Mary Zastrow is a CFP® with 17 years of industry experience, currently serving as a financial advisor at NewEdge Advisors since 2023. Prior to joining NewEdge, she worked for ten years at Milestone Advisory Partners. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting. The firm employs a range of analytic approaches and emphasizes oversight and disclosure in managing trading incentives and conflicts of interest.

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, Mr. Hasty is a licensed insurance agent and may offer insurance products. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Heather Wicker is a financial advisor at Davenport & Company LLC with 18 years of industry experience. She holds a Series 66 designation and has been with Davenport & Company 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 LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a wide range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing dedicated portfolio management teams and a structured investment process.

Aaron Breasseale is a financial advisor with NewEdge Advisors holding a Series 65 credential. He has one year of industry experience, having joined NewEdge Advisors in 2025. Prior to his advisory role, he was involved with Posh Pets, LLC and Pet Supplies Plus in various capacities from 2016 to 2025. 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 offers a range of portfolio management, financial planning, retirement consulting, and advisory program services, utilizing technology and centralized due diligence to support its investment solutions.

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 four years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Edward Jones. Outside of finance, Mathis was involved with Pole Vault Carolina from 2019 to 2021. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm offers a range of advisory programs including separately managed accounts and manages six mutual funds along with various fixed-income strategies.

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®-designated financial advisor with LPL Financial, based in Southern Pines, NC, with 22 years of industry experience. She has been with LPL Financial and its predecessor firms since 2004. Mcinnis serves as a board member for Family Promise of Moore County, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

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 in Southern Pines, NC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Raymond James Financial since 2009 and is involved in multiple business ventures, including ownership of Creekfield Farm LLC and serving as president of PineTrust Wealth Partner, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary planning and consulting using analytical tools to help clients meet their financial 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, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved with MPC Farms, an equine farm business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by strategic research and diverse investment options.

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.