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® with nine years of industry experience and is currently affiliated with Tilia Fiduciary Partners, Inc. in Wilmington, NC. Prior to his financial advisory career, he served nine years in the United States Marine Corps. Tilia Fiduciary Partners provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, pooled investment vehicles, and retirement plans. The firm’s investment approach is overseen by a bi-weekly meeting investment committee and typically involves a buy-and-hold strategy with ETFs, stocks, mutual funds, and bonds, while allowing limited tactical adjustments and use of derivatives under human oversight.

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.

Jonathan Cressy is a financial advisor with 26 years of industry experience, currently affiliated with 3EDGE Asset Management, LP. He holds Series 63, 65, and 66 licenses and has previously worked at PIMCO Investments LLC and Foreside Fund Services, LLC. Outside of his advisory role, he serves as a manager for a real estate business focused on rental properties. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation strategy that combines quantitative research with committee judgment and stress testing, typically implementing strategies using ETFs and occasionally derivatives.

David Pope is a financial advisor at Liberty Square Wealth Partners LLC with one year of industry experience. He holds Series 63, 65, and 66 designations and previously worked at Andalusian LLC from 2021 to 2024 and CVSA LLC from 2002 to 2021. Outside of finance, he is a keyboardist and vocalist involved in musical entertainment. Liberty Square serves individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans, offering wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term oriented investment process using fundamental and technical analysis to construct diversified portfolios primarily composed of ETFs and mutual funds, while also accommodating individual stocks, bonds, and legacy positions as appropriate.

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 at Riggs Asset Management Co Inc with 44 years of industry experience. He has been with Riggs Asset Management since 1990. He holds Series 63 and Series 65 designations. Riggs Asset Management provides discretionary investment management and limited consultation on non-investment matters to individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm offers family-office style services and employs a diversified investment approach that includes individual equities, fixed income, ETFs, mutual funds, and may incorporate cryptocurrency exposure via ETFs.

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.

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.

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 17 years of industry experience. He holds a Series 65 designation and has worked at VestGen Advisors, LLC, Sentinel Advisory Services, Inc., and Bay Colony Advisors. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, and family office services. The firm combines fundamental analysis with model portfolios and third-party sub-advisers, providing both discretionary and non-discretionary management along with estate and tax planning support.

Shawn Hudspeth is a financial advisor at Tilia Fiduciary Partners, Inc. in Wilmington, NC, holding a Series 65 designation with two years of industry experience. His background includes roles at the University of North Carolina and the U.S. Marine Corps. Tilia Fiduciary Partners serves individuals, trusts, estates, pooled investment vehicles, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm uses a committee-based investment approach focused on buy-and-hold strategies complemented by limited tactical trades and explicit, client-authorized borrowing options within managed portfolios.

Walker Abney is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Tilia Fiduciary Partners, Inc. in Wilmington, NC. He has been with Tilia Fiduciary Partners since 2011. Outside of his advisory role, Abney is involved as a co-owner and corporate treasurer of a local wine and beer sales business. 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 primarily buy-and-hold strategy with selective tactical trades and options strategies.

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.

Trent Richardson is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and having two years of industry experience. His background includes roles at Symphony One Capital Management, Equitable Advisors, and Comprehensive Financial Consultants. He serves as a platoon leader in the North Carolina National Guard. Buck Wealth Strategies provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a top-down macro investment approach with tactical asset allocation and routinely integrates options strategies and third-party money managers in portfolio implementation.

Evan Cutler is a financial advisor at Buck Wealth Strategies, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at John Ingraham, LLC and Midland National Annuity. Outside of advising, he is the founder of the Cutler Foundation, a nonprofit organization focused on Parkinson’s disease through the Pushups for Parkinsons initiative. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach with tactical asset allocation and is notable for its use of options strategies and integration of outside money managers.

Randy Long is a CFP® professional with 29 years of industry experience, currently serving at Savvy since 2026. He has previously operated Long Business Advisors and Long Family Office and maintains a consulting business focused on exit planning for business owners. Outside of finance, he is a director of Electronic Lab Logs, Inc., a software company that documents maintenance and quality control for laboratories. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations, employing a primarily index-based, long-term investment approach complemented by active equity portfolios and specialized sub-adviser strategies. The firm integrates third-party fintech tools, quantitative methods, and offers tax preparation and estate-planning support through unaffiliated platforms.