John Taylor is a CFP® and holds a Series 66 license with 20 years of industry experience. He currently works at Truist Advisory Services and Truist Investment Services, having been with the firms since 2021. Prior to that, he spent eight years at Bb&T Securities, LLC, and sixteen years with Scott & Stringfellow, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing a blend of discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.

Molly Mccormack is a financial advisor at TIAA-CREF with 25 years of industry experience. She has held her position at TIAA-CREF since 2005 and holds Series 63 and Series 66 designations. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates within a vertically integrated group and provides services including access to donor-advised funds and various managed account options.

William Dotterer is a financial advisor at TIAA-CREF with 25 years of industry experience. He has held his current role since 2011. Dotterer holds Series 63 and Series 65 licenses. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and other entities. The firm offers both point-in-time planning and ongoing portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

James Kraft is a financial advisor with Janney Montgomery Scott in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at BB&T Securities, Truist Investment Services, and Truist Advisory Services. He is a member of the Knights of Columbus in Morehead City, NC. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base through a combination of in-house portfolio management and third-party managers across multiple advisory programs and offers brokerage, financial planning, and consulting services.

Craig Miller is a Certified Financial Planner (CFP®) with 19 years of experience in the financial services industry. He has worked at Principal Financial Services since 2018, following four years at Jeffrey B. McClaugherty. Miller holds Series 63 and Series 65 licenses. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, 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 accounts.

Horace Kornegay is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2021. His prior experience includes roles at BB&T Securities and Scott & Stringfellow. Kornegay is also a member of TRAA Partners LLC, a real estate investment entity. 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 a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration.

Joseph Pantoja is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining MAI in 2024, he worked at WCG Wealth Advisors, LLC for eight years and has been associated with Massachusetts Mutual Life Insurance Co and Treloar & Heisel, LLC for 20 years. Outside of his advisory role, he is involved with Treloar & Heisel, LLC, which provides fixed insurance sales and health, accident, and property & casualty insurance products. MAI Capital Management offers investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and provides a broad range of customized portfolio strategies and integrated financial planning services.

John Stanton III is a financial advisor at PNC Wealth Management with 17 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Cuna Mutual Group. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic risk assessments and delegated portfolio implementation with a focus on mutual funds and ETFs.

Ryan Mathis is a financial advisor with TIAA-CREF in Durham, NC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with TIAA-CREF since 2005. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers a fiduciary standard across its advisory services and acts as adviser to a donor-advised fund while operating within a vertically integrated structure that utilizes affiliated funds.

Josh Hederick is a financial advisor at Prime Capital Financial with 23 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Edelman Financial Engines Advisors and Financial Engines Advisors L.L.C. He is a partner in 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. The firm offers a range of services including asset management, financial planning, retirement plan sponsor and trustee services, and family office offerings, utilizing discretionary and non-discretionary investment approaches with core/satellite, thematic, and tactical strategies.

Jeremy De Falco is a financial advisor with Janney Montgomery Scott, holding CFP® and Series 66 designations and bringing 24 years of industry experience. He has been with Janney Montgomery Scott since 2009. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a broad range of brokerage, financial planning, and advisory services.

Myles Oliver is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Fidelity Investments, Ameriprise, Davenport, and PNC. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

James Applewhite III is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Truist Advisory Services since 2021 and has prior experience with Bb&T Securities and Scott & Stringfellow. Outside of finance, he is a singer in a local classic and alternative rock band. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Tyler Mills is a CFP® professional with eight years of experience in the financial services industry. He is currently with Empower Advisory Group and Empower Financial Services, having previously worked at Personal Capital Advisors Corporation, T. Rowe Price, Bank of America, and Merrill Lynch. Mills is based in Durham, NC. 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 clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Patrick Lane is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at First Citizens Investor Services since 2018, with prior roles at Pearl Staffing and Oyster Consulting. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a client-focused, risk- and outcomes-based asset allocation approach, utilizing discretionary and non-discretionary management, third-party managers, and automated model portfolios, supported by tax-aware strategies and integrated banking resources through its affiliation with a bank holding company.

Michael Krisko is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2013. He holds the Series 66 designation and operates Michael Krisko, Inc., which conducts securities and insurance business. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing advisory programs, technology, and compliance services. The firm offers a range of investment solutions, including discretionary model portfolios and personalized indexing, while acting as a platform and operations provider for affiliated advisors.

Brandan Kot is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. He has worked with Truist Advisory Services since 2021 and previously held roles at Bb&T Securities and Bb&T Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing a combination of discretionary manager relationships and consulting supported by AI-enabled research tools.

Amy Keating is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 66, Series 63, and Series 65 licenses and 13 years of industry experience. Her prior work includes nine years at Bangor Savings Bank before joining First Citizens in 2019. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs strategic and tactical asset allocation with fundamental, quantitative, and technical analysis, offering both discretionary and non-discretionary management options, as well as complimentary financial planning and tax-aware services.

James Earle is a financial advisor with First Citizens Investor Services, Inc. in New Bern, NC, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. Earle serves as Vice President of the Creek Pointe Homeowners Association and is a board member of the Craven County Health Department. First Citizens Investor Services provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, and business entities. The firm uses a combination of risk- and outcomes-based asset allocation, discretionary management, and third-party managers, supported by technology-driven model portfolios and tax-aware services. Its affiliation with a bank holding company offers integrated banking resources and operational relationships distinct from many independent firms.

Michael Davies is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has 11 years of industry experience, including nine years at Cambridge Investment Research, Inc. Davies serves as a board member for the Springstone Homeowners Association and is a partner in a retail coffee business in Raleigh, NC. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.