With financial confidence, security follows. We are your trusted advisors, providing the financial experience, planning, and direction you need for lasting prosperity. We are here to guide you forward. Two office locations to serve you: 4018 Oleander Drive, Suite 102 Wilmington, NC 28403 910-793-0616 121 Edinburgh South Drive, Suite 208 Cary, NC 27511 919-463-0018 Pathfinder Wealth Consulting was formed in 2005 by Robert Penn and Jason Wheeler, after leaving a large Wall Street firm so they could focus on their clients’ needs and not corporate shareholders. Committed to developing a more personal long-term planning experience, the duo teamed up to help families achieve financial confidence through education and smart planning – no matter life’s path. The Pathfinder name stands for the safe journey we create for our clients through their financial lives, while also paying homage to Rob’s history in the Army. In the military, Pathfinders are a unit of specialized soldiers that are the first on the ground and, essentially, clear a safe passage for their fellow troops. For us, this means that we guide our clients to a safe financial location by going ahead of them, clearing obstructions, and mitigating risks. In September 2022, Pathfinder acquired Keystone Financial Partners of Cary, North Carolina. Founded in 1997 by Jim Trull, the legacy Keystone team shares similar values of planning-focused investment management with a rich client service mentality. As part of the acquisition, Keystone Financial Partners has transitioned to the Pathfinder name. Whichever path you take through life, our mission is to make sure you are financially prepared for the journey. Life and money are intertwined. We understand financial complexities, educate you, and help you plan. We stand ready to guide you forward. Advisory services offered through Commonwealth Financial Network® a Registered Investment Adviser. Review our Terms of Use: www.commonwealth.com/termsofuse.html

David & Associates PLLC is committed to representing injured victims and ensuring that you receive the quality care you deserve. Take action and call on someone who will listen to your needs, examine all the details, take into consideration all the factors, and get you results! Call on someone you can trust—David & Associates PLLC. 910-251-8088 Practice Areas: - Car Accident - Personal Injury - Social Security -- Disability - Workers' Compensation

Worked as a Financial Services intern for Carolinas Wealth Management. Assisted financial planners and managers, conducted financial analysis and research, and was responsible for front end client relations i.e. operating telephone system and greeting guests.

For more than three decades, LHWH Advertising & Public Relations has been a leading marketing and PR firm in the Carolinas. As a full-service marketing agency, we have represented national, regional and local clients in real estate, golf, tourism, entertainment, restaurants, banking and healthcare. Our exceptional understanding of how to bring together brand personality and user experience into elegant web design and compelling video has won numerous national awards, including Best Mobile Website in the nation for McLeod Health.

The Vine Group is a business advisory services firm offering creative and innovative solutions to complex business problems. For nearly thirty years, The Vine Group has provided valuation analysis, merger and acquisition assistance, exit and transition planning, financing, cash flow forecasting, and interim CFO services to small to medium-sized private companies. Serving the health and life sciences, manufacturing, retail, and services industries, The Vine Group offers clients a wide range of financial and business consulting services.

Lumina Wealth Management is an investment firm designed to serve as a central hub for all of our clients’ wealth planning and/or financial advisory needs. We are dedicated to building open and honest relationships with everyone that walks through our door. With over 45 combined years of financial experience, we strive to build lasting friendships with our clients and their families.

OmniStar was designed to provide the expertise and capabilities of a national institution while maintaining objectivity, and independence. Combined with the highest levels of individual attention, we deliver an unbiased, conflict-free environment focused solely on the best interests of our clients. Client Centric - Our Firm delivers expertise in asset management, advanced planning and the highest level of personalized service. Unlike most wealth management firms, we design and manage our sophisticated suite of portfolios using individual equities, exchange traded funds, mutual funds and alternative investments. We are not paid through commissions or transactions nor do we have any affiliations or financial arrangements with third parties that might distort our objectivity or present conflicts of interest. Independent - By choice, we are free to recommend only those services that meet our clients’ needs – that is, no quotas or pressure to sell proprietary products. Independent research enables us to design investment strategies solely on the merits of their characteristics and their suitability for each client. Fee Based – Whatever challenges you, or your organization face, OmniStar Financial Group provides a team of professionals with the functional competency to overcome these obstacles. Our fee-based platform removes all biases and paves the way for us to remain focused on the investment planning and wealth management needs of those we serve. In other words, our clients interest are always ahead of our own. Commitment to our Community — We are committed to improving the communities in which we live and work. Our team-members are encouraged to participate in these efforts while supporting the areas that are most important to them.

At Pyle Financial Services, we believe that everyone deserves clarity and confidence in their financial journey. Our expert-guided roadmap is crafted with precision and care to align with your aspirations, ensuring that every step you take is grounded in purpose and vision.

What we have done is expand our successful health and life insurance practice to include additional professional partners with deep expertise and experience in the extensive fields of health insurance which includes tradional major medical and indemnity plans along with Critical Disease, Long Term Care, Disability, and other specialized plans of coverage to cover whatever needs our clients have for full protection. Our life insurance portfolio continues to expand as we specialize in providing life insurance solutions as investment vehicles for educational funding, keyperson insurance, final expense and any other living expense our clients might have in mind. With our announcement we have committed the organization to offering fixed and fixed index deferred and immediate annuities as a primary focus. With more and more baby boomers needing safe competitive investment alternatives we have contracted with the most highly rate insurance companies to offer our clients choices they have never had before.