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.

Caleb Rich is a financial advisor at PracticeCFO Investments in Swansboro, NC, holding a Series 65 designation. He has one year of industry experience, including time at Sanders Ford and self-employment, following a decade of service with the Department of Defense. PracticeCFO Investments provides investment management, financial planning, retirement plan advisory, insurance placement, and tax services to a diverse client base including individuals, high-net-worth clients, and charitable organizations. The firm uses a hybrid investment approach based on Modern Portfolio Theory, combining low-cost passive ETFs with tactical asset allocation and formal Investment Policy Statements.

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.

John Tulloss III is a CFP® with eight years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior roles include various advisory and investment positions within Truist and its predecessor firms. Outside of his advisory work, he co-manages Battleground Farms, LLC, overseeing bookkeeping responsibilities for the family farm and timber operations. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research and inter-affiliate integration.

Jacob Hoyumpa is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his career in the financial industry. Prior to joining Atlantic Wealth Management in 2026, he served four years in the United States Marine Corps. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and comprehensive back-office services for individual and institutional clients.

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.

Carlo Oldani is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and was previously with BB&T Securities for eight years. He serves on the local board of directors for Public Radio East, a volunteer role supporting the regional NPR affiliate in Eastern North Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary manager relationships and third-party platforms.

Tara Gould is a financial advisor with Commonwealth Financial Network, holding the CFP®, ChFC®, and Series 66 designations. She has four years of industry experience and previously worked at Atlantic Wealth Management, Zeiders Enterprises, Inc., and Marine Corps Community Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

John Adamczuk is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with both Commonwealth Financial Network and Crossbridge Financial since 1997. Outside of his advisory work, he is a part owner of Crossbridge Financial Group, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while providing operations, compliance, and technology infrastructure to affiliated advisors.

Ajay Loganadan is a financial advisor with HSBC Securities (USA) Inc. in Swansboro, NC, holding a Series 66 designation and 17 years of industry experience. He has been with HSBC Securities since 2010. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm offers various program types, including client-directed and fully discretionary options, utilizing a structured investment process with multiple risk profiles and leveraging global asset management and fund due diligence resources.

Ashley Hardison is a Series 66-credentialed financial advisor with 10 years of industry experience. She is currently with Truist Advisory Services and Truist Investment Services, where she has worked since 2021. Prior to that, she was with BB&T Securities from 2015 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships and uses advanced tools, including AI-enabled research, to support its investment process.

Jennifer Mann is a CFP® professional with 24 years of experience in the financial services industry. She is currently affiliated with Commonwealth Financial Network and Atlantic Wealth Management, LLC. Her prior experience includes roles at Merit Financial Group, Stratos Wealth Partners, Lifestyle Planning Solutions, LPL Financial, and The Botsford Group. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice-management services.

Greg Patterson is a CFP® with 24 years of industry experience and has been with Commonwealth Financial Network since 2014. He is based in Morehead City, NC, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns Atlantic Properties Group, LLC, a non-investment-related business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while delivering operations, technology, compliance, and practice-management support to affiliated advisors.

Charles Creekmore Jr. is a financial advisor with Janney Montgomery Scott, holding CFP® certification and Series 63 and 65 licenses. He has 37 years of industry experience, including 23 years with Janney Montgomery Scott. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a broad client base and offers a range of brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party management.

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.

James Canady is a financial advisor with Commonwealth Financial Network in Morehead City, NC, holding a Series 66 credential and 12 years of industry experience. He has been with Commonwealth since 2014. Outside of his advisory role, he serves as treasurer for the Bogue Village Homeowners Association. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs, investment management, and practice-management services. The firm offers discretionary model portfolios and customizable program structures while acting as a back-office platform provider for affiliated advisors.

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.

Mackenzie Sherrard is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. Prior to joining Commonwealth in 2021, Sherrard worked at Atlantic Wealth Management, LLC, as well as in roles outside finance, including at Woodstock Furniture and in education at the University of West Florida and Stafford County Public Schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and a broad client base across the U.S. The firm provides adviser-support services such as managed-account programs, third-party asset manager access, and custody/clearing services, offering various investment options including mutual funds, ETFs, and personalized indexing.

