Jody Beene Smith is a CFP® professional with 15 years of industry experience, currently serving as the principal advisor at Anchor Point Financial Planning LLC. Prior to founding the firm, Smith worked at Purshe Kaplan Sterling Investments, IA Network (Stockham Financial), and First Allied Advisory Services. In addition to financial advising, Smith acts as a Notary Public for Moore County and is CEO and 50% owner of Stockham Financial Services. Anchor Point Financial Planning LLC provides fee-only comprehensive financial planning and investment management primarily for individuals and families undergoing major life transitions, as well as high-income professionals in the accumulation phase. The firm emphasizes personalized asset allocation using a blend of passive and active investment vehicles and offers tailored model portfolio solutions with discretionary oversight.

Katherine Stevick is a financial advisor at Align Financial Planning with 10 years of industry experience. She holds Series 63 and Series 65 designations. Prior to founding Align Financial Planning, she worked at Massmutual Life Insurance Company and First Command Advisory Services. Outside of her advisory work, she owns and manages a bed-and-breakfast and event space in Fayetteville, North Carolina. Align Financial Planning serves individuals, households, employer plan sponsors, charitable organizations, and businesses with investment management and financial planning services. The firm uses a mix of passive and active asset-allocation strategies, offers retirement plan consulting, and provides educational seminars and optional tax preparation through a third-party provider.

Peter Kisver is the sole advisor at Kiaros Advisors, LLC in Southern Pines, NC, holding Series 63 and Series 65 licenses with 28 years of industry experience. His prior roles include positions at Horter Investment Management, Fiduciary Advisors, LLC, and Efficient Advisors, LLC. Kisver also operates as a consultant and licensed insurance agent through his sole proprietorship. Kiaros Advisors serves individuals, business owners, and retirement plans by providing financial planning, portfolio management, and ERISA plan advisory services. The firm focuses on non-discretionary, mutual fund–based portfolio management with an emphasis on cash-flow and tax planning, investment selection, and 3(21) fiduciary support for qualified retirement plans.

Casey Rose is a financial advisor at Fortress Family Asset Management LLC with one year of industry experience. Prior to entering financial advising, Rose served seven years in the Department of Defense and seven years at DayStarr Communications. Rose is also a licensed insurance agent. Fortress Family Asset Management LLC provides discretionary portfolio management and financial planning services to individuals and businesses. The firm uses a combination of top-down macroeconomic frameworks and bottom-up technical analysis to implement dynamic, regime-based asset allocations tailored to client risk tolerance and objectives.

Blanchard Granville is a CFP® with 40 years of industry experience, currently serving as the sole advisor at Granville Wealth Management, Inc. He previously worked at Mid-Atlantic Securities, Inc. for over two decades and has operated Granville Financial, Inc., an insurance business, since 1988. In addition to his advisory role, he provides tax preparation services and acts as a trustee or executor for several accounts. Granville Wealth Management offers investment advisory services primarily to individual clients, utilizing tailored strategies that include asset allocation, dollar-cost averaging, and both long- and short-term trading. The firm also provides related financial services such as trustee and executor roles through affiliated entities.

Anna Pottle is the founder and sole advisor of Pottle Financial Services, Inc., an independent firm based in Pinehurst, NC. She holds a Series 65 designation and has nine years of industry experience. Prior to establishing her firm, she worked at Healthstat, Inc. from 2015 to 2017. In addition to her advisory work, Ms. Pottle serves as president of Bair Financial LLC, a consulting business that provides financial modeling and business services to small and mid-size companies and non-profits. Pottle Financial Services, Inc. manages approximately $62 million in discretionary assets across a range of client types, including individuals, families, trusts, charitable organizations, pension plans, and small businesses. The firm employs a value-at-purchase, growth-oriented investment approach with diversified portfolios, incorporating both fundamental and technical analysis, and offers limited financial planning services upon request.

Thomas Hart is the sole advisor at Hart Investment Management Inc. in Southern Pines, NC, holding Series 63 and Series 65 designations with 23 years of industry experience. He has led Hart Investment Management since 2007. Hart Investment Management provides portfolio management and investment supervisory services to individuals, high-net-worth clients, and organizational accounts including trusts, estates, and charitable organizations. The firm customizes investment plans based on client objectives and risk tolerance, employs a range of investment strategies and instruments including private placements and real estate, and manages client assets in-house without taking custody of accounts.

Gary Smith is the sole advisor at Wealth Creation Advisory in Carthage, NC, holding Series 63 and Series 65 licenses with 36 years of industry experience. His career includes operating his own advisory practices before and after periods of retirement. Wealth Creation Advisory provides portfolio management and related advisory services to individual clients, employing a combination of charting, fundamental, quantitative, and technical analysis. The firm offers both discretionary and non-discretionary management across various investment vehicles, including mutual funds, equities, fixed income, annuities, and ETFs.

Danielle Dettenmayer is a CFP® professional with four years of industry experience, currently serving as an advisor at Tactical Wealth Partners. Prior to joining Tactical Wealth Partners, she worked at Zeiders Enterprises, Inc. for six years. Tactical Wealth Partners primarily serves high-earning attorneys at large law firms, providing comprehensive financial planning and investment management. The firm employs a diversified, tax-aware investment approach focused on low-cost mutual funds and ETFs, managing assets through a combination of discretionary and non-discretionary arrangements.

