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.

James Tharin is a CFA® charterholder with 25 years of industry experience. He has worked at Emerald Asset Management, Inc. since 2015 in Rocky Mount, NC. Outside of his advisory role, he serves as a voting board member of the Rocky Mount Planning Board. Emerald Asset Management is a privately held SEC-registered adviser serving individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a blend of fundamental, technical, and quantitative analysis across multiple strategies and offers both discretionary and non-discretionary portfolio management, financial planning, and pension consulting services.

William Gupton is a financial advisor at Emerald Asset Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Emerald Asset Management, Gupton worked at First Citizens Bank and First Citizens Investor Services, as well as Guggenheim Funds Distributors and CAPTrust. Emerald Asset Management is a privately held, SEC-registered firm serving individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis across various strategies and offers both discretionary and non-discretionary portfolio management, financial planning, and pension consulting.

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.

Emmett Gibson is a financial advisor with Ironsides Asset Advisors, LLC, holding a Series 65 designation and 13 years of industry experience. He has been with Ironsides since 2009 and is also the president and owner of Tuscarora Company, LLC, a private investment business that provides administrative services to Ironsides. Additionally, he serves as trustee of the Robert D. Gorham, Jr. Master Foundation Trust and is involved with several foundations. Ironsides Asset Advisors provides financial planning, portfolio management, and consulting services to high-net-worth individuals and institutional clients. The firm emphasizes individualized asset allocation plans, employs a range of investment strategies including hedging and tactical instruments, and manages over $1.4 billion in assets across a relatively small client base.

Larry Hyde II is a financial advisor at Alphastar Capital Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Securities Corporation and Aptus Wealth Management. Outside of his advisory role, Hyde serves as an organist at Hudson Memorial Presbyterian Church and works as an interior designer for Nashville Furniture Company. Alphastar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and other advisers. The firm employs both model and custom investment strategies that incorporate quantitative analysis and tactical asset allocation, and it provides a range of portfolio management and consulting services.

Anthony Engrassia is a financial advisor at Prosperity Capital Advisors with a Series 65 credential and seven years of industry experience. He previously worked at Wealth Management Strategies, Inc. and has experience at PNC Arena. Outside of advisory work, Mr. Engrassia serves as President of the local Rotary Club and conducts financial literacy seminars with the North Carolina chapter of the Association of Financial Consultants. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a wide range of clients including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and offers services such as trustee advice and sub-advisory support.

Warren Braswell is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has worked at Braswell Associates since 2009 and has been affiliated with Edward Jones since 2001. Outside of his advisory role, he serves as president of Statewide Insurers Group, a life insurance and annuities business in Rocky Mount, NC. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party separately managed portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and employs fundamental analysis for supplemental individual security recommendations.

Anthony Engrassia is a ChFC®-designated financial advisor with 32 years of industry experience. He is affiliated with Prosperity Capital Advisors and has previously worked at MerCap Securities, Mutual of Omaha, and Wealth Management Strategies, Inc. Outside of his advisory work, Mr. Engrassia teaches financial literacy workshops through the American Financial Education Alliance and serves on boards for Habitat for Humanity and the Nash-Rocky Mount Rotary. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm utilizes a model-driven, multi-sleeved investment approach incorporating mutual funds, ETFs, and alternative strategies, and offers services such as trustee and 3(21) plan advice as well as sub-advisory solutions.

Joycelyn Stokes is a financial advisor at Credit Union Investment Services with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Members Trust Company, SeCU Life Insurance Company, SeCU Brokerage Services, and State Employees' Credit Union. She provides financial advisory services to eligible credit union members and also serves as a life insurance agent. 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, fixed-income products, and a goals-based, long-term planning approach.

Zachary Leonard is a financial advisor at Prosperity Capital Advisors with three years of industry experience. He holds a Series 65 credential and has worked at Wealth Management Strategies and K2 Ranch, LLC. Outside of advising, he serves as a board member of the Rotary Club of Morehead City, NC, and assists clients with tax preparation services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using mutual funds, ETFs, and alternative strategies, and offers institutional and sub-advisory services.

John Perry is a financial advisor at Rockefeller Financial LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Merrill. Perry is based in Rocky Mount, NC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and also operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Justin Bunting is a financial advisor with OSAIC Institutions, INC. in Rocky Mount, NC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Infinex Investments, Inc. since 2014. Additionally, he participates in a financial advisor referral program with Southern Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm’s approach includes both discretionary and predominantly non-discretionary asset management, with a focus on a broad range of investment solutions and extensive banking and credit union networks.

Zachary Pate is a financial advisor with PNC Wealth Management in Nashville, NC, holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Fidelity Investments for four years and has experience in various other roles outside finance, including positions in the hospitality sector. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and implements portfolios via approved mutual fund and ETF strategies.

Robert Grady Jr. is a financial advisor at OSAIC Institutions, Inc. with four years of industry experience. He holds the Series 66 designation and has previously worked at First Citizens Investor Services, Securian Financial Services Inc, Minnesota Life, and Virginia Asset Management. OSAIC Institutions serves individuals—including high-net-worth clients—charitable organizations, corporations, and retirement plans. The firm offers a broad range of advisory and brokerage services through customized engagements, leveraging both fundamental and technical analysis, third-party managers, and alternative investment platforms.

Faye Sprye is a financial advisor at Davenport & Company LLC with 39 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Davenport since 2000. Outside of her advisory work, she serves as an executive board member and fundraising chair for United Community Ministries, a nonprofit organization in Rocky Mount, NC. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and nonprofits. The firm offers a variety of investment strategies and financial planning services delivered through separately managed accounts, mutual funds, ETFs, and retirement solutions.