Danielle Annechiarico is a financial advisor at Old North State Wealth Management, LLC in Wilmington, NC, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Old North State Wealth Management since 2010 and at Comprehensive Asset Management & Servicing, Inc. since 2011. Old North State Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, retirement plan participants, and other entities. The firm constructs customized portfolios using a variety of securities and analysis methods and allows the use of derivatives and margin strategies in portfolio management.

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.

Charles Buckland is a financial advisor at Old North State Wealth Management, LLC in Wilmington, NC, with 11 years of industry experience. He holds the PFS™ designation and has been with Old North State Wealth since 2013. Outside of his advisory role, Buckland is involved with Knott, Richartz & Co, a CPA firm, dedicating significant time during select months each year. Old North State Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and retirement plans, offering customized portfolios that include equities, ETFs, mutual funds, and fixed income securities. The firm discloses the use of derivatives and permits margin and covered-option strategies as part of its portfolio management approach.

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.

Dustin Hocken is a financial advisor at OmniStar Financial Group, Inc. with 12 years of industry experience. He holds the CFP® and ChFC® designations and has worked at OmniStar since 2021, following eight years at Northwestern Mutual Investment Management. OmniStar Financial Group is a registered investment adviser serving individuals, trusts, and retirement plans with discretionary wealth management and financial planning. The firm employs a combination of fundamental and technical analysis across various strategies, including Momentum and Equity Income, and offers services such as portfolio management and pension consulting.

Lawrence Carr is a CFP® professional with four years of industry experience, currently serving at OmniStar Financial Group, Inc. He has prior experience at Nfp and worked in diverse roles including at Clinton Medical Clinic and Advanced Fire Protection. Carr is also a licensed insurance agent. OmniStar Financial Group is a registered investment adviser that manages discretionary wealth management, financial planning, and pension consulting for individuals, trusts, and retirement plans. The firm employs a blend of fundamental and technical analysis across several named strategies and serves both individual and high-net-worth clients.

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.

Paul Knott is a CFP® and PFS™ credentialed financial advisor with 28 years of industry experience. He is a partner and 50% owner of Knott, Richartz & Co., CPAs, where he provides tax consulting services, and he serves as treasurer for a local Boy Scout troop. Knott is a managing member of Old North State Wealth Management, LLC, where he has worked since 2008. Old North State Wealth Management offers investment advisory and financial planning services to individuals, trusts, estates, and retirement plans, typically requiring a $500,000 account minimum. The firm constructs customized portfolios using a variety of securities and employs fundamental, technical, and cyclical analysis, including the use of derivatives and margin strategies.

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.

Phillip Clark is a financial advisor at Omnistar Financial Group, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Omnistar Financial Group since 2006, including a current tenure beginning in 2012. Outside of his advisory role, Clark is an investor in a food service business. Omnistar Financial Group is a registered investment adviser managing approximately $285.7 million in discretionary assets for about 236 clients. The firm provides wealth management, financial planning, and pension consulting to individuals, trusts, and retirement plans, utilizing both fundamental and technical analysis across various named strategies and diversified ETF portfolios.

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.

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.

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.