Jason Taylor

Keith Beck is a financial advisor with The Wealth Group, Ltd. in Rocky Mount, NC, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with The Wealth Group since 2011 and also operates a CPA firm providing accounting services. Additionally, he serves as a vice president and advisor for multiple medical and dental-related businesses. The Wealth Group, Ltd. provides wealth analysis, financial planning, and portfolio management to individuals, high net worth clients, trusts, corporations, and charitable organizations. The firm manages approximately $289 million across about 425 clients, employing a contrarian/value investment approach with both internally managed accounts and access to external money managers.

Mackenzie Thompson Stussie is a financial advisor at Whitener Capital Management, Inc. with two years of industry experience. She holds a Series 65 designation and has worked in various roles including positions at Wildwood Home and New Growth Designs prior to joining Whitener Capital Management. Whitener Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm follows a conservative, quality-and-value investment philosophy focused on capital preservation and long-term risk-adjusted returns, managing approximately $506 million in client assets.

Sean Gilsenan is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Whitener Capital Management, Inc. since 2011. He holds Series 63 and Series 65 licenses and is based in Cary, NC. Whitener Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm follows a conservative, quality-and-value investment philosophy focused on capital preservation and long-term, risk-adjusted returns, managing approximately $506 million in client assets through tailored portfolio management and pension consulting services.

Michael Kennedy is a financial advisor with Whitener Capital Management, Inc., holding a Series 66 credential and two years of industry experience. Prior to joining Whitener Capital, he worked at TRUIST Investment Services, Inc. and Truist, and has experience as a real estate broker and in the automotive industry. Whitener Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm follows a conservative, quality-and-value investment philosophy focused on capital preservation and long-term risk-adjusted returns, managing approximately $506 million in client assets through tailored portfolios.

Richard Sanford II is a financial advisor at Whitener Capital Management, Inc with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Whitener Capital Management since 2004. Whitener Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm follows a conservative, quality-and-value investment philosophy focused on capital preservation and long-term, risk-adjusted returns, tailoring portfolios to client objectives and managing roughly $506 million in assets.

Mark Roberts is a CFA® charterholder with 13 years of industry experience. He is a senior vice president at Tuscarora Company, LLC, where he has been involved since 2009. Roberts is also a member of the three-advisor team at Ironsides Asset Advisors, LLC. Ironsides Asset Advisors provides financial planning, portfolio management, and consulting services to high-net-worth individuals and institutional clients. The firm develops individualized asset allocation plans and employs a range of investment strategies, including options, long/short positions, and private fund allocations, managing over $1.4 billion in assets across a relatively small client base.