Richard Greulich Jr. is a CFA® charterholder with 19 years of industry experience. He has been with REG Capital L.L.C. since 2006 and is the sole advisor at Reg Capital Advisors in Southport, NC. Reg Capital Advisors provides discretionary portfolio management to individuals, IRAs, corporations, and charitable organizations. The firm focuses on a “Value Plus Favorable Change” investment approach, targeting low-valuation securities with potential for fundamental improvement, typically constructing concentrated portfolios of smaller-cap stocks and employing a mix of fundamental, technical, and cyclical analysis supported by proprietary research and direct company contacts.

Zachary Ashburn is a CFP® and holds a Series 66 license with 11 years of industry experience. He is the principal advisor at Reach Strategic Wealth LLC, where he has worked since 2019. Prior to founding Reach Strategic Wealth, he was associated with LPL Financial and Invest Financial. Reach Strategic Wealth provides financial planning and discretionary investment management for individuals, charitable organizations, corporations, and institutional clients. The firm offers pension consulting and various planning engagements, utilizing client-specific investment policies and methods such as fundamental and cyclical analysis, Modern Portfolio Theory, and both passive and active portfolio construction.

Gregory Cadger is the principal advisor at Cadger Tax and Financial Inc. with nine years of industry experience. He holds the CFP® designation and Series 65 license. His career includes roles at Blueprint Wealth Partners, Tahoe Investments and Tax Planning, and his own consulting and advisory firms. Cadger Tax and Financial Inc. offers discretionary model portfolio management and financial planning to individuals, small businesses, trusts, and charitable clients, managing approximately $9.2 million across around 40 accounts. The firm integrates advisory and tax services, providing access to a broad range of investment vehicles and employing a process that includes macro analysis and a mix of fundamental and technical security selection.

Scott Wardrop is the sole advisor at SCW Wealth Management, LLC in Carolina Beach, NC, holding Series 63 and Series 65 certifications with 30 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing before founding his current firm in 2019 following a brief retirement. SCW Wealth Management offers discretionary and non-discretionary investment management and integrated financial planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm uses a combination of modern portfolio theory and long-term investment strategies, incorporating mutual funds, ETFs, individual securities, and fixed income tailored to each client’s objectives and risk tolerance.

Michael Nixon is a financial advisor at DRS Wealth Management with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Paulson Investment Company and Newport Coast Securities. Outside of advising, he holds North Carolina resident health and life insurance licenses and serves as president of Legacy Capital Management, Inc., an S-Corp used for tax planning. DRS Wealth Management serves individuals, institutional retirement plans, nonprofits, and corporations through discretionary portfolio management, financial planning, and consulting services. The firm uses an Investment Committee and manager-due-diligence process to implement strategies, often utilizing ETFs, sub-advisers, and third-party platforms.

Jonathan Cressy is a financial advisor with 26 years of industry experience, currently affiliated with 3EDGE Asset Management, LP. He holds Series 63, 65, and 66 licenses and has previously worked at PIMCO Investments LLC and Foreside Fund Services, LLC. Outside of his advisory role, he serves as a manager for a real estate business focused on rental properties. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation strategy that combines quantitative research with committee judgment and stress testing, typically implementing strategies using ETFs and occasionally derivatives.

Mayo Fitzhugh is a financial advisor at First Financial Coaching, Inc. in Southport, NC, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with First Financial Coaching since 2015. First Financial Coaching, Inc. provides investment advisory services, retirement plan consulting, and financial education to individuals, families, business owners, and corporations. The firm delivers non-discretionary investment recommendations and partners with a third-party manager for discretionary portfolio management, while emphasizing investment education and financial analysis.

Victor Dibattista is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Kovack Advisors, Inc. since 2006. He previously worked at MSI Financial Services, Inc. from 2002 to 2004. In addition to his advisory work, Dibattista is involved in fixed life and health insurance sales as a sole proprietor. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors managing over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, using both proprietary and third-party models within an Envestnet-supported workflow to manage portfolios across multiple custodians.

Robert Ciullo is a financial advisor at Mariner Independent with 37 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining Mariner Independent in 2024, he worked at firms including Triad Advisors, Alera Group, DeVoe & Company, Creative Planning, SBSB Financial Advisors, Pagnatokarp Partners, and Charles Schwab. He serves as a Town Council Member in Oak Island, NC. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party manager access, and retirement plan services through a platform that integrates institutional and retirement plan resources.

William Small is a financial advisor at J.W. Cole Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of his advisory work, he owns a business selling baseball cards. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

William Mckeithan is a financial advisor with Independent Advisor Alliance, LLC and has 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Independent Advisor Alliance and LPL Financial since 2014. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, employing both discretionary and non-discretionary portfolio management with a variety of strategies and technology platforms.

Roy Johnson is a financial advisor with Principal Financial Services, holding a Series 66 designation and 24 years of industry experience. He has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2015. Outside of his advisory role, he provides Lean Six Sigma and process improvement training through RJ Consulting. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, and access to third-party money manager solutions under various arrangements.

Thomas Haden II is a CFP® professional with 32 years of industry experience, currently serving at Valic Financial Advisors since 1997. He also holds Series 63 and Series 65 licenses and is associated with Agia in a capacity related to non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning through a large network of advisors, utilizing discretionary unified managed accounts via Envestnet’s platform and third-party model managers.

Ryan Rickus is a financial advisor at Hightower Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, Empirikal Partners LLC, and Wealth CMT. Outside of financial advisory roles, he is involved with Man Cave Complex LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, leveraging affiliated and third-party managers along with proprietary research and various investment vehicles.

Leigh Bucholtz is a Series 66-licensed financial advisor with 15 years of industry experience, currently affiliated with RBC Rochdale, LLC. Prior to joining RBC Rochdale, Bucholtz worked at firms including CNR Securities, LPL Financial, TD Ameritrade, and Fidelity Brokerage Services. Bucholtz also provides administrative support to Levy Wealth Management Group, an independent investment advisory firm. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, charitable organizations, and government entities, offering discretionary and non-discretionary portfolio management and sub-advisory services. The firm employs an active, multi-strategy investment approach that integrates quantitative modeling and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to create tailored portfolios.

Lawrence Cole is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, WELLS FARGO Advisors, and Equitable Advisors. He also provides non-variable insurance services focused on Medicare supplement plans. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement consulting, and access to managed account solutions. The firm’s fiduciary-based advisory model incorporates proprietary technology and third-party managers to tailor investment strategies to client goals and risk tolerance.

Stephen Lozan is a financial advisor at Oppenheimer with 30 years of industry experience. He has been with Oppenheimer since 2008 and previously worked at Citigroup Global Markets for 10 years. Lozan holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and manages assets using both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Richard Sheilds Jr. is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 27 years of industry experience. He has worked at Private Advisor Group since 2016 and has previous experience with LPL Financial, Mutual Service Corporation, and Osaic FA, Inc. Sheilds also manages his own independent investment advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both discretionary and non-discretionary strategies, third-party managers, and proprietary technology platforms such as WealthSuite and Pontera.

Randall Trimm is a Series 66-licensed financial advisor with seven years of industry experience, currently with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Great River Federal Credit Union from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

John Graves is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience with Cetera Advisors and his own firm, The Renaissance Group, LLC. Outside of his advisory work, he is the owner of Safe Harbor Publishing and engages in authoring, education, podcasting, and speaking activities. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment implementation options, including proprietary and unaffiliated strategies, with an emphasis on tailored client objectives and institutional features unique among peers.