Teresa Bradshaw is a financial advisor at CP Advisors, Inc. with a Series 65 credential and over 17 years of experience primarily in the insurance industry prior to joining the advisory firm. She has been with CP Advisors since 2022. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates with financial planning, portfolio management, and consulting services, managing approximately $69.6 million in assets. The firm employs a goal-driven investment process combining strategic and tactical asset allocation across various securities, supported by research methods including fundamental, technical, and cyclical analysis.

Jeffrey Johnson is a CFP® professional with nine years of experience at CP Advisors, Inc. He has been with the firm since 2016 and has also worked at Chestnutt, Johnson & Tyson, PA since 2003. Outside of his advisory role, he is a member of JOHCHE, LLC, a real estate and securities business. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates with financial planning, portfolio management, and consulting. The firm employs a goal-driven investment process using a combination of strategic and tactical asset allocation and offers both discretionary and non-discretionary advisory services.

Michael Chestnutt is a financial advisor at CP Advisors, Inc. with five years of industry experience. He holds the CFP® designation and Series 65 registration. His prior work includes operating Michael L. Chestnutt, CPA, PLLC since 2022 and nearly two decades at Black, Chestnutt & Johnson, PA. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates with financial planning, portfolio management, and consulting. The firm manages approximately $69.6 million in client assets and employs a goal-driven investment process that combines strategic and tactical asset allocation using mutual funds, ETFs, equities, bonds, and occasional alternative structures.

Katherine Pope is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 designations and bringing 30 years of industry experience. She has been with Truist Advisory Services and its affiliated entities since 2018, previously working at BB&T Investments for 15 years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and affiliated broker-dealer integration.

Richard Wiethorn is a financial advisor at OSAIC Institutions, INC. with 25 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Southern Bank and Trust, Infinex Investments, Inc., and First Horizon Advisors. Outside of advisory roles, he participates in a financial advisor referral program at Southern Bank. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer model with significant non-discretionary assets and third-party manager arrangements.

Randy Barbour is a financial advisor at Empower Advisory Group with a Series 66 credential and several years of diverse work experience across financial services and retail industries. His career includes roles at Empower Financial Services, Lendmark Financial Services, and American Eagle, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

John Goetke is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 designations and 36 years of industry experience. His career includes long-term roles at BB&T Investments and its successor entities. He serves on the board of the Coharie Country Club in Clinton, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Christopher Tart is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he spent 18 years at Cape Fear Valley Health System. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. 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 financial advisors and branch offices nationwide.

Amy West is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and nine years of industry experience. Her career includes roles at PineTrust Wealth Partners, LLC, Raymond James Financial Services Advisors, Inc., Wall Street Investments, and PNC Bank. She also works as a senior registered client service associate at PineTrust Wealth Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored non-discretionary planning using risk profiling and modeling tools, supports municipal and public-finance work, and delivers specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Mark Jenkins is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2018. Prior to that, he was employed at Allen Tate Mortgage Partners and Carolina Mortgage Authority. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.