Katherine Stevick is a financial advisor at Align Financial Planning with 10 years of industry experience. She holds Series 63 and Series 65 designations. Prior to founding Align Financial Planning, she worked at Massmutual Life Insurance Company and First Command Advisory Services. Outside of her advisory work, she owns and manages a bed-and-breakfast and event space in Fayetteville, North Carolina. Align Financial Planning serves individuals, households, employer plan sponsors, charitable organizations, and businesses with investment management and financial planning services. The firm uses a mix of passive and active asset-allocation strategies, offers retirement plan consulting, and provides educational seminars and optional tax preparation through a third-party provider.

Peter Kisver is the sole advisor at Kiaros Advisors, LLC in Southern Pines, NC, holding Series 63 and Series 65 licenses with 28 years of industry experience. His prior roles include positions at Horter Investment Management, Fiduciary Advisors, LLC, and Efficient Advisors, LLC. Kisver also operates as a consultant and licensed insurance agent through his sole proprietorship. Kiaros Advisors serves individuals, business owners, and retirement plans by providing financial planning, portfolio management, and ERISA plan advisory services. The firm focuses on non-discretionary, mutual fund–based portfolio management with an emphasis on cash-flow and tax planning, investment selection, and 3(21) fiduciary support for qualified retirement plans.

Ahmed Monley is a financial advisor at Strategic Wealth Management LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Vintage Wealth Management Group, Charles Schwab Bank, CHARLES SCHWAB & CO., Inc, and Edward Jones. In addition to his advisory role, he is involved with Monley's Enterprises LLC, an outside business activity. Strategic Wealth Management LLC offers discretionary and non-discretionary portfolio management and standalone financial planning primarily for individuals and high-net-worth clients. The firm provides client-specific investment programs using various techniques and also conducts public educational seminars and workshops.

Thomas Hart is the sole advisor at Hart Investment Management Inc. in Southern Pines, NC, holding Series 63 and Series 65 designations with 23 years of industry experience. He has led Hart Investment Management since 2007. Hart Investment Management provides portfolio management and investment supervisory services to individuals, high-net-worth clients, and organizational accounts including trusts, estates, and charitable organizations. The firm customizes investment plans based on client objectives and risk tolerance, employs a range of investment strategies and instruments including private placements and real estate, and manages client assets in-house without taking custody of accounts.

Gary Smith is the sole advisor at Wealth Creation Advisory in Carthage, NC, holding Series 63 and Series 65 licenses with 36 years of industry experience. His career includes operating his own advisory practices before and after periods of retirement. Wealth Creation Advisory provides portfolio management and related advisory services to individual clients, employing a combination of charting, fundamental, quantitative, and technical analysis. The firm offers both discretionary and non-discretionary management across various investment vehicles, including mutual funds, equities, fixed income, annuities, and ETFs.

Danielle Dettenmayer is a CFP® professional with four years of industry experience, currently serving as an advisor at Tactical Wealth Partners. Prior to joining Tactical Wealth Partners, she worked at Zeiders Enterprises, Inc. for six years. Tactical Wealth Partners primarily serves high-earning attorneys at large law firms, providing comprehensive financial planning and investment management. The firm employs a diversified, tax-aware investment approach focused on low-cost mutual funds and ETFs, managing assets through a combination of discretionary and non-discretionary arrangements.

Thomas Velevis is a CFP® professional with 26 years of industry experience, currently serving at Dreher Financial Partners in Southern Pines, NC. He has worked at H.S. Dreher Capital Management (formerly Longleaf Capital Management) since 2001. Dreher Financial Partners advises retirees and individuals planning for retirement, providing discretionary investment management and financial planning services focused on income and spending needs. The firm emphasizes fundamental security analysis, individual security selection, and detailed cash-flow analyses, serving individual and joint accounts, trusts, retirement accounts, employer retirement plans, and nonprofit endowments.

Michelle Robinson is a CFP® professional with 11 years of industry experience. She is currently with The Pines Wealth Management, LLC and has prior experience working at Purshe Kaplan Sterling Investments, Bank of America, and Merrill. The Pines Wealth Management provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $486 million in client assets and employs a fiduciary-driven, customized approach that blends fundamental and technical analysis, primarily focusing on long-term portfolio management.

Jordan Hicks is a financial advisor at Hicks Financial Partners, LLC in Southern Pines, NC, holding a Series 65 designation with four years of industry experience. He has worked at Hicks Financial Partners since 2022 and previously at Susto and The Artisanals. Hicks Financial Partners serves individual clients, including high-net-worth households, and small businesses by providing discretionary portfolio management along with financial planning, tax preparation, and estate-planning support. The firm primarily uses passively managed portfolios complemented by fundamental and technical analysis, and offers integrated services such as in-house tax preparation and coordinated estate-planning.

