Joshua Alford is a CFP® with five years of industry experience, currently serving at First Citizens Investor Services, Inc. in Raleigh, NC. His prior experience includes roles at First Citizens Asset Management, Fidelity Investments, MML Investors Services, LLC, and MassMutual Life Insurance Company. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of portfolio management and financial planning solutions utilizing fundamental, quantitative, and technical analysis.

Marc Anstrom is a financial advisor with TIAA-CREF in Durham, NC, holding Series 63, Series 65, and Series 66 designations and over 31 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division serves individuals—including those connected to TIAA-administered employer retirement plans—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers financial planning, discretionary managed account programs, and brokerage services, operating with a fiduciary standard in its RIA services and acting as adviser to a donor-advised fund.

Thomas Overcash Jr. is a financial advisor with Valic Financial Advisors in Durham, NC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Valic Financial Advisors since 1997 and also serves as an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Nahed Alsous is a financial advisor with Valic Financial Advisors in Durham, NC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Valic Financial Advisors since 2003 and also serves as an agent with Agia, focusing on 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, offering managed-account programs, financial planning, and brokerage services.

Richard Kagan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Commonwealth since 2000. Outside of his advisory role, Kagan serves as CFO and shareholder of two non-investment related companies, Adessence Marketing, Inc. and Right Brain Media, and is also a squash coach. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, trading, technology, compliance, and practice-management support, with discretionary portfolio construction and model portfolios managed by its Investment Management and Research team.

Erica Korol is a financial advisor with First Citizens Investor Services, Inc., holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at VALIC Financial Advisors and Agia. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and businesses. The firm utilizes a client-focused process combining fundamental, quantitative, and technical analysis across various investment vehicles, with offerings including portfolio management, automated platforms, and tax-aware services.

Thomas Miller is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with SunTrust and its successor firms since 2005. Miller serves on the Board of Directors at the Chapel Hill Country Club, where he oversees club administration and activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Haleh Moddasser is a financial advisor at Hightower Advisors with 14 years of industry experience. She holds the Series 65 designation and previously worked at Stearns Financial Services Group for nine years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions utilizing both affiliated and third-party managers, combined with proprietary research and portfolio construction techniques.

Eugenia Grimmer is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 credentials with 12 years of industry experience. Her career includes roles at Wells Fargo Clearing and TIAA prior to joining First Citizens Investor Services. She serves on the board of the Pender Sheriff's Charitable Foundation, a nonprofit supporting local law enforcement efforts. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing portfolio management, brokerage services, and financial planning. The firm combines fundamental, quantitative, and technical analysis in client assessments and offers various managed portfolio options alongside tax-aware services.

Stephen Engelson is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Truist Advisory Services since 2016, also affiliated with Truist Investment Services since 2010. Outside of his advisory role, he is involved in purchasing homes for flipping in Durham, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by advanced research tools and inter-affiliate integration.

Stanley Godwin is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. His career includes tenures at Merrill and Bank of America, N.A. prior to joining First Citizens in 2016. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-centered process led by Investment Adviser Representatives that incorporates fundamental, quantitative, and technical analysis across a range of investment products and offers services such as portfolio management, tax-aware strategies, and financial planning.

David Castro is a CFP® and holds a Series 66 designation with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Goldman Sachs Wealth Services, Kovitz Investment Group Partners, and other firms. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs an enhanced open architecture investment approach combining active and passive strategies, third-party managers, and private funds, and offers services including financial planning, retirement consulting, and access to affiliated private funds.

Michelle Disney is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. in Durham, NC. Her prior experience includes roles at Adams Chetwood Wealth Management and Purshe Kaplan Sterling Investments. Disney holds the Series 66 designation. Allworth Financial is a fee-based SEC-registered adviser serving a diverse client base including individuals, qualified retirement plans, trusts, charitable organizations, and corporate clients. The firm employs a range of customized portfolio strategies and uses technology to manage held-away employer retirement accounts, with notable ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

Mark Nachimson is a CFP® professional with 25 years of industry experience, currently serving at VALIC Financial Advisors since 2004. He also holds a role with Agia, focusing on non-securities insurance products. Nachimson is a limited partner in a family limited partnership established for estate planning purposes. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, employing Envestnet-developed UMA models for portfolio construction.

Rajesh Chundi is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Change Healthcare Inc. and Optum Services Inc. Outside of advising, he serves as a database administrator for the Orange Water and Sewer Authority and operates Chundi Financial Services, LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Henry Dunbar Jr. is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 65 credential with 23 years of industry experience. He has worked at First Citizens Bank and First Citizens Investor Services since 2014. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business entities. The firm employs a client process centered on financial needs assessments and uses a combination of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Sarah Hickey is a Planning Consultant at Fidelity Investments, a role she has held since 2023. She has accumulated over a decade of experience in financial services, working in various capacities including service management, investment solutions, and client relationship management. Her professional background includes positions at RBC Wealth Management, Fidelity Investments, Stifel, Nicolaus & Company, J.P. Morgan Wealth Management, and Barclays Wealth. Throughout her career, she has focused on understanding clients' unique needs and circumstances to develop financial plans that align with their goals and values. Outside of her professional work, Sarah has interests in art, food, parenthood, and yoga.

Noah Fitzgerald is a financial advisor at TLG Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has worked previously at MWA Financial Services Inc. and Modern Woodmen of America. Outside of his advisory role, Fitzgerald coaches junior varsity offensive line football, applying his collegiate football experience to player development. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, charitable organizations, businesses, and institutional investors, offering investment supervisory services, portfolio management, financial and estate planning, and ERISA fiduciary services. Its approach combines fundamental analysis and Modern Portfolio Theory, delivering advice through independent advisors and sub-advisors, including a direct-to-consumer platform called Starlight Portfolios.

Kelly Sullivan is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses with 28 years of industry experience. Her prior roles include positions at Cuso Financial Services, LP and Coastal Federal Credit Union. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s approach includes fundamental, quantitative, and technical analysis to guide portfolio allocation, offering a range of services such as managed portfolios, a Guided Investing platform, and tax-aware financial planning.

Hans Scheil Jr. is a CFP® and ChFC® with 20 years of experience in financial advisory. He is currently with Brookstone Capital Management LLC and serves as CEO and insurance agent at H.E. Scheil & Associates, Inc., where he spends a significant portion of his time. His prior experience includes roles at Insurance Advisor Associates, Inc., Cardinal Retirement Planning, Inc., and Gradient Investments, LLC. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, and institutional clients, and supports a large advisor network with back-office and sub-advisory services.