Gary Smith is the sole advisor at Wealth Creation Advisory in Carthage, NC, holding Series 63 and Series 65 licenses with 36 years of industry experience. His prior work includes nine years at H. Beck, Inc. and operating advisory businesses under his own name. Wealth Creation Advisory provides portfolio management and advisory services to individual clients, employing a combination of charting, fundamental, quantitative, and technical analysis. The firm offers both discretionary and non-discretionary management across various asset classes, utilizing strategies that include margin, options, and futures trading.

Michael Kelly is a ChFC® and holds a Series 66 license with six years of industry experience. He currently serves as the sole advisor at Canopy Financial Solutions and has prior experience with firms including Modern Woodmen of America, Principal Financial Group, and First Citizens Investor Services. Kelly also provides financial consulting services to legal clients through a consulting role with Brick City Law. Canopy Financial Solutions offers portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a blend of cyclical and fundamental analysis along with modern portfolio theory and quantitative methods, managing accounts primarily under discretionary authority with both long-term and active investment strategies.

Milton West is a CFP® professional with 25 years of experience in financial advising. He has been with West Financial Strategies, Inc. since 1998 and also serves as the president and sole owner of M. Lee West, CPA, P.A., a CPA firm he founded in 1986. Outside of his advisory role, he is a managing partner in a company that holds title to a motorboat and boat slip. West Financial Strategies provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passive index funds and ETFs as the core, complemented by selective active funds and securities, managing approximately $106 million in discretionary assets.

Charles Von Canon is a PFS™ credentialed financial advisor with 24 years of industry experience. He has been with West Financial Strategies, Inc. since 1998 and is also vice-president and manager at M. Lee West, CPA, a CPA firm. West Financial Strategies provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation approach combining passive index funds and ETFs with selective active funds and securities, managing approximately $106 million in discretionary assets.

Daniel Baugher is a financial advisor at Fiduciary Financial Advisors with a Series 65 credential and no prior industry experience. He has served in the US Army Special Forces since 2010. Fiduciary Financial Advisors provides discretionary investment management, financial planning, legacy position management, and retirement services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and multiple analysis methods, and offers individual professional trustee services as well as access to private and non-liquid alternative funds.

Sydney Dugan is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at Members Trust Company, SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union. Outside of advisory roles, she serves as a financial advisory services representative for State Employees' Credit Union and as an agent with SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors and some trust clients in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach.

Crystal White is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been associated with Credit Union Investment Services since 2007 and holds roles with Secu Life Insurance Company and Members Trust Company. White also serves as a Financial Advisory Services Specialist at State Employees’ Credit Union, where she has worked since 1993. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, a goals-based planning approach, and salaried advisory representatives.

James Parrish Jr. is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at State Employees' Credit Union since 2009 and holds roles with Members Trust Company and Secu Life Insurance Company. Parrish also serves as a financial advisory services specialist at State Employees' Credit Union, providing financial services to eligible members. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, with salaried advisers and client-controlled implementation of recommendations.

Thomas Rosser Jr. is a financial advisor with Primerica Advisors based in Sanford, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company since 2000. Outside of his advisory work, he serves on the finance committee of Broadway Baptist Church. Primerica Advisors operates as part of Park Avenue Securities LLC, which serves a diverse retail client base through both brokerage and advisory services. The firm employs a range of proprietary and third-party investment strategies and supports various account-level features, managing approximately $15 billion in regulatory assets under management.

William Haddock is a Series 65-licensed advisor at Beacon Pointe Advisors, LLC with four years of industry experience. He has worked at Beacon Pointe since 2021 and is also a partner at DMJ & Co., LLC, a CPA firm. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a proprietary manager due-diligence process and primarily allocates client assets across third-party independent managers, offering services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Brian Mathis is a financial advisor at Davenport & Company LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward D. Jones & Co., L.P. for 26 years before joining Davenport in 2024. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, financial planning, and investment banking, with investment decisions supported by dedicated portfolio manager teams and multiple oversight committees.

Laurel Johnson is a financial advisor with Davenport & Company LLC in Sanford, NC, holding Series 63 and Series 66 credentials and 20 years of industry experience. Prior to joining Davenport in 2019, she worked at Wells Fargo Clearing and Wells Fargo Advisors. She serves as an advisory board member for the Ingram Family YMCA, participating in fundraising and community advocacy efforts. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, financial planning, and investment banking, with strategies managed by portfolio teams supported by an Investment Policy Committee.

John Quiggle is a financial advisor at OSAIC Institutions, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including First Bancorp, First Citizens Investor Services, Wells Fargo Clearing, and Infinex Investments. Outside of his advisory work, Quiggle serves as a chain crew member for NC State football and as a high school football official with the NCHSAA. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing a range of advisory and brokerage services through customized engagements. The firm’s approach combines fundamental and technical analysis, access to alternative investments, and a predominance of non-discretionary assets, supported by a network of investment adviser representatives who offer both advisory and brokerage solutions.

Katherine Waters is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds a Series 66 designation and previously served in the United States Army from 2014 to 2016. Waters has been with First Command in various capacities since 2007. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through financial planning, discretionary asset management, brokerage, and insurance and banking products. The firm offers advisor-led, face-to-face financial coaching and structured planning engagements, supported by an in-house Investment Management Team that manages discretionary model portfolios.

