Mary Zastrow is a CFP® professional with 17 years of experience in financial advising. She currently works at NewEdge Advisors and previously spent ten years at Milestone Advisory Partners. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm provides a range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, utilizing technology and centralized due diligence in its investment approach.

Ilir Berberi is a financial advisor with Truist Advisory Services in Fayetteville, NC, holding a Series 66 designation and 11 years of industry experience. His work history includes roles at TRUIST Investment Services, BB&T, and affiliated entities from 2016 to the present. He serves as a board member of the Sandhills Children Center, contributing to organizational decision-making and volunteer efforts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and consulting supported by third-party platforms and AI-enhanced research tools.

Dwight Mejan is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and five years of industry experience. He previously worked at 360 Capital Management for 14 years before joining Brookstone in 2020. Outside of investment advising, he has been involved in insurance sales since 1994 and is currently training a successor to take over that business. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banking institutions.

Winfred Hasty Jr. is a financial advisor at NewEdge Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Milestone Advisory Partners for 10 years. In addition to his advisory role, he is a licensed insurance agent and may offer insurance products as part of his services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a wide range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing centralized due diligence and technology-driven solutions.

Heather Wicker is a financial advisor at Davenport & Company LLC with 19 years of industry experience. She holds the Series 66 designation and has been with Davenport since 2006. Outside of her advisory role, she is a vice president and 50% owner of Central Moving & Storage Inc., a moving and storage business. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering a range of services such as asset management, brokerage, fixed income, public finance, and investment banking. The firm’s investment approach involves dedicated portfolio manager teams and comprehensive advisory programs across various account types and mutual funds.

Aaron Breasseale is a Series 65–licensed advisor with NewEdge Advisors in Southern Pines, NC, with one year of industry experience. Prior to joining NewEdge Advisors, he held roles at Posh Pets, LLC and Pet Supplies Plus. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Charlie Welborn is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 credential and 23 years of industry experience. Prior to joining Beacon Pointe in 2021, he worked at DMJ Wealth Advisors, LLC and Proequities. Outside of his advisory role, he serves as a board member for the Lee County Education Foundation and the Sanford Area Growth Alliance, where he also acts as Treasurer and a member of the Executive Committee. Additionally, he is involved with a family-owned used car business and is a partner in a CPA firm. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-of-managers approach, utilizing a proprietary “Focus List” and quantitative and qualitative due diligence to guide asset allocation and investment selection.

Timothy Wilson is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Truist Advisory Services and its affiliated entities since 2018, formerly with BB&T Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

James Fitch is a financial advisor with Truist Advisory Services in Pinehurst, NC, holding Series 63 and Series 66 licenses and having 30 years of industry experience. His career includes over 15 years at BB&T affiliates before joining Truist Advisory Services and Truist Investment Services in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Mitchell Keiser is a Series 65-licensed financial advisor with Brookstone Capital Management LLC, based in Southern Pines, NC, and has three years of industry experience. He previously worked at 360 Capital Management, where he served as a wealth management associate and as director of operations. Outside of his advisory role, Keiser is involved with insurance advising and business operations. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm uses a range of investment strategies, including strategic and dynamic asset allocation models and a mix of ETFs, mutual funds, individual securities, and options-enhanced strategies, while serving both direct clients and other advisory programs.

Carter Mathis is a financial advisor at Davenport & Company LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments and Edward Jones. Outside of his advisory roles, he was involved with Pole Vault Carolina for two years. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s advisory division offers separately managed accounts, model delivery, and financial planning, supported by dedicated portfolio teams and a Manager Research group.

Melynda Woody is a financial advisor with Edward Jones in Sanford, NC, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones, she worked at Touchstone Realty. She serves as president of the Winding Creek Farms Property Owners Association, managing meetings and organizing maintenance requests. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a broad spectrum, offering a range of advisory programs and affiliated investment products supported by a nationwide network of over 23,000 advisors.

Mary Spooner Rocca is a financial advisor with Edward Jones in Southern Pines, NC, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018 and previously held a position with the National Association of Home Builders from 2012 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Tracey Mcinnis is a CFP® with 22 years of experience in the financial industry, currently serving at LPL Financial since 2004. Based in Southern Pines, NC, she holds Series 63 and Series 66 licenses. She is a board member of Family Promise of Moore County, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Bleeker is a Series 66 licensed financial advisor with two years of industry experience. He has worked with firms including Cetera Wealth Services, LLC and Commonwealth Financial Network. His background also includes teaching roles at Mars Hill University and several secondary education institutions. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors, utilizing both affiliated and third-party managers across various program structures.

Ralph Williamson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has worked with Raymond James Financial and its related entities since 2003. Outside of his advisory role, he is involved in agriculture through Creekfield Farm LLC and serves as president of PineTrust Wealth Partner, LLC, a support company related to his advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm uses a combination of fact-finding, risk profiling, and modeling tools to tailor non-discretionary planning and consulting to client goals.

Lisa Pace is a financial advisor with Edward Jones in Sanford, NC, holding the ChFC® designation along with Series 63, 65, and 66 licenses. She has 31 years of industry experience, including roles at Edward Jones since 2001 and prior experience at Centura Securities, Uvest Investment Services, Mid South Bank, and Centura Bank. Outside of her advisory work, Pace is a 25% partner and coach at Storm All-Star Cheerleading, an all-star cheerleading gym in Sanford. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors, offering a range of advisory programs and affiliated investment options under a fiduciary standard.

Floyd Pate III is a financial advisor with LPL Financial in Southern Pines, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining LPL in 2012, he worked at Wells Fargo Clearing, BB&T Investment Services, and Morgan Stanley Dw Inc. Outside of his advisory role, he is involved in operating an equine farm through MPC Farms, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Yoder is a CFP® with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2021. His prior roles include positions at Crown Capital Securities, Abiding Wealth Advisors, and NLWP, LLC. Outside of his financial advisory work, he operates an independent travel agency, Be Our Guest Travel Company, based in Pinehurst, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Gary Thomas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.