Troy Spence is a financial advisor with Edward Jones in Pinehurst, NC, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he officiates high school football games in Iowa and serves as a trustee for Calvary Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment programs. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary strategies through a large network of financial advisors and branch offices nationwide.

Steven Menendez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Menendez serves on the finance and investment committee of FirstHealth of the Carolinas and participates in the finance and planning committee of the Mid South Club POA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Tia Chick is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2026, she worked at Edward Jones for six years and has a background in real estate sales with Berkshire Hathaway Home Services. Outside of her advisory role, she provides notary public services at no charge and owns a horse boarding business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele that includes individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and employer SIMPLE IRA consulting.

William Wick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He previously worked at UBS Financial Services from 2008 to 2020 before joining Wells Fargo in 2020. Outside of his advisory role, he has a 25% ownership interest in a real estate development company, Trout River Properties, LLC. 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 advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Michael Kostich Jr. is a financial advisor with LPL Financial in Pinehurst, NC, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior roles include positions at H.D. Vest Advisory Services and Parker Lane LLC. He is also involved in tax preparation and accounting services in Pinehurst as part of his other business activities. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.

Katherine King is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She previously worked at Jordan Price Wall Gray Jones & Carlton, PLLC for five years before joining Wells Fargo in 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Palmer is a financial advisor at Stifel with 33 years of industry experience. He has held his current position at Stifel Nicolaus & Co Inc since 2009. Palmer holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that informs asset allocation and financial planning analyses.

Chemerin Gregg is a financial advisor with LPL Financial in Pinehurst, NC, holding CFP® and Series 63 credentials and having 14 years of industry experience. Prior to joining LPL Financial in 2020, Gregg worked at Parker Lane LLC and Wealth Planning Advisors Inc. Outside of her advisory role, she is involved in tax preparation and accounting through Kostich and O'Neal CPA and has part-time employment with Bonefish Grill. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm provides various advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research and offers both discretionary and non-discretionary portfolio management.

Elijah Chavis is a financial advisor at Edward Jones in Fayetteville, NC, holding a Series 66 designation. He has been with Edward Jones since 2023 and has prior work experience in various service and entrepreneurial roles, including time at Chick-fil-A and operating Chavis Pro Turf. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Samanthia Smith is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at LPL Financial, Fidelity Bank of NC, Truist Advisory Services, and BB&T. Outside of her advisory work, she serves as treasurer for a nonprofit organization supporting low-income people with dementia. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Kenneth Heaney is a financial advisor with Osaic Wealth, Inc. based in Southern Pines, NC. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His prior experience includes roles at Securities America Advisors, Inc., SSN Advisory, Inc., and National Planning Corporation. Heaney also operates K2 Financial, a DBA focused on term life insurance policies. Osaic Wealth serves a broad range of clients including individual investors, institutions, pension plans, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage diverse portfolios across multiple investment vehicles.

Patrick Bria is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Cetera Investment Advisers LLC and Cetera Wealth Services, LLC since 2026, and previously spent 13 years with Commonwealth Financial Network. Bria is also co-owner of Tucker Bria Wealth Strategies, a private entity facilitating securities, advisory, and insurance business. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management, financial planning, and consulting services.

Merralee Thorpe is a financial advisor with Edward Jones in Southern Pines, NC, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2007. She serves as a member of a local board of directors outside of her advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of discretionary and non-discretionary investment strategies, SMAs, and affiliated mutual funds under a fiduciary standard.

Steven Canali is a financial advisor at OSAIC with 24 years of industry experience. He previously worked for FSC Securities Corporation for 17 years before joining OSAIC in 2023. In addition to his advisory role, he is involved in selling life, health, and disability insurance as well as annuities. OSAIC serves a diverse client base including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, employing various tools and platforms to construct portfolios that include a wide range of asset classes and investment strategies.

Ryan Plentzas is a financial advisor at LPL Financial holding a Series 66 designation, with one year of industry experience. Prior to joining LPL Financial in 2025, he served three years in the United States Army and worked in roles at the University of Tampa, Derryfield Country Club, Bridgton Academy, and Manchester High School. 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 a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven approaches across discretionary and non-discretionary management.

Betty King is a CFP® professional with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. King is a finance committee member at Our Saviour Lutheran Church in Southern Pines, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm includes insurance-related products and bank deposit sweep options as part of its investment menu.

Thomas Sharp is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes multiple roles within Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A., spanning over a decade. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools, and it provides services through both direct client relationships and corporate financial planning agreements.

Hailey Garcia is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2021 and previously worked at Sam's Club and Walmart. Edward Jones is a full-service wealth management firm serving over 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.

Joseph Vaughan Jr. is a CFP®-designated financial advisor with 24 years of industry experience. He has worked at Stifel since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as Treasurer and Vice President of Compliance for the Patriot Foundation, a nonprofit providing scholarships to children and spouses of service members affected by the Global War on Terrorism. Stifel serves a diverse client base, including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Philip Bailey is a financial advisor with Charles Schwab in Southern Pines, NC, holding a Series 66 designation and 21 years of industry experience. He previously worked for Pottle Financial Services for 10 years before joining Charles Schwab in 2018. Outside of his advisory role, he is the owner of Tomwin Ventures LLC, a business involved in financial services. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.