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.

John Beraud is a financial advisor with First Command Advisory Services in Hubert, NC, holding Series 63 and Series 65 licenses and two years of industry experience. His career includes roles at First Command Insurance Services, First Command Brokerage Services, and First Command Advisory Services since 2023. Outside of finance, he has been involved with Ursa Domain Apparel from 2022 to 2025. 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 products. The firm offers structured, advisor-led planning engagements and manages portfolios using in-house investment teams with a focus on ongoing client relationships.

Ajay Loganadan is a Series 66-credentialed financial advisor with 16 years of experience, all with HSBC Securities (USA) Inc. He is based in Swansboro, NC. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types including client-directed and fully discretionary options. The firm’s investment approach combines strategic and tactical asset allocation supported by external asset management and fund due diligence providers, with a substantial portion of assets held in non-discretionary, client-directed portfolios.

Walter Eldridge III is a CFP® and ChFC® with six years of experience in financial advising. He is currently with First Command Advisory Services and has a background that includes 24 years of service in the United States Marine Corps. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that includes financial planning, discretionary asset management, brokerage, and insurance and banking products. The firm offers structured, advisor-led planning engagements and discretionary asset management based on modern portfolio principles.

Korene Marsh is a CFP® professional with 31 years of experience in the financial industry. She has been with First Citizens Investor Services, Inc. since 2002. Outside of her advisory role, she manages a small rental business through OverTime LLC. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, and business entities. The firm combines fundamental, quantitative, and technical analysis with both discretionary and non-discretionary management, offering services such as tax-aware overlay and automated model portfolios, supported by its affiliation with a bank holding company.

Paul Brooker II is a Series 66-licensed financial advisor at First Command Advisory Services with seven years of industry experience. He has worked with various First Command entities since 2018. Outside of his advisory role, he is an owner of a vacation home used occasionally as an Airbnb rental. 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 recommendations, and insurance and banking product distribution. The firm offers a structured, advisor-led planning process and manages model portfolios through an in-house investment team.

Weiguo Xu is a financial advisor at First Command Advisory Services with one year of industry experience. Prior to joining First Command, he served in the United States Marine Corps for 27 years. Outside of his advisory role, he is an owner of a real estate and rental property business. 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 recommendations, and insurance and banking product distribution. The firm offers a structured Tailored Professional Services engagement with advisor-led planning relationships and manages discretionary accounts through an in-house Investment Management Team.

Ryan Bogue is a financial advisor with First Command Advisory Services in Jacksonville, NC. He holds Series 63 and Series 65 licenses and has been with First Command and its affiliated entities since 2025. Outside of his advisory role, he is involved with Choice Maid LLC, a cleaning service business. First Command serves individual, high-net-worth, corporate, and charitable clients through a platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm provides advisor-led financial coaching and manages portfolios using in-house investment teams, with particular accommodations for active-duty military clients.

Andrew Alves is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. He has one year of experience in the financial industry and previously served five years in the U.S. Marine Corps. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured 12-month engagements with face-to-face financial coaching and model portfolios managed by an in-house Investment Management Team.

Todd Morin is a financial advisor with First Command Advisory Services in Jacksonville, NC. He holds Series 63 and Series 65 licenses and is part of a large advisory team at the firm. First Command Advisory Services is an SEC-registered investment adviser serving individual and corporate clients nationwide, managing approximately $24.3 billion in discretionary assets. The firm offers financial planning, portfolio management, and wrap-fee advisory programs, with a focus on disciplined, long-term strategies and integration with affiliated brokerage, insurance, and banking services.

Felicia Stitt is a financial advisor at First Citizens Investor Services, Inc. with five years of industry experience. She holds the Series 66 designation and has worked at First Citizens Investor Services and First Citizens Bank since 2022, as well as previously at Equitable Advisors. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, leveraging both fundamental and quantitative analysis alongside technology-driven model portfolios.

Patrick Cottle is a financial advisor with Edward Jones, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. 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 nationwide network of financial advisors and branch offices.

