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.

Brian Hilker is a financial advisor at Coastal Carolina Financial Partners LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FBA Wealth Management, Realty One Group, and The Prudential Insurance Company of America. Hilker is licensed to offer life insurance and annuities in North Carolina. Coastal Carolina Financial Partners primarily serves individual investors, including some high-net-worth clients, as well as a small number of business clients. The firm provides portfolio management and investment advisory services on a non-discretionary, consultative basis, focusing on fundamental security analysis and a generally conservative strategy using stocks, bonds, mutual funds, and ETFs.

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 previously worked at Paulson Investment Company, LLC for five years. Nixon maintains a North Carolina health and life insurance license and serves as president of Legacy Capital Management, Inc., an S-Corp focused on tax planning. DRS Wealth Management is a small advisory firm serving individual clients—including both high-net-worth and non-HNW households—as well as retirement plans and institutional clients. The firm combines discretionary portfolio management with selection and oversight of third-party managers, employing fundamental analysis and strategic asset allocation to build customized client portfolios.

Jonathan Cressy is a financial advisor at 3EDGE Asset Management, LP with 26 years of industry experience. His career includes roles at PIMCO Investments LLC and Foreside Fund Services, LLC before joining 3EDGE. Outside of his advisory work, he is involved in managing a real estate business focused on rental properties. 3EDGE Asset Management is a discretionary investment manager providing services to separately managed account clients, sub-advising other advisers, and managing exchange-traded funds and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation strategy that uses quantitative research alongside investment committee insights.

David Pope is a financial advisor with Liberty Square Wealth Partners LLC, holding Series 65, 63, and 66 licenses and one year of industry experience. He previously worked at Andalusian LLC and CVSA LLC. Outside of his advisory role, David is a musician who performs as a keyboardist and vocalist. Liberty Square Wealth Partners serves individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans, providing wealth management, financial planning, and retirement plan advisory services. The firm focuses on long-term investment strategies using both fundamental and technical analysis to create diversified portfolios primarily composed of ETFs and mutual funds.

Robert Graham is a financial advisor with Riggs Asset Management Co Inc in Bolivia, NC, holding Series 63 and Series 65 licenses. He has 43 years of industry experience, including 36 years at Riggs Asset Management Company, Inc. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary investment management and limited consultation on non-investment matters. The firm offers family-office style services and uses a diversified investment process across equities, fixed income, ETFs, and mutual funds, including potential cryptocurrency exposure through ETFs and direct indexing via an unaffiliated sub-advisor.

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.

Trent Richardson is a financial advisor with Buck Wealth Strategies, LLC, holding Series 65 and Series 63 credentials and two years of industry experience. He has worked with multiple firms including Symphony One Capital Management and Equitable Advisors. Outside of financial advising, he serves as a Platoon Leader in the North Carolina National Guard. Buck Wealth Strategies provides discretionary investment management and comprehensive financial planning services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a top-down macro investment approach, integrating tactical asset allocation and options strategies, and frequently utilizes third-party money managers and financial-planning tools.

Evan Cutler is a financial advisor at Buck Wealth Strategies, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at John Ingraham, LLC and Midland National Annuity. Outside of advising, he is the founder of the Cutler Foundation, a nonprofit organization focused on Parkinson’s disease through the Pushups for Parkinsons initiative. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach with tactical asset allocation and is notable for its use of options strategies and integration of outside money managers.

John Ingraham is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 65 designation and bringing 10 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2016 and has operated John Ingraham LLC since 2004. In addition to his advisory role, he serves as president and lead agent of First Financial Education Centers, a business involved in insurance and annuities. Buck Wealth Strategies serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach emphasizing tactical asset allocation and sector rotation, and is notable for its explicit use of options strategies and coordination with outside money managers and third-party advisors.

Timothy White is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Edward Jones, Merrill, Bank of America, Cambridge Investment Research, and Thrivent Financial. He is also an insurance agent with E.A. Buck Insurance. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans, providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach with tactical asset allocation and frequently uses options strategies and outside money managers to implement client portfolios.

Victor Dibattista is a CFP® professional with 32 years of industry experience, currently serving at Kovack Advisors, Inc. since 2006. He also has a background with Kovack Securities Inc. since 2004. In addition to his advisory role, he is a sole proprietor involved in life and health insurance sales. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

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.

Cigi Blair is a financial advisor at Empower Advisory Group with eight years of industry experience. Blair holds a Series 66 designation and has worked at firms including Merrill, Truist Investment Services, and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and employs a model integrated with Empower’s recordkeeping and administrative platforms.

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.

Jarrod Gould is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. He has worked within the Truist organization and its predecessors since 2015, including roles at Bb&T Securities and Bbtis. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager‑selection program, utilizing both discretionary and non‑discretionary approaches supported by third-party platforms and AI-enabled research tools.

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.