Jesse Bencivenga is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Wells Fargo Advisors, Wells Fargo Bank, and First Citizens Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities, offering portfolio management, model portfolios, and financial planning through a process that incorporates fundamental, quantitative, and technical analysis to allocate across asset classes.

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.

Jay Barish is a CFP® with 23 years of industry experience, currently associated with Commonwealth Financial Network. He has worked at Murphy Matza Wealth Management for 12 years and has been with Commonwealth Financial Network since 2011. His other business activities include fixed insurance sales conducted at his branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and comprehensive support services, including operations, trading, technology, compliance, and investment management.

Brian Luce is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at United Planners since 2023 and previously spent seven years with Cambridge Investment Research Advisors. In addition to his advisory role, Luce operates Heartland Financial Advisor as a marketing entity and works as an independent life insurance agent. United Planners serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors, using an open-architecture platform with multiple custodians and third-party money managers.

Barbara Key is a financial advisor at Sanctuary Advisors, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses with 16 years of industry experience. Her prior experience includes six years at Merrill. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers services such as portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent investment adviser representatives who develop their own investment strategies within firm supervision.

Matthew Glova is a financial advisor with Commonwealth Financial Network in Johns Creek, GA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Commonwealth since 2011 and is co-owner of LifeTime Asset Management and LifeTime Tax Management, entities involved in advisory, insurance, and tax-related services. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, offering a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice management. The firm provides advisors discretion in portfolio construction and manages discretionary model portfolios through its Investment Management and Research team.

Kevin Mc Kinney is a financial advisor with Commonwealth Financial Network in Raleigh, NC. He holds a Series 66 designation and has experience working at LifeTime Asset and Tax Management, Virginia Polytechnic Institute and State University, Atlantic Union Bank, and several other organizations. Commonwealth Financial Network supports a national network of advisors by providing advisory programs, technology, compliance, and practice-management services. The firm offers a range of investment solutions, including discretionary model portfolios and customized programs, serving both retail and institutional clients.

Justin Howie is a financial advisor with Empower Advisory Group in Cary, NC, holding a Series 66 designation and seven years of industry experience. His previous roles include positions at Fidelity Investments and Fidelity Brokerage Services, where he worked from 2016 to 2021. Outside of his advisory work, he owns a men's clothing website and works as an Uber driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model supports point-in-time financial plans and optional managed account solutions, emphasizing long-term portfolio returns and annual rebalancing.

Robert Leggett III is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP® and CFA® designations and more than 27 years of industry experience. His prior roles include positions at WealthShield Partners, LLC and Purshe Kaplan Sterling Investments. Leggett is a 50% owner of WealthShield Insurance LLC, a business involved in insurance product sales with limited active duties. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active management with quantitative, momentum, and fundamental analysis overseen by an internal Investment Committee.

Cody Jeffcoat is a CFP® professional with 21 years of industry experience, currently advising at Truist Advisory Services. He has held roles with Suntrust Investment Services and Suntrust Advisory Services since 2014. Outside of finance, he owns and operates a pottery business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary and non-discretionary management supported by third-party platforms and AI-enabled research tools.

James Baker is a financial advisor with First Citizens Investor Services, Inc., holding a Series 66 designation and 17 years of industry experience. He previously worked at LPL Financial for seven years before joining First Citizens Investor Services in 2020. Outside of his advisory role, he serves on the board of his condominium homeowners association. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process focused on financial needs assessment and diversified portfolio allocation, offering products such as unified managed accounts, wrap programs, and tax-aware services.

James Phillips III is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his advisory role, he spent ten years managing operations at Clyde Phillips Seafood, where he remains involved in the business’s apparel sales as a sole proprietor. First Citizens Investor Services serves a diverse client base including individuals, pension plans, and charitable organizations, providing advisory and brokerage services through various portfolio management options and financial planning. The firm emphasizes IAR-led client assessments and employs fundamental, quantitative, and technical analysis in asset allocation across multiple investment vehicles.

Jessie Harris is a CFP®-certified financial advisor with 12 years of industry experience. She is currently affiliated with Commonwealth Financial Network and is co-owner of Cardinal Hill Wealth Management. Prior to her current roles, she worked at Edward Jones for eight years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed account programs, third-party asset manager access, and custody/clearing services.

David Snider is a financial advisor at Oppenheimer with 29 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. Prior to joining Oppenheimer in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Angela Novak is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63, 65, and 66 licenses with 17 years of industry experience. Her career includes roles at Wells Fargo Bank and Wells Fargo Clearing from 2008 to 2023 before joining First Citizens in 2023. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, providing advisory and brokerage services through various portfolio management and financial planning solutions. The firm emphasizes IAR-led assessments and a combination of fundamental, quantitative, and technical analysis for portfolio allocation.

Jennifer Jones is a CFP® with 12 years of industry experience, currently with Focus Partners Wealth, LLC. She previously worked at Gratus Capital, LLC for over a decade. Focus Partners Wealth serves a diverse client base including individuals, families, corporations, retirement plans, and institutions, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework.

Quinton Libsack is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 credential and one year of industry experience. His previous roles include positions at Cetera Investment Advisors, Cetera Wealth Services, and The John R. McAdams Company, Inc. He also serves as a board member for the Washington Terrace Homeowners Association. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-centered process integrating fundamental, quantitative, and technical analysis to allocate investments across various asset classes.

Susanna Segrave is a financial advisor at Sanctuary Advisors, LLC with a Series 66 credential and one year of industry experience. Her prior work includes roles at Sanctuary Securities, Inc., Capital Wealth Advisors, and various other businesses, including operating a guest ranch and involvement with a fitness studio. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a large network of independent adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple investment approaches and serving clients with both discretionary and non-discretionary account management.

Fredena James is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. She holds the Series 66 designation and has 17 years of industry experience. Ms. James has been with First Citizens Investor Services since 2001. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services. The firm’s investment approach includes IAR-led assessments and a combination of fundamental, quantitative, and technical analysis across various asset classes.

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.