Mark Weaver is a financial advisor with Commonwealth Financial Network in Raleigh, NC, holding the ChFC® and Series 63 designations and bringing 39 years of industry experience. He has worked at Crossbridge Financial Group, LLC and Ameriprise Financial Services, Inc. in prior roles. Outside of his advisory work, he is a 50% owner of WBDFC, LLC, an entity focused on managing commercial real estate. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and support services. The firm provides operations, trading, technology, investment management, compliance, and practice-management resources, enabling advisors to construct client portfolios using a broad range of securities and insurance products.

Kyle Scott is a financial advisor with Eagle Strategies (NY Life) based in Raleigh, NC. He holds the ChFC® designation and has four years of industry experience. Prior to his current role, he worked at firms including NYLIFE Securities LLC and New York Life Insurance Co. Outside of advising, he is the owner of KTNDJE Publishing and has authored a book titled *Killing Chaos: Making Relationship Decisions That Lead to Less Drama*. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple program types, with the majority of its assets managed on a non-discretionary basis.

Roberto Pflaumer is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Entrust, WealthWave, and WFGIA. His other business activities include the sale of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers, delivering advice through proprietary and third-party model suites with both discretionary and non-discretionary options.

Alfred Sosa is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Cary, NC, holding Series 63 and Series 65 licenses and having 29 years of industry experience. His prior roles include positions at National Life Group, MassMutual, Mutual of Omaha, and Transamerica Financial Advisors. He is also the managing director and agent of Financial Partners Group LLC. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and an SEC-registered investment adviser, offering multiple advisory platforms that combine long-term strategies with options for shorter-term trading and third-party asset management.

Kenneth Wilson is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior experience includes nearly a decade at Bb&T and related entities before joining First Citizens in 2020. Outside of his advisory work, he is a co-owner of MSK Farms LLC and MSK Adventures LLC, which are personal family business ventures. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and corporate entities, offering portfolio management, financial planning, and tax-aware services through a combination of advisory and brokerage solutions. The firm applies fundamental, quantitative, and technical analysis in managing assets and reported over $2.6 billion in client assets as of year-end 2025.

Kevin Berry is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds the Series 65 designation and has worked at Brookstone Capital Management since 2022. His prior experience includes roles at Security Financial, Retirement Wealth Advisors, FormulaFolio Investments, and Secure Financial Solutions. Outside of his advisory work, he owns and operates Security Financial, providing insurance sales and investment advisory services. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset allocation models, a turnkey asset management platform, and a variety of investment strategies, serving both direct clients and other advisory programs.

Rachel Liquori is a financial advisor with Truist Advisory Services, holding Series 66 and Series 63 licenses and four years of industry experience. Her prior roles include positions at City National Bank, First Citizens Investor Services, and BB&T/Truist, where she worked for nine years. She is a co-owner of a consulting business that assists military veterans with disability claims, although she is not involved in its operations. 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 utilizes third-party platforms and AI-enabled research tools to support its investment process.

Stephen Holloman is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Wells Fargo Clearing and Wachovia Bank. Outside of his advisory work, he manages several residential rental properties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, 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.

Eric Cohen is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for nine years before joining his current firm in 2024. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm uses a client-centered process involving fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Diane Bonner is a Certified Financial Planner® with 22 years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC since 2025. Her prior experience includes roles at Arky & Miller Financial Group, Wells Fargo Clearing, and Truist Investment Services. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm providing wealth management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm’s investment approach focuses on customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other securities, supported by an extensive network of advisors and sub-advisory arrangements.

April Van Nieuwland is a Series 66 licensed advisor at Sanctuary Advisors, LLC with four years of industry experience. She previously worked with Capital Investment Advisory Services, LLC and Capital Investment Group, Inc., and has also held positions outside the financial industry, including roles at Starbucks and Mellow Mushroom. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent advisers. The firm offers a range of portfolio management options and delivers advice via dually licensed advisers who develop their own investment strategies under firm supervision.

William Gilbert is a financial advisor with Valic Financial Advisors in Holly Springs, NC. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been with Valic Financial Advisors since 2005 and also has experience with Sunamerica Capital Services, Inc. since 2013. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and providing various overlay options.

Vance Anderson is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 designation and six years of industry experience. His career includes positions at BB&T Securities and Bernard Robinson & Co, as well as two years at Campbell University. He also serves as an adjunct instructor in accounting at Wake Technical Community College. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

William Smith is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at MML Investors Services LLC, MassMutual Life Insurance Co., First Citizens Bank, and Northwestern Mutual. First Citizens Investor Services, Inc. provides advisory and brokerage services to a diverse clientele including individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, model portfolios, a Guided Investing platform, and financial planning, utilizing both fundamental and quantitative analyses to manage assets primarily through non-discretionary client arrangements.

John Passey is a financial advisor at Private Advisor Group, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including LPL Financial LLC, Good Life Advisors, Sterling Fox Financial, Raymond James Financial Services, and Edward Jones. He also operates Good Life Advisors, LLC, an independent investment advisory firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions through proprietary platforms and third-party managers, employing a fiduciary-based advisory model.

Haley Mckenna is a financial advisor at First Citizens Investor Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab & Co., Inc. and SVB Wealth, LLC. Haley also serves as a Senior Compliance Analyst at First Citizens Asset Management, Inc. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, using a client-focused process that incorporates fundamental, quantitative, and technical analysis across various investment products.

Tyler Zieker is a financial advisor at Commonwealth Financial Network with a Series 65 designation and one year of industry experience. Prior to joining Commonwealth in 2026, he worked at Pathfinder Wealth Consulting and has a diverse background including roles in hospitality and banking. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing about $212.7 billion in assets. The firm offers a broad platform of managed-account programs, access to third-party asset managers, and various custody and clearing services.

Stephen Guentz is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His prior roles include positions at Empower Financial Services Inc, Peace of Mind Wealth Management, and several companies outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates over short-term forecasts.

Daniel Mccall is a CFP® professional with 21 years of industry experience, currently serving at Truist Advisory Services. His career includes extensive tenure at BB&T and its related entities, as well as roles at PNC Wealth Management. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary manager relationships supported by a combination of traditional and AI-enabled research tools.

Jane Watson is a CFP® professional with 15 years of experience in the financial services industry. She is currently with Truist Advisory Services and previously worked at Wachovia Securities, LLC. Watson holds a Series 63 license and is based in Raleigh, NC. Truist Advisory Services provides investment consulting and advisory services to a broad range of clients including individuals, corporate entities, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, using a combination of discretionary and non-discretionary strategies supported by proprietary research and third-party platforms.