Samir Alame is a financial advisor with Eagle Strategies (NY Life) in Cary, NC, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He has worked with Eagle Strategies since 2009 and has been involved in financial literacy initiatives through his ownership of Financial Literacy LLC and Financial Literacy Inc. Outside of advisory services, he brokers non-investment insurance products through his business Protection And Finance Inc. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm operates within the New York Life affiliate structure and emphasizes tailored advice delivered largely through non-discretionary asset management and fiduciary standards for retirement investors.

Elisha Pope is a financial advisor with First Command Advisory Services in Cary, NC. She holds Series 63 and Series 65 licenses and has been with First Command in various capacities since 2025. Her prior work experience includes roles at Target, UPS, and the US Post Office. 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, utilizing model portfolios managed by a centralized Investment Management Team.

Dale Berry is a ChFC® with 40 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Raleigh, NC. He has worked with Eagle Strategies since 2011 and has been associated with NYLife Securities LLC and New York Life Insurance Company since 2004. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and manages a substantial portion of its assets on a non-discretionary basis.

George Arky is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC since 2025. He previously worked at Arky & Miller Financial Group, LLC and Cambridge Investment Research Advisors. Arky is a board member of the Ronald McDonald House of Durham and also leads wine tours in Durham, NC. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth management, financial planning, and retirement advisory services through customized, primarily long-term portfolios that utilize ETFs, mutual funds, and other investment vehicles.

Khutchnai Kang is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments. Prior to his financial career, he spent time in retail and education roles. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s approach emphasizes integrated services tied to Empower’s administrative platforms and focuses on long-term portfolio returns and plan sponsor-chosen investment lineups.

Matthew Kelleher is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Commonwealth Financial Network and LifeTime Asset Management, having previously worked at MFS Fund Distributors, Inc. and MFS Investment Management. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Richard Nathan is a financial advisor at Mariner with 8 years of industry experience. He previously spent 28 years at Forte Capital LLC. Outside of advising, he serves on the management committee of Forte Capital, which solely holds Mariner F-1 Units without providing investment advice or financial planning. Mariner serves a diverse client base through customized, discretionary portfolio management supported by in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness services in addition to traditional investment solutions.

Christopher Walsh is a CFP® professional with 16 years of industry experience, currently affiliated with Commonwealth Financial Network. His career includes multiple periods at Commonwealth as well as roles at Pathfinder Wealth Consulting and Wealth Wise Planning. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive support platform, including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody services.

Joseph Shore is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm operates within a vertically integrated group, offering model and customized portfolios, and acts as adviser to the TIAA Donor Advised Fund.

Todd Purich is a financial advisor with Eagle Strategies (New York Life) based in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been affiliated with Eagle Strategies since 1989 and operates a brokerage business, Legacy Private Client Services, focused on insurance brokering with various carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of investment adviser representatives. The firm offers tailored solutions across multiple program types and emphasizes non-discretionary asset management while working within an integrated New York Life affiliate structure.

Thomas Oberg Jr. is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years. Before entering the financial sector, he was employed by the YMCA of the Triangle Area for five years. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Joseph Lloyd is a financial advisor with Principal Financial Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Principal Securities Inc and Principal Life Insurance Company since 2020, and previously spent eight years with National Asset Management and National Securities Corp. Lloyd serves as a volunteer board member for his condominium's homeowner association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, 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.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Gordon Pruitt is a Series 66-licensed financial advisor at Edward Jones in Chapel Hill, NC, with one year of industry experience. Prior to joining Edward Jones, he worked at Bull City Learning and Syneos Health. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Terence Wiles is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James and its affiliated entities since 2013. Wiles is also an author working on a retirement planning book intended for client distribution and commercial sale. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Sachin Menon is a financial advisor with LPL Financial in Cary, NC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Carty, Harding & Hearn, Inc. from 2004 to 2006. Menon also practices physical therapy on a pro bono and consultancy basis to maintain his license. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a range of investment strategies delivered through a large network of advisors and incorporates technology for operational and research support.

Christopher Jenkins is a financial advisor with Mass Mutual Investors Services in Cary, NC, holding a Series 66 credential and five years of industry experience. Prior to joining MassMutual and its affiliate MML Investors Services in 2021, he worked at Chesapeake Energy and Independent Energy Standards. Outside of his advisory role, Jenkins is involved in several business ventures including serving as president of Ascolano Ventures, LLC, co-founding Silver Diamond Technologies, LLC, and preparing to launch a fencing franchise through Alpe Adria Services, Inc. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers with comprehensive financial planning and asset management services. The firm emphasizes collaborative, goal-oriented planning using advanced software tools and offers various specialized planning programs alongside educational seminars.

Roger Werner is a financial advisor at OSAIC with 55 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes 25 years with Signator Investors, Inc. and John Hancock Mutual Life Insurance Company, followed by eight years at Royal Alliance Associates, Inc. Werner volunteers on the University of North Carolina Board of Visitors, where he communicates with prospective honors students. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with a variety of investment options and utilizes advanced portfolio management tools and third-party solutions.

Daniel Odeh is a Series 66-credentialed financial advisor at Fidelity with two years of industry experience. He has worked at Fidelity Investments since 2024 and has prior experience in retail and banking roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Daniel Bayait is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard. The firm is notable for its large nationwide network of advisors and branches, as well as its additional capabilities including a trust company and securities-based lending options.