Paul Ferry is the principal advisor at Ferry Capital Management LLC, an independent firm, with 36 years of industry experience. He has worked at Ferry Capital Management since 2016 and previously spent five years with Mullins Investment Management, Inc. Ferry Capital Management provides discretionary and non-discretionary asset management services primarily to individuals, high-net-worth clients, and trusts, with a focus on municipal fixed income. The firm employs a three-pronged investment approach that balances laddered bonds, new-issue or mispriced secondary-market municipals, and discounted closed-end municipal funds, targeting maturities of 10–15 years while seeking to limit credit risk.

Louis Jones is a CFA® charterholder and the sole advisor at Strategic Wealth Management Solutions, LLC, with 17 years of industry experience. He has led his independent firm since 2009. Outside of his advisory role, he is involved as a manager of Snowmass Condo LLC, a real estate investment entity. Strategic Wealth Management Solutions, LLC provides customized portfolio management and financial consulting to a select client base including individuals, trusts, charitable organizations, and institutional accounts. The firm offers a range of investment strategies, specialized 1031 exchange consulting, and performance-based fee arrangements uncommon among independent advisers.

David Warner is a financial advisor at Hutchins Canning & Company PA with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Hutchins Canning since 2013. In addition to his advisory role, he seasonally prepares individual income tax returns for clients. Hutchins Canning & Company PA provides portfolio management and financial planning services to individuals, corporate pension and profit-sharing plans, charitable institutions, and foundations. The firm combines investment advisory with accounting services, including payroll, bookkeeping, tax preparation, and business consulting.

Kenneth Ouellette is a financial advisor at Orca Wealth Management, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors Financial Network LLC since 2010. Since 2020, he has been with Orca Wealth Management in Kitty Hawk, NC. Orca Wealth Management provides investment management and financial planning services to individuals, high net worth clients, trusts, businesses, corporations, and retirement plan sponsors. The firm combines active and passive strategies to build risk-adjusted, tax-aware asset allocations tailored to clients’ cash flow, time horizon, and risk profile, and it offers discretionary portfolio management and fiduciary services.

Katherine Neavill is a financial advisor at Faithward Advisors, LLC with over 18 years of industry experience. She has worked at Wells Fargo Advisors from 2005 to 2022 and has been with Ambassador Advisors since 2019. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses Modern Portfolio Theory combined with fundamental, quantitative, and qualitative analysis, offering portfolios that favor long-term investments including mutual funds, ETFs, and REITs, and incorporates a Biblically Responsible Investing policy aligned with Christian values.

Thomas Hunt is a financial advisor at The Burney Company with 38 years of industry experience. He holds a Series 65 designation and has been with The Burney Company since 1985. The Burney Company serves mostly individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets across a multi-team advisory platform, offering discretionary equity portfolio management and financial planning alongside tax preparation services through an affiliated CPA firm.

Olga Kramarenko is a financial advisor at Interactive Financial Advisors with eight years of industry experience. She holds a Series 65 designation and has worked previously at Legacy Planning Group and Branshaw Financial. Outside of her advisory role, she is also an insurance agent specializing in life and health insurance. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models and third-party sub-advisors, utilizing Modern Portfolio Theory and the TIFIN Wealth Risk tool to tailor investment strategies across a range of risk profiles.

Mack Courter is a CFP® with 17 years of industry experience and is the sole advisor at Courter Financial, LLC, an independent firm based in Manteo, NC. He has led Courter Financial since 2011. Courter is also licensed to sell fixed life insurance and annuities in North Carolina and Pennsylvania. Courter Financial provides investment management and comprehensive financial planning to individuals and institutional clients, including trusts, foundations, endowments, and corporations. The firm offers retirement plan consulting and employs tactical asset allocation with both discretionary and non-discretionary management, including specialized active strategies for clients seeking more dynamic portfolio approaches.

