Jennifer Gordon is a Series 66 licensed financial advisor with Edward Jones, based in Sanford, NC, and has six years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, with a large nationwide network of advisors and branch offices.

Jody Beene Smith is a CFP® professional with 15 years of industry experience, currently serving as the principal advisor at Anchor Point Financial Planning LLC. Prior to founding the firm, Smith worked at Purshe Kaplan Sterling Investments, IA Network (Stockham Financial), and First Allied Advisory Services. In addition to financial advising, Smith acts as a Notary Public for Moore County and is CEO and 50% owner of Stockham Financial Services. Anchor Point Financial Planning LLC provides fee-only comprehensive financial planning and investment management primarily for individuals and families undergoing major life transitions, as well as high-income professionals in the accumulation phase. The firm emphasizes personalized asset allocation using a blend of passive and active investment vehicles and offers tailored model portfolio solutions with discretionary oversight.

Blanchard Granville is a CFP® with 40 years of industry experience, currently serving as the sole advisor at Granville Wealth Management, Inc. He previously worked at Mid-Atlantic Securities, Inc. for over two decades and has operated Granville Financial, Inc., an insurance business, since 1988. In addition to his advisory role, he provides tax preparation services and acts as a trustee or executor for several accounts. Granville Wealth Management offers investment advisory services primarily to individual clients, utilizing tailored strategies that include asset allocation, dollar-cost averaging, and both long- and short-term trading. The firm also provides related financial services such as trustee and executor roles through affiliated entities.

Anna Pottle is the founder and sole advisor of Pottle Financial Services, Inc., an independent firm based in Pinehurst, NC. She holds a Series 65 designation and has nine years of industry experience. Prior to establishing her firm, she worked at Healthstat, Inc. from 2015 to 2017. In addition to her advisory work, Ms. Pottle serves as president of Bair Financial LLC, a consulting business that provides financial modeling and business services to small and mid-size companies and non-profits. Pottle Financial Services, Inc. manages approximately $62 million in discretionary assets across a range of client types, including individuals, families, trusts, charitable organizations, pension plans, and small businesses. The firm employs a value-at-purchase, growth-oriented investment approach with diversified portfolios, incorporating both fundamental and technical analysis, and offers limited financial planning services upon request.

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.

Michael Kelly is a financial advisor at Canopy Financial Solutions with six years of industry experience. He holds the ChFC® and Series 66 designations. Prior to his advisory career, he served 15 years in the U.S. Army. Kelly also provides financial consulting services for legal clients through his work with Brick City Law. Canopy Financial Solutions offers portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm combines cyclical and fundamental analysis with modern portfolio theory and quantitative methods, employing both long- and short-term trading strategies that may include higher-risk instruments.

Milton West is a CFP® professional with 25 years of experience in financial advising. He has been with West Financial Strategies, Inc. since 1998 and also serves as the president and sole owner of M. Lee West, CPA, P.A., a CPA firm he founded in 1986. Outside of his advisory role, he is a managing partner in a company that holds title to a motorboat and boat slip. West Financial Strategies provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passive index funds and ETFs as the core, complemented by selective active funds and securities, managing approximately $106 million in discretionary assets.

Roy Neal is a financial advisor at Guardian Rock Wealth Investment Management, Inc. with 40 years of industry experience. He previously worked at Thurston Springer Miller Herd & Titak, Inc. for six years before joining Guardian Rock in 2021. Neal holds Series 63 and Series 65 licenses. Guardian Rock provides investment and portfolio management as well as financial planning services to individuals, trusts, retirement plans, and charitable organizations, serving both high-net-worth and non-high-net-worth clients. The firm uses its proprietary Advocacy Investing® strategy, combining fundamental analysis with values-based and governance screens to create customized, diversified portfolios tailored to clients’ risk tolerance and objectives.

Lorin Wagler is a financial advisor at Reliant Investment Partners, LLC with three years of industry experience. He holds a Series 65 designation and has been with Reliant since 2021. Prior to his advisory career, he was a full-time student from 2012 to 2019 and again from 2019 to 2022. Reliant Investment Partners provides discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm manages over $230 million across more than 600 accounts, employing both passive and active investment strategies with regular portfolio reviews and coordination with outside professionals for estate and tax planning.

Charles Von Canon is a PFS™ credentialed financial advisor with 24 years of industry experience. He has been with West Financial Strategies, Inc. since 1998 and is also vice-president and manager at M. Lee West, CPA, a CPA firm. West Financial Strategies provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation approach combining passive index funds and ETFs with selective active funds and securities, managing approximately $106 million in discretionary assets.

