Katherine Stevick is a financial advisor at Align Financial Planning with 10 years of industry experience. She holds Series 63 and Series 65 designations. Prior to founding Align Financial Planning, she worked at Massmutual Life Insurance Company and First Command Advisory Services. Outside of her advisory work, she owns and manages a bed-and-breakfast and event space in Fayetteville, North Carolina. Align Financial Planning serves individuals, households, employer plan sponsors, charitable organizations, and businesses with investment management and financial planning services. The firm uses a mix of passive and active asset-allocation strategies, offers retirement plan consulting, and provides educational seminars and optional tax preparation through a third-party provider.

Peter Kisver is the sole advisor at Kiaros Advisors, LLC in Southern Pines, NC, holding Series 63 and Series 65 licenses with 28 years of industry experience. His prior roles include positions at Horter Investment Management, Fiduciary Advisors, LLC, and Efficient Advisors, LLC. Kisver also operates as a consultant and licensed insurance agent through his sole proprietorship. Kiaros Advisors serves individuals, business owners, and retirement plans by providing financial planning, portfolio management, and ERISA plan advisory services. The firm focuses on non-discretionary, mutual fund–based portfolio management with an emphasis on cash-flow and tax planning, investment selection, and 3(21) fiduciary support for qualified retirement plans.

Blanchard Granville is a CFP® with 40 years of industry experience, currently serving as the sole advisor at Granville Wealth Management, Inc. He previously worked at Mid-Atlantic Securities, Inc. for over two decades and has operated Granville Financial, Inc., an insurance business, since 1988. In addition to his advisory role, he provides tax preparation services and acts as a trustee or executor for several accounts. Granville Wealth Management offers investment advisory services primarily to individual clients, utilizing tailored strategies that include asset allocation, dollar-cost averaging, and both long- and short-term trading. The firm also provides related financial services such as trustee and executor roles through affiliated entities.

Anna Pottle is a financial advisor at Pottle Financial Services, Inc. with 8 years of industry experience. She holds a Series 65 designation and has been with Pottle Financial Services since 2017. In addition to her advisory role, she serves as president of Bair Financial LLC, a consulting business providing financial modeling and analysis to small and mid-size privately held companies and non-profits. Pottle Financial Services manages approximately $59.7 million in discretionary assets for individuals, families, trusts, endowments, charitable organizations, pension and profit-sharing plans, and small businesses. The firm offers portfolio management and financial planning tailored to each client’s needs, combining fundamental and technical analysis with a value-at-purchase, growth-oriented investment philosophy.

Thomas Hart is the sole advisor at Hart Investment Management Inc. in Southern Pines, NC, holding Series 63 and Series 65 designations with 23 years of industry experience. He has led Hart Investment Management since 2007. Hart Investment Management provides portfolio management and investment supervisory services to individuals, high-net-worth clients, and organizational accounts including trusts, estates, and charitable organizations. The firm customizes investment plans based on client objectives and risk tolerance, employs a range of investment strategies and instruments including private placements and real estate, and manages client assets in-house without taking custody of accounts.

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.

Danielle Dettenmayer is a CFP® professional with three years of industry experience, currently with Tactical Wealth Partners in Southern Pines, NC. Prior to joining Tactical Wealth Partners in 2022, she worked at Zeiders Enterprises, Inc. for six years and has a background in full-time education. Tactical Wealth Partners serves individual clients and families, focusing primarily on high-earning attorneys at large law firms and their households. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, emphasizing diversified, low-cost mutual funds and ETFs, tax efficiency, and periodic rebalancing.

Thomas Velevis is a CFP® professional with 26 years of industry experience, currently serving at Dreher Financial Partners in Southern Pines, NC. He has worked at H.S. Dreher Capital Management (formerly Longleaf Capital Management) since 2001. Dreher Financial Partners advises retirees and individuals planning for retirement, providing discretionary investment management and financial planning services focused on income and spending needs. The firm emphasizes fundamental security analysis, individual security selection, and detailed cash-flow analyses, serving individual and joint accounts, trusts, retirement accounts, employer retirement plans, and nonprofit endowments.

