Victoria Araj is a CFP® professional with two years of experience in financial advising. She is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Wealthshield Partners, LLC and Envestnet. 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 and employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.

Dustin Hill is a financial advisor at Principal Financial Services with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Princor Financial Services Corporation and Principal Financial Group since 1999. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, 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 asset allocation and separately managed account solutions.

Kathryn Wood is a financial advisor at Money Concepts Capital Corp with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with Money Concepts Capital Corp since 2013. Wood is also the president and owner of Triangle Health Plans, Inc., a company providing health, medical supplement, dental, disability, and long-term care insurance. Money Concepts Advisory Service (MCAS) offers portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and account structures, utilizing fundamental and technical analysis along with modern portfolio theory to manage assets for approximately 14,700 clients.

Austin Houser is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fifth Third Bank and multiple educational institutions. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through both investment advisory and brokerage services. The firm offers various investment programs via the Passageway Managed Account Platform, including advisor-directed mutual fund and ETF models, separately managed accounts, and direct indexing options.

James Hirst is a financial advisor with Prime Capital Financial in Clayton, NC, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Moores Creek Capital Partners, National Asset Management, National Securities Corporation, and Corinthian Partners. He is also involved with CHHSZ Holdings, LLC, the parent company of Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, employing a mix of investment strategies alongside tax planning and consolidated reporting capabilities.

Andrew Bass is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 designation and two years of industry experience. Before joining Truist Advisory Services, he worked as a Truist Banker for nine years and spent one year at Dick Sporting. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms like Envestnet to support its advisory programs.

Richard Murray is a financial advisor with Prime Capital Financial in Clayton, NC, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has been with Prime Capital Investment Advisors, LLC since 2018 and previously worked at Corinthian Partners, LLC and National Securities Corporation. Murray is also involved with CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and provides integrated tax and financial administration services through affiliated entities.

Colton Narron is a financial advisor at PNC Wealth Management with a Series 66 designation and three years of industry experience. His prior roles include positions at Tailwind Investment Partners, Tailwind Capital Distributors, and Kioti Tractor. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments to recommend investment strategies implemented via mutual funds and ETFs.

Eric Patterson is a CFP® professional with over 12 years of industry experience. He previously worked at Paradigm Life for 12 years before joining Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions focused on long-term portfolio returns and savings rates within plan lineups selected by plan sponsors.

Gregory Bass is a financial advisor with PNC Wealth Management in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His background includes roles at Coastal Federal Credit Union, SunTrust Advisory Services, and CapFinancial Securities, as well as operating Bass Quality Landscaping for three years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account designed for employees, which uses algorithm-driven risk assessment and managed investment strategies involving mutual funds and ETFs.

Landon Cross is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Parson's General Construction, Brewer Insurance Group, Equis Financial Group, and Commodity Specialists Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Lyben Hizkias is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, Hizkias worked at Fidelity Investments and held roles in various companies, including Akula Security and Conquer Strategic Marketing. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individual, high-net-worth, and institutional clients.

James Forrester is a financial advisor with Raymond James & Associates, holding a Series 66 credential and over 20 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of advising, he owns a commercial fishing boat and is a one-third owner of a water disaster mitigation equipment sales and leasing business. He also serves as president of the board for Pine Knoll Townes Phase 1. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering a range of financial planning, investment consulting, and institutional fiduciary services.

Jordan Sellers is a financial advisor with J.P. Morgan Securities in Raleigh, NC, holding a Series 66 credential and having three years of industry experience. His career includes roles at Fidelity Investments and JPMorgan Chase Bank, N.A. He is also the owner of SELLERS Foundation LLC, a non-operating entity currently in the process of dissolution. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation models and centralized due diligence. The firm delivers services on a non-discretionary basis and applies an ESG eligibility framework in its investment recommendations.

Kyle Winder is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. He has worked with multiple entities within the Flight Plan group since 2014 and has held roles at Principal Securities and Edward Spencer Employee Group Benefits. Winder serves as president of The Flight Plan Group LLC. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of portfolio management strategies and platform arrangements.

Grayson Clements is a financial advisor at Merrill with a Series 66 designation and 0 years of industry experience. He has held positions at Bank of America and Merrill since 2026 and previously worked in various roles including at Townsquare Interactive and Mythic. Merrill, together 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 investment strategies for a wide range of clients including individuals, high-net-worth clients, and institutional accounts.

Mauriel Vega is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at BridgeLight Financial Advisors, Symmetry Partners, LPL Financial, and TIAA-CREF. Outside of his advisory work, he is involved as an independent insurance agent supporting various companies and operates a retail sales business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides tailored investment solutions across multiple platforms, incorporating both proprietary and third-party strategies.

Brian Bosman is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at ArchiveSocial, the University of North Carolina Wilmington, Charlotte Mecklenburg Schools, and the Alamance Burlington School System. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

William Gass III is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation. He began his career at Edward Jones in 2025 and previously worked at Pella Carolina, INC for 13 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Danny Bostic Jr. is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Edward Jones, joining the firm in 2023. His prior roles include positions at SeCU Life Insurance Company, Members Trust Company, Credit Union Investment Services, SeCU Brokerage Services, and State Employees' Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.