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 ChFC®-designated financial advisor with Guardian Life and Park Avenue Securities, bringing 26 years of industry experience. Based in Sanford, NC, he has been with both firms since 2000. He serves on the finance committee of Broadway Baptist Church. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs and third-party solutions.

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.

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.

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.

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. He is currently with Guardian Life, where he has worked since 2021, following prior roles at Capital Group, Evercore Group LLC, and RBC Capital Markets. Witt is involved in brokering insurance products outside of Guardian in a limited capacity. Guardian Life’s affiliate, Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies supported by proprietary and third-party platforms.

Laurel Johnson is a financial advisor at Davenport & Company LLC with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Davenport since 2019, following prior roles at Wells Fargo Clearing from 2011 to 2019. Outside of her advisory role, she serves on the Ingram Family YMCA Advisory Board, participating in fundraising and community advocacy. Davenport & Company provides asset management, brokerage, and advisory services to individual and institutional clients, including banks, pension plans, trusts, and nonprofits. The firm’s investment approach includes dedicated portfolio management teams and a range of managed account strategies, mutual funds, and fixed-income products.

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 financial advisor with First Command Advisory Services in Carthage, NC. She holds a Series 66 credential and has nine years of industry experience, all with various entities within the First Command organization. First Command Advisory Services, Inc. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers who select approved third-party managers and design model portfolios.

Mary Zastrow is a CFP® professional with 17 years of experience in financial advising. She currently works at NewEdge Advisors and previously spent ten years at Milestone Advisory Partners. 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 provides a range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, utilizing technology and centralized due diligence in its investment approach.

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.