Gavin Langley is a financial advisor with Sollinda Capital Management LLC, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Saxony Securities Inc, Capital Investment Group, Inc., and Bogue Sound Financial, where he is also involved as a business activity. Langley serves as a committee member at First Methodist Church in Morehead City, NC. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans. The firm employs multiple proprietary investment strategies and primarily manages accounts on a discretionary basis using liquid public securities, with an emphasis on allocation and risk management.

Caroline Georgiadis is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 66 licenses and with 20 years of industry experience. Her career includes roles at Allegacy Federal Credit Union and Cuso Financial Services, as well as current positions with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. She also serves as a Financial Advisory Services Specialist and insurance agent within the SECU network. Credit Union Investment Services serves primarily North Carolina residents, focusing on individual investors and some trust clients. The firm offers non-discretionary portfolio management, retirement and financial planning, and emphasizes low-cost, index-based mutual funds and ETFs within a goals-based, long-term planning framework.

Steven Jones is a financial advisor with Good Life Advisors, LLC in Morehead City, NC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Advisors before joining Good Life Advisors and LPL Financial in 2016. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team-based approach with multiple methods of analysis to tailor advice and offers a range of programmatic investment solutions alongside educational seminars and subscription planning services.

Angelia King is a financial advisor with Capitol Securities Management, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Capitol Securities Management since 2014 and was previously with Silver Linings from 2020 to 2021. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services, comprehensive financial planning, and pension consulting. The firm manages assets through various accounts and programs, utilizing a range of investment instruments and providing access to third-party money managers and model portfolios.

Tiffany Grammer Newlin is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank NA. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple analysis methods to tailor advice and offers a range of programmatic solutions, educational seminars, and subscription planning services.

Jason Wilson is a financial advisor with Credit Union Investment Services in Beaufort, NC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with Members Trust Company since 2022 and has been affiliated with Credit Union Investment Services and SECU-related entities since 2015. Wilson also serves as a financial advisory services specialist at State Employees' Credit Union and as an agent for SECU Life Insurance Company. Credit Union Investment Services serves primarily North Carolina residents, focusing on individual investors and a smaller number of trust clients. The firm offers non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program, recommending mostly low-cost, index-based mutual funds and ETFs along with fixed-income products through a goals-based, long-term planning approach.

Robert Hardin Sr. is a financial advisor with OSAIC Institutions, INC. based in Morehead City, NC. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. He has worked at Infinex Investments, Inc. since 2013 and First Bancorp since 2012. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on non-discretionary assets.

John Tulloss III is a CFP®-certified financial advisor with eight years of industry experience, currently with Truist Advisory Services. He has held various roles within Truist and its predecessor firms, including BB&T and SunTrust, since 2012. Outside of his advisory work, he co-manages Battleground Farms, LLC, which oversees his family's farm and timber business in Nash County, North Carolina. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions, combining model portfolios, third-party managers, and advisor-led asset allocation, supported by proprietary research and multiple investment platforms.

Noel Rupprecht is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. Prior to joining Commonwealth, he worked at Care Net Pregnancy Center of the EUP from 2015 to 2021. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Samuel Furna is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining First Command, he served in the United States Army for seven years and has been involved with Furna Brothers Investments LLC since 2020. First Command serves a diverse client base, including individuals, high-net-worth clients, corporations, and charities, offering financial planning, discretionary asset management, brokerage, insurance, and banking products through affiliated entities. The firm emphasizes advisor-led planning relationships and uses a structured 12-month Tailored Professional Services engagement alongside discretionary Asset Management Solutions based on in-house portfolio management.

Jacob Hoyumpa is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of experience in the industry. Prior to his career in financial advising, he served four years in the United States Marine Corps. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

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.

Carlo Oldani is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at BB&T Securities before joining Truist in 2021. Oldani serves on the local board of directors for Public Radio East, a nonprofit NPR affiliate in Eastern North Carolina. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management. The firm provides investment consulting and plan services to individuals, corporations, retirement plans, and charitable organizations, offering both discretionary and non-discretionary solutions that combine model portfolios, third-party managers, and advisor-led asset allocation.

Tara Gould is a CFP® and ChFC® affiliated with Commonwealth Financial Network, with four years of industry experience. She has worked at Atlantic Wealth Management since 2021 and previously held positions at Zeiders Enterprises, Inc. and Marine Corps Community Services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including custom portfolio solutions and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

John Adamczuk is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with both Commonwealth Financial Network and Crossbridge Financial since 1997. Outside of his advisory work, he is a part owner of Crossbridge Financial Group, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while providing operations, compliance, and technology infrastructure to affiliated advisors.

Ashley Hardison is a Series 66 licensed advisor with nine years of industry experience. She has worked at Truist Advisory Services since 2021 and previously spent six years at BB&T Securities. Hardison is based in Morehead City, NC. Truist Advisory Services is an SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary solutions that combine model portfolios, third-party managers, and advisor-led asset allocation.

Jennifer Mann is a CFP® professional with 24 years of experience in the financial services industry. She is currently affiliated with Commonwealth Financial Network and Atlantic Wealth Management, LLC. Her prior experience includes roles at Merit Financial Group, Stratos Wealth Partners, Lifestyle Planning Solutions, LPL Financial, and The Botsford Group. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice-management services.

Greg Patterson is a CFP® with 24 years of industry experience and has been with Commonwealth Financial Network since 2014. He is based in Morehead City, NC, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns Atlantic Properties Group, LLC, a non-investment-related business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while delivering operations, technology, compliance, and practice-management support to affiliated advisors.

W Early is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Centaurus Financial since 2004. Outside of his advisory role, he serves as president of a tax accounting and tax practice and is a managing member of a fishing charter business in Beaufort, NC. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions, offering financial planning, investment management, and access to third-party money managers. The firm combines fundamental and technical analysis and supports a range of portfolio management strategies.

Charles Creekmore Jr. is a CFP® professional with 37 years of industry experience, currently serving at Janney Montgomery Scott since 2003. He holds Series 63 and Series 65 licenses and is based in Atlantic Beach, NC. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a broad range of services including portfolio management, financial planning, retirement plan advisory, and brokerage for individuals, high-net-worth clients, corporations, charities, and institutions.