Gary Gaulden is a CFP®-certified advisor with over 33 years of experience in financial services. He has worked at Osaic Advisory Services, LLC since 2024 and previously held roles at Securities America, Inc., Arbor Point Advisors, and Ameriprise Financial Services, Inc. He operates a satellite office in Atlantic Beach, North Carolina, under Gaulden & Associates. Osaic Advisory Services, LLC is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models, utilizing a combination of proprietary guidance and third-party platforms.

Jeffrey Marko is a financial advisor at Beacon Pointe Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at DMJ & Co., PLLC, where he is a partner, and Dixon Hughes Goodman, LLP. He serves on the finance committee of Housing for New Hope, a nonprofit organization. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach using third-party platforms and sponsors proprietary investment vehicles and private funds.

Robert Scholes is a financial advisor at Allworth Financial, L.P. in Durham, NC, with six years of industry experience. He holds the CFP®, CFA®, and Series 63 credentials. Prior to joining Allworth Financial in 2025, he worked at Investors Trust Company, Cook Wealth Management Group, Park Avenue Securities, and Guardian Life Insurance Company. Scholes also spent nine years at Southeastern Baptist Theological Seminary. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm implements customized portfolios using a range of model strategies and employs third-party sub-advisers, offering both discretionary and non-discretionary asset management and financial planning services.

Tao Zhang is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His career includes roles at World Financial Group, Datalenty Inc., and International Medical Group, where he provides IT consulting and insurance services. Outside of advisory work, he is also involved in ride-sharing as a Lyft driver. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with access to proprietary and third-party investment models.

Tonja Womble is a financial advisor at Truist Advisory Services with 23 years of industry experience. She holds a Series 66 designation and has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches alongside third-party manager arrangements and AI-enabled research tools.

Shenghao Song is a financial advisor with Transamerica Financial Advisors in Morrisville, NC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been associated with Transamerica Financial Advisors since 2015 and is also involved in language translation services through Fluent Language Solutions and provides bookkeeping, accounting, and tax consulting services via Melody Song, CPA. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations, delivering advisory and brokerage services primarily through model portfolios and third-party managers across multiple program platforms.

Troy Fairbank is a financial advisor with First Citizens Investor Services, Inc. in Durham, NC, holding a Series 66 designation and 20 years of industry experience. He has been with First Citizens Investor Services since 2008. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of advisory and brokerage services. The firm’s approach involves IAR-led assessments of client financial needs and employs fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

David Wilder is a financial advisor with TIAA-CREF in Durham, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with TIAA-CREF since 2007. Outside of his advisory role, he serves as an elder and committee member at Triangle Grace Church and is the treasurer for the Voyager Academy Booster Club. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that includes affiliated funds.

Amber Mc Neill is a financial advisor at TIAA-CREF based in Durham, NC, holding a Series 65 designation. She has been with TIAA-related firms since 2015. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

Vijaya Arun is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and one year of industry experience. She has been self-employed since 2014, providing accounting and bookkeeping services on a part-time basis. Arun also engages in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm uses a model portfolio approach implemented through third-party managers and proprietary platforms to deliver its services.

Thomas Storrie is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2017. He previously worked at Ameriprise Financial Services, Inc. for 12 years. Outside of his advisory role, he is involved in fixed insurance sales conducted under Crossbridge Financial Group. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and model portfolios to retail and institutional clients.

Jonathan Robinson is a CFP® with 24 years of industry experience and has been with Oppenheimer since 2003. He serves as co-trustee of the Joseph W. Robinson and Kathleen Ann Robinson Family Trust, overseeing the liquidation of personal assets and distribution to beneficiaries. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation alongside manager selection and a variety of investment strategies, with a notable role as a qualified custodian and a mixture of discretionary and non-discretionary account management.

Joseph Denney is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 17 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2021, following prior roles at BB&T Investments and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, and manager selection, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Stuart Donovan is a financial advisor with TIAA-CREF in Durham, NC, holding Series 65 and Series 66 designations and bringing 25 years of industry experience. He has been with TIAA-CREF since 2006. Outside of his advisory role, he manages rental properties in Raleigh and Atlantic Beach, NC. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and other entities, often serving clients with existing relationships through TIAA-administered retirement plans. The firm offers a range of investment solutions including model and customized portfolios under a fiduciary standard.

Lee Abbey is a financial advisor with TIAA-CREF based in Durham, NC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has been with TIAA-CREF and its predecessor, Tiaa, since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary portfolio management, functioning within a vertically integrated group that includes affiliated funds and acts as adviser to a donor-advised fund.

Jane Okulski is a financial advisor at Oppenheimer with 17 years of industry experience. She has worked at Oppenheimer since 2017 and previously held roles at Cambridge Investment Research Advisors and Cambridge Investment Research. Outside of her advisory work, she serves on the Reynolda House Advisory Council, assisting with event coordination and planning for the museum. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, incorporating asset allocation, manager selection, and rebalancing, with assets under management totaling approximately $36.7 billion as of December 2025.

Thomas Mountain is a financial advisor with VALIC Financial Advisors in Durham, NC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with VALIC Financial Advisors since 2000 and is also currently an agent with Agia. Outside of his financial career, he co-manages a social media account focused on tabletop RPG gaming terrain and miniatures with his son. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm uses discretionary unified managed accounts with Envestnet’s platform and emphasizes centralized technology and model solutions to manage roughly $29.2 billion across nearly 300,000 clients.

Donna King is a financial advisor with TIAA-CREF in Durham, NC, holding a Series 66 credential and seven years of industry experience. She has worked at several firms, including Allstate Financial Advisors and Edward Jones, before joining TIAA-CREF in 2020. Outside of her advisory work, she manages a rental property business involving coordination of repairs and tax filings. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm’s advisory offerings include point-in-time planning and ongoing discretionary portfolio management with a fiduciary standard applied to its registered investment adviser services.

Jennifer Jamerson is a CFP® and ChFC® with 26 years of industry experience. She has been with Valic Financial Advisors since 2010 and also holds an agent position at Agia, where she is involved with 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, consulting, and brokerage services through its broker-dealer operations.

Charles Carrick is a CFP® with 13 years of industry experience, currently advising at Beacon Pointe Advisors, LLC since 2021. His prior roles include positions at DMJ Wealth Advisors, LLC and ProEquities Inc. Carrick also has experience with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced CIO services to a diverse client base that includes individuals, corporations, and institutional clients, employing both active and passive strategies across multiple asset classes.