John Lawson is a financial advisor with Founders Financial Alliance, LLC, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has worked at Founders Financial Alliance since 2018 and previously was with Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, Lawson coaches varsity lacrosse at Pinecrest High School in Pinehurst, NC. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate retirement plans. The firm uses an evidence-based investment approach tailored to individual goals and risk tolerances, combining asset allocation, periodic rebalancing, and a variety of strategies with third-party manager solutions.

Audra Lubawski is a CFP® with 26 years of experience in the financial industry, currently affiliated with OSAIC Institutions, INC. She has worked at Infinex Investments, Inc. since 2013 and has been with First Bank of North Carolina since 1990. Outside of her advisory role, she is involved in Mary Kay makeup sales and serves as a trustee managing real estate and cash investments. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a variety of advisory and brokerage services. The firm provides customized financial planning and investment solutions through a network of investment adviser representatives, employing both fundamental and technical analysis, and offers access to alternative investments and lending options.

Patrick Lovenberg is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he worked at Fifth Third Bank. 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’s integrated model is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing.

Amelia Penkiunas is a financial advisor at Mariner with a Series 66 designation and one year of industry experience. She previously held positions at J.P. Morgan Securities, JPMorgan Chase Bank, Goldman Sachs, and Dyson Capital Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios combining in-house research with third-party managers, and offers integrated tax, accounting, and financial wellness solutions.

Sandi Bullock is a financial advisor with First Command Advisory Services in Fayetteville, NC, holding a Series 66 designation and seven years of industry experience. She has worked within various First Command entities since 2018 and previously held roles at Papa Johns Pizza and H&R Block. Bullock is also the owner of Capital Acquisitions Financial Services LLC, which handles financial payments to her employees. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers, emphasizing in-person financial coaching and operating under an employee-ownership structure.

Brandon Livrago is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and ten years of industry experience. His career includes multiple tenures at Private Advisor Group and LPL Financial, alongside service in the United States Army. He is based in Aberdeen, North Carolina. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Gary Vogelgesang is a CFP® professional with 31 years of industry experience, currently serving as an advisor at SPC since 2020. His prior work includes roles at Charles Schwab from 2002 to 2018 and several advisory firms between 2019 and 2021. He is a member of the Worthington Estate Planning Council, a networking association for financial planners, attorneys, and accountants. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that includes affiliated broker-dealers and insurance agencies and formal succession protocols.

William Hanlon II is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has three years of industry experience, with prior roles at Truist Bank and BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, 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.

Teresa White is a financial advisor at NewEdge Advisors with 24 years of industry experience. She holds a Series 66 designation and previously worked at Milestone Advisory Partners for 10 years. Outside of her advisory role, she is a licensed insurance agent and a notary public. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Alexander Witt is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Guardian Life in Southern Pines, NC. Prior to his current role, he held positions at Capital Group, Evercore Group LLC, and RBC Capital Markets, LLC. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Allan Strange is a financial advisor at Janney Montgomery Scott with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2009. 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 diverse range of clients including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering brokerage, financial planning, consulting, and various advisory programs.

David Hammond is a financial advisor with First Command Advisory Services in Fayetteville, NC. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, including over a decade with First Command firms. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs featuring model portfolios built from mutual funds, ETFs, and third-party managed accounts, managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Katherine Waters is a Series 66-licensed financial advisor at First Command Advisory Services with nine years of industry experience. Her background includes service in the United States Army from 2014 to 2016. She has been with First Command in various roles since 2007. 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, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.

Mary Zastrow is a CFP® with 17 years of industry experience, currently serving as a financial advisor at NewEdge Advisors since 2023. Prior to joining NewEdge, she worked for ten years at Milestone Advisory Partners. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting. The firm employs a range of analytic approaches and emphasizes oversight and disclosure in managing trading incentives and conflicts of interest.

Ilir Berberi is a financial advisor with Truist Advisory Services in Fayetteville, NC, holding a Series 66 designation and 11 years of industry experience. His work history includes roles at TRUIST Investment Services, BB&T, and affiliated entities from 2016 to the present. He serves as a board member of the Sandhills Children Center, contributing to organizational decision-making and volunteer efforts. 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 consulting supported by third-party platforms and AI-enhanced research tools.

Dwight Mejan is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and five years of industry experience. He previously worked at 360 Capital Management for 14 years before joining Brookstone in 2020. Outside of investment advising, he has been involved in insurance sales since 1994 and is currently training a successor to take over that business. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banking institutions.

Winfred Hasty Jr. is a financial advisor at NewEdge Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Milestone Advisory Partners for 10 years. In addition to his advisory role, Mr. Hasty is a licensed insurance agent and may offer insurance products. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Kristopher Jackson is a financial advisor with Lincoln Investment, holding a Series 66 credential and two years of industry experience. He has worked at Capital Analysts and Lincoln Investment since 2024. Outside of his advisory role, Jackson is involved in financial services and insurance through Curlee Financial LLC and gives presentations in schools as part of his work with Lincoln. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs managed through a combination of in-house and third-party strategies overseen by an Investment Management & Research team.

Aaron Breasseale is a financial advisor with NewEdge Advisors holding a Series 65 credential. He has one year of industry experience, having joined NewEdge Advisors in 2025. Prior to his advisory role, he was involved with Posh Pets, LLC and Pet Supplies Plus in various capacities from 2016 to 2025. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, retirement consulting, and advisory program services, utilizing technology and centralized due diligence to support its investment solutions.

Morgan Andregg is a financial advisor with First Command Advisory Services, holding a Series 66 designation and four years of industry experience. Prior to joining First Command, Morgan has worked in various roles including positions at the University of Washington Tacoma, Defiance Law PLLC, and service in the Army National Guard. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specialized focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.