David Weiss is a financial advisor at Allworth Financial, L.P. based in Durham, NC, with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Scottrade, Inc. for 17 years and Weston Banks Wealth Partners for seven years. Allworth Financial serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and education through various media, using a mix of quantitative and qualitative analysis to implement customized investment strategies.

Jon Jester is a CFP® and Series 66 credentialed financial advisor with 25 years of industry experience. He has been with Brown Advisory since 2016, based in Chapel Hill, NC. Brown Advisory manages approximately $124.3 billion for a diverse client base, including institutions, high-net-worth individuals, and pooled investment vehicles. The firm employs a bottom-up, fundamental research process across equity and fixed-income strategies and integrates active and passive approaches alongside sustainable investing and alternative asset exposure.

Shira Katsir is a CFP® professional with nine years of industry experience, currently serving as an advisor at Hightower Advisors since 2020. Her prior roles include positions at CAPTrust and Stearns Financial Group. She is based in Chapel Hill, NC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment strategies.

Lauren Harper is a CFP® professional with 12 years of experience, currently advising clients at Janney Montgomery Scott in Raleigh, NC. She has been with Janney since 2014. 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 client base including individuals, families, trusts, and institutional clients, offering a range of brokerage, financial planning, and advisory services.

Jane Yarborough is a CFP® with 32 years of industry experience, currently serving at Truist Advisory Services in Chapel Hill, NC. She has been affiliated with SunTrust Advisory Services and related SunTrust entities since 2006. Yarborough serves on the Board of Directors for Duke Memorial United Methodist Church’s Memorial Church Fund, a non-profit foundation account overseeing investment decisions for the church. 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 utilizes third-party platforms and AI-enabled research tools to support its investment strategies.

Molly Mccormack is a financial advisor at TIAA-CREF with 26 years of industry experience. She has held her current role since 2005 and previously worked at Charles Schwab from 2003 to 2005. She holds Series 63 and Series 66 credentials. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division serves individual clients, trusts, estates, and small retirement plans, offering financial planning and discretionary managed account programs. The firm operates a vertically integrated advisory model with both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

William Dotterer is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Charles Schwab and First Citizens Investor Services, Inc. before joining TIAA-CREF in 2011. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm separates planning services from ongoing management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure utilizing affiliated funds.

James Kraft is a financial advisor with Janney Montgomery Scott in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at BB&T Securities, Truist Investment Services, and Truist Advisory Services. He is a member of the Knights of Columbus in Morehead City, NC. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base through a combination of in-house portfolio management and third-party managers across multiple advisory programs and offers brokerage, financial planning, and consulting services.

Craig Miller is a Certified Financial Planner (CFP®) with 19 years of experience in the financial services industry. He has worked at Principal Financial Services since 2018, following four years at Jeffrey B. McClaugherty. Miller holds Series 63 and Series 65 licenses. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active‑duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed accounts.

Jay Barish is a CFP® professional with 24 years of industry experience. He is currently affiliated with Commonwealth Financial Network and has held roles at Crossbridge Financial Group, Murphy Matza Wealth Management, and Ameriprise. His background includes a longstanding tenure at Commonwealth since 2011. 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 over $212 billion in client assets. The firm provides a comprehensive support platform featuring managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Joseph Pantoja is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining MAI in 2024, he worked at WCG Wealth Advisors, LLC for eight years and has been associated with Massachusetts Mutual Life Insurance Co and Treloar & Heisel, LLC for 20 years. Outside of his advisory role, he is involved with Treloar & Heisel, LLC, which provides fixed insurance sales and health, accident, and property & casualty insurance products. MAI Capital Management offers investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and provides a broad range of customized portfolio strategies and integrated financial planning services.

Ryan Mathis is a financial advisor with TIAA-CREF in Durham, NC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with TIAA-CREF since 2005. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers a fiduciary standard across its advisory services and acts as adviser to a donor-advised fund while operating within a vertically integrated structure that utilizes affiliated funds.

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.

Jeremy De Falco is a CFP® with 25 years of industry experience and has been with Janney Montgomery Scott since 2009. He holds a Series 66 license and is based in Raleigh, NC. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Myles Oliver is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Fidelity Investments, Ameriprise, Davenport, and PNC. 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 broad range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

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.

Tyler Mills is a CFP® professional with eight years of experience in the financial services industry. He is currently with Empower Advisory Group and Empower Financial Services, having previously worked at Personal Capital Advisors Corporation, T. Rowe Price, Bank of America, and Merrill Lynch. Mills is based in Durham, NC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Maxwell Hoffman is a financial advisor with Eagle Strategies (NY Life) based in Raleigh, NC. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Commonwealth Financial Network, Fidelity Investments, and several other financial firms. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailoring recommendations to meet client objectives and Plan Sponsor criteria.