Gavin Langley is a financial advisor with Sollinda Capital Management LLC, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Saxony Securities Inc, Capital Investment Group, Inc., and Bogue Sound Financial, where he is also involved as a business activity. Langley serves as a committee member at First Methodist Church in Morehead City, NC. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans. The firm employs multiple proprietary investment strategies and primarily manages accounts on a discretionary basis using liquid public securities, with an emphasis on allocation and risk management.

Richard Hamilton II is a CFP® professional with nine years of industry experience. He currently works at Facet and previously held roles at Edward Jones and The Vanguard Group Inc. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, using technology-driven, model-based asset allocations and a flat subscription fee model rather than percentage-of-assets-under-management fees. The firm serves a wide range of households and integrates comprehensive planning across its multi-advisor platform.

Robert Hardin Sr. is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Merrill, Banc of America Investment Services, Inc., Wells Fargo Clearing, Infinex Investments, Inc., and First Bancorp. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer structure with an emphasis on firm supervision and a sizable non-discretionary asset base.

Samuel Furna is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and two years of industry experience. His background includes military service in the United States Army and involvement in family investment and equipment rental businesses. Furna co-owns Furna Brothers Investments LLC, where he engages in property management and investment activities. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.

David Miller is a financial advisor with First Citizens Investor Services, Inc. in Newport, NC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with First Citizens Investor Services since 2011. First Citizens Investor Services, Inc. serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers a range of advisory and brokerage services, employing a client process that incorporates fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Susan Arnett is a CFP® professional with eight years of experience in the financial services industry. She is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including Choreo, LLC and RSM US Wealth Management LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active managers, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Kirby Sloan is a CFP® professional with nine years of experience in financial advising. He is currently with Villanor Private Wealth and previously worked at Commonwealth Financial Network, Sloan Trust, and Edward Jones. He is the owner of Sloan Financial Group, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform with managed-account programs, access to third-party asset managers, and custody and clearing services.

Abigail Wheeler is a financial advisor with Empower Advisory Group holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at LPL Financial, Ally Invest Advisors, Fidelity Investments, TIAA, and Wells Fargo Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, with services integrated through Empower’s recordkeeping and administrative platforms.

Gabriel Tiller is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has previously worked as a self-employed professional and with Kalisher/Art is Love, LLC. Outside of advising, he has experience as a rental property owner. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network and offers a range of advisory programs and investment solutions under a fiduciary standard.

Browning Sanderson is a financial advisor with Edward Jones in Morehead City, NC, holding Series 63 and Series 66 credentials and offering 12 years of industry experience. Sanderson has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and provides a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

James Bass is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at NYLife Securities LLC and New York Life Insurance Co, and served in the United States Marine Corps for 18 years. He also has experience at Penn State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Ryan Morris is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, he serves as the head varsity baseball coach at Croatan High School in Newport, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a large network of advisors and branch offices.

Henry Kahen is a financial advisor with Ameriprise in Atlantic Beach, NC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Edward Jones for ten years before joining Ameriprise in 2019. Outside of his advisory role, he is involved in independent insurance brokering and owns a business called Bogue Banks Holdings, LLC. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Waynette Barnebee is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She previously worked at Edward Jones for 14 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Barton Farrell is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior work includes roles at LPL Financial, Brennan Asset Management, and Cetera Advisors Networks LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and is notable for its extensive network of advisors and branch offices.

Timothy Necaise is a CFP® with 26 years of industry experience and is currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Nationwide Securities, Inc. and operating his own firm, Necaise Insurance & Financial Services Inc. He also serves as secretary on the board of the Morehead City Noon Rotary Club. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using both proprietary and third-party strategies.

James Dee is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously served in the U.S. Marine Corps for ten years. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors.

Dale Elks is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 44 years of industry experience, including 13 years at Valmark Securities and multiple years within Cambridge-affiliated firms. Elks is also involved in estate planning through an independent business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides multiple portfolio management options, including proprietary and third-party model strategies, with solutions tailored to client objectives through various custody and platform arrangements.

James Bengala is a CFP® professional with 42 years of industry experience, currently advising at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he has ownership interests in real estate-related businesses in North Carolina. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.

Cheryl Mansfield is a financial advisor with Edward Jones in Morehead City, NC, holding the ChFC® designation and Series 66 license. She has 14 years of industry experience and has been with Edward Jones since 2005. Outside of her advisory role, she owns Mansfield Photography, specializing in beach, senior, and party photos, and serves as a board member of the Downtown Morehead City Revitalization organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Karen Duvon is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 17 years of industry experience. She previously worked at Lincoln Financial Advisors for 17 years before joining OSAIC in 2025. Duvon also offers insurance products, including fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base that includes individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to managed accounts, employing tools such as risk-tolerance questionnaires and automated rebalancing to construct diversified portfolios.

Michael Sprague is a financial advisor with Edward Jones in Havelock, NC, holding the ChFC® designation and Series 66 license. He has 11 years of industry experience, all with Edward Jones, and also serves in the United States Marine Corps with 14 years of service. Sprague receives military retirement and disability income. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Orr is a Certified Financial Planner (CFP®) affiliated with Edward Jones, located in Beaufort, NC, with 32 years of industry experience. He has been with Edward Jones since 1999 and maintains concurrent roles with Sia Group and Ameritas Life Insurance Corp. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and strategies supported by a large nationwide network of financial advisors and branch offices.