Ryan Schlick is a financial advisor at PNC Wealth Management with five years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at Fidelity Investments and Credit Union Investment Services. Outside of his financial advisory role, Schlick is a certified flight instructor with Kennebec Flying Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessment and implements portfolios via approved model strategies managed by PNC or third-party strategists.

Thomas Gervase is a financial advisor at SPC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Parkland Securities, Grove Point Advisors, and Prudential Insurance. In addition to his advisory role, he conducts insurance sales focused on non-variable life, disability, and long-term care products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies primarily through discretionary management with options for nondiscretionary and direct-at-fund arrangements.

Grady Smith is an investment advisor representative with Principal Financial Services in Garner, NC, holding Series 63 and Series 65 registrations and nine years of industry experience. His prior roles include positions at Jones Advisors, Jones Insurance Agency, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. He is also engaged in the sale of fixed insurance products such as life, disability, long-term care insurance, and fixed annuities. 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.

Stephanie Bruneau is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and six years of industry experience. She has worked at Ameritas and its affiliates since 2020 and was previously employed at 3D Systems for seven years. Bruneau is also a Senior Account Executive at Boston 128 Insurancy Agency Inc., where she focuses on fixed annuities and insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory, utilizing a variety of investment products and program platforms.

James Baker is a financial advisor with First Citizens Investor Services, Inc., holding a Series 66 designation and 17 years of industry experience. He previously worked at LPL Financial for seven years before joining First Citizens Investor Services in 2020. Outside of his advisory role, he serves on the board of his condominium homeowners association. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process focused on financial needs assessment and diversified portfolio allocation, offering products such as unified managed accounts, wrap programs, and tax-aware services.

Douglas Ebner is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His work history includes roles at Money Concepts Capital Corp., Triad Advisors, and managing Ebner Financial Group for over a decade. Outside of his advisory work, he is involved in the sales and service of health and dental products and is a partner in a bitcoin mining venture. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model with a focus on retirement-plan consulting and trustee services, serving a diverse client base that includes individuals, charitable organizations, corporations, and high-net-worth clients.

Joseph Uradnik is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 designations and 21 years of industry experience. His prior roles include positions at the Federal Reserve Bank of Boston and JDU Consulting. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform-centered approach that integrates AEWM-managed and third-party models.

Nikhil Mukheja is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Empower, Mukheja worked in education with Wake County Public Schools and the Easton-Redding-Region School District. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing within an integrated service model connected to Empower’s recordkeeping and administrative platforms.

Lynne Mulligan is a financial advisor with Money Concepts Capital Corp and holds a Series 66 designation. She has 5 years of industry experience and previously worked at Drenen Financial Services, Inc. for 18 years. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Jessica Alpers is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 65 designation. She has five years of industry experience, having worked previously at WealthShield Partners, LLC, The Atlantic Group, LLC, and Goldman Sachs Personal Financial Management. 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 using diversified, risk-class based allocations that combine passive and active managers, supported by an internal Investment Committee.

Michael Mc Grady is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at LPL Financial and Ameriprise Financial in various capacities. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a large client base and primarily manages non-discretionary assets.

Christopher Morris is a CFP® certificant with nine years of industry experience. He currently serves as a financial advisor at Cetera Planning Partners and holds a tax and advisory manager position at CS&L CPAs, where he provides accounting, tax, and consultation services. His prior roles include positions at Avantax Planning Partners, Purshe Kaplan Sterling Investments, and HBKS Wealth Advisors. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with comprehensive financial planning, investment management, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, with an investment approach centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

Douglas Molstad is a CFP® professional affiliated with LPL Financial, bringing 35 years of industry experience. He previously worked at National Planning Corporation and Beacon Financial Group. In addition to his advisory role, he is an independent fixed insurance agent providing insurance illustrations and application support. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across advisory and brokerage platforms.

Robert Mitchell Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is also a published book author and a motivational speaker. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive resources and technology.

Jacquelyn Tran is a financial advisor with Merrill, holding a Series 66 designation and having one year of industry experience. Her prior work includes roles at Bank of America and BP, as well as managing real estate investment and property management ventures. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Tina MacMillan is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2022. She works closely with clients to develop tailored financial strategies that align with their individual goals. Her professional experience includes serving as a Financial Consultant at Fidelity Investments from 2018 to 2022 and as an Investment Consultant at TD Waterhouse Investor Services from 1998 to 2005. Tina holds a California Insurance License.

Maria Williams is a CFP® professional with 17 years of industry experience. She has worked at Edward Jones since 2021 and previously held positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Heather Oakley is a Series 66 licensed financial advisor with eight years of industry experience. She has been with Edward Jones since 2014, including her current position since 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Crystal Dempsey is a CFP® and Series 66 licensed financial advisor with 14 years of experience, currently practicing at Edward Jones in Garner, NC since 2012. She has been with Edward Jones throughout her advisory career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports a large national network of advisors and branch offices.

John Piersall is a CFP® certificant with 33 years of experience in the financial industry. He has worked at OSAIC since 2025 and previously spent 32 years at Lincoln Financial Advisors Corporation. In addition to his advisory role, he operates a sole proprietorship focused on the sale of fixed annuities and term insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization.