Michael Krisko is a CFP® professional with 23 years of industry experience, currently advising clients at Commonwealth Financial Network since 2013. He also spent a year at Ameriprise in 2013. Outside of his advisory role, he owns Michael Krisko, Inc., which conducts securities and insurance business. 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 over $212 billion in client assets. The firm offers a wide range of managed-account programs, third-party asset manager access, and custody services, supporting both individual and institutional clients.

John Netherton is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has been with Truist Advisory Services since 2016 and Truist Investment Services since 2015. Outside of his advisory role, he is involved in agricultural activities through his sole proprietorship, Netherton Outdoors, which includes farming mushrooms and harvesting honey. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches, supported by third-party platforms and manager arrangements, with an emphasis on inter-affiliate integration.

Madison Dunn is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and two years of industry experience. Prior to joining Transamerica, Madison worked at Powell Wealth, Nuveen Asset Management, and Ameriprise Financial. Madison's background also includes roles outside of finance, such as working with Bernhardt Furniture and coaching gymnastics. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering programs that emphasize asset allocation, contribution guidance, and retirement age planning. The firm uses Morningstar Investment Management’s proprietary tools for portfolio construction and operates at scale with a large client base focused primarily on non-discretionary assets.

Brasco Van Niekerk is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Paradigm Financial, LLC and Cetera Wealth Services, LLC. Outside of his advisory role, he works as a sales associate in golf retail. 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, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing portfolio management and operates within a vertically integrated structure using affiliated funds.

Cynthia Reavis is a financial advisor with Valic Financial Advisors in Burlington, NC, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, Merrill, and other firms. Outside of her advisory work, she is also an agent for 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Robert Nocera is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 15 years of industry experience, including roles at New York Life Insurance Company since 2010. Nocera’s current focus is with Eagle Strategies and Nylife Securities LLC, where he has worked since 2022. Eagle Strategies serves both individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing a significant portion of assets on a non-discretionary basis.

Susan Finley is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. and has been involved with the National Network of Digital Schools since 2014. Outside of her advisory role, she operates as a wedding minister and officiant through Weddings by Susan and serves as a substitute musician and preacher with Mt. Hope United Church of Christ. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology, allowing advisors discretion in portfolio construction alongside managed model portfolios.

Gabriel Lindeen is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked with various Truist entities since 2010, including Truist Investment Services and Truist Bank. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and integrates affiliate services to deliver comprehensive investment solutions.

Matthew Mclean is a financial advisor with LPL Financial in Burlington, NC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at LPL Financial since 2011 and previously spent two years with Equitable Advisors. Outside of his advisory role, he serves as a board member and treasurer for Vineland Station and acts as treasurer for Jess Hill, Clerk of Court of Columbus County, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment options and platforms, utilizing both internal research models and third-party strategies, supported by advanced operational tools.

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.

John Grissom Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Avantax Advisory Services and Osaic FS, Inc. Outside of his advisory role, he is a partner in a traditional accounting firm and serves as trustee for two family irrevocable trusts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning, asset management, and institutional platforms.

Doug Wegman is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2020, progressing through roles including Executive Planning Consultant, Benefits & Planning Consultant, Non-Qualified Plan Services Lead, and Defined Contributions Representative. Doug specializes in executive financial life planning, focusing on complex areas such as equity compensation and deferred pay. He emphasizes a planning-first approach starting with workplace benefits and aims to develop personalized strategies tailored to clients' goals. He holds a California Insurance License. Outside of his professional role, Doug enjoys camping, golf, outdoor adventures, and spending time with his pets.

Roland Raffanti III is a financial advisor with Ameriprise in Mebane, NC, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Malphus Gaines is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS Financial Services and Invest Financial Corporation prior to joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from its investment institute with third-party data and offers a broad range of brokerage and advisory solutions.

Nicklaus Parker is a Series 66 licensed financial advisor with Edward Jones in Mebane, NC, and has two years of industry experience. Prior to joining Edward Jones, he worked at Boston Consulting Group and held roles at Emory University and the PGA Tour. He also spent a decade with Fox Sports Carolinas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, tax-efficient services, and affiliated capabilities. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Kevin Tennyson is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cuna Mutual Insurance Society, CUNA Brokerage Services, Inc., and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Fleming is a Series 66–licensed financial advisor with Edward Jones in Burlington, NC. He began his financial advisory career in 2025, including a position at Betty Andrews Investment Management/LPL prior to joining Edward Jones. Outside of his advisory work, he has been involved with the Figure Eight Island Yacht Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Alec Lloyd is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 credential and has worked at LPL Financial since 2024. Prior to his current role, Alec held positions at Worldwide Golf Shops and Global Value Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Mackenzie Crawford is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Primerica, Crawford held positions in education and retail, including roles at West Genesee School District and Aldi Distribution Center. Outside of finance, Crawford is co-owner of Why-Am-I Cattle Company, LLC, an agricultural business in Burlington, NC. Primerica Advisors serves primarily individual investors, offering a wrap-fee asset management program that utilizes model-driven investment strategies managed by unaffiliated asset managers. The firm operates nationally with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Shannon Harris is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. Prior to joining LPL Financial in 2022, Harris worked at Geneos Wealth Management Inc., HBS Financial Advisors, Wells Fargo Clearing, and Truist Investment Services. Outside of advisory work, Harris is president and owner of Harris Wealth & Retirement Planning, a separate business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice provided by investment adviser representatives who may utilize various investment strategies and operational tools.