboro Advisors is an SEC-registered firm managing approximately $206 million for individuals, trusts, corporations, and high-net-worth clients. The firm specializes in discretionary portfolio management and comprehensive financial planning, employing tailored asset-allocation strategies that include mutual funds, ETFs, individual securities, and structured notes through its Yield Enhancement Strategy.

Andrew Basinger is a CFP® and Series 66 credentialed advisor with 18 years of industry experience. He has worked at Live Oak Private Wealth, LLC since 2018 and previously spent 14 years with Wells Fargo Advisors LLC. Live Oak Private Wealth serves individuals, high-net-worth families, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations by offering financial planning, consulting, and discretionary investment management. The firm employs a conservative, value-oriented investment approach focused on capital preservation and uses a private-equity mindset to manage concentrated portfolios across various asset classes.

Cort Rogers is a Series 65-licensed financial advisor at Masonboro Advisors with three years of industry experience. He previously worked at Glasgow & Associates, LLC and Crewe Advisors. Outside of finance, Rogers performs occasional stunt work in the entertainment industry and serves as a high school lacrosse head coach. Masonboro Advisors manages portfolios for individuals, trusts, and corporations, employing an asset-allocation approach with mutual funds, ETFs, individual securities, and structured notes, while also providing financial planning, discretionary management, and sub-advisory services.

Jared Graves is a financial advisor at Ascendor Wealth, LLC with Series 65 registration and one year of industry experience. Before joining Ascendor Wealth, he served in the US Army and has worked in remodeling and water sports businesses. He also holds a role at Maverick Law and has experience as a full-time student and studying abroad. Ascendor Wealth, LLC provides fee-based wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plan sponsors. The firm uses a manager-driven asset allocation approach with ongoing portfolio management and integrates legal and accounting services through affiliated professional firms.

Terry Sapp is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has worked at Live Oak Private Wealth, LLC since 2020 and previously spent 16 years at Jolley Asset Management, LLC. Live Oak Private Wealth serves individuals, including high-net-worth families, as well as pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm offers financial planning, consulting, and discretionary investment management with a conservative, value-oriented approach focused on capital preservation and a multi-year horizon.

Theodore Arnheiter is a financial advisor with Old North State Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Old North State Wealth Management since 2014 and concurrently maintains a long-standing career as a songwriter and composer through his work with Four Horsemen, T.L.A. Productions, and R K Music since 1989. Old North State Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and retirement plan participants, offering both discretionary and non-discretionary portfolio management. The firm builds customized portfolios using a variety of securities and analysis methods, including the use of derivatives and margin strategies, and serves clients generally requiring a $500,000 account minimum.

Roger Fuller is a CFP® professional with 18 years of experience in the financial services industry. He is currently with OmniStar Financial Group, Inc., where he has worked since 2015, except for a brief period at Family First Life from 2020 to 2021. His prior experience includes roles at Stifel, Oppenheimer, Stanford Group Company, and Wells Fargo Clearing. OmniStar Financial Group is a registered investment adviser providing discretionary wealth management, financial planning, and pension consulting to individuals, trusts, retirement plans, and other entities. The firm manages approximately $285.7 million in assets for around 236 clients, employing a combination of fundamental and technical analysis along with several named investment strategies and diversified ETF approaches.

Amanda Miars is a financial advisor at Live Oak Private Wealth, LLC with two years of industry experience. She holds the Series 65 designation and previously worked for Murchison, Taylor & Gibson, PLLC for eleven years. Outside of her advisory role, she co-owns and manages a short-term rental property in Atlantic, North Carolina with her husband. Live Oak Private Wealth serves individuals, families, and institutional clients by offering financial planning, consulting, and discretionary investment management. The firm employs a conservative, value-oriented investment approach with a multi-year horizon, focusing on capital preservation and concentrated portfolios.

Adam Easley is an advisor with Live Oak Private Wealth, LLC and holds the Series 65 designation. He has been with Live Oak Private Wealth since 2023 and has prior experience at Live Oak Bank, as well as roles in education at the University of North Carolina Wilmington and Raleigh Charter High School. Live Oak Private Wealth is a team-based registered investment adviser managing approximately $1.32 billion for individuals, high-net-worth clients, trusts, retirement plans, and institutional accounts. The firm employs a conservative, value-oriented investment approach with concentrated portfolios and a private-equity mindset, and is notable for its bank affiliation, published performance information, and operation of a wrap fee program.

