John Irby V is a financial advisor at Janney Montgomery Scott with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Coleman Research and Fast Lane US. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Lauren Mossburg is a financial advisor with Janney Montgomery Scott in Raleigh, NC. She holds the CFP® designation along with Series 65 and Series 63 licenses, and has six years of industry experience. Prior to joining Janney Montgomery Scott in 2026, she worked at Truist Investment Services and Truist Advisory Services. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services through a combination of in-house portfolio management and third-party managers.

Donna King is a financial advisor with TIAA-CREF in Durham, NC, holding a Series 66 credential and seven years of industry experience. She has worked at several firms, including Allstate Financial Advisors and Edward Jones, before joining TIAA-CREF in 2020. Outside of her advisory work, she manages a rental property business involving coordination of repairs and tax filings. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm’s advisory offerings include point-in-time planning and ongoing discretionary portfolio management with a fiduciary standard applied to its registered investment adviser services.

Angel Nieves Alicea is a financial advisor with First Command Advisory Services in Cary, NC, holding a Series 66 designation and one year of industry experience. Prior to joining First Command, he has served in various roles including at Telus International AI and the United States Army Reserve. He is also an Army Reservist and operates Virtual XP Tours LLC, a business providing web design, graphic design, digital marketing, and panoramic photography services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers who select model portfolios and third-party managers from approved lists.

Aaron Harris is a financial advisor with VOYA Financial Advisors, Inc. in Raleigh, NC, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with VOYA Financial Advisors since 2014, following previous roles at Voya Financial Partners, LLC and Equitable Advisors. Outside of his advisory work, he operates Providence Financial Solutions and serves as an independent insurance agent. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services, utilizing both affiliated and unaffiliated investment products through a large network of investment adviser representatives.

Jason Deshayes is a CFP® and PFS™ credentialed advisor at Cerity Partners LLC with five years of industry experience. He previously worked at Cook Wealth Management Group LLC and Elliott Davis, PLLC. Outside of his advisory role, he serves as Treasurer and board member for the Ronald McDonald House and Trinity School of Durham & Chapel Hill, contributing to financial oversight and advisory committees. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with a client-specific investment framework that includes proprietary quantitative screening, asset allocation, and access to alternative and private market solutions.

Jennifer Jamerson is a CFP® and ChFC® with 26 years of industry experience. She has been with Valic Financial Advisors since 2010 and also holds an agent position at Agia, where she is involved with 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, consulting, and brokerage services through its broker-dealer operations.

John Irby IV is a financial advisor with Janney Montgomery Scott in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2016. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients including high-net-worth individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and various advisory programs.

Charles Carrick is a CFP® with 13 years of industry experience, currently advising at Beacon Pointe Advisors, LLC since 2021. His prior roles include positions at DMJ Wealth Advisors, LLC and ProEquities Inc. Carrick also has experience with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced CIO services to a diverse client base that includes individuals, corporations, and institutional clients, employing both active and passive strategies across multiple asset classes.

Kelly Forrester is a Series 66-licensed financial advisor with Janney Montgomery Scott, based in Raleigh, NC. She has 23 years of industry experience, all of which has been with Janney Montgomery Scott since 2006. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, high-net-worth clients, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Miles Richardson is a financial advisor at Allworth Financial, L.P. in Durham, NC. He holds a Series 65 designation and has one year of industry experience. Prior to joining Allworth Financial, he worked at Fleet Feet and First Citizens Bank, among other roles. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, offering comprehensive financial planning and portfolio management services. The firm employs a combination of quantitative and qualitative analysis to create customized investment strategies and provides education through newsletters, podcasts, and seminars.

Andrea Hardy is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds the CFP® and ChFC® designations and has worked at firms including MassMutual Life Insurance Company and MML Investors Services LLC. Hardy serves as a general board member of the Triangle Women in Golf Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. 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.

Jacob Rudy is a financial advisor at Cerity Partners LLC in Raleigh, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners, he worked at Cook Wealth, LLC and CapTrust. Outside of his advisory roles, his background includes various positions at Liberty University and experience in other sectors. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and utilizes a client-specific investment framework that incorporates proprietary quantitative strategies, manager selection, and alternative investment solutions.

Stephen Selema is a financial advisor with VOYA Financial Advisors, Inc. in Raleigh, NC, holding a Series 66 credential and 21 years of industry experience. He has worked with VOYA and its affiliated entities since 2005. Outside of his advisory role, he is also a musician who performs live and earns income through digital sales and royalties. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, using a combination of in-house and external strategists, model portfolios, and technology-enabled tools to tailor client solutions.

Michael Holloway is a Certified Financial Planner® with 20 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at Cook Wealth Management Group, LPL Financial, and UBS Financial Services. Holloway holds Series 63 and Series 66 licenses. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, proprietary quantitative screening, and access to alternative and private market solutions.

Chad Weatherman is a Certified Financial Planner® with 11 years of industry experience, currently serving at Mariner Wealth Advisors since 2023. His prior roles include positions at Beacon Pointe Advisors, DMJ Wealth Advisors, and Millennial Wealth Design. Mariner Wealth Advisors serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to provide customized portfolio solutions and maintains integrated tax and accounting services uncommon for a firm of its size.

Shawn Will is a financial advisor with Principal Financial Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Principal Securities Inc. since 2016 and has also worked with Principal Life Insurance Company since 2013. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, 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 solutions.

Alexander Gracia is a CFP® and ChFC® with 23 years of industry experience. He has been with VALIC Financial Advisors since 2005 and also holds an agent position at Agia. He serves as a notary public for loan and disbursement documentation related to the WakeMed plan. 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 and serving approximately 294,000 clients through a network of over 1,200 advisors.

Vincenzo Catullo is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various roles within Truist and its predecessor entities since 2001. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and extensive inter-affiliate integration.

Leslie Gaddis is a CFP® professional with seven years of industry experience, currently affiliated with Commonwealth Financial Network in Durham, NC. Gaddis has worked at Commonwealth Financial Network and Lifetime Asset Management since 2018. Outside of advisory services, Gaddis co-owns LifeTime Tax Management, LLC, a firm providing tax preparation services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and supports affiliated advisors with operations, technology, investment management, and compliance services.