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.

Jason Ferree is a financial advisor with Capitol Securities Management, Inc. in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 11 years before joining Capitol Securities Management in 2022. Outside of his advisory role, he owns Bridgepath Wealth Financial Advisors, an LLC used for tax reporting purposes. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by providing brokerage and investment advisory services, comprehensive financial planning, and pension consulting. The firm manages assets through various programs including separately managed accounts, wrap fee programs, and third-party money managers.

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.

Angelia King is a financial advisor with Capitol Securities Management, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Capitol Securities Management since 2014 and was previously with Silver Linings from 2020 to 2021. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services, comprehensive financial planning, and pension consulting. The firm manages assets through various accounts and programs, utilizing a range of investment instruments and providing access to third-party money managers and model portfolios.

Robert Mckoy is a financial advisor with Capitol Securities Management, Inc., holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Capitol Securities Management since 2014. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services, financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs and employs a network of investment adviser representatives who develop client-specific investment policies and manage accounts using diverse investment instruments.

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.

Brian Karg is a financial advisor at United Brokerage Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Citizens Investor Services and First Citizens Bank. Outside of his advisory role, he volunteers as treasurer for the Wilmington Junior Seahawks hockey team, handling accounting and bookkeeping duties. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various managed account and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Asset Management Corporation, a subsidiary of United Bank.

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.

Stephanie Guanzini is a financial advisor at Capitol Securities Management, Inc. with 16 years of industry experience. She holds a Series 66 designation and has worked previously at First Citizens Investor Services and Lincoln Financial Securities Corporation. Capitol Securities Management serves individual, corporate, and charitable clients by offering brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts, wrap fee programs, and third-party money managers, with investment adviser representatives developing client-specific policies and managing accounts on a discretionary or non-discretionary basis.

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.

Jeffrey Headrick is a financial advisor at AlphaStar Capital Management in Wilmington, NC, with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Tower Six, LLC, and Thrivent Financial for Lutherans. He also manages educational and guidance services related to long-term care, disability income, and life insurance through Inspire Financial Planning. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches across various asset types and supports complex fiduciary roles for ERISA plans.

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.

Andrew Finnegan is a financial advisor with CG Advisory Services in Wilmington, NC, holding Series 65, Series 63, and Series 66 licenses and 17 years of industry experience. His prior work includes positions at Capital Asset Advisory Services LLC, LPL Financial, Fidelity Investments, Charles Schwab, Bank of America, Merrill, and Motif Investing. CG Advisory Services is an SEC-registered firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management through proprietary model programs and customized adviser-as-portfolio-manager arrangements, supplemented by financial planning, retirement-plan consulting, and fiduciary advice.

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.