Connor Keller is a financial advisor at Live Oak Private Wealth, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at BB&T Securities, LLC and Scott & Stringfellow, Inc. since 2004. Live Oak Private Wealth serves individuals, high-net-worth families, and institutional clients including pension plans, trusts, and charitable organizations. The firm employs a conservative, value-oriented investment approach focused on capital preservation and a multi-year horizon, managing concentrated portfolios with an emphasis on businesses with sustainable competitive advantages.

Peter Bartel is a financial advisor at Vista Investment Partners with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cantella & Co., Inc. and Raymond James & Associates, Inc. Outside of advisory services, he is a co-owner of a short-term rental property in Carolina Beach, NC. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, focusing on clients who meet certain investable-asset thresholds. The firm provides financial planning and portfolio management using a range of strategies that include proprietary approaches, asset allocation, and active manager selection, and offers educational seminars and specialized services such as managed “held-away” accounts and bitcoin trading through third-party providers.

Paul Pittman is a CFP® professional with 31 years of industry experience, currently serving at WealthPlan Investment Management LLC. His prior experience includes roles at WealthPLAN Partners, Securities America Inc., and LPL Financial, LLC. Outside of his advisory work, he is the owner of a clothing brand and also works as a public speaker and corporate comedian. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, corporations, broker-dealers, and other advisers, utilizing model-based strategies across a variety of investment vehicles and offering specialized retirement plan services.

Ryan Casey is a CFP® professional with eight years of industry experience, currently serving as an advisor at Tilia Fiduciary Partners, Inc. He has worked at Tilia Fiduciary Partners since 2017 and previously served nine years in the United States Marine Corps. Tilia Fiduciary Partners is a four-advisor SEC-registered investment adviser managing approximately $414 million for individuals, trusts, estates, and pension and profit-sharing plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, employing a buy-and-hold investment approach with periodic tactical adjustments.

Thomas Favor is a financial advisor at Tilia Fiduciary Partners, Inc. with a Series 65 credential and one year of industry experience. Prior to his current role, he worked for nine years at the Federal Aviation Administration. Tilia Fiduciary Partners serves individuals, trusts, estates, pooled investment vehicles, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm employs an investment committee that guides client portfolios using a core buy-and-hold approach with limited tactical trades, while allowing client-directed borrowing and margin transactions under controlled oversight.

Christopher Smith is a CFA® charterholder currently with OmniStar Financial Group, Inc. in Wilmington, NC. He has over two decades of industry experience, including 24 years at Gryphon Investment Counsel Inc., where he was an owner and director before the firm was wound down. OmniStar Financial Group provides discretionary wealth management, financial planning, and pension consulting to individuals, trusts, retirement plans, and other entities, managing approximately $285.7 million in assets. The firm utilizes a combination of fundamental and technical analysis across various investment strategies and offers additional client services such as insurance products and access to estate-planning resources.

William Collier is a financial advisor at Live Oak Private Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jolley Asset Management, LLC from 2016 to 2020 before joining Live Oak Private Wealth. Live Oak Private Wealth serves individuals, including high-net-worth families, as well as various institutional clients, offering financial planning, consulting, and discretionary investment management. The firm employs a conservative, value-oriented investment approach with a multi-year horizon and manages concentrated portfolios emphasizing businesses with sustainable competitive advantages.

Keith Carter is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with Ascendor Wealth, LLC since 2011 and also works with Graves May, PLLC, where he has been since 2013. Ascendor Wealth, LLC provides fee-based wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plan sponsors and participants. The firm employs a primarily discretionary, manager-driven asset allocation approach that incorporates fundamental, technical, and cyclical analysis across a range of investment strategies.

Brandon Dembowiak is a CFP® with 16 years of experience and is affiliated with Ascendor Wealth, LLC. He has been involved with Ascendor Wealth since 2009 and has concurrent roles with Parlay Holdings, Dormie, LLC, Sicarius, LLC, and Graves May, PLLC. Ascendor Wealth, LLC provides fee-based wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plan sponsors, utilizing manager-driven asset allocation portfolios and a combination of fundamental, technical, and cyclical analysis. The firm operates alongside affiliated legal and accounting practices, offering clients access to a range of professional services.