Jody Beene Smith is a CFP® professional with 15 years of industry experience. She is the sole advisor at Anchor Point Financial Planning LLC and has previously worked at firms including Purshe Kaplan Sterling Investments and First Allied Advisory Services. In addition to her advisory work, she serves as a Notary Public in Moore County. Anchor Point Financial Planning LLC provides fee-only financial planning and discretionary investment management focused on individuals and families experiencing significant life transitions, as well as high-income professionals in the wealth accumulation phase. The firm employs a holistic planning process and combines passive and active investment strategies, with specific expertise in divorce financial planning.

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.

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.

Robert Wagler is a financial advisor with Reliant Investment Partners, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Reliant since 2018 and has prior experience with Wealth & Financial Advocate Group, Emerald Investment Partners, LLC, and Wells Fargo Clearing. Reliant Investment Partners is an SEC-registered investment adviser managing approximately $268 million for individual and high-net-worth clients. The firm offers portfolio management and comprehensive financial planning, combining passive and active management with fundamental, technical, cyclical, and charting analysis to develop tailored portfolios and address various financial planning needs.

I founded Golden Pine Advisory with the vision of transforming the financial planning process to a smarter, simpler and more efficient system. I chose to shift the focus of my firm away from the product sales approach that is commonly found in the industry and instead placed a focus on providing a client-friendly process with custom tailored financial plans and fee-only advice at a more affordable cost. I was born an entrepreneur with a strong interest in technology and finance. Before college, I started and successfully ran my own computer build and repair business. I continued these interests after graduating Summa Cum Laude with a bachelor’s degree in business from North Carolina State University. I began my career as a financial and accounting analyst at one of the largest mortgage banks in the Southeast. After this experience, I ultimately knew that I wanted to work directly with clients and establish life-long relationships, so I completed my training and began working for a large brokerage firm in 2008. I acquired the Chartered Retirement Planning Counselor℠ designation in 2008 and CERTIFIED FINANCIAL PLANNER® certification in 2013. I grew up in a small town in North Carolina, just outside of Pinehurst, where I later married my beautiful high school sweetheart in 2008. Together, we are blessed with an amazing daughter, as well as twin boys and our energetic Australian Shepherd. Family holds a special place in my heart, and I cherish every moment making memories with them. In my free time, you can find me indulging in my passions for traveling, fishing, boating, and everything related to NC State Athletics – Go Pack! Alongside my dedication to smarter, client-friendly financial planning at Golden Pine Advisory, I wholeheartedly pursue my passion for giving back to the community through volunteer leadership, committee services and nonprofit board involvement. I eagerly anticipate the opportunity to empower individuals on their unique financial journeys.

John Hutchinson is a financial advisor at Reliant Investment Partners, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing from 2016 to 2018. Outside of his advisory role, Hutchinson serves as the mayor of Rockingham, NC, and occasionally performs minor legal work such as drafting wills and powers of attorney. Reliant Investment Partners manages approximately $268 million on a discretionary basis for individual and high-net-worth clients, providing portfolio management and comprehensive financial planning services. The firm combines passive and active management techniques and addresses a broad range of planning needs, including retirement, tax, estate, and business planning.

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.

Kamryn Bivens is an advisor at Course Management Investment Advisors, LLC with one year of experience in the industry. Bivens holds a Series 65 designation and has prior work experience in diverse fields including hospitality and retail, having worked at Pinehurst Resort and The Islands Tanning and Beachwear. Course Management Investment Advisors provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a multi-faceted investment approach using fundamental, technical, cyclical, and economic analysis, and incorporates a range of asset classes and derivatives strategies in portfolio management.

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.

Brian Macintosh is a financial advisor at Course Management Investment Advisors, LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Course Management Investment Advisors in 2020, he worked at LPL Financial LLC from 2016 to 2020. Macintosh is also a professional golfer with Callaway Golf, a role he has held since 2009. Course Management Investment Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a multi-method investment process and incorporates complex option-based strategies, including buffer ETFs and structured products, within their discretionary management approach.

Albert Chen is a CFP® with 14 years of industry experience, currently serving as an advisor at Course Management Investment Advisors, LLC since 2020. He previously worked at LPL Financial and Householder Group Estate & Retirement Specialists. Outside of his advisory role, Chen is co-owner of a commercial real estate portfolio specializing in retail office space. Course Management Investment Advisors provides portfolio management and financial planning for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a multi-method investment process and offers strategies including derivatives and option-based products, managing accounts primarily on a discretionary basis.

