Paul Ferry is the sole advisor at Ferry Capital Management LLC, an independent firm based in Duck, NC. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Ferry has managed his firm since 2016. Ferry Capital Management provides discretionary and non-discretionary asset management services to individuals, high-net-worth clients, and trusts, focusing primarily on municipal fixed income investments using a three-pronged approach that includes laddered bonds, new-issue or mispriced secondary-market municipals, and discounted closed-end municipal funds. The firm manages approximately $8.34 million across about ten accounts and employs diversified, cost-efficient mutual funds and ETFs in its Moderate Portfolio Strategy to maintain consistent risk profiles.

Louis Jones is a CFA® charterholder and the sole advisor at Strategic Wealth Management Solutions, LLC, with 17 years of industry experience. He has led his independent firm since 2009. Outside of his advisory role, he is involved as a manager of Snowmass Condo LLC, a real estate investment entity. Strategic Wealth Management Solutions, LLC provides customized portfolio management and financial consulting to a select client base including individuals, trusts, charitable organizations, and institutional accounts. The firm offers a range of investment strategies, specialized 1031 exchange consulting, and performance-based fee arrangements uncommon among independent advisers.

David Warner is a financial advisor at Hutchins Canning & Company PA with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Hutchins Canning since 2013. In addition to his advisory role, he seasonally prepares individual income tax returns for clients. Hutchins Canning & Company PA provides portfolio management and financial planning services to individuals, corporate pension and profit-sharing plans, charitable institutions, and foundations. The firm combines investment advisory with accounting services, including payroll, bookkeeping, tax preparation, and business consulting.

Kenneth Ouellette is a financial advisor at Orca Wealth Management, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors Financial Network LLC since 2010. Since 2020, he has been with Orca Wealth Management in Kitty Hawk, NC. Orca Wealth Management provides investment management and financial planning services to individuals, high net worth clients, trusts, businesses, corporations, and retirement plan sponsors. The firm combines active and passive strategies to build risk-adjusted, tax-aware asset allocations tailored to clients’ cash flow, time horizon, and risk profile, and it offers discretionary portfolio management and fiduciary services.

Katherine Neavill is a financial advisor at Faithward Advisors, LLC with over 18 years of industry experience. She has worked at Wells Fargo Advisors from 2005 to 2022 and has been with Ambassador Advisors since 2019. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses Modern Portfolio Theory combined with fundamental, quantitative, and qualitative analysis, offering portfolios that favor long-term investments including mutual funds, ETFs, and REITs, and incorporates a Biblically Responsible Investing policy aligned with Christian values.

Thomas Hunt is a financial advisor at The Burney Company with 38 years of industry experience. He holds a Series 65 designation and has been with The Burney Company since 1985. The Burney Company serves mostly individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets across a multi-team advisory platform, offering discretionary equity portfolio management and financial planning alongside tax preparation services through an affiliated CPA firm.

Olga Kramarenko is a financial advisor at Interactive Financial Advisors with eight years of industry experience. She holds a Series 65 designation and has worked previously at Legacy Planning Group and Branshaw Financial. Outside of her advisory role, she is also an insurance agent specializing in life and health insurance. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models and third-party sub-advisors, utilizing Modern Portfolio Theory and the TIFIN Wealth Risk tool to tailor investment strategies across a range of risk profiles.

Mack Courter is a CFP® with 17 years of industry experience and is the sole advisor at Courter Financial, LLC, an independent firm based in Manteo, NC. He has led Courter Financial since 2011. Courter is also licensed to sell fixed life insurance and annuities in North Carolina and Pennsylvania. Courter Financial provides investment management and comprehensive financial planning to individuals and institutional clients, including trusts, foundations, endowments, and corporations. The firm offers retirement plan consulting and employs tactical asset allocation with both discretionary and non-discretionary management, including specialized active strategies for clients seeking more dynamic portfolio approaches.

Joie White is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and with 13 years of industry experience. She has worked at State Employees' Credit Union since 2008 and serves as a Financial Advisory Services District Manager. White also acts as a Trust Representative for Members Trust Company and is an agent for SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm focuses on low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach.

Cynthia Bittle is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and with 32 years of industry experience. She has worked at PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements strategies via mutual funds and ETFs with annual rebalancing.

Jason Sherwood is a financial advisor with OSAIC Institutions, INC. He holds a Series 66 designation and has 14 years of industry experience. His work history includes roles at Southern Bank and Trust and infinex Investments, Inc. Sherwood is also an insurance producer with Virginia Insurance Agency Solutions Inc. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans through a wide range of advisory and brokerage services. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status, offering investment solutions through a network of representatives using both fundamental and technical analysis.

John Dennis is a financial advisor at Osaic Institutions, Inc. with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 registrations. Prior to joining Osaic, he worked at Infinex Investments, Inc. and Southern Bank, where he currently participates in a financial advisor referral program. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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 a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Joseph Campbell is a financial advisor at Stratos Wealth Partners, Ltd with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stratos since 2016. The firm, Stratos Wealth Partners, Ltd., is an SEC-registered enterprise wealth management firm overseeing approximately $18.6 billion in assets with about 366 advisors serving more than 24,000 clients. Stratos offers a range of advisor-managed and model portfolios, third-party manager programs, and various financial planning services, employing an open-architecture investment approach that integrates multiple platforms and tools.

John Reichler is a financial advisor with Lincoln Investment in Kill Devil Hills, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Lincoln Investment in 2026, he worked at First Command Insurance Services, Advisory Services, and Brokerage Services from 2021 to 2026, and served in the US Army from 2015 to 2022. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages a range of model portfolios and investment programs using both strategic and dynamic approaches.

Kelli Harmon is a Series 66-licensed financial advisor with Edward Jones in Nags Head, NC, and has 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Jason Johnson is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including AE Wealth Management and Madison Avenue Securities. Johnson is also the owner of JHOLLIS, LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored planning advice focused on dependable income and tax-aware withdrawal strategies for clients near or in retirement.

Scott Brown is a CFP® professional with 15 years of industry experience and has been with Edward Jones since 2010. He is based in Kill Devil Hills, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and access to separately managed accounts and affiliated mutual funds.

Crystal Bridgforth is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation and Series 63 and 65 licenses. She has 25 years of industry experience and has been with Wells Fargo Clearing and its affiliate since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Susan Archbell is a financial advisor with Edward Jones who holds Series 63 and Series 66 licenses and has 37 years of industry experience. She has been with Edward Jones since 1990. Outside of her advisory role, she serves on the Board of Visitors at the University of North Carolina at Chapel Hill and acts as secretary of Bear Drugs Inc, a drug store in Kitty Hawk, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated financial services, supported by a nationwide network of over 23,700 advisors.

John Dawson is a financial advisor with LPL Financial in Kitty Hawk, NC, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jason Borland is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and seven years of industry experience. He previously worked at Edward Jones for seven years and Sand Cherry Associates for one year. Outside of advising, Borland and his wife own a bed and breakfast in Manteo, North Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to research and model portfolios.

Robert Gentry is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 13 years before joining Cambridge in 2021. Outside of his advisory role, Gentry serves on the Board of Adjustment and the Dangerous Animal Appeal Board for the Town of Nags Head, NC, and is an independent insurance agent. He also engages in photography, displaying and selling his work publicly. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients through a network of independent Financial Professionals. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, using multiple custody platforms and a mix of proprietary and third-party model strategies.

Waylon Jackson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has previously worked at Securities America Advisors, Inc. and Compensation Services Inc. Outside of his advisory role, he is involved with an insurance agency under Compensation Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.