John Tulloss III

Gavin Langley is a financial advisor with Sollinda Capital Management LLC, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Saxony Securities Inc, Capital Investment Group, Inc., and Bogue Sound Financial, where he is also involved as a business activity. Langley serves as a committee member at First Methodist Church in Morehead City, NC. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans. The firm employs multiple proprietary investment strategies and primarily manages accounts on a discretionary basis using liquid public securities, with an emphasis on allocation and risk management.

Caroline Georgiadis is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 66 licenses and with 20 years of industry experience. Her career includes roles at Allegacy Federal Credit Union and Cuso Financial Services, as well as current positions with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. She also serves as a Financial Advisory Services Specialist and insurance agent within the SECU network. Credit Union Investment Services serves primarily North Carolina residents, focusing on individual investors and some trust clients. The firm offers non-discretionary portfolio management, retirement and financial planning, and emphasizes low-cost, index-based mutual funds and ETFs within a goals-based, long-term planning framework.

Steven Jones is a financial advisor with Good Life Advisors, LLC in Morehead City, NC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Advisors before joining Good Life Advisors and LPL Financial in 2016. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team-based approach with multiple methods of analysis to tailor advice and offers a range of programmatic investment solutions alongside educational seminars and subscription planning services.

Angelia King is a financial advisor with Capitol Securities Management, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Capitol Securities Management since 2014 and was previously with Silver Linings from 2020 to 2021. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services, comprehensive financial planning, and pension consulting. The firm manages assets through various accounts and programs, utilizing a range of investment instruments and providing access to third-party money managers and model portfolios.

Tiffany Grammer Newlin is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank NA. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple analysis methods to tailor advice and offers a range of programmatic solutions, educational seminars, and subscription planning services.

Jason Wilson is a financial advisor with Credit Union Investment Services in Beaufort, NC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with Members Trust Company since 2022 and has been affiliated with Credit Union Investment Services and SECU-related entities since 2015. Wilson also serves as a financial advisory services specialist at State Employees' Credit Union and as an agent for SECU Life Insurance Company. Credit Union Investment Services serves primarily North Carolina residents, focusing on individual investors and a smaller number of trust clients. The firm offers non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program, recommending mostly low-cost, index-based mutual funds and ETFs along with fixed-income products through a goals-based, long-term planning approach.