Randy See is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry. He currently serves at Principal Financial Services and is president of See Wealth Management, where he provides fee-based financial planning and sells various insurance and investment products. In addition to his advisory work, he operates a vending machine business and has involvement in vehicle and property rentals. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money managers through both advisory and promoter arrangements.

Kathryn Wood is a financial advisor at Money Concepts Capital Corp with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with Money Concepts Capital Corp since 2013. Wood is also the president and owner of Triangle Health Plans, Inc., a company providing health, medical supplement, dental, disability, and long-term care insurance. Money Concepts Advisory Service (MCAS) offers portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and account structures, utilizing fundamental and technical analysis along with modern portfolio theory to manage assets for approximately 14,700 clients.

Ashley Rushin is a financial advisor at Sanctuary Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Rushin serves as Vice President of the Riley Rushin Foundation, a nonprofit supporting individuals with disabilities through local fundraising and charitable donations. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm delivers customized investment programs through various account structures and integrates multiple sub-advisors and third-party platforms, supported by a large network of independent advisors and affiliated entities.

William Creech is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo and Commonwealth Financial Network. Creech serves as an officer and director on the Alumni Volunteer Corporation board for the NC Kappa Chapter of Sigma Phi Epsilon, supporting undergraduate mentoring and alumni relations. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including high-net-worth individuals, trusts, and pension plans. The firm combines fundamental, quantitative, and technical analysis with both discretionary and non-discretionary management, leveraging its affiliation with a bank holding company to provide integrated banking and investment resources.

Garrett Letchworth is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses with six years of industry experience. His background includes multiple roles within First Citizens Bank and First Citizens Investor Services since 2019, as well as a four-year period at High Point University. First Citizens Investor Services provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset-allocation approaches and offers portfolio management, automated investing platforms, and financial planning services.

Lloyd Nelms is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 credential and 23 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously spent nine years at 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to guide investment decisions.

Alfred Jordano is a CFP® and Series 66-registered advisor at Creative Planning with 19 years of industry experience. He previously worked for Sullivan Bruyette Speros & Blayney for 14 years before joining Creative Planning in 2021. Creative Planning serves a diverse client base including individuals, corporations, foundations, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced techniques such as direct indexing and tax-loss harvesting.

John Kline is a financial advisor with Janney Montgomery Scott in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Janney Montgomery Scott since 2013. 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 client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Joshua Alford is a CFP® with five years of industry experience, currently serving at First Citizens Investor Services, Inc. in Raleigh, NC. His prior roles include positions at First Citizens Asset Management, Fidelity Investments, and MassMutual Life Insurance Company. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to a diverse client base including individuals, corporations, and charitable organizations. The firm employs a blend of strategic and tactical asset-allocation approaches and offers portfolio management through model portfolios, separately managed accounts, and an automated Guided Investing platform.

Stephanie Burks is a CFP®-designated financial advisor with Voya Financial Advisors, Inc. in Raleigh, NC, with 10 years of industry experience. She has been with Voya Financial Advisors since 2016 and is also the owner of Burks Financial Management, LLC, which offers financial services. Additionally, she is an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individual and institutional clients, including both non-high-net-worth and high-net-worth individuals. The firm provides financial planning, portfolio management through various managed account programs, and brokerage and insurance product distribution, utilizing both affiliated and third-party investment strategies.

Erica Korol is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. She holds a Series 66 designation and has 11 years of industry experience. Her prior roles include positions at VALIC Financial Advisors and Empower Advisory Group. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, and institutional entities. The firm employs a client-focused approach combining risk- and outcomes-based asset allocation, discretionary management, and third-party managers, supported by integrated banking resources through its affiliation with a bank holding company.

Elliot Williams is a CFP® and Series 65-licensed financial advisor with one year of experience, currently with Cerity Partners LLC. He previously worked at Cook Wealth, LLC and HDWK LLC, and has a diverse background including roles in regional development and real estate. Cerity Partners is an SEC-registered investment adviser serving individuals, families, institutions, and corporations with a range of services including investment management, financial planning, and access to alternative investments. The firm emphasizes diversified asset allocation and offers both proprietary and third-party investment solutions alongside affiliated consulting and private-market capabilities.

Blake Cason is a ChFC® credentialed financial advisor with 12 years of industry experience, currently with Steward Partners Investment Advisory, LLC. Prior to joining Steward Partners in 2026, he worked for Edward Jones for 12 years. Outside of his advisory role, he owns a vacation rental property in Beaufort, North Carolina. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering various investment advisory and financial planning services.

John Rumsey is a financial advisor at Sanctuary Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. He serves on the advisory board of the North Carolina Museum of Natural Sciences, participating in fundraising activities. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes a network of independent advisors and affiliated entities to deliver a broad range of solutions.

Eugenia Grimmer is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Her prior roles include positions at TIAA and Wells Fargo, and she is a board member of the Pender Sheriff's Charitable Foundation. Grimmer also co-manages rental properties through Grimmer Getaways LLC. First Citizens Investor Services provides investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm employs a mix of strategic and tactical asset-allocation approaches and offers portfolio management, wrap-fee programs, an automated investing platform, and financial planning services.

Lee Hopper is a financial advisor with Principal Financial Services in Raleigh, NC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at Principal Life Insurance Company, The O.N. Equity Sales Company, and Financial Independence Planning Group, Inc. Hopper is also the owner and vice president of operations at Hopper Financial Group, Inc., a family corporation involved in accounting and expense management for him and a relative. 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 solutions through both adviser and promoter arrangements.

Alexander Brese is a financial advisor with Eagle Strategies (NY Life) based in Raleigh, NC. He holds Series 63 and Series 66 licenses and has five years of industry experience. His career includes roles at Eagle Strategies LLC, NYLIFE Securities LLC, Legacy Private Client Services, and Northwestern Mutual Investment Services, LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm works with individual investors and institutional clients, emphasizing tailored recommendations and non-discretionary asset management within an integrated New York Life affiliate structure.

John Corcoran is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 65 and Series 63 licenses with two years of industry experience. Before joining First Citizens in 2024, he worked at CrossCountry Mortgage and spent nine years in full-time education. First Citizens Investor Services provides investment advisory, brokerage, and insurance services to individuals, pension plans, corporations, and charitable organizations, utilizing a combination of strategic and tactical asset-allocation approaches across discretionary and non-discretionary engagements.

Tara Hulse is a financial advisor with Principal Financial Services in Raleigh, NC, holding a Series 66 designation and 24 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Company since 2019 and previously worked at Princor Financial Services Corporation and Principal Life Insurance Co. for two decades. 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.

Gordon Grimes II is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds the CFP® designation and Series 66 license. Mr. Grimes has worked at SunTrust Advisory Services since 2016 and SUNTRUST INVESTMENT SERVICES, Inc. since 2005. Outside of advising, he is involved in real estate renovation and sales as the owner of a second home rental property in Ocean Isle Beach, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with consulting services and employs AI-enabled equity research tools, serving clients through integrated inter-affiliate platforms.