Thomas Velevis is a CFP® professional with 26 years of industry experience, currently serving at Dreher Financial Partners in Southern Pines, NC. He has worked at H.S. Dreher Capital Management (formerly Longleaf Capital Management) since 2001. Dreher Financial Partners advises retirees and individuals planning for retirement, providing discretionary investment management and financial planning services focused on income and spending needs. The firm emphasizes fundamental security analysis, individual security selection, and detailed cash-flow analyses, serving individual and joint accounts, trusts, retirement accounts, employer retirement plans, and nonprofit endowments.

Michelle Robinson is a CFP® and holds a Series 66 license with 10 years of experience in the financial industry. She currently works at The Pines Wealth Management, LLC and has prior experience at Purshe Kaplan Sterling Investments, Inc., Bank of America, N.A., and Merrill. The Pines Wealth Management provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $485.9 million in client assets, offering primarily discretionary portfolio management with a fiduciary-driven approach that combines fundamental and technical analysis.

Michael Bucceri is a financial advisor at Course Management Investment Advisors, LLC, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortress Private Ledger, LLC, LPL Financial, and Nationwide Investment Services Corporation. Bucceri has a partial ownership interest in Course Management Real Estate Partnership, LLC. Course Management Investment Advisors provides portfolio management and financial planning services for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a multifaceted investment approach, including the use of derivatives and option-based strategies, and manages accounts primarily on a discretionary basis.

Jordan Hicks is a financial advisor at Hicks Financial Partners, LLC in Southern Pines, NC, holding a Series 65 designation with four years of industry experience. He has worked at Hicks Financial Partners since 2022 and previously at Susto and The Artisanals. Hicks Financial Partners serves individual clients, including high-net-worth households, and small businesses by providing discretionary portfolio management along with financial planning, tax preparation, and estate-planning support. The firm primarily uses passively managed portfolios complemented by fundamental and technical analysis, and offers integrated services such as in-house tax preparation and coordinated estate-planning.

Howell Neville is a CFP® with 32 years of industry experience. He is currently with The Pines Wealth Management, LLC and has previously worked at Merrill and Bank of America. The Pines Wealth Management provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages about $485.9 million in client assets, primarily using a tailored fiduciary approach that combines fundamental and technical analysis with a focus on long-term portfolio management.

Roy Neal is a financial advisor at Guardian Rock Wealth Investment Management, Inc. with 40 years of industry experience. He previously worked at Thurston Springer Miller Herd & Titak, Inc. for six years before joining Guardian Rock in 2021. Neal holds Series 63 and Series 65 licenses. Guardian Rock provides investment and portfolio management as well as financial planning services to individuals, trusts, retirement plans, and charitable organizations, serving both high-net-worth and non-high-net-worth clients. The firm uses its proprietary Advocacy Investing® strategy, combining fundamental analysis with values-based and governance screens to create customized, diversified portfolios tailored to clients’ risk tolerance and objectives.

Lorin Wagler is a financial advisor at Reliant Investment Partners, LLC with three years of industry experience. He holds a Series 65 designation and has been with Reliant since 2021. Prior to his advisory career, he was a full-time student from 2012 to 2019 and again from 2019 to 2022. Reliant Investment Partners provides discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm manages over $230 million across more than 600 accounts, employing both passive and active investment strategies with regular portfolio reviews and coordination with outside professionals for estate and tax planning.

Michael White is a CFP® with 10 years of industry experience, currently serving as an advisor at Dreher Financial Partners. He has been with H.S. Dreher Capital Management, LLC since 2015. Dreher Financial Partners advises retirees and individuals planning for retirement, providing discretionary investment management and financial planning services tailored to clients’ income and spending needs. The firm emphasizes fundamental security analysis, diversification, and macroeconomic assessment to develop risk profiles and asset-allocation plans, primarily utilizing individual stocks, bonds, and no-load mutual funds.

Robert Wagler is a financial advisor at Reliant Investment Partners, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Advisors LLC and Emerald Investment Partners, LLC prior to joining Reliant in 2018. Reliant Investment Partners provides discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm manages over 600 accounts with a mix of active and passive strategies, coordinating with outside professionals on estate and tax planning matters.

Timothy Hicks is a CFP® professional with 10 years of industry experience. He is a principal at Hicks Financial Partners, LLC, where he has worked since 2021, following prior roles at Garrett Investment Advisors, Ameriprise Financial Services, and Securities America. Hicks Financial Partners serves individual clients, including high-net-worth households, and small businesses, offering discretionary portfolio management and comprehensive financial planning. The firm emphasizes passively managed portfolios using index funds and ETFs, supplemented by fundamental and technical analysis, while also providing tax preparation, estate-planning support, and business consulting services.

Douglas Lynam is a financial advisor at Course Management Investment Advisors, LLC with eight years of industry experience. He holds the Series 65 designation and previously worked at LongView Asset Management LLC and operated his own advisory firms. Outside of his advisory work, he is an author and public speaker, dedicating approximately 35% of his time to these activities. Course Management Investment Advisors, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a multi-faceted investment approach combining fundamental, technical, cyclical, and economic analysis, utilizing a range of asset classes and derivatives-based strategies.