Ashley Lindsay is a financial advisor at Edward Jones with five years of industry experience. She has been with Edward Jones since 2018 and previously worked at Cannon Auto Collision from 2012 to 2018. Lindsay holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a national network of over 23,000 financial advisors.

John Guggenheimer is a financial advisor with Wells Fargo Clearing in Wilmington, NC. He holds Series 63 and Series 66 designations and has 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Konstantinos Hemmerly is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2009. He also operates a separate business under the name Fidelis Wealth Management. 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 variety of investment solutions, supported by in-house research and multiple delivery options, combining large-scale advisory operations with additional financial product services.

Frederick H. Cooke is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 designations and has 41 years of industry experience. He has been with UBS since 1988. Outside of his advisory role, Cooke serves on the Finance Committee at McMannen United Methodist Church and leads a local boating safety education organization affiliated with the US Power Squadrons. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored through proprietary research and model-based asset allocations.

Kelley Tyson is a financial advisor at Edward Jones with 16 years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of about 23,701 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Richard Hamilton II is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2024. He previously worked for The Vanguard Group Inc from 2016 to 2024 and has experience with the University of North Carolina Wilmington and Longhorn Steakhouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and supports a nationwide network of more than 23,700 financial advisors across more than 15,000 branch offices.

Jasen Hedrick is a financial advisor with Cambridge Investment Research Advisors in Cary, NC, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He previously worked at Nationwide Securities, Inc. and Niemic Insurance. Outside of his advisory role, he serves as president of Strategic Wealth Advisors and acts as an independent insurance agent. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a variety of investment strategies.

Paige Joyner is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020. Outside of her advisory role, Joyner serves as Treasurer on the Board of Directors for the White Oak Elementary PTO in Cape Carteret, NC. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, offering written Recommendation Reports that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and advisory expertise with a broad range of brokerage and insurance solutions.

Craig Kopka is a financial advisor with Edward Jones in Swansboro, NC, holding a Series 66 designation and two years of industry experience. He has previously worked at Brighthouse Financial, Primerica Financial Services, and in public education for over 18 years. Kopka is also a part-owner of a rental property in Surf City, NC. 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 nationwide network of over 23,700 advisors and manages approximately $1.01 trillion in assets under management.

Susan Cheek is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and over 30 years of experience in the financial services industry. She has been with Wells Fargo Bank since 1996 and joined Wells Fargo Clearing in 2025. Outside of her advisory role, she is involved with Cheek's Chicks & Cottontails LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s approach is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related and bank deposit sweep options among its investment offerings.

Timothy Necaise is a CFP® with 25 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2020. He previously worked at Nationwide Securities, Inc. for 18 years and operates his own financial services and insurance businesses. He serves as secretary and board member of the Morehead City Noon Rotary Club. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using various platforms and third-party strategists.

Randall Simpson is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked since 2010 with IC Advisory Services, Inc. and The Investment Center Inc. Outside of his advisory roles, he operates Simpson Wealth Management as a sole proprietor, focusing on investments and insurance sales. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product activities such as insurance and annuity sales.

Shawna Hedrington is a financial advisor at Thrivent Investment Management with a Series 66 designation. She joined Thrivent in 2025 and has prior experience as a homemaker and stay-at-home parent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach focuses on holistic, goal-based planning across multiple topics, with options to combine planning and managed-account services while keeping them separate.

Abigail Wheeler is a financial advisor with LPL Financial in Newport, NC, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Ally Invest Securities, Fidelity Investments, TIAA, and Wells Fargo Advisors. LPL Financial serves a diverse client base ranging from individual investors to institutions, offering a variety of advisory and brokerage services supported by an in-house research team and a broad platform of investment solutions.

Ashley Le May is a financial advisor at Raymond James Financial with a Series 66 designation and five years of industry experience. Prior to joining Raymond James, Ashley has worked at Merrill and has held various roles outside finance, including part-time work as an exam scorer for NCS Pearson and as an independent contractor driver for Uber. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through client interviews and risk profiling, with a distinctive focus on advisory and implementation-support services.

Sanford Smith is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is currently based in Emerald Isle, NC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.