Michelle Robinson is a CFP® professional with 10 years of industry experience. She is currently an advisor at The Pines Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc., having previously worked at Bank of America and Merrill Lynch. The Pines Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm constructs customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, and manages approximately $419.5 million in client assets with a two-advisor team.

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.

Michael Bucceri is a financial advisor at Course Management Investment Advisors, LLC, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortress Private Ledger, LLC, LPL Financial, and Nationwide Investment Services Corporation. Bucceri has a partial ownership interest in Course Management Real Estate Partnership, LLC. Course Management Investment Advisors provides portfolio management and financial planning services for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a multifaceted investment approach, including the use of derivatives and option-based strategies, and manages accounts primarily on a discretionary basis.

Jordan Hicks is a financial advisor at Hicks Financial Partners, LLC with three years of industry experience. He has previously worked at Susto and The Artisanals and holds a Series 65 designation. Hicks Financial Partners, LLC provides investment management and financial planning services to individuals, high-net-worth clients, and business owners. The firm primarily constructs low-cost, passively managed portfolios using index mutual funds and ETFs, supplemented by fundamental and technical analysis, while also offering in-house tax preparation and coordinating estate-planning services.

Howell Neville is a CFP®-certified financial advisor with 32 years of industry experience. He is currently a principal and wealth management advisor at The Pines Wealth Management, LLC, and previously held positions at Bank of America and Merrill Lynch. Neville holds Series 63, 65, and 66 licenses. The Pines Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm constructs customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, alternative investments, and independent managers, employing both fundamental and technical analysis.

Roy Neal is a financial advisor at Guardian Rock Wealth Investment Management, Inc. with 40 years of industry experience. He previously worked at Thurston Springer Miller Herd & Titak, Inc. for six years before joining Guardian Rock in 2021. Neal holds Series 63 and Series 65 licenses. Guardian Rock provides investment and portfolio management as well as financial planning services to individuals, trusts, retirement plans, and charitable organizations, serving both high-net-worth and non-high-net-worth clients. The firm uses its proprietary Advocacy Investing® strategy, combining fundamental analysis with values-based and governance screens to create customized, diversified portfolios tailored to clients’ risk tolerance and objectives.

Lorin Wagler is a financial advisor at Reliant Investment Partners, LLC with three years of industry experience. He holds a Series 65 designation and has been with Reliant since 2021. Prior to his advisory career, he was a full-time student from 2012 to 2019 and again from 2019 to 2022. Reliant Investment Partners provides discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm manages over $230 million across more than 600 accounts, employing both passive and active investment strategies with regular portfolio reviews and coordination with outside professionals for estate and tax planning.

Michael White is a CFP® with 10 years of industry experience, currently serving as an advisor at Dreher Financial Partners. He has been with H.S. Dreher Capital Management, LLC since 2015. Dreher Financial Partners advises retirees and individuals planning for retirement, providing discretionary investment management and financial planning services tailored to clients’ income and spending needs. The firm emphasizes fundamental security analysis, diversification, and macroeconomic assessment to develop risk profiles and asset-allocation plans, primarily utilizing individual stocks, bonds, and no-load mutual funds.

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.

Robert Wagler is a financial advisor at Reliant Investment Partners, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Advisors LLC and Emerald Investment Partners, LLC prior to joining Reliant in 2018. Reliant Investment Partners provides discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm manages over 600 accounts with a mix of active and passive strategies, coordinating with outside professionals on estate and tax planning matters.

Timothy Hicks is a CFP® with 10 years of experience in financial advising. He is currently with Hicks Financial Partners, LLC, where he has worked since 2021. His prior experience includes roles at Garrett Investment Advisors, Ameriprise Financial Services, Securities America Advisors, and Allstate Insurance. Hicks Financial Partners, LLC provides investment management and financial planning to individuals, high-net-worth clients, and business owners. The firm primarily builds low-cost, passively managed portfolios using index mutual funds and ETFs, supplemented by fundamental, technical, and charting analysis, and offers additional services including tax return preparation and estate-planning coordination.