ADVISOR BIO

Ashley Garrett Hardison is a financial advisor with Truist Advisory Services, Inc. Ashley has been a registered representative in the securities industry since May 2016. Ashley holds a Series 7, Series 66, and SIE license. Ashley specializes in providing financial planning, portfolio management for individuals and businesses, and other advisory services to clients.

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ADVISOR BIO

Carlo Walter Oldani is a registered representative with Truist Advisory Services, Inc. in Morehead City, North Carolina. Carlo has been in the financial services industry since 1993 and has worked for several firms, including BB&T Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Wachovia Securities, LLC, and RBC Centura Securities, Inc. Carlo has experience in portfolio management, financial planning and investment advisory. Carlo is registered with the state of North Carolina and several other states.

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ADVISOR BIO

Charlie Lee Tingen is a financial advisor with Ameriprise Financial Services, LLC. Charlie has been in the industry since 1995 and has been registered in multiple states. Charlie holds several licenses including Series 7, Series 63, and Series 65. Charlie is a registered representative with FINRA and a registered investment advisor with the state of North Carolina.

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ADVISOR BIO

Greg Patterson is a financial advisor with Commonwealth Financial Network. Greg has been in the financial services industry since 2001. Greg has Series 63, 66, and 7 licenses, and is also a Certified Financial Planner. Greg is registered in 29 states.

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ADVISOR BIO

Henry Kahen is a financial advisor with Ameriprise Financial Services, LLC, where he has been registered since 2019. Prior to joining Ameriprise, Henry was registered with EDWARD JONES, where he worked from 2009 until 2019. Henry has been in the financial services industry since 1997, making him a seasoned professional with a proven track record. Henry holds licenses for both securities and investment advisory services. He is committed to providing a high level of personalized financial advice and service to his clients.

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ADVISOR BIO

James Allen Canady is a financial advisor currently associated with Commonwealth Financial Network. James has been in the financial industry since July 2013. James has been a registered representative since 2014. Commonwealth Financial Network has approximately 19,600 clients and manages over $177 billion in assets. James also has a previous affiliation with WELLS FARGO ADVISORS, LLC. James is licensed to advise clients in 28 states.

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ADVISOR BIO

Jennifer Cox Mann is a financial advisor with over 20 years of experience in the industry. Jennifer is currently registered with Commonwealth Financial Network. Jennifer has held previous positions with LPL Financial, Dewaay Financial Network, FSC Securities, Citigroup Global Markets, Morgan Stanley DW Inc., and Salomon Smith Barney Inc. Jennifer is a licensed investment advisor and has Series 7, Series 24, Series 63, and Series 65 licenses. Jennifer provides a variety of services to individuals, businesses, and institutions, including financial planning, portfolio management, and retirement planning. Jennifer is committed to helping clients achieve their financial goals.

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ADVISOR BIO

John William Tulloss is a financial advisor with Truist Advisory Services, Inc. located in Morehead City, North Carolina. John has been in the financial services industry since 2017 and has experience in providing financial planning and investment management services to individuals, families, and businesses. John is a Certified Financial Planner and holds the Series 66, Series 7, Series 24, and SIE licenses.

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ADVISOR BIO

Kirby Sloan is a financial advisor associated with Commonwealth Financial Network, serving clients in Morehead City, North Carolina. Kirby is a Certified Financial Planner and has been active in the industry since 2017. Kirby holds a Series 7, Series 66, and a SIE license. Kirby's experience includes working with individuals, businesses, charitable organizations, and retirement plans.

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ADVISOR BIO

Mackenzie Taylor Sherrard is a registered representative and investment advisor representative associated with Commonwealth Financial Network. Mackenzie has been in the financial industry since 2021 and is currently registered with the state of North Carolina. Mackenzie is located in Morehead City, North Carolina.

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