Thomas Walters II is a financial advisor at Level Four Advisory Services with 31 years of industry experience. He has previously worked at Mid Atlantic Securities, Inc. and Blanchard I Granville. Walters teaches investment classes at South Piedmont Community College and Guilford Technical Community College. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and third-party managers.

Thomas Walters III is a financial advisor at Level Four Advisory Services with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Level Four Financial, LLC, Mid-Atlantic Securities, Inc., and Liberty University. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and introduces clients to third-party money managers and wrap-fee programs.

Gary Vogelgesang is a CFP® professional with 31 years of industry experience, currently serving as an advisor at SPC since 2020. His prior work includes roles at Charles Schwab from 2002 to 2018 and several advisory firms between 2019 and 2021. He is a member of the Worthington Estate Planning Council, a networking association for financial planners, attorneys, and accountants. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that includes affiliated broker-dealers and insurance agencies and formal succession protocols.

Jeffery Robinson is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at First Bancorp since 2016 and Infinex Investments, Inc. since 2015. Outside of his advisory roles, Robinson serves as chairman of the budget and finance committee at First Baptist Church in Biscoe, NC. OSAIC Institutions, Inc. is an SEC-registered investment adviser that provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer model and serves a diverse client base including individuals, retirement plans, trusts, estates, and corporate clients.

Erica Miller is a financial advisor with Edward Jones in Troy, North Carolina, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones, she worked at Thomasville City Schools for four years. She has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices nationwide.

Adam Burrow is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work includes roles at Shelton Insurance and Montgomery Insurance, as well as a year at Burrows Landscaping. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial plans that cover a wide range of topics. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management functions.

Michael Kostich Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior affiliations include Parker Lane LLC and H.D. Vest Advisory Services, where he worked for nearly three decades. Outside of advising, he is involved in tax preparation and accounting through a CPA practice in Pinehurst, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kevin Gustafson is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Gustafson is involved in his local community through a homeowners association board position overseeing lake and dam maintenance. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services along with access to managed portfolios and third-party investment solutions. The firm employs systematic asset-allocation tools and supports both discretionary and non-discretionary management to tailor portfolios across a range of investment types.

Chemerin Gregg is a CFP® with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. Prior to joining LPL, Gregg worked at Parker Lane LLC and Wealth Planning Advisors Inc, among other firms. Outside of advisory work, Gregg is involved in a tax preparation and accounting business and holds an outside employment position at Bonefish Grill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Trevor Patterson is a financial advisor at Osaic with one year of industry experience. He holds a Series 66 designation and is based in West End, NC. Outside of his advisory role, he is the owner and CEO of Rise Payments, a company that sells credit card terminals to business owners. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services along with access to third-party money managers and various managed-account solutions.

Nicole Casp is a financial advisor with Raymond James & Associates in West End, NC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked at Raymond James since 2020 and previously spent seven years with U.S. Bancorp Investments, Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a variety of portfolio management styles supported by affiliated research and model manager options.

Edward Hill is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Edward Jones for seven years. Outside of his advisory role, Hill serves as the head swim coach for Pinecrest High School and operates a catering business called Pit Shop BBQ & Catering LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by technology tools for operational and research purposes.

Gregory Grimshaw is a financial advisor with Edward Jones in Pinehurst, NC, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Bullard Jr. is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2009, including time when the firm operated as Axa Advisors, LLC. Equitable Advisors serves individual clients across a broad range of wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of investment adviser representatives and third-party managers. The firm emphasizes tailored risk assessment and program matching, offering a range of investment vehicles including mutual funds, ETFs, separately managed accounts, and alternative investments.

Michael Hayes is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2010. He holds a Series 66 designation and is based in Troy, NC. Outside of his advisory role, he owns Everlast Properties, LLC, a real estate business in Asheboro, NC. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Troy Puchalski is a CFP® and Series 66 credentialed financial advisor with nine years of industry experience, currently serving clients at Edward Jones in Pinehurst, NC. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a large nationwide network of financial advisors and branch offices.

Kevin Ley is a financial advisor at Edward Jones with Series 66 credentials and three years of industry experience. His background includes 22 years of service in the U.S. Army and a prior role at Surefox North America Inc. Outside of his advisory work, he owns and manages a rental property in Niceville, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.