Philip Shelton is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

George Fotiou is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and one year of industry experience. He has prior experience as owner and CEO of Limani Insurance, LLC and People First Retirements, LLC, where he was involved in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm relies on discretionary model portfolios and supports third-party RIAs with sub-advisory and model-licensing arrangements.

Iantha Wortman is a Series 66-registered financial advisor with Truist Advisory Services, based in Durham, NC. She has two years of industry experience and has previously worked at Equitable Advisors LLC and Lighthouse Lending. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research and inter-affiliate integration.

Nicholas Powell is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He has been with VALIC Financial Advisors since 2007 and also holds an agent position with Agia, where he is involved in non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Joseph Birch is a financial advisor with Empower Advisory Group in Haw River, NC, holding Series 63 and Series 66 designations and six years of industry experience. His background includes roles at Fidelity Brokerage Services and Fidelity Investments, as well as self-employment as a day trader. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s services are integrated with Empower’s administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Nikolas Pry is a financial advisor at Davenport & Company LLC with two years of industry experience and holds a Series 66 designation. Prior to joining Davenport, he worked at Raymond James Financial and Edward Jones among other firms. Outside of his advisory role, Pry is the CEO of Pry Athletics LLC, which provides individual pitching lessons and operates youth travel baseball teams. Davenport & Company LLC serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory. The firm’s investment approach involves dedicated portfolio manager teams and comprehensive strategy monitoring, offering separately managed accounts, mutual funds, ETFs, and unified managed accounts.

David Weiss is a financial advisor at Allworth Financial, L.P. based in Durham, NC, with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Scottrade, Inc. for 17 years and Weston Banks Wealth Partners for seven years. Allworth Financial serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and education through various media, using a mix of quantitative and qualitative analysis to implement customized investment strategies.

Joseph Pantoja is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining MAI in 2024, he worked at WCG Wealth Advisors, LLC for eight years and has been associated with Massachusetts Mutual Life Insurance Co and Treloar & Heisel, LLC for 20 years. Outside of his advisory role, he is involved with Treloar & Heisel, LLC, which provides fixed insurance sales and health, accident, and property & casualty insurance products. MAI Capital Management offers investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and provides a broad range of customized portfolio strategies and integrated financial planning services.

Tyler Mills is a CFP® professional with eight years of experience in the financial services industry. He is currently with Empower Advisory Group and Empower Financial Services, having previously worked at Personal Capital Advisors Corporation, T. Rowe Price, Bank of America, and Merrill Lynch. Mills is based in Durham, NC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Michael Krisko is a CFP® professional with 23 years of industry experience, currently advising clients at Commonwealth Financial Network since 2013. He also spent a year at Ameriprise in 2013. Outside of his advisory role, he owns Michael Krisko, Inc., which conducts securities and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a wide range of managed-account programs, third-party asset manager access, and custody services, supporting both individual and institutional clients.

John Netherton is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has been with Truist Advisory Services since 2016 and Truist Investment Services since 2015. Outside of his advisory role, he is involved in agricultural activities through his sole proprietorship, Netherton Outdoors, which includes farming mushrooms and harvesting honey. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches, supported by third-party platforms and manager arrangements, with an emphasis on inter-affiliate integration.

Ryan Cook is a CFP® and ChFC® with 15 years of industry experience. He has been with Valic Financial Advisors since 2010 and also works as an agent with Agia. Outside of his advisory role, he owns a home in Nebo, North Carolina, which he rents out seasonally. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Brian Futch is a financial advisor with Truist Advisory Services in Durham, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Truist Investment Services since 2005 and with Truist Advisory Services since 2016. Outside of his advisory role, he serves as president of a rental property management business where he oversees tax and insurance responsibilities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager arrangements along with AI-supported research and inter-affiliate integration.

Darryl Lindsey is a financial advisor with Valic Financial Advisors in Durham, NC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Valic Financial Advisors since 2007 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants, offering discretionary managed-account programs, financial planning, and brokerage services.

Timothy Atkins is a CFP® professional with 17 years of experience in financial advising. He is currently with Commonwealth Financial Network and White Oak Financial Specialists, a private entity he owns that facilitates securities, advisory, and insurance business. Prior to these roles, he worked for Ic Advisory Services Inc and The Investment Center Inc for 12 years. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and multiple program structures, including customized and personalized indexing options.

Corey Overcash is a CFP® and ChFC® with 11 years of experience in the financial services industry. He has been with Valic Financial Advisors since 2014 and also holds a position as an agent with Agia, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and maintaining a large network of advisors.

Thomas Griffith is a CFP® with 11 years of industry experience, currently serving at Brookstone Capital Management LLC since 2022. His prior roles include positions at Insurance Advisor Associates, Inc., Gradient Investments, LLC, and Cardinal Retirement Planning, Inc. He is also the manager and insurance agent at H.E. Scheil & Associates, Inc., where he dedicates a significant portion of his time. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse clientele, including individuals, retirement plans, corporations, trusts, and other entities. The firm offers discretionary portfolio management through its BCM Platform, employing strategic and dynamic asset-allocation models and a variety of investment strategies, including the use of ETFs, mutual funds, individual securities, options-enhanced strategies, and structured notes.

Jonathan Carter is a financial advisor with Valic Financial Advisors in Durham, NC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Valic Financial Advisors since 2017 and previously held roles at Primerica Financial Services and Primerica Advisors. Outside of his advisory work, he is involved as an agent with AGIA, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform and third-party model managers, supported by a large network of advisors and centralized technology solutions.

Thomas Overcash Jr. is a financial advisor with Valic Financial Advisors in Durham, NC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Valic Financial Advisors since 1997 and also serves as an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Nahed Alsous is a financial advisor with Valic Financial Advisors in Durham, NC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Valic Financial Advisors since 2003 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services.