Christopher Scott is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at TIAA-CREF, The Tavenner Company, and Scott Financial Services. He is also a notary public in Bear Creek, North Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Heather Wicker is a financial advisor at Davenport & Company LLC with 18 years of industry experience. She holds a Series 66 designation and has been with Davenport & Company since 2006. Outside of her advisory role, she is a vice president and 50% owner of Central Moving & Storage Inc., a moving and storage business. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a wide range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing dedicated portfolio management teams and a structured investment process.

Charlie Welborn is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 credential and 23 years of industry experience. Prior to joining Beacon Pointe in 2021, he worked at DMJ Wealth Advisors, LLC and Proequities. Outside of his advisory role, he serves as a board member for the Lee County Education Foundation and the Sanford Area Growth Alliance, where he also acts as Treasurer and a member of the Executive Committee. Additionally, he is involved with a family-owned used car business and is a partner in a CPA firm. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-of-managers approach, utilizing a proprietary “Focus List” and quantitative and qualitative due diligence to guide asset allocation and investment selection.

Timothy Wilson is a financial advisor with Truist Advisory Services in Sanford, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Truist Advisory Services since 2021 and previously held roles at Bb&T Securities and BB&T Investments. Truist Advisory Services is a large SEC-registered investment adviser and wholly owned subsidiary of Truist Financial, serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist affiliates.

Carter Mathis is a financial advisor at Davenport & Company LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Edward Jones. Outside of finance, he was involved with Pole Vault Carolina from 2019 to 2021. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services, including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Melynda Woody is a financial advisor with Edward Jones in Sanford, NC, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones, she worked at Touchstone Realty. She serves as president of the Winding Creek Farms Property Owners Association, managing meetings and organizing maintenance requests. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a broad spectrum, offering a range of advisory programs and affiliated investment products supported by a nationwide network of over 23,000 advisors.

Lisa Pace is a financial advisor with Edward Jones in Sanford, NC, holding the ChFC® designation along with Series 63, 65, and 66 licenses. She has 31 years of industry experience, including roles at Edward Jones since 2001 and prior experience at Centura Securities, Uvest Investment Services, Mid South Bank, and Centura Bank. Outside of her advisory work, Pace is a 25% partner and coach at Storm All-Star Cheerleading, an all-star cheerleading gym in Sanford. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors, offering a range of advisory programs and affiliated investment options under a fiduciary standard.

James Mitchell IV is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he was involved with the Sanford Golf Course for six years and spent over a decade in full-time education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

James Mitchell III is a CFP® certificant with 24 years of industry experience. He has been with Edward Jones since 2001, based in Sanford, 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 advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Gregory Pace is a financial advisor with Edward Jones in Sanford, NC, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is a 25% partner in Storm All-Star Cheerleading, a cheerleading gym in Sanford. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Hillary Moore is a financial advisor with LPL Financial in Sanford, NC, holding a Series 66 designation and six years of industry experience. She has worked at LPL Financial since 2020 and is also associated with Lucia Capital Group. Outside of her advisory work, she is involved in tax preparation through employment with a CPA firm. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Leigh Harris is a financial advisor with Edward Jones in Sanford, NC, holding the CFP® designation along with Series 63 and Series 65 licenses. Harris has 31 years of industry experience, including prior roles at Horace Mann Investors, Inc. and Horace Mann Companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachary Womble is a financial advisor with Edward Jones in Sanford, NC, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he operated Zach Womble Enterprises, Inc. from 2012 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a nationwide network of advisors.

Amber Kidd is a financial advisor with Edward Jones in Sanford, NC. She holds a Series 66 designation and has 23 years of experience with Edward Jones. Outside of her advisory role, she is involved in direct sales, working as a stylist for Color Street and a consultant for Pampered Chef. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branches nationwide.

Lauren Cox is a Series 66-credentialed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked in the education sector with Lee County Schools, Wake County Schools, and Pine Springs Preparatory Academy. Outside of financial advising, she is the managing member of Southeast Industrial Supply & Distribution in Sanford, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worths, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Jennifer Gordon is a Series 66 licensed financial advisor with Edward Jones, based in Sanford, NC, and has six years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, with a large nationwide network of advisors and branch offices.

Dargan Moore is a financial advisor at Edward Jones in Sanford, NC, holding the CFP® designation with 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Moore owns a sole proprietorship focused on designing and building wooden furniture and serves as a board member on the Finance Committee for the St. James Santee Brick Church Restoration Committee in McClellanville, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm operates a nationwide network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Bobby Pulgarin is a Financial Advisor with Merrill Lynch Wealth Management based in Pinehurst, North Carolina. He serves families and business owners throughout Central and Coastal North Carolina, providing personalized financial strategies aimed at growing and protecting wealth. His client focus areas include liquidity management, managing new wealth, and personal retirement planning, with expertise in retirement planning, investment management, and 401(k) and business retirement plans. Bobby holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a High School Diploma from Lee Christian School and an Associate's Degree from Central Carolina Community College. Bobby’s approach centers on building long-term relationships grounded in integrity and clarity by understanding clients’ priorities and delivering strategies that align with their goals. Outside of his professional work, Bobby enjoys antiquing, chess, fishing, hunting, spending time with family, traveling, and watching movies. His philosophy emphasizes helping families and business owners uncover what matters most and create personalized financial plans to pursue their objectives.

Johnathan Stephens is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Concourse Financial Group Securities Inc and Legacy Asset Protection Group. Since 2016, he has also operated Legacy Asset Strategies, providing financial and investment services, including advice on annuity, disability, and long-term care insurance products. Cetera Investment Advisers serves a diverse client base of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a mix of advisor-managed accounts, model portfolios, and third-party managed programs.