Cynthia Bittle is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and with 32 years of industry experience. She has worked at PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements strategies via mutual funds and ETFs with annual rebalancing.

Jason Sherwood is a financial advisor at OSAIC Institutions, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at Southern Bank and Trust, Infinex Investments, Inc., and Edward Jones. He is also involved as an insurance producer with Virginia Insurance Agency Solutions Inc. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients, offering customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates through a hybrid adviser/broker-dealer model with a focus on a combination of discretionary and non-discretionary accounts.

John Dennis is a financial advisor with OSAIC Institutions, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 40 years of industry experience. His prior roles include positions at Infinex Investments, Truist Investment Services, RBC Capital Markets, and JBS Liberty Securities. He is also involved in a financial advisor referral program with Southern Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a network of investment adviser representatives, combining advisory and broker-dealer functions with access to alternative investments and lending solutions.

Joseph Campbell is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Stratos Wealth Partners since 2016 and previously spent six years at Davis Wealth Management. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolio access, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

John Reichler is a financial advisor with Lincoln Investment, holding a Series 66 designation and four years of industry experience. His prior work includes roles at First Command Insurance Services, First Command Advisory Services, and First Command Brokerage Services. Reichler served in the US Army for seven years before entering the financial advisory field. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a wide range of clients, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and maintains a long history of serving educators and participants in 403(b) and 457(b) programs.

Kelli Harmon is a Series 66-licensed financial advisor with Edward Jones in Nags Head, NC, and has 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Jason Johnson is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including AE Wealth Management and Madison Avenue Securities. Johnson is also the owner of JHOLLIS, LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored planning advice focused on dependable income and tax-aware withdrawal strategies for clients near or in retirement.

Daniel Yates Jr. is a Series 66–licensed financial advisor at Edward Jones with 16 years of industry experience. He previously worked at Bank of America (Merrill Lynch) for 14 years before joining Edward Jones in 2025. 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 solutions, operating under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Scott Brown is a CFP® professional affiliated with LPL Financial, bringing 16 years of industry experience. He previously worked at Edward Jones for 16 years before joining LPL Financial in 2026. Brown holds the Series 66 credential and is based in Kitty Hawk, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Crystal Bridgforth is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation and Series 63 and 65 licenses. She has 25 years of industry experience and has been with Wells Fargo Clearing and its affiliate since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Susan Archbell is a financial advisor with Edward Jones who holds Series 63 and Series 66 licenses and has 37 years of industry experience. She has been with Edward Jones since 1990. Outside of her advisory role, she serves on the Board of Visitors at the University of North Carolina at Chapel Hill and acts as secretary of Bear Drugs Inc, a drug store in Kitty Hawk, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated financial services, supported by a nationwide network of over 23,700 advisors.

John Dawson is a financial advisor with LPL Financial in Kitty Hawk, NC, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Uvest Financial Services Group, Inc. from 2007 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.

Jason Borland is a CFP® professional with seven years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial in 2026, he worked at Edward Jones for seven years and has additional experience with Sand Cherry Associates, Roanoke Island Inn, and Time Warner Cable. Outside of financial advising, he and his wife own and operate a bed and breakfast. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment services through a large network of advisers, utilizing both proprietary and third-party strategies.

Ryan Smith is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously served 20 years in the United States Army. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Robert Gentry is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 13 years before joining Cambridge in 2021. Outside of his advisory role, Gentry serves on the Board of Adjustment and the Dangerous Animal Appeal Board for the Town of Nags Head, NC, and is an independent insurance agent. He also engages in photography, displaying and selling his work publicly. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients through a network of independent Financial Professionals. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, using multiple custody platforms and a mix of proprietary and third-party model strategies.

Waylon Jackson is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc. and OSAIC. In addition to his advisory work, he is involved with Compensation Services Inc, an insurance agency, where he has been active since 1983. 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 financial planning and portfolio management services, combining proprietary research, third-party subadvisors, and customized strategies.