Azrealle Mcclain is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for TD Ameritrade for seven years before joining Truist in 2023. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and integrated inter-affiliate services.

Miles Costin III is a Series 65-licensed advisor with 10 years of industry experience. He is currently with Brookstone Capital Management LLC and has held roles at Retirement Wealth Advisors, FormulaFolio Investments, LLC, and Innovative Advisors. Outside of advisory work, he owns and operates Innovative Advisors, where he sells life insurance and annuities and assists clients with college funding, financial aid, and structured cash flow planning. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset allocation models alongside a variety of investment vehicles and serves as a sub-advisor to other advisory programs.

Laura Frushone is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has worked at First Citizens Investor Services since 1998. Outside of her advisory role, she is a partner in an LLC that manages rental property. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs fundamental, quantitative, and technical analysis to allocate assets across various investment vehicles and offers portfolio management, wrap programs, automated investing platforms, and financial planning.

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.

John Ashley is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Truist Investment Services in 2022, he worked as an attorney at Emery D. Ashley and spent time at Atkinson Milling Company and Campbell University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary and non-discretionary manager relationships supported by a range of third-party platforms and research tools.

Gary Clementson is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and 17 years of industry experience. He has worked at First Citizens Investor Services since 2018 and previously held positions with Bank of America and Merrill from 2012 to 2018. First Citizens Investor Services serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses, providing advisory and brokerage services through Investment Advisor Representatives and third-party Portfolio Managers. The firm utilizes a client-focused process that incorporates fundamental, quantitative, and technical analysis to manage portfolios consisting of equities, fixed income, mutual funds, and ETFs.

Eddie Naylor Jr. is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with First Citizens Investor Services in various capacities continuously since 2005. Outside of his advisory role, he volunteers as a youth soccer and basketball coach in his community. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm employs a client-focused process using fundamental, quantitative, and technical analysis across diverse investment products and offers multiple portfolio management options, including automated platforms and tax-aware strategies.

Faye Sprye is a financial advisor at Davenport & Company LLC in Raleigh, NC, holding Series 63, Series 65, and Series 66 credentials with 40 years of industry experience. She has been with Davenport & Company since 2000. Outside of her advisory role, Sprye serves as the fundraising chair on the executive board of United Community Ministries, a nonprofit organization. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services through dedicated portfolio manager teams and an Investment Policy Committee.

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.

Samuel Rodgman is a financial advisor with Truist Advisory Services based in Raleigh, NC. He holds the Series 63 and Series 66 licenses and has four years of industry experience. His prior firms include Edelman Financial Engines and Fidelity Brokerage Services LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Nicholas Biron is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Truist Advisory Services and related firms since 2015. Outside of his advisory role, he is involved with Extreme Sport Outfitters LLC, a business he has been associated with since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research tools and inter-affiliate integration features.

Willis Smith II is a financial advisor at TLG Advisors, Inc. with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Leaders Group Inc and Barry, Evans, Josephs & Snipes. He is also involved as a producer in insurance sales and servicing through Glenwood Capital LLC. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring, offering both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

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.

Mitchell Johnson is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and possessing 12 years of industry experience. His career includes roles at First Citizens Bank and various BB&T entities, as well as Wells Fargo Clearing. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm utilizes IAR-led financial assessments and a combination of fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes.

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.

David Rakestraw is a CFP® professional with 21 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior experience includes roles at Bb&T Securities and Scott & Stringfellow, spanning over a decade. 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 non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

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 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Arjun Aggarwal is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

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.