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.

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.

Jonathan Cressy is a financial advisor at 3EDGE Asset Management, LP with 26 years of industry experience. His career includes roles at PIMCO Investments LLC and Foreside Fund Services, LLC before joining 3EDGE. Outside of his advisory work, he is involved in managing a real estate business focused on rental properties. 3EDGE Asset Management is a discretionary investment manager providing services to separately managed account clients, sub-advising other advisers, and managing exchange-traded funds and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation strategy that uses quantitative research alongside investment committee insights.

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.

Ricky Graves is a CFP® with 17 years of industry experience and is affiliated with Ascendor Wealth, LLC. He has held multiple leadership roles in various non-investment related businesses, including serving as president of Lord and Graves, Inc. and managing several other companies. Graves is also an attorney involved with 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. The firm uses manager-driven asset allocation portfolios and a combination of fundamental, technical, and cyclical analysis to manage accounts, typically on a discretionary basis.

John Glasgow is a financial advisor at Masonboro Advisors with 26 years of industry experience. He holds the Series 66 designation and has worked at Glasgow & Associates, LLC since 2007 and at Capital Investment Group, Inc. from 2004 to 2022. Glasgow is also a licensed insurance agent, conducting related activities on a limited basis. Masonboro Advisors is an SEC-registered firm managing approximately $206 million for individuals, trusts, corporations, and high-net-worth clients. The firm emphasizes tailored asset-allocation portfolios and offers discretionary management, financial planning, sub-advisory services, and affiliated insurance and tax services.

David Pope is a financial advisor with Liberty Square Wealth Partners LLC, holding Series 65, 63, and 66 licenses and one year of industry experience. He previously worked at Andalusian LLC and CVSA LLC. Outside of his advisory role, David is a musician who performs as a keyboardist and vocalist. Liberty Square Wealth Partners serves individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans, providing wealth management, financial planning, and retirement plan advisory services. The firm focuses on long-term investment strategies using both fundamental and technical analysis to create diversified portfolios primarily composed of ETFs and mutual funds.

Charles Goings is a CFP® professional with 14 years of experience in the financial services industry. He has worked at Ascendor Wealth, LLC since 2020 and previously held roles at The Prudential Insurance Company of America, Pruco Securities LLC, Jackson Hewitt Tax Service, and THE Vanguard Group, Inc. Goings holds a Series 63 license as well. 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 discretionary portfolio management, incorporating a mix of fundamental, technical, and cyclical analysis.

Frank Jolley is a CFA® charterholder with over 22 years of experience in the financial industry. He has been with Live Oak Private Wealth, LLC since 2020, following more than two decades at Jolley Asset Management, LLC. Live Oak Private Wealth serves high-net-worth individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations, providing financial planning, consulting, and discretionary investment management. The firm employs a conservative, value-oriented investment approach focused on capital preservation and long-term horizons, managing concentrated portfolios that emphasize businesses with sustainable competitive advantages.

Robert Graham is a financial advisor with Riggs Asset Management Co Inc in Bolivia, NC, holding Series 63 and Series 65 licenses. He has 43 years of industry experience, including 36 years at Riggs Asset Management Company, Inc. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary investment management and limited consultation on non-investment matters. The firm offers family-office style services and uses a diversified investment process across equities, fixed income, ETFs, and mutual funds, including potential cryptocurrency exposure through ETFs and direct indexing via an unaffiliated sub-advisor.

Mary Bolton is a CFP® professional with five years of industry experience. She has worked at Live Oak Private Wealth, LLC since 2021 and previously spent five years at Wells Fargo Private Bank. Live Oak Private Wealth is a team-based registered investment adviser managing approximately $1.32 billion for individual and high-net-worth clients, trusts, retirement plans, and institutional accounts. The firm focuses on conservative, value-oriented investing with an emphasis on capital preservation and long-term compounding, applying a private-equity mindset to public equities.

Mayo Fitzhugh is a financial advisor at First Financial Coaching, Inc. in Southport, NC, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with First Financial Coaching since 2015. First Financial Coaching, Inc. provides investment advisory services, retirement plan consulting, and financial education to individuals, families, business owners, and corporations. The firm delivers non-discretionary investment recommendations and partners with a third-party manager for discretionary portfolio management, while emphasizing investment education and financial analysis.

Bryce Edmister is a CFP® professional with six years of industry experience, currently serving at Masonboro Advisors. His prior roles include positions at Glasgow & Associates, Omnistar Financial Group, and Northwestern Mutual. He is a volunteer committee member at Landfall Country Club in Wilmington, NC. Masonboro Advisors is an SEC-registered firm managing approximately $206 million for individuals, trusts, corporations, and high-net-worth clients. The firm provides discretionary portfolio management, comprehensive financial planning, and sub-advisory services, utilizing a tailored asset-allocation approach that includes mutual funds, ETFs, individual securities, and structured notes.

Kevin May is a financial advisor with Ascendor Wealth, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Ascendor Wealth since 2014 and is also a partner at Graves May, PLLC, a legal firm. Ascendor Wealth, LLC provides fee-based wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs manager-driven asset allocation portfolios with discretionary account management and integrates legal and accounting services through affiliated professional firms.

Matthew Stockburger is a CFP® professional with seven years of industry experience. He is currently with Q3 Advisors, LLC, joining the firm in 2024. His prior experience includes roles at Masterworks Advisers, LLC, Arete Wealth Management, and The Vanguard Group, among others. Q3 Advisors provides financial planning and tax-focused consulting services to individual clients through packaged programs, including Roth conversion strategies and comprehensive financial plans. The firm operates on fixed fees and emphasizes planning-level recommendations without managing client investment portfolios.

John Coleman III is a financial advisor at Live Oak Private Wealth, LLC with 39 years of industry experience. He holds a Series 63 designation and has worked previously at Bb&T Securities, LLC and Scott & Stringfellow, Inc. Coleman has been with Live Oak Private Wealth since 2018. Live Oak Private Wealth serves high-net-worth individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations, offering financial planning, consulting, and discretionary investment management. The firm employs a conservative, value-oriented investment approach focused on capital preservation and long-term horizons, managing concentrated portfolios and utilizing a mix of public and private investment vehicles.

Todd Burton is a financial advisor with Masonboro Advisors in Wilmington, NC. He holds the ChFC® designation and a Series 65 license, and has three years of industry experience. His prior roles include positions at Glasgow & Associates, Mass Mutual Investors Services, and Wildan Financial Services. Burton is also involved in developing AI models related to wealth management through a consulting role with Mercor. Masonboro Advisors is an SEC-registered firm managing approximately $206 million for a diverse client base including individuals, trusts, corporations, and high-net-worth clients. The firm provides discretionary portfolio management, comprehensive financial planning, and sub-advisory services, utilizing a tailored asset-allocation approach that incorporates mutual funds, ETFs, individual securities, and structured notes.

Anabelle Lassiter is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 19 years of industry experience. She has been with Navy Federal in various capacities since 2007. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs that utilize third-party portfolio managers.