Joy Liu is a financial advisor with Connective Wealth Partners, LLC, holding a Series 65 designation and two years of industry experience. Her prior roles include positions at FG Advisory Services, LLC, The Financial Gym, and Burns Group. She has also worked as a freelancer. Connective Wealth Partners provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm uses a fundamentally based investment approach with a long-term orientation, constructing portfolios with ETFs, equities, bonds, and alternative investments while offering both full-service and stand-alone planning options.

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.

Perry Aycock is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has held roles at Members Trust Company and SECU Life Insurance Company, among others, and serves as a Financial Advisory Services District Manager at State Employees' Credit Union. Outside of finance, he previously operated Old Siam Thai Restaurant for seven years. 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 advisors who provide recommendations while clients retain final decision authority.

Casey Simpson is a financial advisor with Credit Union Investment Services in Jacksonville, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Credit Union Investment Services since 2018 and has held roles with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2013. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm focuses on low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with advisory representatives employed on a salaried basis.

Richard Pugh is a CFP® with 33 years of experience in the financial services industry. He has been with Financial Security Advisory, Inc. and Financial Security Management, Incorporated since 1997, and has also been affiliated with Guardian Life Insurance Co. since 1993. In addition to his advisory work, he teaches financial planning and insurance courses as a professor at The American College. Financial Security Advisory, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and a long-term buy-and-hold strategy, utilizing quantitative screening and qualitative due diligence in its investment process.

Eunnice Nino is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with Navy Federal's affiliated entities since 2021 and previously spent over a decade with Wells Fargo in various roles. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party firms and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Michael Skibbe is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at LPL Financial, Private Advisor Group, PNC Investments, and Sharonview Federal Credit Union. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Debbie Nagley is a financial advisor at Truist Advisory Services with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Truist and its predecessor firms since 2006. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions through a combination of model portfolios, third-party managers, and advisor-led asset allocation.

Joshua Mudse is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Atlas. His prior roles include positions at OneAscent Financial Services, FF Advisors, Running Point Capital Advisors, Carnegie Investment Counsel, and Munn Wealth Management. He is also Associate Vice President of Client Services at Synergy Private, where he manages family office services such as accounting, tax preparation, and coordination of professional advisors. Atlas (ATFS Advisers LLC) provides wealth management and financial planning to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a longer-term, index-based investment approach supplemented by concentrated strategies, ETFs, and direct equities, and manages both discretionary and non-discretionary portfolios alongside a private credit fund.

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.

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.

Rachel Carter is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at Bank of America and Merrill for a decade before joining Sanctuary Advisors in 2024. Outside of her advisory role, she is active in nonprofit and community organizations, serving as communications manager for Ocean Fest, Inc., a board member of Coastal Carolina Riverwatch, and participating in various retirement industry groups. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through Advisor-Directed accounts, SMAs, UMAs, and both wrap and non-wrap solutions, utilizing a broad network of independent advisors and affiliated broker-dealer services.

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.

Jacqueline Jacobsen is a CFP® and ChFC® with 31 years of industry experience. She is currently with Independent Financial Group, LLC, where she has worked since 2018. Prior to that, she spent nearly a decade at Morgan Stanley Smith Barney and three years at Morgan Stanley Private Bank. Jacobsen is an officer and sole owner of Sycamore Wealth Management, a DBA used for marketing purposes, and volunteers on the Government Relations Committee of the Investment and Wealth Institute. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory platforms and third-party asset managers.

Ashley Brown is a financial advisor at PNC Wealth Management with 13 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Merrill, Bank of America, and Wells Fargo. Brown has been with PNC Investments LLC since 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist platform that uses algorithmic risk assessment and manages investments via mutual funds and ETFs.

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.

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.

Cynthia Williams is a Series 66-licensed financial advisor with Edward Jones in Jacksonville, NC, where she has worked since 1996. She has 19 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers discretionary and non-discretionary investment strategies under a fiduciary standard.

Thomas Cooper is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Woodbury Financial Services and Cooper Investment Company. He serves as a board member for Coastal Carolina Community College and is also involved in insurance sales and financial advisory through GCG Wealth Management LLC. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing advanced portfolio management tools and providing access to multiple custodial platforms and third-party managers.

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.

Dallas Garner is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 25 years of experience in the industry and has been with Financial Resources Group and LPL Financial since 2014. In addition to his advisory work, he is an independent agent involved in non-variable insurance. 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 delivers services through a large network of investment adviser representatives.

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.

John Floyd is a CFP® professional with 22 years of experience in the financial services industry. He has been with LPL Financial since 2013 and previously worked at CresCom Bank and First South Bank. Floyd serves as a board member of Carteret Healthcare, a nonprofit organization based in Morehead City, NC. 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 wide range of investment solutions supported by an in-house research team, delivering services through a large network of investment adviser representatives.

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.

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.

Theodore Chamberlain is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Cetera Wealth Services, Cetera Advisors, Canandaigua National Bank, and Lyons National Bank. Outside of finance, he has worked with delivery services such as DoorDash and Walmart’s Spark Delivery. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining discretionary and non-discretionary solutions with access to third-party money managers and multiple program structures.