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.

Joseph Gay Jr. is a financial advisor at Capital Investment Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Cetera Investment Services and Securities America Advisors. Outside of his advisory role, he is co-owner of Ferrell Farms, LLC, a family farm where he oversees rentals and leases. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, supported by ongoing monitoring and a blend of analytical methods.

Matthew Stephens is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Strategic Blueprint, LLC since 2025. He previously worked at Osaic Advisory Services, LLC for 11 years. Outside of his advisory role, Stephens is involved as an owner and sole proprietor of AdvicePoint, LLC, which handles management and bookkeeping services, and he holds officer and partner roles in several local business entities and community organizations. 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 investment strategies through a range of services including portfolio management, financial planning, retirement plan consulting, family office services, and a subscription advisory program, with an emphasis on client education and a curated alternative investments platform.

Jerome Pinckney III is an investment advisor with Calton & Associates, Inc. in Wilmington, NC, holding Series 65 and Series 66 credentials and bringing 10 years of industry experience. Prior to joining Calton & Associates in 2019, he worked at Triad Advisors, Inc. from 2016 to 2019. Outside of his financial advisory role, he is a commercial airline pilot and currently serves as a First Officer for American Airlines. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of investment program structures and analytic approaches, including both fee-based and commissionable products through its dual registration as a registered investment adviser and broker-dealer.

Joe Pearce is a financial advisor with The Strategic Financial Alliance, Inc. in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with The Strategic Financial Alliance since 2005. The Strategic Financial Alliance serves individuals, retirement plans, trusts, and other entities by offering portfolio management, financial planning, consulting, and access to third-party managers through various portfolio programs. The firm uses a combination of in-house management and co-advisory arrangements, with a significant portion of assets managed on a non-discretionary basis.

Shannon Cooper is a financial advisor at Capitol Securities Management, Inc. with three years of industry experience and a Series 66 designation. Cooper has been with Capitol Securities Management for ten years in various capacities. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses with portfolio management, financial planning, consulting, and wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, offering advisory relationships through multiple managed programs and separately managed accounts.

Josiah Whitten is a financial advisor with CG Advisory Services in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Whitten Wealth Management, Capital Asset Advisory Services, MML Investors Services, and Mass Mutual Life Insurance Company. He is also a licensed insurance agent. CG Advisory Services is an SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management using proprietary and customized model programs, along with financial planning, retirement-plan consulting, and fiduciary advice, combining human judgment with AI tools and various investment strategies tailored to client objectives.

Martin Shapiro is a financial advisor at Brookwood Investment Group with 40 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior experience includes roles at Woodbury Financial Services, Arbor Point Advisors, and Securities America, among others, and he has been involved in insurance sales through his own business since 1985. Shapiro also serves as managing director of Redwood Tax Specialists and works as an independent mortgage loan originator. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,000 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, using a variety of passive, active, tactical, and blended investment strategies.

Dale Pope is a financial advisor at IP Financial Advisory Services LLC with 40 years of industry experience. He holds a Series 63 designation and has worked at firms including Innovation Partners LLC and MerCap Advisors, Inc. Outside of his advisory roles, he has served on the Sleighton School Board and was involved with the Himalayan Hope Charitable Foundation. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios and also refers clients to unaffiliated third-party investment advisors while providing a range of investment and insurance-related services.

Jerome Pinckney Jr. is a financial advisor at Calton & Associates, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2019. Prior to that, he spent 10 years at Triad Advisors, Inc. and has been a partner at Providence Investment Advisors, LLC since 2007. Outside of his advisory roles, he is a member of the Scott Hill Wesleyan Chapel Men's Club and serves as an independent sales agent for Medicare Supplement Insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations with multiple program structures, combining discretionary and non-discretionary management options alongside brokerage and insurance products.

Barry Bieler is a financial advisor with Kovack Advisors, Inc. in Wilmington, NC. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Kovack Advisors in 2016, he worked at Invest Financial Corporation, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of financial advising, he is active as a grassroots youth and middle school soccer referee. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a model-based and advisor-managed approach supported by Envestnet technology.