Danielle Potts is a CFP® with four years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2022. Her prior work includes roles at Bozeman Health and Bridger Psychiatric Services, as well as positions at Montana State University. She is also a licensed notary, providing notary services on an as-needed basis. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base including retirement plans, individual investors, charitable organizations, and corporations. The firm provides a range of solutions such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Alec Hutchinson is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and beginning his industry career in 2025. Prior to joining AE Wealth Management, he was associated with Carolina Retirement Planners and has been involved in scuba diving instruction and related activities through Professional Diver Services since 2015. Outside of finance, he owns and operates a scuba diving business that includes instruction, gear sales, and fossil shark teeth salvage. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and trusts. The firm utilizes discretionary model portfolios and offers various ERISA services, managing approximately $49.8 billion for over 127,000 clients across more than 440 advisors.

Miriam Lopez is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 33 years of industry experience. She has worked with Kestra Advisory since 2016 and has been associated with Kestra Investment Services, LLC since 2010. Outside of her advisory role, she serves as a Zoom classroom host for the Osher Lifelong Learning Institute at the University of North Carolina at Wilmington. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets under management, serving clients such as sovereign wealth funds and large institutional investors.

Dennis Mc Loughlin Jr. is a financial advisor at Brookstone Capital Management LLC with a Series 65 designation and over 15 years of experience at Amerilife, where he serves as managing director and independent agent assisting clients with Medicare and other insurance products. He joined Brookstone Capital Management in 2025. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm also supports a large advisor network with back-office services and collaborates with affiliated asset managers and other advisers.

Keith Dorney is a financial advisor with Empower Advisory Group in Wilmington, NC, holding Series 65, Series 63, and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Fisher Investments, Wells Fargo Advisors, and Happy Valley Partners. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm operates through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Michael Hudson is a financial advisor at Farther with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Zermatt Wealth Partners, LLC and RS Wealth Management. Outside of his advisory role, he owns Hudson Wealth Management, LLC, which engages in the sale of fixed life insurance. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, using bespoke and algorithmic model portfolios with automatic rebalancing, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Knox Gibson is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 credentials. He has 9 years of industry experience, having previously worked at Stratos Wealth Partners and LPL Financial. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to enhance client service.

Michael Tunney is a financial advisor with Sanctuary Advisors, LLC in Wilmington, NC. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior experience includes roles at Bank of America, N.A., and Merrill. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a wide range of investment approaches and platforms and operates as a fiduciary when a written advisory agreement is in place.

Ralph Williams III is a financial advisor at Commonwealth Financial Network with 46 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. Williams is the owner of Sterling Wealth Management, LLC and has been affiliated with Commonwealth and Sterling Wealth Management since 2012. Outside of his advisory work, he is a co-owner of BCB Farm LLC, a family farm real estate holding company that also provides accounting and tax preparation services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while offering operational and compliance support to affiliated advisors.

Randy Driskill is a financial advisor with First Citizens Investor Services, Inc. in Wilmington, NC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with First Citizens Investor Services since 2002. First Citizens Investor Services serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm emphasizes IAR-led assessments to determine financial needs, risk tolerance, and time horizon, employing various analytical methods to allocate assets across equities, fixed income, mutual funds, and ETFs.

Joseph Sizemore IV is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and one year of industry experience. Prior to joining D.A. Davidson, he worked at Credit Suisse for 12 years and has been involved in managing several family-owned limited liability companies focused on property management since 2018. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Christopher Stern is a financial advisor with Brookstone Capital Management LLC in Wilmington, NC, holding a Series 65 credential and 13 years of industry experience. He has worked at Brookstone Capital Management since 2013 and was previously with NorthStar Financial from 2009 to 2017 and CES Retirement Advisors since 2018. Outside of advisory work, he is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, and offers model portfolios and managed account services primarily on a discretionary basis.

Patrick Dean is a financial advisor with Transamerica Financial Advisors in Wilmington, NC, holding Series 65 and Series 63 licenses and two years of industry experience. His work history includes roles at Transamerica Financial Advisors, United Financial Services, and W&S Brokerage Services. Outside of his advisory role, he is involved in sales of life and health insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party investment programs.

Christopher Barrett is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Barrett has been affiliated with Bankers Life entities since 2011, including roles at Bankers Life Advisory Services and Bankers Life Securities. Outside of his advisory work, he is a member of Wrightsville Beach Cleaning LLC, a commercial cleaning business. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

James Putnam is a financial advisor with First Command Advisory Services in Cary, NC, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with First Command Advisory Services since 2015 and has a longer affiliation with First Command Financial Services and First Command Financial Planning dating back to 2007. 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, delivering investment management through a centralized team that selects and monitors preapproved managers and model portfolios.

Shannon Devita is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. She has worked at firms including Merrill, Bank of America, Cetera Investment Services, and Huntington Investment Company. Devita is also involved in fixed insurance sales, dedicating a portion of her professional time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a broad range of managed-account programs and access to third-party asset managers, providing both discretionary and nondiscretionary portfolio solutions.

Brian Fleming is a financial advisor at Farther with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Farther in 2024, he worked at Zermatt Wealth Partners, Hayden Royal, and RS Wealth Management. Fleming is also involved in an independent insurance agency that sells fixed insurance products. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Elliott Moskowitz is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has worked at Commonwealth since 2010 and is currently a co-owner of LifeTime Asset Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services along with operational, trading, technology, compliance, and practice-management support. The firm offers discretionary portfolio management and various program structures designed to meet diverse client needs.

Charles Cavileer is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation and seven years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has worked with Bankers Life and Casualty since 2009. Outside of his advisory role, he manages a team of agents in insurance sales and sales management. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients’ goals and risk tolerances.

Matthew Grasso is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Morgan Stanley Private Bank, N.A. for nine years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plans, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enhanced research.