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.

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.

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.

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 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.

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.

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.

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.

John Hutchinson is a financial advisor with Reliant Investment Partners, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. Prior to joining Reliant in 2018, he worked at Wells Fargo Advisors and Wells Fargo Clearing. He serves as the mayor of Rockingham, NC, and occasionally performs minor legal work related to wills and powers of attorney. Reliant Investment Partners provides discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm manages approximately $234.8 million across more than 600 accounts, employing both passive and active strategies with regular portfolio reviews and coordination with outside legal and tax professionals.

Thomas Walters II is a financial advisor with Level Four Advisory Services and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including long tenures at Mid Atlantic Securities, Inc. and Blanchard I Granville. Walters also teaches investment classes at South Piedmont Community College and Guilford Technical Community College. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving a diverse client base that includes individuals, retirement plans, corporations, and nonprofit organizations. The firm offers fee-only financial planning, discretionary and non-discretionary asset management, and retirement plan advisory services, utilizing model portfolios developed internally or through appointed sub-advisers.

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.

Keith Bell is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Wells Fargo Clearing, Fifth Third Bank, and currently multiple positions within the State Employees' Credit Union enterprise, including trust and financial advisory services. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach.

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. in Troy, NC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at First Bancorp since 2016 and previously at Infinex Investments, Inc. and Community One. Outside of his advisory role, he serves as Chairman of the Budget and Finance Committee for the First Baptist Church in Biscoe, NC. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s advisory approach includes both fundamental and technical analysis, with a notable emphasis on non-discretionary assets and integrated banking relationships.

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 in Pinehurst, NC, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior roles include positions at H.D. Vest Advisory Services and Parker Lane LLC. He is also involved in tax preparation and accounting services in Pinehurst as part of his other business activities. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.

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 financial advisor with LPL Financial in Pinehurst, NC, holding CFP® and Series 63 credentials and having 14 years of industry experience. Prior to joining LPL Financial in 2020, Gregg worked at Parker Lane LLC and Wealth Planning Advisors Inc. Outside of her advisory role, she is involved in tax preparation and accounting through Kostich and O'Neal CPA and has part-time employment with Bonefish Grill. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm provides various advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research and offers both discretionary and non-discretionary portfolio management.

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 possessing 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years before joining LPL Financial in 2018. Outside of advisory work, Hill serves as the head coach for the Pinecrest High School swim team and is involved in catering through Pit Shop BBQ & Catering LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios, delivering both discretionary and non-discretionary management solutions.

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 with Equitable Advisors, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2009, including its predecessor Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage/insurance services tailored through a client intake process that documents goals, risk tolerance, and time horizon.

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® professional with nine years of industry experience, currently affiliated with Edward Jones since 2016. Prior to joining Edward Jones, he worked for Washington National Insurance Company for six years. 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 and 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.

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.