Howell Neville is a CFP® with 32 years of industry experience. He is currently with The Pines Wealth Management, LLC and has previously worked at Merrill and Bank of America. The Pines Wealth Management provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages about $485.9 million in client assets, primarily using a tailored fiduciary approach that combines fundamental and technical analysis with a focus on long-term portfolio management.

Michael White is a CFP® with 10 years of industry experience, currently serving as an advisor at Dreher Financial Partners. He has been with H.S. Dreher Capital Management, LLC since 2015. Dreher Financial Partners advises retirees and individuals planning for retirement, providing discretionary investment management and financial planning services tailored to clients’ income and spending needs. The firm emphasizes fundamental security analysis, diversification, and macroeconomic assessment to develop risk profiles and asset-allocation plans, primarily utilizing individual stocks, bonds, and no-load mutual funds.

Timothy Hicks is a CFP®-certified financial advisor with 11 years of industry experience. He is principal at Hicks Financial Partners, LLC in Southern Pines, NC, where he began in 2021 after roles at Garrett Investment Advisors, Ameriprise Financial Services, Securities America Advisors, and Allstate Financial Advisors. Hicks Financial Partners serves individual and high-net-worth clients as well as small businesses, providing discretionary portfolio management combined with financial and estate planning, tax preparation, and business consulting. The firm primarily uses passive investment strategies supplemented by fundamental and technical analysis, and offers integrated services including in-house tax preparation and coordinated estate-planning support.

Adam Wachob is a Series 65-credentialed advisor at PACE Financial Advisors with one year of industry experience. Prior to joining PACE Financial Advisors, he served 22 years in the US Army and held roles at Duke University. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities with discretionary wealth management, portfolio management, and financial planning. The firm employs diversified investment strategies and typically offers discretionary wealth management with ongoing monitoring and periodic reviews.

Steven Lewis Sr. is a financial advisor at Verity Asset Management with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Verity-related firms since 2006, including Verity Investments, Inc. and The Leaders Group DBA Simplicity Investments. Verity Asset Management is an SEC-registered investment adviser serving individual, corporate, institutional clients, and other advisers with discretionary portfolio management, retirement-plan advisory, and financial planning services. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes, combining fundamental, technical, and qualitative analysis.

Daniel Baugher is a financial advisor at Fiduciary Financial Advisors with a Series 65 credential and no prior industry experience. He has served in the US Army Special Forces since 2010. Fiduciary Financial Advisors provides discretionary investment management, financial planning, legacy position management, and retirement services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and multiple analysis methods, and offers individual professional trustee services as well as access to private and non-liquid alternative funds.

Jeffrey Gollehon is a financial advisor at Virtue Capital Management, LLC with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Virtue Capital Management in 2018, he worked at Horter Investment Management and operated JG Financial Consulting, a firm he owned that specialized in fixed insurance products. Virtue Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm employs a mix of tactical, strategic, and dynamic portfolio management approaches and operates through a multi-team model that includes investment adviser representatives and independent partners.

Danielle Gollehon is a financial advisor at Virtue Capital Management, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Thompson Greenspon and as an employee at Ohio State University and George Washington University. Outside of her advisory role, she provides fixed life insurance, fixed annuities, and health insurance sales and marketing as part of JG Financial Consulting and plans to offer tax preparation services as a CPA for her clients. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers, offering portfolio management, financial planning, consulting, and sub-advisory services. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates a multi-team model with an investment committee that oversees third-party managers and model strategies.

Jeffrey Kittrell is a CFP® certificant with nine years of experience in financial advising. He has worked at Modera Wealth Management, LLC since 2023 and was previously with Parsec Financial Management from 2017 to 2023. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors by providing wealth management, retirement plan consulting, and comprehensive financial planning. The firm integrates investment management with accounting and tax services, employing diversified asset allocation principles alongside ancillary offerings such as business coaching and personal trustee services.

Andrew Stamp is a CFP® affiliated with Fiduciary Financial Advisors in Aberdeen, NC, with one year of experience in the financial industry. Prior to joining the firm, he served 12 years in the US Army and has been involved with the Donovan and Bank Foundation since 2021. He is also chairman of Custom Planks, LLC, a consulting and education business serving Department of Defense clients. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and trustee services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic and tactical investment approaches, including the use of third-party managers and private alternative funds, and provides professional trustee services with comprehensive trust administration.

Audra Lubawski is a CFP® with 27 years of industry experience, currently affiliated with OSAIC Institutions, Inc. She has worked at Infinex Investments, Inc. since 2013 and at First Bank of North Carolina since 1990. Outside of her advisory role, she is involved in Mary Kay makeup sales and serves as a trustee managing investments for a trust, in addition to managing a 1031 exchange LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporations through a network of advisory representatives. The firm offers customized advisory services and combines a hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.