Seth Waller is a financial advisor at Falcon Financial with 16 years of industry experience and holds a Series 66 designation. He has worked at Trident Insured LLC and Falcon Investment Strategies, LLC. Outside of advisory services, he is involved in managing a youth baseball organization where he has coached and overseen the team. Falcon Financial provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $85.6 million in client assets and employs a diversified investment approach that includes fundamental and technical analysis, tactical tilts, and option strategies.

Stephen Gegorek II is a financial advisor at Falcon Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Strategic Planning Group. Outside of advisory work, he is the sole owner of Metolius Capital, a holding company unrelated to investments, and a part-owner of The Gegorek Group, a business consulting company. Falcon Financial serves individual investors, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses, managing approximately $101 million. The firm provides portfolio management, financial planning, and retirement-plan consulting, employing a range of investment strategies tailored to client objectives and risk tolerance.

Charles Parks is a financial advisor with C F Parks Inc in Salisbury, NC, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has worked at Commonwealth Equity Services, Inc. for 30 years and has been involved with C F Parks Inc since 1988. Parks is also president of Parks Financial Services, Inc., an accounting and tax services firm. C F Parks Inc serves individuals, families, trusts, estates, and small businesses, managing approximately $85.7 million for about 192 clients. The firm uses proprietary model portfolios tailored to client goals and risk tolerances, focusing on equities, ETFs, and select mutual funds, and provides discretionary investment management alongside financial planning and affiliated accounting services.

Russ Adams is a Series 65 licensed advisor with Falcon Financial in Salisbury, NC, and has three years of industry experience. Prior to joining Falcon Investment Strategies, he worked in real estate and as a professional golfer and caddie. He is also an independent licensed insurance agent specializing in life, health, and Medicare insurance. Falcon Financial provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $85.6 million in assets and employs a diversified investment approach that includes fundamental, technical, cyclical, and charting analysis, with regular portfolio reviews and tactical adjustments.

David Smith is a financial advisor with Thomas Smith and Associates, Inc. in Salisbury, NC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Thomas Smith and Associates since 2003. Outside of his advisory role, he is a partner in Second Creek Development, a family office managing private family investments. Thomas Smith and Associates provides discretionary investment advisory and portfolio management services primarily to high-net-worth individuals and trusts. The firm manages fully diversified portfolios with an emphasis on tax and cost efficiency, serving a small number of clients with tailored investment approaches.

Andrew Lind is a financial advisor with Principal Advised Services in Lexington, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Principal Financial Services. In addition to his advisory work, he serves as a notary public. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party and proprietary models and operates within the Principal Financial Group family, integrating affiliated products and services in its offerings.

Ryan Mesimer is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Gradient Advisors LLC and Bostian Retirement. In addition to his advisory role, he owns Northridge Wealth Advisors, providing financial, education, and consulting services, and is a licensed insurance agent involved in the sale of fixed insurance products. Advisory Alpha serves a diverse retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors and employs a broad range of managed portfolio strategies overseen by an internal Investment Team.

Lucas Breeden is a financial advisor with Packerland Brokerage Services, Inc. He holds the Series 66 designation and has 11 years of industry experience. His prior work includes roles at Sigma Planning Corporation, Parkland Securities LLC, Primerica Advisors, and Guardian Life Insurance Co. In addition to his advisory work, he is involved with Breeden Insurance Services, an independent insurance agency owned by his family since 1967 that serves clients across North Carolina and the Southeast. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through a variety of managed account options and emphasizes due diligence and monitoring of third-party managers.

Clifford Sorel is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior firms include Arco Capital Partners LLC, Saybrus Partners, and Raymond James Financial Services Advisors Inc. He is a member of the Salisbury Rotary Club. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment solutions through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

Beth Agnello is a CFP®-credentialed financial advisor at CGN Advisors, LLC with seven years of industry experience. She has been with CGN Advisors since 2018 and previously worked at Forsyth Technical Community College for eleven years. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and offers additional services such as educational workshops and pension consulting.

Christopher Wingler is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and two years of industry experience. He has been involved with Bostian Retirement Planning since 2008, where he also acts as an insurance sales agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Charles Sowers is a financial advisor at Capital Investment Advisory Services, LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services Advisors Inc. and Capital Investment Group, Inc. Outside of his advisory role, he owns CL&EKS, Inc., a support company handling accounting services. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, utilizing a range of analytical methods and conducting regular portfolio reviews.

Ian Tannehill is a financial advisor with OSAIC Institutions, Inc. holding a Series 66 designation and three years of industry experience. His prior roles include positions at Infinex Investments, First Bank Wealth Management, and Bankers Life. Outside of his financial career, he serves as head coach for the North Davidson Lacrosse team within Davidson County Schools. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with a focus on client choice in discretionary authority.

Mickey Morton is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2018, including its predecessor firms. His prior roles include positions at Wells Fargo Clearing Services and Fidelity. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches supported by integrated affiliate resources and AI-enabled research tools.

Bradley Whitley is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and seven years of industry experience. He has been with Dodson, Shelton & Nelson, P.A. since 2014. 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 services, including discretionary model portfolios and personalized investment options, while supporting affiliated advisors with operations, trading, compliance, and practice-management resources.

Carlyle Sherrill is a financial advisor at Prime Capital Financial with three years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners Financial Services and Bradshaw Rogers Financial Partners. Outside of advisory roles, he is also an insurance producer specializing in non-variable insurance. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing discretionary and non-discretionary strategies across multiple platforms.

Charles Taylor is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and over 20 years of industry experience. He has worked with Hornor Townsend And Kent, Inc. since 2007 and has a background in CPA services, currently serving as a partner at Taylor & Parsley, CPAs, PLLC. Outside of financial advising, Taylor is involved in corporate training and coaching through a family business and serves on the advisory board of Truist Lexington, focusing on community involvement. Hornor, Townsend & Kent provides advisory and brokerage services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers a range of investment programs and financial planning solutions, employing both discretionary and non-discretionary account management with third-party asset managers under a dual-registered adviser and broker-dealer framework.

Brian Maners is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has 12 years of industry experience, including time at Infinex Investments, Inc. and Merrill. Outside of his advisory role, he contributes sports writing to Davidson Local, a county news outlet. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a combination of discretionary and non-discretionary account management.

David Bolick is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. He has 30 years of industry experience, including a decade with LPL Financial LLC and Independent Advisor Alliance. Bolick has interests outside of advisory work in a property management company and a hunting camp business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement consulting. The firm uses a network model and integrates discretionary and non-discretionary portfolio management with technology platforms to support comprehensive wealth management services.

Edison White is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Centaurus Financial, he worked at Orion Financial and has experience in other roles including teaching. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base that includes individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, utilizing both discretionary and non-discretionary arrangements alongside a variety of analytical approaches.