Michael Davies is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has 11 years of industry experience, including nine years at Cambridge Investment Research, Inc. Davies serves as a board member for the Springstone Homeowners Association and is a partner in a retail coffee business in Raleigh, NC. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Bruno Barboza 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 the firm, he served six years in the Navy and completed four years of full-time education. First Command Advisory Services is an SEC-registered investment adviser that serves 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, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.

Susanna Segrave is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and based in Raleigh, NC. She joined Sanctuary Advisors in 2026 and has prior experience with several firms and businesses, including Sanctuary Securities, Inc. and Yellowfin Pub. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm operates through a large network of independent advisers and offers a range of discretionary and non-discretionary investment solutions, supported by a vertically integrated, multi-affiliate platform.

Matthew Buddo is a CFP® professional with seven years of industry experience, currently serving at Truist Advisory Services in Raleigh, NC. His prior roles include positions at SunTrust Investment Services and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements to implement its advice.

Hunter Houser is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Cook Wealth Management Group, LLC and Triangle Family Dentistry. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities.

Gideon Sims is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Cook Wealth, LLC. Sims serves in the U.S. Army Reserve as a cargo specialist. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, offering customized portfolios and a broad range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

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.

Brian Anderson is a financial advisor at First Citizens Investor Services, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including PNC Investments, TD Ameritrade, and State Employees Credit Union. Outside of his advisory work, he is the lead guitarist in a band called Vertigo, performing several shows monthly. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm offers portfolio management, including model portfolios and separately managed accounts, and employs strategic and tactical asset allocation using multiple analytical approaches.

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.

Leigh St John is a financial advisor with Truist Advisory Services in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to his current role, he worked at BB&T Investment Services, Inc. and BB&T Securities, LLC. 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 and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program for clients who appoint third-party managers.

Jackson Turner is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Empower Advisory Group, he worked at Strategic Value Media and Coastal Federal Credit Union among other roles. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing rather than short-term forecasts.

Chip Jurgensen is a CFP®-designated financial advisor with 23 years of industry experience, currently with Creative Planning since 2021. His previous roles include positions at SBSB Financial Advisors, Raymond James Financial Services Advisors, and Pinnacle Bank. Outside of his advisory work, he serves as President of the Brinleys Cove HOA Board. Creative Planning provides wealth management and financial planning services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, alongside access to private market investments and sub-advisory arrangements.

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.

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.

Corey Holtz is a financial advisor at First Citizens Investor Services, Inc. with 17 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Truist Advisory Services and Bb&T Securities. Outside of his advisory role, he serves as a trustee of a family trust. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a client-focused approach that combines risk- and outcomes-based asset allocation with discretionary management and third-party managers, supported by integrated banking resources through its affiliation with a bank holding company.

William Johnson is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 66 and Series 63 credentials and having 10 years of industry experience. His career includes roles at Charles Schwab in various capacities as well as at Bank of America and Merrill. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a mix of strategic and tactical asset-allocation approaches and offers portfolio management through model portfolios, separately managed accounts, and an automated Guided Investing platform.

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.