Grant Humphreys is a financial advisor at Crossgen Wealth LLC in Greenville, NC, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Crossgen Wealth in 2025, he worked at First Citizens Investor Services and held various roles in other industries. Crossgen Wealth LLC provides discretionary portfolio management, comprehensive financial planning, and pension consulting to individuals, trusts, corporations, foundations, and retirement plans. The firm employs a long-term strategic asset allocation approach combined with fundamental and technical analysis, and offers client education services such as retirement-plan participant seminars.

Herbert Ormond is a financial advisor at H. L. Ormond & Company, LLC in Greenville, NC, with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services from 2011 to 2021. Outside of advising, he serves as a trustee and personal representative for family members. H. L. Ormond & Company provides investment advisory services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a long-term, equity-oriented investment approach focused on diversified portfolios and offers both discretionary and non-discretionary management through multiple service platforms.

Don Keel is a CFP® professional with 17 years of industry experience, currently serving at Keel & Long Financial Management, LLC since 2018. Prior to that, he worked with First Command Advisory Services and affiliated firms from 2009 to 2018. Outside of his advisory role, he is president of Don Keel Financial Group, Inc. Keel & Long Financial Management serves individual and high-net-worth clients as well as small businesses, providing discretionary and non-discretionary portfolio management, financial planning, and managed account programs. The firm tailors its advisory process to client objectives and risk tolerances and sponsors a wrap fee program, an uncommon service for a small adviser team.

Christopher House is a financial advisor at Milestone Wealth with a Series 65 credential and one year of industry experience. Prior to joining Milestone Wealth, he worked at Edward Jones for three years and spent eleven years with Cru. Milestone Wealth provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and business clients. The firm manages approximately $198 million across about 214 client relationships and uses tailored portfolios with in-house models and third-party sub-advisers, integrating broader planning services including estate and business planning.

Thomas Long is a financial advisor with Keel & Long Financial Management, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Keel & Long since 2018 and previously held roles at First Command Advisory Services and related First Command entities from 2011 to 2018. Outside of his advisory work, he serves as president of Long Financial Management, Inc. Keel & Long Financial Management serves individual and high-net-worth clients as well as small businesses, offering portfolio management, financial planning, and managed account programs. The firm uses a tailored advisory process incorporating asset allocation, dollar-cost averaging, and technical analysis, and sponsors a wrap fee program, which is uncommon among firms of its size.

Michelle Corey is a financial advisor with H. L. Ormond & Company, LLC, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She previously worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. for ten years before joining her current firm in 2021. H. L. Ormond & Company provides investment advisory services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a long-term, equity-oriented investment approach focused on diversified portfolios and offers advisory services through multiple platforms, including direct management and wrap programs.

Curtis Cone is a financial advisor with CONE ADVISORY GROUP, INC., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at AlphaStar Capital Management, Symmetry Partners, and The Journeys Group. Outside of advisory work, he is a licensed insurance agent and manages several real estate-related business entities. CONE ADVISORY GROUP, INC. is a state-registered advisory firm serving individual clients, high-net-worth individuals, and pension/profit-sharing plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, primarily using model portfolios and third-party money managers.

George Pate is a CFP® and Series 65 licensed financial advisor with six years of industry experience. He has been with The Journeys Group, Inc. since 2018 and previously worked at Wake Forest Baptist Health. Outside of his advisory role, he is a licensed insurance agent selling life insurance and annuities. The Journeys Group, Inc. provides investment supervisory services, financial planning, and third-party money manager referrals for individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $63 million in non-discretionary assets, emphasizes cyclical analysis with regular portfolio reviews, and operates with a small team from a single office.

William Litchfield is a financial advisor at CrossGen Wealth LLC in Greenville, NC, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates for 15 years. Outside of advising, he is involved in agricultural business as a manager and member of Litchfield Farms LLC. CrossGen Wealth LLC provides discretionary portfolio management, comprehensive financial planning, and pension consulting to individuals, trusts, estates, corporations, and non-profits. The firm employs a long-term strategic asset allocation approach supported by fundamental and technical analysis and offers client education services and access to managed programs through Raymond James.

Curtis Cone is a financial advisor at Cone Advisory Group, Inc. with one year of industry experience. He holds a Series 65 designation and has been associated with Cone Advisory Group since 2018. Prior to his advisory career, he worked at Skylight Inn BBQ and studied at East Carolina University. Cone Advisory Group, Inc. is a state-registered advisory firm serving individual clients, high-net-worth individuals, and pension or profit-sharing plans. The firm offers portfolio management, financial planning, and consulting services, primarily using model portfolios and third-party money managers.

