Kayla Woodard is a financial advisor at Davenport & Company LLC based in Raleigh, NC, holding a Series 66 designation and with one year of industry experience. Her prior experience includes roles at Edward Jones and Davenport & Company. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio management teams supported by an Investment Policy Committee.

Dustin Hill is a financial advisor at Principal Financial Services with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Princor Financial Services Corporation and Principal Financial Group since 1999. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, 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 asset allocation and separately managed account solutions.

Andrew Lipson is a CFP® with 29 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC since 2017. Prior to this, he worked at Ameriprise Financial Services, Inc. for 12 years. He is involved with Lipson, Williams, Perry, & Kaptanoglu, LLC, a business entity used for tax and investment purposes. Independent Advisor Alliance serves a broad range of clients including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by various analytical and technology platforms.

Robert Hartinger is a CFP® with 14 years of experience in the financial services industry. He is currently with Sanctuary Advisors, LLC and previously worked at Bank of America and Merrill Lynch. He serves on the golf committee for the Riley Rushin Foundation, a nonprofit supporting individuals with disabilities and their families. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various account structures and utilizes sub-advisors and third-party platforms to implement strategies.

Stephen Parker is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds a Series 66 designation and has experience working at First Citizens Bank and Wells Fargo Bank. Parker serves as an officer and director on the Johnston Community College Foundation board. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm utilizes a client-focused approach combining risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by fundamental, quantitative, and technical analysis alongside tax-aware services.

Serena Lester is a CFP® with eight years of industry experience, currently serving as a financial advisor at Truist Advisory Services in Raleigh, NC. Her prior experience includes roles at BB&T Securities and Keystone Financial Partners. 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 employs AI-enabled tools in research to support its investment process.

Jessica Charlton is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 designation and 13 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021 and was previously with BB&T Securities from 2012 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes AI-enabled research tools to support manager selection and portfolio oversight.

Van Noah Jr. is a CFP® and Series 66 credentialed advisor at Janney Montgomery Scott with 23 years of industry experience. He has worked at Janney Montgomery Scott and its affiliated entity since 2009. Noah serves as a board member of the Needham B. Broughton High School Alumni Association in Raleigh, NC, assisting with organizational administration and record updates. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm provides a range of services to individuals, families, trusts, corporate clients, and municipal entities through in-house portfolio management, third-party managers, and various advisory programs.

William Carr is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and eight years of industry experience. He has worked at First Citizens Bank since 1995 and at First Citizens Investor Services since 2017. Outside of his advisory role, he serves on the board of Pretty in Pink Since, a nonprofit providing financial assistance to uninsured and underinsured breast cancer patients. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, and business entities. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by fundamental, quantitative, and technical analysis, and benefits from its affiliation with a bank holding company, which provides integrated banking resources.

Jonathan Steiner is a CFP® professional with 29 years of industry experience. He is currently with First Citizens Investor Services, Inc., where he has worked since 2023. Prior to that, he spent 11 years at PNC Investments. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm offers portfolio management through wrap programs and an automated Guided Investing platform, combining risk- and outcomes-based asset allocation with fundamental, quantitative, and technical analysis, supported by integrated banking resources as a subsidiary of a bank holding company.

Laura Kumar is a financial advisor at First Command Advisory Services with four years of industry experience. She holds the Series 66 designation and has previously worked with organizations including Ally Behavior Centers and Guidepost Montessori. Kumar serves as the treasurer and co-founder of Cabrini Montessori School, a nonprofit planning to open in 2026, where she is also slated to become Head of School. 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 through a centralized Investment Management Team and Wealth Portfolio Managers.

Demaris Arceneaux is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and 13 years of industry experience. She has been with First Citizens Bank and its affiliated investment services since 2016. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset allocation, using fundamental, quantitative, and technical analysis, and offers various portfolio management options alongside complimentary financial planning and tax-aware services.

Adrian Woody is a financial advisor with First Citizens Investor Services, Inc., holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. He has worked at First Citizens Bank and Trust since 2008 and joined First Citizens Investor Services in 2016. Outside of his advisory role, he is a co-owner of a rental property. 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, financial planning, and tax-aware services.

Rachel Small is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 65 designations. She has nine years of industry experience and has worked with Truist and its predecessor firms since 2016. Outside of her advisory role, she is a public notary. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

James Shearin is a financial advisor with Davenport & Company LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Davenport since 2007 and previously worked at Morgan Stanley DW Inc. for 14 years prior to joining Davenport. Outside of his advisory role, he serves as Chairman of the Board for StepUp Ministry and is on the board of a nonprofit supporting people with extreme disabilities. Davenport & Company serves individual and institutional clients, offering a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s investment approach involves dedicated portfolio manager teams and a Manager Research team that oversees strategies across separately managed accounts, mutual funds, ETF model portfolios, and unified managed accounts.

Thomas McGee Jr. is a CFP®-certified financial advisor with three years of industry experience, currently serving at Truist Advisory Services. His prior roles include positions at Argent Trust Company and Regions Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary manager relationships and non-discretionary consulting. The firm integrates advanced research tools and inter-affiliate resources to support manager selection and investment oversight.

Keith Livengood is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He has been with Janney since 2009. Outside of his advisory work, he serves as a member of the Session and the Building and Grounds committee at North Raleigh Presbyterian Church. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.

David Owen is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 designation and has 17 years of industry experience. His prior roles include positions at PNC Investments and PNC Bank. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by fundamental, quantitative, and technical analysis, and provides integrated banking resources as a subsidiary of a banking institution.

Mary Leichliter Rice is a financial advisor with Eagle Strategies (NY Life) based in Raleigh, NC, holding a Series 66 license and 16 years of industry experience. She has been associated with Eagle Strategies since 2011 and operates Triangle Wealthcare LLC, through which she sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Charles Crews is a CFP® professional with 21 years of experience in the financial services industry. He has worked at Principal Securities Inc. since 2016 and held a position with Principal Life Insurance Company from 2014 to 2022. Outside of his advisory role, he serves as president of Raleigh AMBUCS and is the founder, president, and treasurer of the Kimberly F. Crews Foundation. Charles Crews is part of Principal Securities, an enterprise firm that 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.