Patrick Cottle is a financial advisor with Edward Jones, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

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.

Ashley Lindsay is a financial advisor at Edward Jones with five years of industry experience. She has been with Edward Jones since 2018 and previously worked at Cannon Auto Collision from 2012 to 2018. Lindsay holds a Series 66 designation. 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 approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a national network of over 23,000 financial advisors.

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.

Steven Jones is a financial advisor with LPL Financial in Morehead City, NC, holding a Series 66 license and 15 years of industry experience. He has worked with firms including Wells Fargo Clearing and Concourse Financial Group Securities, and currently operates Good Life Advisors, LLC, an independent investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services delivered through a large network of investment adviser representatives utilizing diverse portfolio strategies and technology tools.

Konstantinos Hemmerly is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. He has been with LPL Financial since 2009 and previously worked at UBS Financial Services from 2005 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to third-party asset managers and institutional platforms.

Frederick H. Cooke is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 designations and has 41 years of industry experience. He has been with UBS since 1988. Outside of his advisory role, Cooke serves on the Finance Committee at McMannen United Methodist Church and leads a local boating safety education organization affiliated with the US Power Squadrons. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored through proprietary research and model-based asset allocations.

Ryan Hale is a CFP® professional with 26 years of industry experience, currently serving as an advisor at LPL Financial since 2006. Prior to that, he worked at Cetera Investment Services and Banc of America Investment Services. Outside of his advisory role, he is involved with Hale Investment Group, LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment solutions, including access to third-party asset management and institutional platforms, supported by advanced advisor tools and a large network of over 22,800 advisors.

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.

Paige Joyner is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020. Outside of her advisory role, Joyner serves as Treasurer on the Board of Directors for the White Oak Elementary PTO in Cape Carteret, NC. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, offering written Recommendation Reports that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and advisory expertise with a broad range of brokerage and insurance solutions.

William Vallecillo is a financial advisor with Wells Fargo Advisors in Morehead City, NC. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior work history includes roles at Wells Fargo Clearing and W&S Brokerage Services, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with various financial products and referral channels.

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.

Tiffany Grammer Newlin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining LPL Financial and Good Life Advisors, LLC, where she maintains a role providing administrative support. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Craig Kopka is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has prior experience at Brighthouse Financial, Primerica Financial Services, and in public education. Outside of his advisory role, he is a part-owner of a rental property in Surf City, North Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Milton Warner is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo and its affiliates since 2009. Outside of his advisory role, he serves on the Coral Bay Ridge Homeowners Association board in Emerald Isle, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by extensive research and planning tools, covering areas such as retirement, education, and business-owner transition planning.

David Hood is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked extensively within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he co-owns Hood Investments LLC with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions supported by Wells Fargo research and tools, delivering tailored recommendations through a network of financial advisors.

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.

Randall Simpson is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked with firms including IC Advisory Services, Inc. and Banc of America Investment Services, Inc. Simpson also operates Simpson Wealth Management as a sole proprietor, focusing on investments and insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of representatives. The firm offers a range of financial planning and investment management programs supported by advanced tools and a broad platform of services.

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.

Sanford Smith is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Wells Fargo Clearing, Wells Fargo Advisors, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs. The firm’s financial planning process uses structured discovery and firm-approved tools, incorporating Global Investment Committee estimates and Monte Carlo simulations to model outcomes.

Stephen Sharkey is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been serving clients since 1989, focusing on creating personalized financial strategies that align with clients' priorities and life goals. Stephen’s approach emphasizes developing holistic, tailored wealth management plans that consider each client’s unique personality and needs. Stephen’s expertise encompasses liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income strategies. He holds the Accredited Asset Management Specialist™ (AAMS™), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA) designations. Stephen earned his bachelor's degree from the University of North Carolina at Wilmington. Stephen is actively engaged in his community, volunteering with organizations such as JDRF. Outside of work, he enjoys cooking, music, photography, singing, traveling, woodworking, spending time with his family, and practicing yoga.