Brian Liedstrand is a financial advisor at Selective Wealth Management, Inc. with 11 years of industry experience. He holds a Series 65 designation and has served in the U.S. Marine Corps since 2017, including a role as a Marine for Life Representative. Liedstrand also acts as the music director for Harvest Presbyterian Church PCA. Selective Wealth Management serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across eight advisors and offers discretionary investment supervisory services with tailored financial planning and periodic account reviews.

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.

Roy Atallah is a financial advisor with Compass Financial Management LLC and holds a Series 65 designation. He has one year of industry experience, previously serving ten years in the US Navy. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and both internal and third-party managed portfolios.

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.

Joseph Spencer is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds the Series 66 designation and has been with the First Command affiliated firms since 2015. First Command Advisory Services, Inc. serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing model portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Joseph Mclaughlin is a CFP® professional with 32 years of industry experience, currently serving at First Command Advisory Services since 2015. He has been affiliated with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 1994. Outside of his advisory role, he serves as a member of the North Carolina Capital Facilities Finance Agency Board of Directors. First Command Advisory Services, Inc. is an SEC-registered investment adviser focused on individuals, corporate and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and oversee model portfolios and third-party managers within a structured investment framework.

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.

John Beraud is a financial advisor with First Command Advisory Services in Jacksonville, NC, holding Series 65 and Series 63 licenses. He has two years of industry experience, encompassing roles across First Command’s advisory, insurance, and brokerage services. Outside of finance, he has been involved with Ursa Domain Apparel from 2022 to 2025. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by its Investment Management Team and Wealth Portfolio Managers.

Kalan Mceuen is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 65 credential and experience beginning in 2026. Prior to joining Hornor, Townsend & Kent, he worked at MetLife and served in the United States Navy for 20 years. He is also involved with McEuen Legacy Planning, a separate business he has operated since 2021. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets under management as of the end of 2025.

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.

Mary Vieregge is a financial advisor with First Command Advisory Services in Jacksonville, NC. She holds Series 63 and Series 65 licenses and has been with First Command since 2025. Outside of her advisory role, she is involved with The Pajama Writer LLC and Maeve Copywriting Services. First Command Advisory Services, Inc. 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 offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Walter Eldridge III is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the CFP® and ChFC® designations, as well as a Series 66 license. Prior to his financial career, Eldridge served in the United States Marine Corps for 24 years. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios managed by an internal Investment Management Team.

Korene Marsh is a CFP® with 31 years of industry experience, currently serving at First Citizens Investor Services, Inc. since 2002. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she manages OverTime LLC, a rental business involving a boat slip and condominium. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, using a client-centered process that incorporates fundamental, quantitative, and technical analysis.

Paul Brooker II is a financial advisor with First Command Advisory Services holding a Series 66 designation and seven years of industry experience. He has worked at various First Command entities since 2018. Outside of his advisory role, he is an owner of a vacation home occasionally used as an Airbnb. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using centralized investment management teams to design and manage model portfolios with discretionary authority granted by clients.

Weiguo Xu is a financial advisor at First Command Advisory Services with two years of industry experience. Prior to joining the firm, he served 27 years in the United States Marine Corps. Outside of his advisory role, he is the owner of a real estate and rental property business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specialty in supporting active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing centralized investment management and model portfolios constructed from mutual funds, ETFs, and third-party managers.

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.

Ryan Bogue is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 registrations and is based in Jacksonville, NC. He has been with First Command in various roles since 2025. Outside of his advisory role, he is involved in a cleaning business, Choice Maid LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs overseen by a centralized Investment Management Team.

Andrew Alves is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 65 and Series 63 licenses and previously served five years in the U.S. Marine Corps. First Command Advisory Services is an SEC-registered investment adviser serving 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, managed by a centralized Investment Management Team and Wealth Portfolio Managers who select portfolios and third-party managers from prescreened lists.

Todd Morin is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. He has recently transitioned from a 23-year career in the United States Air Force and has one year of experience in advisory and brokerage roles within the First Command organization. Morin is also involved with Coastal Event Reflections. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Felicia Stitt is a financial advisor at First Citizens Investor Services, Inc. with five years of industry experience. She holds the Series 66 credential and has previously worked at Equitable Advisors and First Citizens Bank. First Citizens Investor Services, Inc. serves a diverse client base, including individuals, pension plans, charitable organizations, and businesses, offering a range of advisory and brokerage services such as portfolio management, wrap programs, and financial planning. The firm emphasizes IAR-led assessments and applies fundamental, quantitative, and technical analysis to investment decisions.

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.

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.

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.

Kelley Tyson is a financial advisor at Edward Jones with 16 years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million 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 under management through a nationwide network of about 23,701 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jasen Hedrick is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 16 years at Nationwide Securities, Inc., and has operated as an independent insurance agent. Hedrick also serves as president of Strategic Wealth Advisors. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment strategies through independent financial professionals and maintains proprietary models alongside access to unaffiliated strategists.

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.

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.

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.

Shawna Hedrington is a financial advisor at Thrivent Investment Management with a Series 66 designation. She joined Thrivent in 2025 and has prior experience as a homemaker and stay-at-home parent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach focuses on holistic, goal-based planning across multiple topics, with options to combine planning and managed-account services while keeping them separate.

Ashley Le May is a Series 66-registered financial advisor with Raymond James Financial Services Advisors, Inc., bringing five years of industry experience. Prior to joining Raymond James, Le May held roles at Merrill and worked part-time as a remote scorer for standardized tests and as an independent contractor for Uber. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, using tailored, non-discretionary planning supported by advanced analytical tools.

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.