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® professional with 17 years of experience in the financial services industry. He has worked at Courter Financial, LLC for 15 years and spent two years at Ameriprise. Courter is licensed to sell fixed life insurance and annuities in North Carolina and Pennsylvania. First Heartland Consultants, Inc. provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party management services, and model-based brokerage programs, delivering discretionary portfolio management through independent advisers using a combination of fundamental, technical, and cyclical analysis.

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 at Stratos Wealth Partners, Ltd with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stratos Wealth Partners since 2016, following six years at Davis Wealth Management. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through independent adviser representatives, offering customizable portfolio management and financial planning services using an open-architecture model that integrates multiple third-party platforms and managers.

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.

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.

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.