Jack Lord is a financial advisor with Wealth Enhancement Advisory Services, LLC in Raleigh, NC. He holds a Series 65 designation and has been with Wealth Enhancement since 2026. Prior to joining the firm, he worked in education at several schools and holds a degree from the University of North Carolina at Chapel Hill. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory AUM and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Marc Anstrom is a financial advisor with TIAA-CREF in Durham, NC, holding Series 63, Series 65, and Series 66 designations and over 31 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division serves individuals—including those connected to TIAA-administered employer retirement plans—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers financial planning, discretionary managed account programs, and brokerage services, operating with a fiduciary standard in its RIA services and acting as adviser to a donor-advised fund.

Rebecca Crumpler is a CFP® professional at Commonwealth Financial Network with five years of industry experience. She has worked at Commonwealth since 2021 and previously held roles at Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm offers a broad range of managed-account programs, access to third-party asset managers, and back-office services, serving both individual and institutional clients.

Lorraine Johnson is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Commonwealth since 2017 and previously held roles at Royal Alliance Associates Inc., Triad Financial Advisors, Inc., and Principal Financial Services. Johnson serves as a board member of the North Carolina Supplemental Retirement Systems Board. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a broad platform that includes managed-account programs, third-party asset manager access, and custody services, combining internally managed model portfolios with external execution platforms.

Adam Roche is a Series 65-licensed financial advisor with Wealth Enhancement Advisory Services, LLC in Raleigh, NC. He began his career in the financial services industry recently and has experience with WealthShield Partners, LLC, Medidata Solutions, and GreenPrint. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans with financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets through a large advisor network, emphasizing diversified, risk-class allocations that combine passive and active management and employ quantitative, momentum, and fundamental analysis.

Thomas Overcash Jr. is a financial advisor with Valic Financial Advisors in Durham, NC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Valic Financial Advisors since 1997 and also serves as an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Stephanie Burks is a CFP®-certified financial advisor with 11 years of industry experience, currently with Voya Financial Advisors, Inc. in Raleigh, NC. She has been with Voya since 2016, including its predecessor organizations, and she also operates Burks Financial Management, LLC. Her other business activities include serving as an independent insurance agent and operating Providence Financial Solutions. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers. The firm serves individuals, pension plans, charitable organizations, and corporations through a network of advisers, combining in-house and outside strategists with technology-enabled tools to implement investment strategies, often with client authorization for trades in non-discretionary arrangements.

Nahed Alsous is a financial advisor with Valic Financial Advisors in Durham, NC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Valic Financial Advisors since 2003 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services.

Richard Kagan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Commonwealth since 2000. Outside of his advisory role, Kagan serves as CFO and shareholder of two non-investment related companies, Adessence Marketing, Inc. and Right Brain Media, and is also a squash coach. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, trading, technology, compliance, and practice-management support, with discretionary portfolio construction and model portfolios managed by its Investment Management and Research team.

Thomas Miller is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with SunTrust and its successor firms since 2005. Miller serves on the Board of Directors at the Chapel Hill Country Club, where he oversees club administration and activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Elliot Williams is a CFP® and Series 65 registered financial advisor with two years of industry experience, currently with Cerity Partners LLC in Raleigh, NC. Prior to joining Cerity, he worked at Cook Wealth, LLC and HDWK LLC, among other roles in both the financial and non-financial sectors. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of 2025. The firm offers customized wealth management services, combining quantitative screening and manager selection with third-party strategies and direct security selection, and provides access to alternative and private market solutions for qualified clients.

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.

Haleh Moddasser is a financial advisor at Hightower Advisors with 14 years of industry experience. She holds the Series 65 designation and previously worked at Stearns Financial Services Group for nine years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions utilizing both affiliated and third-party managers, combined with proprietary research and portfolio construction techniques.

John Rumsey is a financial advisor at Sanctuary Advisors, LLC in Raleigh, NC, holding a Series 66 designation with 16 years of industry experience. He previously worked at Bank of America N.A. and Merrill from 2010 to 2021 before joining Sanctuary Wealth in 2021. Outside of his advisory role, Rumsey serves on the advisory board of the North Carolina Museum of Natural Sciences, contributing to fundraising efforts. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a variety of portfolio management solutions and utilizes multiple investment approaches while acting as a fiduciary when a written advisory agreement is in place.

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.

Stephen Engelson is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Truist Advisory Services since 2016, also affiliated with Truist Investment Services since 2010. Outside of his advisory role, he is involved in purchasing homes for flipping in Durham, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by advanced research tools and inter-affiliate integration.

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.

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.

Thomas Schaffer is a financial advisor with Eagle Strategies (New York Life) in Raleigh, NC, holding Series 63 and Series 66 credentials with 18 years of industry experience. He has been affiliated with New York Life Insurance Co. since 2007 and has operated Transitions Financial Strategies, LLC since 2014. Schaffer serves as a board member of the Financial Planning Association of the Triangle and the XPX of the Triangle, local professional organizations related to financial planning and business succession. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, corporate, charitable, and institutional clients. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Uhland is a Series 66 licensed financial advisor with seven years of industry experience. He has worked at Janney Montgomery Scott and its affiliated entities since 2019, following over a decade at Investors Title Insurance Company. Janney Montgomery Scott LLC is a large 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.