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.

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.

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.

Scott Verlangieri is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently affiliated with Fiori Financial Group, where he also serves as Chief Financial Officer. His prior roles include positions at Raymond James Financial Services and Alpha Insurance Advisors. Outside of advising, he is president of SDV Capital, Inc., a support company affiliated with his firm. Fiori Financial Group is an SEC-registered investment adviser providing discretionary portfolio management and pension consulting to individuals, retirement plans, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and charting analysis to construct diversified portfolios and offers services including defined contribution and defined benefit plan consulting.

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.

Alexis Delia is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Tilia Fiduciary Partners since 2023 and has prior experience at Hachette Book Group and A. Noble Events & Design. 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 develops customized financial profiles and investment plans, employing a primarily buy-and-hold strategy with ETFs, mutual funds, equities, and bonds, while allowing limited tactical trades and options strategies.

Richard Mollin is a financial advisor at Bay Colony Advisors with 16 years of industry experience. He holds a Series 65 designation and has worked at Sentinel Advisory Services and Bay Colony Advisors since 2009. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, supplemented by other asset classes as appropriate.