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.

Monsef Ouchou is a financial advisor at Empower Advisory Group with two years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and several other firms. 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, using an integrated service model tied to Empower’s recordkeeping and administrative platforms.

Albert Waisanen Jr. is a financial advisor at TIAA-CREF with two years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Group Insurance Analysts/GIA Risk Management. Outside of his advisory role, he serves as a board member for The Park Homeowners Association Inc., where he participates in budget decisions and community meetings. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to donor-advised funds while operating within a vertically integrated group.

Ming Zeng is a financial advisor with Transamerica Financial Advisors in Morrisville, NC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and previously worked at SweetDeal4You from 2012 to 2020. Zeng is also engaged in the sales of insurance and non-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, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers, offering discretionary and non-discretionary program options.

Jonathan Walker is a financial advisor with Truist Advisory Services in Cary, NC, holding a Series 66 designation and three years of industry experience. He has worked at Truist Investment Services and Truist Advisory Services since 2022 and was previously employed by Truist Bank for ten years. Outside of his advisory role, he manages a small beekeeping operation with his wife, producing honey, flowers, and produce. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enhanced research and inter-affiliate integration with Truist Investment Services and Truist Bank.

Dianxia Wang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has affiliations with Clearwater Benefits and World Financial Group. Wang is also the owner of WT Evergreen Company, which operates as a pass-through entity related to her World Financial Group business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Victor Navarroli is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 12 years and has operated his own practice since 1993. Navarroli serves as a board member at large for Festa Italiana of North Carolina, a nonprofit event organization. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates both as a registered investment adviser and broker-dealer, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

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.

Barry Horne is a financial advisor with Janney Montgomery Scott in Cary, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of advisory work, he manages a property business in Holly Springs, NC. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and multiple advisory programs that combine in-house portfolio management with third-party managers.

Erick Barone is a financial advisor with Eagle Strategies (NY Life) based in Cary, NC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His career includes roles at Legacy Private Client Services LLC, Barone Financial Group, NYLIFE Securities LLC, and New York Life Insurance Company. He volunteers with Big Brothers Big Sisters of The Triangle, focusing on raising awareness of planned giving among donors. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

John Wilson is a financial advisor at Fifth Third Securities, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Investment Advisers LLC, Regions Bank, and PNC Investments. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering multiple program types on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing a range of investment solutions including mutual fund and ETF models, SMA strategies, and direct-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.

Frederick Freeman is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, Fidelity, and Wells Fargo before joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals with existing TIAA employer retirement relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm combines point-in-time financial planning with ongoing discretionary management through model and customized portfolios.

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.

Marc Anstrom is a financial advisor with TIAA-CREF in Durham, NC, holding Series 63, Series 65, and Series 66 designations and over 31 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division serves individuals—including those connected to TIAA-administered employer retirement plans—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers financial planning, discretionary managed account programs, and brokerage services, operating with a fiduciary standard in its RIA services and acting as adviser to a donor-advised fund.

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.

Richard Kagan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Commonwealth since 2000. Outside of his advisory role, Kagan serves as CFO and shareholder of two non-investment related companies, Adessence Marketing, Inc. and Right Brain Media, and is also a squash coach. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, trading, technology, compliance, and practice-management support, with discretionary portfolio construction and model portfolios managed by its Investment Management and Research team.