Vincent Burke is a financial advisor with Wedbush Securities Inc. holding a Series 66 designation and 24 years of industry experience. His prior work includes positions at Wells Fargo Clearing, Citigroup Global Markets, and Morgan Stanley DW Inc. Wedbush Securities serves a diverse range of clients including individuals, high-net-worth and institutional investors, offering services such as wealth management, fixed income, commodities, securities lending, and capital markets. The firm operates both as an investment advisor and broker-dealer, providing portfolio management, research, and clearing services.

Noelle Granville Mcintyre is a CFP® with 24 years of industry experience, currently serving as an advisor at Level Four Advisory Services. She previously worked for Mid-Atlantic Securities for 25 years before joining Level Four in 2022. Mcintyre volunteers as an instructor at Sandhills Community College, where she teaches financial planning courses focused on retirement topics. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion through 115 advisors. The firm serves a wide range of clients, offering fee-only financial planning and asset management tailored to individual needs, with access to both internal and third-party investment management resources.

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 27 years of industry experience, currently affiliated with OSAIC Institutions, Inc. She has worked at Infinex Investments, Inc. since 2013 and at 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 investments for a trust, in addition to managing a 1031 exchange LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporations through a network of advisory representatives. The firm offers customized advisory services and combines a hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.

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.

Thomas Rosser Jr. is a financial advisor with Primerica Advisors based in Sanford, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company since 2000. Outside of his advisory work, he serves on the finance committee of Broadway Baptist Church. Primerica Advisors operates as part of Park Avenue Securities LLC, which serves a diverse retail client base through both brokerage and advisory services. The firm employs a range of proprietary and third-party investment strategies and supports various account-level features, managing approximately $15 billion in regulatory assets under management.

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.

Shane Sandretto is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds a Series 66 designation and previously served three years in the U.S. Army. Outside of his advisory role, he works as an election poll worker for the Harnett County Department of Elections. 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 wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined model portfolio approach.

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.

William Haddock is a Series 65-licensed advisor at Beacon Pointe Advisors, LLC with four years of industry experience. He has worked at Beacon Pointe since 2021 and is also a partner at DMJ & Co., LLC, a CPA firm. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a proprietary manager due-diligence process and primarily allocates client assets across third-party independent managers, offering services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Brian Mathis is a financial advisor at Davenport & Company LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward D. Jones & Co., L.P. for 26 years before joining Davenport in 2024. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, public finance, and investment banking services. The firm’s investment advisory division offers separately managed accounts, model delivery, financial planning, and manages a range of mutual funds and fixed-income strategies.

William Hanlon II is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 66 designation and has worked within Truist-affiliated firms since 2016, including Truist Bank and BB&T prior to their merger. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs 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 has worked previously at Milestone Advisory Partners for 10 years. Outside of her advisory role, she is a licensed insurance agent and a notary public. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a broad range of services including portfolio management, financial planning, and retirement consulting, utilizing centralized due diligence and technology tools to support clients and advisers.

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.

Laurel Johnson is a financial advisor with Davenport & Company LLC in Sanford, NC, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has worked at Davenport since 2019 and previously spent three years with Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, Johnson serves on the Ingram Family YMCA Advisory Board, participating in fundraising and community advocacy efforts. Davenport & Company LLC serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm offers advisory programs such as separately managed accounts, model delivery to third-party platforms, and financial planning, supported by dedicated portfolio teams and a long history dating back to 1863.

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.

Taylor Wells Tucker is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Empower, Tucker worked at Fidelity Investments for three years and has a background that includes roles in healthcare and community services. Outside of finance, he has been involved with Core Gymnastics for six years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its planning approach.

John Quiggle is a financial advisor with Osaic Institutions, Inc. holding Series 63 and Series 65 designations and 20 years of industry experience. He previously worked at First Citizens Investor Services and Wells Fargo Clearing. Outside of his advisory role, he serves as a high school football official and is a member of the NC State football chain crew. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

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.