Isaac Allen is a CFP® professional with 12 years of experience, currently serving as the sole advisor at Stalwart Financial Planning in Fayetteville, NC. He has been with the firm since its founding in 2011. Stalwart Financial Planning offers financial planning and investment advisory services to individuals, estates, trusts, small businesses, foundations, and charitable organizations. The firm follows a fiduciary standard and employs a globally diversified, long-term investment approach that integrates fundamental, technical, and cyclical analysis, with a particular focus on nonprofit and charitable clients.

Steven Lewis Sr. is a financial advisor at Verity Asset Management with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Verity-related firms since 2006, including Verity Investments, Inc. and The Leaders Group DBA Simplicity Investments. Verity Asset Management is an SEC-registered investment adviser serving individual, corporate, institutional clients, and other advisers with discretionary portfolio management, retirement-plan advisory, and financial planning services. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes, combining fundamental, technical, and qualitative analysis.

Alexander Oliver is a financial advisor with Credit Union Investment Services, holding a Series 66 designation and one year of industry experience. He has worked with several affiliates of State Employees' Credit Union, including SECU Brokerage Services and SECU Life Insurance Company, where he serves as an insurance agent. Oliver’s background also includes roles outside finance, such as at Fayetteville State University and in retail and food service. Credit Union Investment Services serves individual investors and trust clients in North Carolina by providing 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 offer recommendations while clients retain final decision-making authority.

Jeffrey Gollehon is a financial advisor with Virtue Capital Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including prior roles at Horter Investment Management and his own firm, JG Financial Consulting, where he continues as owner. His other business activities include the sale and service of fixed insurance products such as fixed life insurance, fixed annuities, and health insurance. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets through about 90 advisors for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and retirement education, employing strategic and model-driven investment approaches primarily through mutual funds and ETFs.

Michael Conley is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Credit Union Investment Services. He has worked at Members Trust Company, Secu Life Insurance Company, Secu Brokerage Services, and State Employees' Credit Union, where he provides financial advisory services to eligible members. Outside of his advisory role, he has customer service experience with Collinite Wax Corporation. 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 a goals-based, long-term planning approach using low-cost, mostly index-based mutual funds and ETFs, with salaried advisers who provide recommendations while clients retain final decision-making authority.

Andrew Stamp is a CFP® affiliated with Fiduciary Financial Advisors in Aberdeen, NC, with one year of experience in the financial industry. Prior to joining the firm, he served 12 years in the US Army and has been involved with the Donovan and Bank Foundation since 2021. He is also chairman of Custom Planks, LLC, a consulting and education business serving Department of Defense clients. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and trustee services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic and tactical investment approaches, including the use of third-party managers and private alternative funds, and provides professional trustee services with comprehensive trust administration.

Darrall Murchison is a financial advisor at Credit Union Investment Services with Series 63 and Series 65 licenses and three years of industry experience. He has held roles at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. His activities include providing financial advisory services to credit union members and serving as an insurance agent. Credit Union Investment Services serves individual investors and trust clients 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, fixed-income products, and a goals-based, long-term planning approach.

Jerome Montoya is a financial advisor with First Command Advisory Services in Fayetteville, NC, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to his advisory role, he served 23 years in the U.S. Army as a Senior Preventive Medicine NCO and strategic advisor to United States Special Operations Command for public health initiatives. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and offers structured, face-to-face financial coaching engagements alongside discretionary asset management programs.

Daniel Griffin III is a CFP® professional with 33 years of experience in the financial industry. He has been with First Citizens Investor Services, Inc. since 1995. Outside of his advisory role, he is a partner and LLC member in family-owned real estate holding companies. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm offers a range of portfolio management solutions, combining risk- and outcomes-based asset allocation with discretionary or non-discretionary management and third-party managers, supported by technology-driven automated model portfolios and tax-aware services.

Sean Mayer is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning his advisory career in 2024. Prior to his current role, he worked at IHOP for eight years. In addition to his advisory duties, he serves as a Field Manager at Bankers Life and Casualty, overseeing operations and training agents at the Fayetteville location. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment approach.

Brandon Livrago is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and ten years of industry experience. His career includes multiple tenures at Private Advisor Group and LPL Financial, alongside service in the United States Army. He is based in Aberdeen, North Carolina. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Ilir Berberi is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 11 years of industry experience. His career includes roles at BB&T and its affiliated entities prior to joining Truist in 2019. He serves as a board member of the Sandhills Children Center in Southern Pines, NC. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions that incorporate model portfolios, third-party managers, and advisor-led asset allocation.

Anita Cannon is a financial advisor with PNC Wealth Management in Fayetteville, NC, holding Series 63 and Series 65 licenses and 20 years of industry experience. She previously worked at CUSO Financial Services, MassMutual Life Insurance, Metlife Securities, and Metropolitan Life Insurance Company. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an online discretionary model account available by invitation to select employees, which utilizes algorithm-driven risk assessments and invests via approved model strategies using mutual funds and ETFs.

Phillip Coram is a financial advisor with Edward Jones in Fayetteville, NC, holding a Series 66 designation and eight years of industry experience. He worked at OneMain Financial Group LLC for nine years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of more than 23,700 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and provides services under a fiduciary standard.

Shannon Coram is a financial advisor at Edward Jones in Fayetteville, NC, holding the ChFC® and Series 66 credentials with four years of industry experience. Prior to joining Edward Jones in 2021, Coram worked at State Employees' Credit Union for 16 years and has been involved with eXp Realty since 2020. Outside of financial advising, Coram is active in real estate through eXp Realty. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Steven Canali is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at FSC Securities Corporation for 17 years. In addition to his advisory role, he is involved in selling life, health, and disability insurance as well as annuities. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset allocation software, and portfolio optimization tools, offering a broad range of investment options and programs through a large network of financial advisers.

Kristi Hammond is a ChFC® credentialed financial advisor with Edward Jones, where she has worked since 2000, bringing 25 years of industry experience. She is also the managing member and owner of Patriot Hauling, LLC, a dump truck hauling business based in Hope Mills, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

John Wright is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is involved in family real estate holdings and owns land used for pine straw sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

Brad Currie is a financial advisor with LPL Financial who holds a Series 66 designation and has six years of industry experience. His prior work includes roles at Waddell & Reed Inc and various insurance carriers through W & R Insurance Agencies. Outside of his advisory work, he assists with operations at Currie Insurance, a family-owned business. 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, combining large-scale advisory operations with non-advisory product offerings.

Joy Wicker is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 24 years of industry experience. Her prior roles include positions at LPL Financial, Wells Fargo Advisors, and Wells Fargo Clearing. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Elisha Freeman is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Freeman has held roles at Bank of America, Merrill, and First South Bank. Outside of advising, Freeman serves as a committee member for the Fayetteville Cumberland County Economic Development Corporation, reviewing grant requests to support local job growth. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients. The firm provides managed account programs, discretionary portfolio management, and brokerage services, supported by a platform that integrates manager selection and tax-efficient strategies alongside its affiliation with Bank of America.

Jeanpierre Parent is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo, he worked at M&T Bank, Urban Outfitters, and Hennes & Mauritz. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.