Robert Wagler is a financial advisor at Reliant Investment Partners, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Advisors LLC and Emerald Investment Partners, LLC prior to joining Reliant in 2018. Reliant Investment Partners provides discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm manages over 600 accounts with a mix of active and passive strategies, coordinating with outside professionals on estate and tax planning matters.

I founded Golden Pine Advisory with the vision of transforming the financial planning process to a smarter, simpler and more efficient system. I chose to shift the focus of my firm away from the product sales approach that is commonly found in the industry and instead placed a focus on providing a client-friendly process with custom tailored financial plans and fee-only advice at a more affordable cost. I was born an entrepreneur with a strong interest in technology and finance. Before college, I started and successfully ran my own computer build and repair business. I continued these interests after graduating Summa Cum Laude with a bachelor’s degree in business from North Carolina State University. I began my career as a financial and accounting analyst at one of the largest mortgage banks in the Southeast. After this experience, I ultimately knew that I wanted to work directly with clients and establish life-long relationships, so I completed my training and began working for a large brokerage firm in 2008. I acquired the Chartered Retirement Planning Counselor℠ designation in 2008 and CERTIFIED FINANCIAL PLANNER® certification in 2013. I grew up in a small town in North Carolina, just outside of Pinehurst, where I later married my beautiful high school sweetheart in 2008. Together, we are blessed with an amazing daughter, as well as twin boys and our energetic Australian Shepherd. Family holds a special place in my heart, and I cherish every moment making memories with them. In my free time, you can find me indulging in my passions for traveling, fishing, boating, and everything related to NC State Athletics – Go Pack! Alongside my dedication to smarter, client-friendly financial planning at Golden Pine Advisory, I wholeheartedly pursue my passion for giving back to the community through volunteer leadership, committee services and nonprofit board involvement. I eagerly anticipate the opportunity to empower individuals on their unique financial journeys.

John Hutchinson is a financial advisor with Reliant Investment Partners, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. Prior to joining Reliant in 2018, he worked at Wells Fargo Advisors and Wells Fargo Clearing. He serves as the mayor of Rockingham, NC, and occasionally performs minor legal work related to wills and powers of attorney. Reliant Investment Partners provides discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm manages approximately $234.8 million across more than 600 accounts, employing both passive and active strategies with regular portfolio reviews and coordination with outside legal and tax professionals.

Thomas Laming is a financial advisor at Normandy Investment Advisors with 23 years of industry experience. He holds a Series 65 designation and has been with Normandy since 2022 following a retirement period from 2016 to 2022. Normandy Investment Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and other entities by providing personalized wealth management, financial planning, and discretionary portfolio management. The firm employs a blended active/passive investment approach within an asset-allocation framework based on Modern Portfolio Theory and uses a range of securities including equities, fixed income, mutual funds, ETFs, and options strategies for income and hedging.

Chayne Riggs is a CFP® and ChFC® with 10 years of industry experience. He is currently with Base Wealth Management and has prior work history at CJC Wealth Management LLC, Eagle Strategies LLC, NYLIFE Securities LLC, New York Life Insurance Co., and Fidelity Investments. Outside of his advisory role, Riggs is a licensed insurance agent. Base Wealth Management is a team-based registered investment adviser managing approximately $326 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers fee-based discretionary portfolio management and financial planning services, utilizing a tactical allocation strategy informed by fundamental analysis and also incorporates third-party money managers and platforms for certain clients.

Thomas Walters II is a financial advisor with Level Four Advisory Services and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including long tenures at Mid Atlantic Securities, Inc. and Blanchard I Granville. Walters also teaches investment classes at South Piedmont Community College and Guilford Technical Community College. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving a diverse client base that includes individuals, retirement plans, corporations, and nonprofit organizations. The firm offers fee-only financial planning, discretionary and non-discretionary asset management, and retirement plan advisory services, utilizing model portfolios developed internally or through appointed sub-advisers.

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.

Thomas Walters III is a financial advisor at Level Four Advisory Services with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Level Four Financial, LLC, Mid-Atlantic Securities, Inc., and Liberty University. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and introduces clients to third-party money managers and wrap-fee programs.

Sydney Dugan is a financial advisor with Credit Union Investment Services in Sanford, NC, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at Credit Union Investment Services, SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union, where she provides financial advisory services to eligible members. Dugan also serves as a trust representative at Members Trust Company. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement planning with a focus on low-cost mutual funds and ETFs. The firm operates within a credit-union ecosystem and emphasizes goals-based, long-term investment strategies without commission-based compensation for its representatives.

Crystal White is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been associated with Credit Union Investment Services since 2007 and holds roles with Secu Life Insurance Company and Members Trust Company. White also serves as a Financial Advisory Services Specialist at State Employees’ Credit Union, where she has worked since 1993. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, a goals-based planning approach, and salaried advisory representatives.