Paul Liebman is a financial advisor at Truist Advisory Services with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist Investment Services, Fidelity Investments, and several other organizations. He serves on the Board of Directors for the Foundation of Hudson Memorial Presbyterian Church, where he assists with donor relations related to planned giving. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm integrates inter-affiliate resources and employs both discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Vernon Maples is a financial advisor with Principal Financial Services in Raleigh, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 45 years of industry experience, including over 25 years with Principal Life Insurance Company and a decade with Principal Securities Inc. His background includes work with fixed insurance, fixed life, annuities, disability insurance, and long-term care. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Jonathan Wakin is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including First Citizens Investor Services, Park Avenue Securities, and Edward Jones. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Devon Blair is a financial advisor at Principal Financial Services with a Series 66 designation and two years of industry experience. Prior to joining Principal, Blair held positions at Thrivent Financial, S&P Global, and Equitable Advisors. Outside of advisory roles, Blair has business experience with Restaurant Applications, LLC and Hamptons Delivery Service, Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base 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 solutions.

David Elliott is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Clearstead Advisory Solutions. He has also held portfolio management and advisory roles at Wilbanks, Smith & Thomas Asset Management since 2001 and serves as Assistant Vice President at Lafayette Advisor, LLC. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm employs an institutional investment process using mutual funds, ETFs, separately managed accounts, alternative investments, and a proprietary Direct Indexing strategy, and manages approximately $33.9 billion in assets across 59 advisors.

Andrew Sparrow is a financial advisor at First Citizens Investor Services, Inc. with two years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with First Citizens Bank since 2011. Outside of his advisory role, he is co-owner of a real estate holding company. 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 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.

Amy Sharpe Verdugo is a financial advisor at Creative Planning with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Creative Planning since 2016. Outside of her advisory role, she is the managing member of Toolbox Heroes Handyman Services LLC and serves as Board Chair of EYC Academy, a special education organization. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals and institutional investors. The firm employs a financial-planning-led investment strategy that integrates low-cost indexing, buy-and-hold approaches, and selective private market investments.

Jordan Janis is a financial advisor at Principal Financial Services with seven years of industry experience. He holds a Series 66 designation and has worked at Principal Securities, Principal Life Insurance, Raymond James & Associates, and Morgan Stanley. Janis serves as a board member of the Wake Forest College Board of Visitors and is president-elect of WAKERaleigh, a volunteer group that engages Wake Forest University alumni and affiliates through various events. 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, retirement plan consulting, and access to third-party money manager solutions under both adviser and promoter arrangements.

Adam Fletcher is a financial advisor with TLG Advisors, Inc. in Raleigh, NC, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. He has worked with The Leaders Group, Inc. since 2020 and Nationwide Advisory Services from 1999 to 2020. In addition to his advisory role, he serves as president of Fletcher Insurance Group, overseeing its insurance and financial services operations. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, and it offers both sub-advised account management and a direct-to-consumer digital program called Starlight Portfolios.

Raymond Peterson III is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds Series 65 and Series 66 registrations and has worked at Truist and its predecessor firms since 2011, including Sterling Capital Management LLC. Peterson serves as a board member for North Carolina Adapted Sports, a nonprofit organization offering programs for athletes with physical disabilities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and inter-affiliate integration across its affiliated entities.

John Hopper is a financial advisor with Principal Financial Services in Raleigh, NC, holding credentials including ChFC®, Series 63, and Series 65. He has 55 years of industry experience, with prior roles at THE O.N. Equity Sales Company, Financial Independence Planning Group, and has maintained his own firms, Hopper Financial Group, Inc. and Blanton & Hopper Investments, for over 25 years. He is also involved in the sales and service of fixed insurance products such as fixed life insurance, annuities, disability income, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers a range of advisory programs, financial planning, and access to third-party money manager solutions, utilizing both adviser and promoter arrangements.

William Sewell is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He holds Series 63 and Series 65 designations. His previous roles include positions at BB&T Securities and multiple terms at Janney Montgomery Scott beginning in 2014. 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 individuals, families, trusts and estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Peter Sargent is a CFP® and CFA® with 33 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2012. Based in Raleigh, NC, he holds Series 63 and Series 65 licenses. 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 range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

David Walters is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. 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 businesses. The firm utilizes a range of portfolio management strategies, tax-aware services, and technology-driven model portfolios, supported by its affiliation with a bank holding company that provides integrated banking resources.

Amy Boyd is a CFP® professional with eight years of industry experience. She has worked at Mercer Global Advisors Inc. since 2022 and previously was with Wrenn Financial Strategies, Inc. and operated as a self-employed advisor. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and features globally diversified, risk-appropriate portfolios with multi-factor tilts, utilizing a range of implementation options and emphasizing tax management and regular rebalancing.

Stephen Snow is a financial advisor with OSAIC Institutions, INC. in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Southern Bank and Trust, Infinex Investments, Inc., and Wells Fargo Clearing. He participates in a financial advisor referral program with Southern Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services through customized engagements. The firm features a predominantly non-discretionary assets base and provides access to alternative investments and lending solutions via extensive banking and credit union networks.

Andrew Bass is a financial advisor at Truist Advisory Services in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to his advisory role, he worked as a Truist Banker for nine years and held positions at Dick Sporting and ECU. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements.

Melanie Price is a financial advisor with Eagle Strategies (NY Life) based in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been affiliated with New York Life Insurance Company and its related entities since 2010. Price is also appointed with outside insurance carriers to broker non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of program types and emphasizes tailored recommendations, with a significant portion of its assets managed on a non-discretionary basis.

Jason Obermeier is a financial advisor with Principal Financial Services in Raleigh, NC, holding a Series 66 designation and two years of industry experience. He previously worked at Thrivent Financial and its investment management division before joining Principal. Outside of advisory work, he receives royalties from prior work as a composer for film and television. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Joshua Denney is a ChFC® and Series 63-licensed financial advisor with Eagle Strategies (NY Life) based in Raleigh, NC. He has three years of industry experience, including positions at NYLIFE Securities and New York Life since 2022. Outside of his advisory work, Denney serves as a certified referee for the US Gaelic Athletic Association, volunteering at regional sports tournaments. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm works with individual investors, defined contribution and benefit plans, and institutional clients, emphasizing tailored advice and primarily managing assets on a non-discretionary basis.