Randall Simpson

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.

Joseph Spencer is a financial advisor with First Command Advisory Services in Swansboro, NC, holding a Series 66 designation and with 10 years of industry experience. He has worked with First Command entities since 2015, including First Command Insurance Services and First Command Financial Service. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured planning engagements alongside discretionary portfolio management based on fundamental manager analysis and modern portfolio principles.

Joseph Mclaughlin is a CFP® professional with over 31 years of experience in financial advisory roles. He has worked with First Command Advisory Services since 2015 and has been affiliated with related First Command entities since 1994. He serves as a member of the North Carolina Capital Facilities Finance Agency board, representing the North Carolina General Assembly Speaker. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, and insurance and banking product distribution. The firm emphasizes advisor-led, face-to-face financial coaching and delivers structured planning engagements alongside discretionary asset management using in-house investment teams.

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.