John Todd is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at firms including Arbor Point Advisors, Securities America, Ameriprise Financial Services, and Edward Jones. Todd also engages in insurance sales on a limited basis. Osaic Advisory Services, LLC serves a diverse client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a broad range of investment strategies and consulting services, utilizing both fundamental and technical analysis along with access to alternative investments through platform partnerships.

Kimberley Palladino is a financial advisor at Truist Advisory Services with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Truist and its predecessor, SunTrust, since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research tools.

John Berry is a CFP® professional with 28 years of industry experience, currently serving as an advisor at Integrated Wealth Concepts LLC since 2023. He previously worked at Laurel Wealth Advisors, Inc., ARIA Wealth Management, Inc., J.W. Cole Financial, Inc., and Concert Wealth Management, Inc. In addition to his financial advisory roles, Berry serves as President of CONCERT Retirement Plan Consulting, Inc. and is an Executive Officer in the United States Navy Reserves. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, and retirement plan advisory services, utilizing customized portfolios and a combination of internal and third-party asset management.

Samir Alame is a financial advisor with Eagle Strategies (NY Life) in Cary, NC, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He has worked with Eagle Strategies since 2009 and has been involved in financial literacy initiatives through his ownership of Financial Literacy LLC and Financial Literacy Inc. Outside of advisory services, he brokers non-investment insurance products through his business Protection And Finance Inc. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm operates within the New York Life affiliate structure and emphasizes tailored advice delivered largely through non-discretionary asset management and fiduciary standards for retirement investors.

George Arky is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC since 2025. He previously worked at Arky & Miller Financial Group, LLC and Cambridge Investment Research Advisors. Arky is a board member of the Ronald McDonald House of Durham and also leads wine tours in Durham, NC. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth management, financial planning, and retirement advisory services through customized, primarily long-term portfolios that utilize ETFs, mutual funds, and other investment vehicles.

Khutchnai Kang is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Empower, Kang worked at Fidelity Investments and held various roles outside the financial industry. 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 clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Richard Nathan is a financial advisor at Mariner with 8 years of industry experience. He previously spent 28 years at Forte Capital LLC. Outside of advising, he serves on the management committee of Forte Capital, which solely holds Mariner F-1 Units without providing investment advice or financial planning. Mariner serves a diverse client base through customized, discretionary portfolio management supported by in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness services in addition to traditional investment solutions.

Joseph Shore is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm operates within a vertically integrated group, offering model and customized portfolios, and acts as adviser to the TIAA Donor Advised Fund.

Thomas Oberg Jr. is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years. Before entering the financial sector, he was employed by the YMCA of the Triangle Area for five years. 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 client base including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Gordon Pruitt is a Series 66-licensed financial advisor at Edward Jones in Chapel Hill, NC, with one year of industry experience. Prior to joining Edward Jones, he worked at Bull City Learning and Syneos Health. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Sachin Menon is a financial advisor with LPL Financial in Cary, NC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Carty, Harding & Hearn, Inc. from 2004 to 2006. Menon also practices physical therapy on a pro bono and consultancy basis to maintain his license. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a range of investment strategies delivered through a large network of advisors and incorporates technology for operational and research support.

Christopher Jenkins is a financial advisor with Mass Mutual Investors Services in Cary, NC, holding a Series 66 credential and five years of industry experience. Prior to joining MassMutual and its affiliate MML Investors Services in 2021, he worked at Chesapeake Energy and Independent Energy Standards. Outside of his advisory role, Jenkins is involved in several business ventures including serving as president of Ascolano Ventures, LLC, co-founding Silver Diamond Technologies, LLC, and preparing to launch a fencing franchise through Alpe Adria Services, Inc. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers with comprehensive financial planning and asset management services. The firm emphasizes collaborative, goal-oriented planning using advanced software tools and offers various specialized planning programs alongside educational seminars.

Roger Werner is a financial advisor with OSAIC based in Chapel Hill, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 55 years of industry experience, including 25 years at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company, and has been with Royal Alliance Associates, Inc. since 2018. Outside of his advisory role, he serves as a volunteer on the UNC Board of Visitors, assisting with communication to prospective honors students. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization, and it supports various account types and third-party manager programs.

Daniel Odeh is a Series 66-credentialed financial advisor at Fidelity with two years of industry experience. He has worked at Fidelity Investments since 2024 and has prior experience in retail and banking roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Daniel Bayait is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard. The firm is notable for its large nationwide network of advisors and branches, as well as its additional capabilities including a trust company and securities-based lending options.

Wyatt Thompson III is a financial advisor with Fidelity in Durham, NC, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Midtown Events LLC and DICK's Sporting Goods. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios composed of mutual funds, ETFs, and ETPs.

Benjamen Parker is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked across various Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, offering services that include discretionary portfolio management, fund advisory, and model portfolio delivery.

Andrew Snider is a financial advisor with LPL Financial in Durham, NC, holding a Series 66 designation and 26 years of industry experience. His prior work includes 14 years at Cuso Financial Services and more than two decades at Coastal Federal Credit Union. He serves as a board member for the Triangle Adult Soccer League, a nonprofit organization in North Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by research-driven strategies and technology tools.

Cyrus Smith Jr. is a financial advisor at Fidelity with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fidelity Investments since 2021, with prior experience at CUSO Financial Services and Scottrade. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop systematic model portfolios.

Justin Gorney is a financial advisor at Fidelity with the Series 66 designation and seven years of industry experience. He has been with Fidelity and its related entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advisor to multiple registered investment companies, utilizing algorithmic methods and AI in its investment process.