Seth Large is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Cerity Partners in 2025, he worked at Cook Wealth Management Group LLC and Bluesky Wealth Advisors, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

Bernard Rosen is a financial advisor at TLG Advisors, Inc. with 49 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at The Leaders Group Inc., MML Investors Services, MassMutual Life Insurance Company, and he is owner of Rosen Executive Benefits Group, a business focused on individual life insurance sales. TLG Advisors serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm employs a manager selection and monitoring investment process grounded in fundamental analysis and Modern Portfolio Theory, and offers both managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Joseph Dillon is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2023. His prior experience includes roles at Curi Wealth Management, SharpVue Capital, and Captrust Financial Advisors. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Lemuel Kornegay III is a financial advisor with Money Concepts Capital Corp in Cary, NC, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He has worked with Money Concepts Capital Corp since 2015 and with Paladin Financial Services, Inc. since 2000, where he serves as president of a non-investment related business focused on checking accounts and Medicare and health insurance. Outside of his advisory role, Kornegay is a co-host of WHIG TV's "The Live Morning Show," serves on the IARFC Board of Directors, volunteers with the Wake County Board of Elections, and holds the position of Sergeant At Arms for the West Raleigh Rotary Club. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and account structures, using fundamental and technical analysis alongside modern portfolio theory to manage roughly $3.33 billion across approximately 14,700 clients.

Christopher Oldham is a financial advisor at Truist Advisory Services in Raleigh, NC, with four years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services since 2021. His prior experience includes roles at Smith Salley & Associates, the Drapers Richards Kaplan Foundation, and Mutualism Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary strategies, supported by AI-enabled research and a high degree of inter-affiliate coordination.

Monsef Ouchou is a financial advisor at Empower Advisory Group with two years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and held various roles outside finance, including positions at Uber and Lyft. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates its recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing over short-term forecasts.

Douglas Ebner is a financial advisor with Money Concepts Capital Corp, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. His prior work includes positions at Triad Advisors and Independent Financial Partners, alongside managing Ebner Financial Group for over 15 years. Outside of his advisory role, he is involved in the sales and service of health and dental plans and is a partner in a bitcoin mining venture. Money Concepts Capital Corp is an enterprise-scale advisory firm serving a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, combining proprietary and third-party portfolio management in both discretionary and non-discretionary programs, supported by technology platforms like Envestnet.

Jonathan Walker is a financial advisor with Truist Advisory Services in Cary, NC, holding a Series 66 designation and three years of industry experience. He has worked at Truist Investment Services and Truist Advisory Services since 2022 and was previously employed by Truist Bank for ten years. Outside of his advisory role, he manages a small beekeeping operation with his wife, producing honey, flowers, and produce. 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 and non-discretionary consulting, supported by AI-enhanced research and inter-affiliate integration with Truist Investment Services and Truist Bank.

Christopher Baker is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and eight years of industry experience. His prior roles include positions at Carroll Financial Associates, Inc., Prosperity Capital Group, Inc., and Asset Protectors & Advisors Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts and estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment approach that combines passive and active managers and incorporates both quantitative and fundamental research.

Boone Williams is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and one year of industry experience. His prior roles include positions at LPL Financial, Socratic Better Wealth, and self-employment ventures. He provides administrative support to Independent Advisor Alliance and remains involved with Socratic Better Wealth. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies supported by technology platforms and leverages a network model combined with ties to LPL Financial.

Philip Rothstein is a CFP®-certified financial advisor at Truist Advisory Services with 21 years of industry experience. His career includes prior roles at Bb&T Securities, BB&T Bank, and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches and employs AI-enabled research tools alongside third-party manager arrangements to support its investment programs.

Matthew Dellasega is a financial advisor at Principal Financial Services in Raleigh, NC, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior work experience includes positions at Wells Fargo Bank, NA, and First Citizens Bank-related entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel abroad. 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.

Kayla Woodard is a financial advisor at Davenport & Company LLC in Raleigh, NC, holding a Series 66 designation with two years of industry experience. Her prior experience includes roles at Edward Jones and a decade-long period of education before entering the financial services field. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and advisory services. Their investment approach involves dedicated portfolio manager teams and a Manager Research team overseeing strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Andrew Lipson is a CFP® with 29 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC since 2017. Prior to this, he worked at Ameriprise Financial Services, Inc. for 12 years. He is involved with Lipson, Williams, Perry, & Kaptanoglu, LLC, a business entity used for tax and investment purposes. Independent Advisor Alliance serves a broad range of clients including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by various analytical and technology platforms.

Stephen Shaffer is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at BB&T Investments and Bb&T Securities before joining Truist in 2018. Outside of his advisory role, he is a member of CABINLOT LLC, which manages a family vacation rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Joseph Uradnik is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 designations and 21 years of industry experience. His prior roles include positions at the Federal Reserve Bank of Boston and JDU Consulting. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform-centered approach that integrates AEWM-managed and third-party models.

Robert Hartinger is a Certified Financial Planner (CFP®) with 14 years of industry experience. He is currently with Sanctuary Advisors, LLC and previously worked at Bank of America and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Outside of his advisory role, he serves on the golf committee for the Riley Rushin Foundation, a nonprofit supporting individuals with disabilities. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm supports a wide range of portfolio management strategies and combines various analytical approaches while acting as a fiduciary under written agreements.

Victor Navarroli is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 12 years and has operated his own practice since 1993. Navarroli serves as a board member at large for Festa Italiana of North Carolina, a nonprofit event organization. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates both as a registered investment adviser and broker-dealer, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Serena Lester is a CFP® with eight years of industry experience, currently serving as a financial advisor at Truist Advisory Services in Raleigh, NC. Her prior experience includes roles at BB&T Securities and Keystone Financial Partners. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools in research to support its investment process.

Jessica Charlton is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 designation and 13 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021 and was previously with BB&T Securities from 2012 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes AI-enabled research tools to support manager selection and portfolio oversight.