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.

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.

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.

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.

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.

Erin Schullery is a financial advisor at Benefit Financial Services Group with a Series 65 designation and three years of industry experience. She previously worked at Aon and held roles in undergraduate admissions and animal rescue operations. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions, managing $1.53 billion in discretionary assets and consulting on approximately $18.0 billion in retirement plan assets. The firm uses a diversified, model-based investment approach incorporating various asset types and options strategies, and it operates within a network of affiliated service providers.

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.

Michael Stuart is a financial advisor at OmniStar Financial Group, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including Oak Harvest Financial Group, Lifestyle Financial, and Fidelity. OmniStar Financial Group is a registered investment adviser managing approximately $285.7 million in discretionary assets for individuals, trusts, retirement plans, and other entities. The firm provides ongoing portfolio management and customized financial planning, employing a blend of fundamental and technical analysis across multiple named strategies and diversified ETFs.

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.

William Hedrick is a financial advisor at Old North State Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Tech Mahindra Americas and Logic Technology. 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 employs fundamental, technical, and cyclical analysis, including the use of derivatives and margin strategies in separately managed accounts.

Edwin Bartlett Jr. is a financial advisor at Capitol Securities Management, Inc. with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars, managing assets through various programs and third-party managers.

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.