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.

Robert Barton II is a financial advisor with CreativeOne Wealth, LLC and holds Series 65 and Series 66 licenses. He has eight years of industry experience and has previously worked at Institute for Wealth Management and Cherry Investment Advisors. Outside of his advisory role, Barton works as a fitness trainer, teaching group strength training classes. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages discretionary accounts using a combination of proprietary models and third-party managers, employing strategies that include ETFs, mutual funds, options, and private investments.

Marcus Davis is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 designations and two years of industry experience. His career includes roles at Massachusetts Mutual Life Insurance Co, Ultimate Choice Insurance Group Inc, Erie Insurance Group, and Citigroup Global Markets. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients and ERISA plan participants, managing approximately $506.8 million in discretionary assets. The firm emphasizes third-party money manager selection and oversight, employing tactical and strategic asset allocation with discretionary account management and fundamental analysis.

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.

Gregory Weiss is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with 26 years of industry experience. He has been with First Citizens since 2003 and is also a partner at Weiss Property Holdings, LLC, a real estate investment business he has been involved with since 2020. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm’s approach includes IAR-led financial assessments and diversified investment allocation utilizing fundamental, quantitative, and technical analysis.

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.

Tucker Sly is a financial advisor with PNC Wealth Management in Raleigh, NC, holding Series 63 and Series 66 licenses. He has one year of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Bank. Before entering the financial sector, he worked at FedEx and in retail. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and third-party-managed investment strategies.

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.

David Marshall is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Fifth Third Securities, Inc., where he has worked since 2020. His prior experience includes roles at PNC Investments, Merrill, Morgan Stanley, LPL Financial, BB&T Investment Services, and Equitable Advisors. Outside of his advisory work, he operates a YouTube product review channel and works as a fitness instructor at the UNC Wellness Center. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs and investment options via its Passageway platform, combining advisor-directed and third-party portfolio management strategies.

Kevin Veverka is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior work includes roles at SunTrust Investment Services and SunTrust Bank since 2019, as well as Wells Fargo Clearing and Wells Fargo Advisors. 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 with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment processes.

Matthew Belcher is a financial advisor with PNC Wealth Management in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with PNC Investments since 2012. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that employs algorithmic risk assessment and delegated portfolio management using mutual funds and ETFs.

Jackson Turner is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and two years of industry experience. He has held prior roles at Empower Financial Services, Strategic Value Media, and Coastal Federal Credit Union. 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 certain retail brokerage account holders. The firm’s services integrate proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and client savings rates, delivered within a large enterprise structure closely tied to Empower’s recordkeeping and administrative platforms.

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 bringing 20 years of industry experience. He has worked at First Citizens Bank and Trust since 2008 and with First Citizens Investor Services since 2016. Outside of his advisory role, he is involved in managing a single rental property jointly owned with a family member. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities. The firm offers portfolio management, wrap programs, model portfolios, and tax-aware services, focusing on client assessments led by investment adviser representatives who use various analyses to allocate assets across multiple investment types.

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.

Eric Patterson is a CFP® professional with over 12 years of industry experience. He previously worked at Paradigm Life for 12 years before joining Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions focused on long-term portfolio returns and savings rates within plan lineups selected by plan sponsors.

Gregory Bass is a financial advisor with PNC Wealth Management in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His background includes roles at Coastal Federal Credit Union, SunTrust Advisory Services, and CapFinancial Securities, as well as operating Bass Quality Landscaping for three years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account designed for employees, which uses algorithm-driven risk assessment and managed investment strategies involving mutual funds and ETFs.

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.

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.