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.

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.

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.

Zachary Clark is a financial advisor with McAdam LLC, holding a Series 65 designation and five years of industry experience. Prior to joining McAdam LLC, he worked at Woodbridge Kart Club and Uber. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios using fundamental analysis and periodic reviews, offering access to a range of securities, specialized investments, and integrated reporting tools.

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.

Brandon Haines is a CFP® professional with 24 years of industry experience, currently affiliated with Strategic Blueprint, LLC. His prior experience includes roles at The Strategic Financial Alliance, Inc., OSAIC, Triad Hybrid Solutions, and Triad Advisors, Inc. He manages Haines Financial, LLC, which supports other advisors and markets financial services under The Wealth Plan Company brand, and serves as a trustee for multiple trusts. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through asset allocation, portfolio design, manager selection, and ongoing monitoring, with both discretionary and non-discretionary management options across a range of advisory programs.

John Martin II is a financial advisor at Verity Asset Management with six years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Verity in 2024, he worked at Irongate Partners, Inc. for four years and serves as president of J. Lee Martin II, CPA, PA, an accounting firm. Verity Asset Management provides discretionary portfolio management, retirement-plan advisory, and financial planning services to individuals, corporate and institutional clients, and other investment advisers. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.

Douglas Sandler is a CFA® charterholder with 33 years of industry experience. He is currently with RiverFront Investment Group, LLC, where he has worked since 2015. His prior experience includes roles at ALPS Distributors, Inc. and Wells Fargo Clearing. Outside of his advisory work, Sandler serves on the board of an early venture fund and volunteers as a free ski coach. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a Price Matters® valuation framework combined with tactical asset allocation and security selection across global fixed income and equities, implementing strategies through various model delivery platforms and customized portfolio solutions.

Robert Wheeler Jr. is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 66 licenses and over 26 years of industry experience. His prior work includes roles at Triad Advisors, Inc., LPL Financial, and Edward Jones. Outside of his advisory work, he serves as president of Wheeler Financial Management, Inc., which focuses on bookkeeping services. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement plan consulting, and educational seminars, providing both discretionary and non-discretionary management.

Christopher Bolles is a financial advisor at Verity Asset Management with 19 years of industry experience. He holds the Series 66 designation and has been with Verity since 2006, including its predecessor entities. Verity Asset Management is an SEC-registered investment adviser serving individual investors, corporate and institutional clients, and other advisers. The firm employs a model-driven investment approach focused on tactical asset allocation across diverse asset classes and offers discretionary portfolio management, retirement-plan advisory, and financial planning services.

Karen Walsh is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at firms including Triad Advisors, Inc. and Haines Financial, LLC, where she remains active in client service and administrative roles. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies through portfolio management, financial planning, and a distinctive Subscription Advisory Services program featuring flat-fee ongoing planning and client education.

Terry Bunn is a financial advisor with Buck Wealth Strategies, LLC and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Edward Jones and Primerica. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm uses a top-down macro investment approach incorporating tactical asset allocation, sector rotation, and a relative growth/value framework, and is notable for its use of options strategies and integration of outside money managers.

Kathryn Oswald is a CFP® certificant with 25 years of industry experience, currently serving as an advisor at Strategic Blueprint, LLC. Her prior work includes roles at OSAIC, Osaic Advisory Services, and Triad Advisors, Inc. Outside of her advisory work, she operates The Wealth Plan Company, focusing on client financial planning, investment management, and marketing. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement plan consulting, and a flat-fee Subscription Advisory Services program, along with an emphasis on client education and a curated alternative investment platform.

Kenneth Savage is a financial advisor at World Equity Group, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at World Equity Group since 2019, previously serving at Triumph Wealth Advisors, Inc. and Taylor Capital Management. He is also the owner of Savage Capital Management, where he sells fixed indexed annuities, Medicare supplement, and life insurance products. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers managed portfolios through its wrap-fee programs that combine discretionary portfolio management, financial planning, and access to third-party money managers.

Charles Roberson is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Mid-Atlantic Securities, Inc. and CSR Enterprises, LLC. He serves on the board of Operation Stand Down, a Tennessee-based nonprofit assisting veterans. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management.

Joseph Gay Jr. is a financial advisor at Capital Investment Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Cetera Investment Services and Securities America Advisors. Outside of his advisory role, he is co-owner of Ferrell Farms, LLC, a family farm where he oversees rentals and leases. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, supported by ongoing monitoring and a blend of analytical methods.

Matthew Stephens is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Strategic Blueprint, LLC since 2025. He previously worked at Osaic Advisory Services, LLC for 11 years. Outside of his advisory role, Stephens is involved as an owner and sole proprietor of AdvicePoint, LLC, which handles management and bookkeeping services, and he holds officer and partner roles in several local business entities and community organizations. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies through a range of services including portfolio management, financial planning, retirement plan consulting, family office services, and a subscription advisory program, with an emphasis on client education and a curated alternative investments platform.