David Hunt is a CFP® with 37 years of industry experience, currently serving as an advisor at Milestone Wealth in Greenville, NC. He previously worked at Raymond James Financial Services from 2012 to 2018 before joining Milestone Wealth, where he has been since 2012. Outside of his advisory role, Hunt is an independent insurance agent and a member of an investment pool focused on startup companies. Milestone Wealth provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and business clients. The firm manages approximately $198 million across 214 client relationships with a two-advisor team, utilizing tailored portfolios, third-party sub-advisers, and integrated estate and business planning tools.

Michael Owens is a financial advisor at Carolina Financial Services Group, Inc. in Greenville, NC, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Carolina Financial Services Group since 2007. Owens also operates as an insurance agent, engaging in insurance product sales and services. Carolina Financial Services Group provides fee-based financial planning and portfolio management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plan participants. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis tailored to clients’ profiles, with services that include discretionary and non-discretionary management, retirement-plan advisory, and estate-related advice.

George Pate Jr. is a CFP® and ChFC® with 24 years of industry experience, currently serving as a managing partner at The Journeys Group, Inc. in Winterville, NC, where he has worked since 2009. He previously worked at AlphaStar Capital Management, LLC. Outside of his advisory role, he is involved in managing an aquatic facility for swimming and scuba through Aquatic Campus, LLC. The Journeys Group, Inc. provides investment supervisory services, financial planning, and referrals to third-party money managers for individuals and business entities. The firm manages approximately $63 million in non-discretionary assets and operates with a small team, emphasizing documented client goals, cyclical investment analysis, and regular portfolio reviews.

Scott Volkers is a financial advisor with The Investment Lab, LLC in Fort Washington, PA, holding Series 63, 65, and 66 licenses and having 13 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and Transamerica Financial Advisors. Outside of his advisory work, he serves as a Lead Technical Analyst in integration delivery for Indeed, focusing on product and system support related to job placement services. The Investment Lab primarily develops and licenses model portfolios and provides investment management to affiliated accounts. The firm uses a rules-based process centered on Relative Strength technical analysis combined with fundamental screening, offering U.S.-equity growth and dividend portfolios licensed to a registered adviser for client use.

Robert Hough is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at Milestone Wealth since 2022 and previously held positions in the restaurant industry and education. Outside of his advisory role, he is also an independent insurance agent specializing in life and health insurance. Milestone Wealth provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients as well as business entities. The firm manages approximately $198 million across about 214 client relationships, employing tailored portfolios primarily focused on mutual funds and ETFs, and offers integrated planning services including estate and business-related planning.

Larry Hudson is a financial advisor with TAVCO Financial Advisory, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at W. H. Colson Securities, Inc., W H Colson Insurance Agency, Inc., and W.H. Colson & Associates, Inc. prior to joining Tavco in 2018. Outside of his advisory role, he owns and operates a janitorial service business in Greenville, NC. TAVCO Financial Advisory, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by recommending and monitoring third-party money managers and offering ERISA plan services. The firm’s investment process involves fundamental analysis and primarily non-discretionary portfolio management, with a focus on mutual funds and TAMP solutions.

Derek Stroud is a financial advisor with CPS Investment Advisors in Winterville, NC, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has been with CPS Investment Advisors since 2016 and has prior experience at Morningstar Investment Services, LLC. In addition to his advisory role, Stroud is president of Tyndall Stroud CPAs, P.C., a registered CPA firm in North Carolina. CPS Investment Advisors serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporate clients, offering discretionary portfolio management, financial planning, and specialized plan services. The firm employs a value-driven investment approach focused on fundamental analysis and long-term strategies, integrating accounting and affiliated business services as part of its model.

Joseph Parker is a financial advisor at Carolina Wealth Management, Inc. in Greenville, NC, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Citizens Bank and Cuna Brokerage Services, Inc. Parker has been with Carolina Wealth Management since 2020. Carolina Wealth Management provides personalized investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using low-cost fund managers, combining passive and active no-load funds with satellite positions, and offers educational seminars and investment periodicals as part of its client services.

Thomas Meyer is a financial advisor at Carolina Wealth Management, Inc. in Greenville, NC, with 16 years of industry experience. He holds a Series 66 designation and has been with Carolina Wealth Management since 2008. Carolina Wealth Management provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach emphasizes strategic asset allocation using a mix of low-cost passive and active no-load funds, with regular portfolio rebalancing and client-specific investment policy statements.

Larry Tyndall is a financial advisor at Tyndall Stroud Wealth Management, LLC with 19 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. In addition to his advisory role, he serves as Vice President of Tyndall Stroud CPA's, P.C., which provides tax and accounting services, and is a licensed life insurance agent involved with Tyndall Stroud Insurance Services, LLC. Tyndall Stroud Wealth Management, LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes personalized planning, fundamental analysis, and long-term investment strategies, often utilizing third-party managers and maintaining affiliations with accounting and insurance firms.