Glen Barnes is a financial advisor at Ameritrust Investments of North Carolina, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameritrust since 2012. In addition to his advisory role, Barnes is an independent insurance agent and serves on the volunteer board of the Rockfish Outdoor Center, a church camp where he helps manage planning and finances. Ameritrust Investments of North Carolina, LLC provides discretionary portfolio management primarily to individual clients, managing assets internally with no account minimum. The firm employs a combination of charting, fundamental, technical, and cyclical analysis, utilizing both long-term and short-term trading strategies including options writing, and conducts portfolio reviews at least quarterly.

Ahmed Monley is a financial advisor at Strategic Wealth Management LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Vintage Wealth Management Group, Charles Schwab Bank, CHARLES SCHWAB & CO., Inc, and Edward Jones. In addition to his advisory role, he is involved with Monley's Enterprises LLC, an outside business activity. Strategic Wealth Management LLC offers discretionary and non-discretionary portfolio management and standalone financial planning primarily for individuals and high-net-worth clients. The firm provides client-specific investment programs using various techniques and also conducts public educational seminars and workshops.

David Pound is a CFP® professional with 20 years of experience in the financial industry. He has been with Geneos Wealth Management, Inc. since 2006 and operates Nobles Pound Financial Planning since 2011. Pound is also a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of analytic strategies and offers customizable portfolio management alongside access to third-party money managers.

David Nobles Jr. is a financial advisor at Geneos Wealth Management, Inc. in Fayetteville, NC, holding a Series 66 designation with four years of industry experience. He has been associated with Geneos Wealth Management and Nobles Pound Financial Planning throughout his career. In addition to his advisory role, he is a notary public and conducts independent fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm provides financial planning, portfolio management, and referrals to third-party money managers through various platforms, employing a combination of fundamental, technical, and cyclical analysis to accommodate both discretionary and non-discretionary accounts.

David Nobles Sr. is a CFP® with 34 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. and operating Nobles Pound Financial Planning. He holds leadership roles as chairman of the real estate committee and vice president at Cape Fear Industries and serves as a trustee for the United Way Youth Stock Group. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a multifaceted investment approach combining continuous account monitoring, discretionary trading, and various analytic strategies, with customizable portfolios and access to third-party money managers.

Shania Mason is a financial advisor with United Brokerage Services, Inc. She holds a Series 66 designation and has experience beginning in 2026. Prior to joining United Brokerage Services, she was affiliated with Equitable Advisors, LLC and Dillon Burdette. Outside of financial advising, Mason serves as a board member for Miracle Hunger and Trauma Solutions Organization and works as a freelance event planner. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers various managed account programs and emphasizes strategic asset allocation, use of mutual funds and ETFs, individual security selection, and periodic portfolio rebalancing.

Nicholas Rademacher is a CFP® professional with 15 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. since 2018. His prior experience includes roles at Secu Life Insurance Company, Members Trust Company, and State Employees' Credit Union. Outside of financial advising, he is also a jazz cowboy performer and a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with a range of financial planning and portfolio management services. The firm combines fundamental and technical strategies, offering customized and model-based accounts through multiple platforms.

David Dutton is a financial advisor at United Brokerage Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Axa Advisors, LLC. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers various managed account programs and emphasizes strategic and tactical asset allocation, using mutual funds, ETFs, individual securities, third-party research, model portfolios, and tax-aware overlays.

Tim Johnson is a financial advisor at Virtue Capital Management, LLC with 10 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Virtue Capital Management in 2019, he worked at USA Financial Securities from 2016 to 2019 and has been president and owner of Tim Johnson & Associates, an insurance and annuity sales business, since 1985. Virtue Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, alongside third-party manager due diligence and sub-advisory services.

Michelle Surita is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. She has two years of industry experience, including prior roles at Purdue University Global and the Defense Commissary Agency. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios and third-party managers.

Dana Thornton is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and has a background that includes service in the U.S. Army 1st Special Forces Command and a Project Manager certification. Prior to his current advisory role, he worked at First Command Brokerage Services and First Command Insurance Services. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Jordan Ethington is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds the Series 66 designation and has worked previously at firms including Wells Fargo Clearing and Fidelity Investments. His background also includes roles outside finance, such as at Uber Technologies, Inc. and involvement with the Boy Scouts of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

William Perry III is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of experience in the financial services industry. He has been with First Command Advisory Services since 2015 and has worked with affiliated firms within the First Command organization since 1998. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized investment management team.

William Carver is a financial advisor with Transamerica Retirement Advisors, LLC in Fayetteville, NC. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior work includes roles at Bank of America Merrill Lynch, Northwestern Mutual, Thrivent Financial, MassMutual, and Guardian Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses Morningstar Investment Management’s proprietary software and model portfolios to provide both discretionary and non-discretionary guidance focused on asset allocation, contribution rates, and retirement planning.

Lance Holtgeerts is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he served in the US Army for nine years. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Devon Wigle is a financial advisor at First Command Advisory Services with two years of industry experience. He holds the Series 63 and Series 65 designations. His prior work experience includes roles at Ladd Partners, Thoughtworks, Inc., and the Turing School of Software and Design. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team.

Isiah Smith is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining First Command, he served six years on active duty in the U.S. Army and worked three years at Centene Corporation. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Susan Francis is a financial advisor at First Command Advisory Services with Series 63 and Series 65 designations. She has zero years of industry experience and previously served 19 years in the United States Army before starting her financial advisory career in 2025. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select model portfolios and third-party managers from prescreened lists.

Kelly Mc Caleb is a Series 66-licensed financial advisor with Empower Advisory Group in Fayetteville, NC. Mc Caleb has seven years of prior experience at Wells Fargo and joined Empower in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates within plan lineups selected by plan sponsors.

Alexander Betts is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has one year of industry experience and previously served seven years in the U.S. Army. Prior to joining First Command, he was self-employed and worked at FTCC for seven years. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.