Paige Joyner

Brian Liedstrand is a financial advisor at Selective Wealth Management, Inc. with 11 years of industry experience. He holds a Series 65 designation and has served in the U.S. Marine Corps since 2017, including a role as a Marine for Life Representative. Liedstrand also acts as the music director for Harvest Presbyterian Church PCA. Selective Wealth Management serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across eight advisors and offers discretionary investment supervisory services with tailored financial planning and periodic account reviews.

Caleb Rich is a Series 65-licensed advisor with PracticeCFO Investments in Swansboro, North Carolina. He is part of a ten-advisor team at the firm. PracticeCFO Investments provides investment management, strategic personal and business financial planning, retirement plan advisory, insurance placement, and tax and accounting services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm uses a hybrid investment approach based on Modern Portfolio Theory, combining low-cost passive ETFs with tactical asset allocation and formal Investment Policy Statements to guide portfolio management.

Laura Connors is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and four years of industry experience. She has held roles at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. She is also a manager of Connacht, LLC, a family business. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing non-discretionary portfolio management and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm’s advisers are salaried employees of the parent credit union, and clients retain final decision-making authority over their accounts.

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.

Robert Hardin Sr. is a financial advisor with OSAIC Institutions, INC. based in Morehead City, NC. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. He has worked at Infinex Investments, Inc. since 2013 and First Bancorp since 2012. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on non-discretionary assets.

David Miller is a financial advisor at First Citizens Investor Services, Inc. in Newport, NC, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with First Citizens Investor Services since 2011. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm utilizes a client-focused approach combining risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and third-party managers, supported by technology-driven portfolio solutions and tax-aware services.