Thomas Beck is a financial advisor with Janney Montgomery Scott in Raleigh, NC, holding a Series 66 designation and 18 years of industry experience. Prior to his current role, he worked at Janney Montgomery Scott, LLC for 10 years and has also been involved with the Department of Natural and Cultural Resources and Raleigh Parks & Recreation/Raleigh Aquatics. Outside of finance, he operates a freelance photography business and serves as a board member for the Raleigh Area Masters swim team, in addition to contributing as a photographer and blogger for a local live music website. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services with a combination of in-house and third-party portfolio management.

Julie Carroll is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds the Series 63 and Series 66 designations. In addition to her advisory role, she serves as a co-trustee of a family trust in Warsaw, North Carolina. 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 individuals, families, trusts, corporate and retirement plan sponsors, and other entities, offering brokerage services, financial planning, and multiple advisory programs.

Nicholas Creekmore is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds the Series 66 designation and has worked at Janney since 2020. Prior to this, he was employed at MORSCO and East Carolina University. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Alan King is a CFP® professional with nine years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2015. He is also co-owner of LifeTime Asset Management, a private entity involved in securities, advisory, and insurance business, and LifeTime Tax Management, which focuses on tax services. 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, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering advisors discretion in portfolio construction and access to proprietary model portfolios.

Salvatore Bottone is a CFP® and Series 66-licensed financial advisor with three years of industry experience, currently with Janney Montgomery Scott in Raleigh, NC. His prior experience includes roles at George Pickett & Associates and various other positions before joining Janney. Outside of advising, he serves as the head JV men's soccer coach and assistant varsity coach at Cardinal Gibbons High School. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients, including individuals, families, trusts, corporate sponsors, and municipal clients, providing investment advice through in-house and third-party managers across multiple advisory programs.

Ryan Pope is a CFP® with 10 years of industry experience, currently affiliated with Principal Financial Services in Raleigh, NC. He has held roles at Hunter & See Wealth Management and Mid Atlantic Executive Benefits, among others. Outside of his advisory work, he serves on the finance committee of Bethlehem Baptist Church and is treasurer of the Coats Area Chamber of Commerce, and he is also involved in athletic officiating locally. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

H. Hughes is a CFP® professional with 14 years of industry experience, currently affiliated with Commonwealth Financial Network. Their career includes five years at Ameriprise Financial Services, Inc. and multiple roles within Commonwealth Financial Network and Pathfinder Wealth Consulting. Outside of advisory work, Hughes is involved in fixed insurance sales through an activity called Cross Bridge. 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 about $212.7 billion in client assets. The firm offers a range of advisory support services including managed-account programs, third-party asset manager access, and custody services.

Brian Cook is a CFP® professional with 23 years of industry experience. He is currently with Cerity Partners Retirement Plan Consultants and previously worked at Cook Wealth Management Group LLC and LPL Financial, LLC. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and administrative support. The firm focuses on asset-allocation driven model portfolios, investment policy statements, and ongoing monitoring, serving a wide range of institutional clients with both discretionary and non-discretionary asset management.

Benjamin Guyton is a financial advisor with Brookstone Capital Management LLC holding a Series 65 designation. He has eight years of experience at Amerilife and previously worked for four years at Bonefish Grill. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset allocation models, a turnkey asset management platform, and a variety of investment vehicles including ETFs, mutual funds, individual securities, and options-enhanced strategies.

Bradley Williams is a CFP® with 29 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017. Independent Advisor Alliance works with a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs a network model of advisory representatives and utilizes discretionary and non-discretionary portfolio management strategies supported by technology platforms and third-party resources.

Ashok Tapadia is a financial advisor with Primerica Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Primerica Advisors since 1999 and has concurrent roles with CP Advisory Services, Inc. and Guardian Life Insurance Company since 1993. Tapadia is also involved in insurance services beyond Guardian and has a real estate-related business activity with Fathom Realty. Primerica Advisors is part of an enterprise firm serving a broad retail client base, offering brokerage and advisory services along with financial and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party platforms and supports various account-level services including lending solutions and donor-advised funds.

William Martin is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Martin is also affiliated with LifeTime Asset Management LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, technology, compliance, and investment management resources.

Kerolous Botros is a financial advisor with Principal Financial Services in Raleigh, NC, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His work history includes roles at NCDI Doctors and Principal Life Insurance Company, where he remains active. Outside of his advisory duties, he owns Botro Enterprise, LLC, a business established to track income and expenses. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Erick Cova is a financial advisor at PNC Wealth Management with six years of industry experience. He holds the Series 66 designation and has worked at several firms, including Valic Financial Advisors and MassMutual Life Insurance Company. Outside of his advisory role, he also works as a delivery driver for DoorDash. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party strategists to manage investments primarily in mutual funds and ETFs.

Matthew Johnson is a CFP® professional with 13 years of industry experience currently serving at Truist Advisory Services. He previously worked at BB&T Securities before joining Truist in 2016. Johnson holds a Series 66 license and is based in Raleigh, NC. 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 integrates discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Andrew Sullivan is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing for 15 years. Outside of his advisory work, he plays lead guitar in a tribute band that performs locally in Raleigh, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting to implement advice, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

Destiney Deschaines is a Series 66-licensed financial advisor at Primerica Advisors with one year of industry experience. Prior to joining Primerica, she held roles at Guardian Life Insurance Company and Equitable Advisors. She is also a co-owner of J&D Cutter Row, LLC, a family business focused on real estate. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting through a variety of proprietary and third-party investment programs.

Lauren Harper is a CFP® professional with 12 years of experience, currently advising clients at Janney Montgomery Scott in Raleigh, NC. She has been with Janney since 2014. 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 including individuals, families, trusts, and institutional clients, offering a range of brokerage, financial planning, and advisory services.

Cindy Marvin is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at RBC Capital Markets, Jpmorgan Chase Bank NA, Morgan Stanley, and Fcg Advisors LLC. Outside of finance, she is involved with McManus Appraisal Group as a certified residential appraiser and also works part-time in produce at Harris Teeter. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary investment management, supported by third-party platforms and AI-enabled research tools, with a focus on integration across affiliated entities.

Stephanie Bruneau is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. She has worked with Ameritas and its affiliates since 2020 and was previously employed at 3D Systems for seven years. Bruneau is also a senior account executive at Boston 128 Insurancy Agency Inc., where she focuses on fixed annuities and insurance products. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing a platform that integrates in-house models, third-party managers, and partnerships with affiliated entities.