David Brunswick III is a financial advisor at G. A. Repple & Company with nine years of industry experience. He holds a Series 66 designation and has been with G. A. Repple & Company since 2017. He is also employed at Kingdom Financial Services as a financial planning and investment advisor assistant. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to develop individualized portfolios and offers multiple account options, including an ETF-focused program and a Biblically-Responsible Investing model.

Marcus Davis is a financial advisor with First Advisors National, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked with Massachusetts Mutual Life Insurance Company for 12 years and Erie Insurance Group for 12 years. Outside of his advisory role, he is involved with Ultimate Choice Insurance Group Inc, where he has operated since 2007. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and implements strategies through third-party money managers, using tactical and strategic asset allocation approaches.

Kim Weber is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at First Citizens Investor Services since 2018 and previously was with PNC Investments from 2013 to 2017. First Citizens Investor Services serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm offers a range of advisory and brokerage services, employing fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Janelle Aldridge is a financial advisor with First Command Advisory Services in Wake Forest, NC. She holds a Series 66 designation and has 16 years of industry experience. Her previous roles include positions at Cantella & Co., Inc., Cambridge Investment Research Advisors, Northwestern Mutual, and LPL Enterprise. 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 utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Michael Montalvo is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Co, and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Jackson Turner is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Empower Advisory Group, he worked at Strategic Value Media and Coastal Federal Credit Union among other roles. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing rather than short-term forecasts.

Roberto Pedraza is a financial advisor with Empower Advisory Group holding a Series 66 designation and six years of industry experience. His prior roles include positions at GFWS Equities, Wells Fargo Clearing, Genworth Financial, and IBM. 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 account holders. The firm’s integrated model combines proprietary and third‑party planning methodologies with recordkeeping and administrative platforms, focusing on long‑term portfolio returns and client savings rates.

Dustin Hill is a financial advisor at Principal Financial Services with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Princor Financial Services Corporation and Principal Financial Group since 1999. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Adrian Woody is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked at First Citizens Investor Services since 2016 and has been with First Citizens Bank and Trust since 2008. Outside of his advisory role, he is a co-owner of a single rental property. First Citizens Investor Services, Inc. serves individuals, pension plans, charitable organizations, and corporate clients, offering a range of advisory and brokerage services including portfolio management, wrap programs, and financial planning. The firm emphasizes IAR-led client assessments and utilizes a combination of fundamental, quantitative, and technical analysis to guide investment allocations.

Kathryn Wood is a financial advisor at Money Concepts Capital Corp with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with Money Concepts Capital Corp since 2013. Wood is also the president and owner of Triangle Health Plans, Inc., a company providing health, medical supplement, dental, disability, and long-term care insurance. Money Concepts Advisory Service (MCAS) offers portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and account structures, utilizing fundamental and technical analysis along with modern portfolio theory to manage assets for approximately 14,700 clients.

Landon Cross is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Parson's General Construction, Brewer Insurance Group, Equis Financial Group, and Commodity Specialists Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Anthony Adams is a financial advisor with Edward Jones in Henderson, North Carolina, holding a Series 63 designation and 45 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1980. Outside of advising, he serves as a trustee managing a rental property in Clayton, North Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Scott Allen Jr. is a CFP® designee and financial advisor with Edward Jones in Louisburg, NC, where he has worked since 2020. He has six years of industry experience and previously spent ten years with the United States Department of Transportation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Matthew Cracchiolo is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. Prior to joining LPL Financial, he held positions at Protronics Inc. and Chick-fil-a, and has also been involved in non-investment activities such as producing content as a YouTube Google Adsense partner and volunteering as a backstage helper at Louisburg College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Kyle Winder is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. He has worked with multiple entities within the Flight Plan group since 2014 and has held roles at Principal Securities and Edward Spencer Employee Group Benefits. Winder serves as president of The Flight Plan Group LLC. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of portfolio management strategies and platform arrangements.

William Gass III is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation. He began his career at Edward Jones in 2025 and previously worked at Pella Carolina, INC for 13 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Gabriel Bowman is a financial advisor at Edward Jones in Youngsville, NC, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at East Carolina University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Marcin Swiderski is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial. His prior work includes roles at GWN Securities, Inc, CUSO Financial Services, LP, and Coastal Federal Credit Union. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Carri Carter is a financial advisor with Edward Jones in Wake Forest, NC, holding a Series 66 designation and 14 years of experience at the firm. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Gregory Daniels is a CFP®-certified financial advisor with eight years of industry experience, currently serving with Raymond James Financial. He previously worked at Edward Jones for seven years and at ElecTel Cooperative FCU for 14 years. Daniels is the owner of Daniels Financial Partners, an independent advisory business based in Wake Forest, NC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals and organizations. The firm provides tailored non-discretionary planning using risk profiling and analytical tools, and supports a broad advisor network with specialized municipal and retirement plan consulting services.