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.

Peter Richon is a financial advisor at Brookstone Capital Management LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management since 2016. Outside of his advisory role, he produces a radio show and operates Richon Insurance Agency. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers a range of investment strategies including dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies, and serves as a sub-advisor to other advisory programs.

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.

Kenneth Shores is a CFP® and ChFC® with 24 years of industry experience. He is currently with First Command Advisory Services and has previously worked at firms including The Huntington Investment Company, Morgan Stanley Smith Barney, and J.P. Morgan Securities. First Command Advisory Services serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families, offering financial planning and wrap-fee asset management programs managed through a centralized investment team and wealth portfolio managers.

Travis O'quinn is a financial advisor with Truist Advisory Services based in Raleigh, NC, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Truist Investment Services, SunTrust Advisory Services, BB&T Securities, Scott & Stringfellow, and Wells Fargo Clearing. Outside of his advisory work, he serves as Chair of Finance and Trustee at St. Peter Church, a nonprofit faith-based organization. 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 an integrated platform with affiliated entities.

Edward Harris is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with First Citizens Investor Services, Inc., where he has worked since 2019. Prior to this, he spent 19 years at Valic Investment Services Company. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business entities, offering advisory and brokerage services through a variety of portfolio management solutions and financial planning. The firm’s client process focuses on assessing financial needs, risk tolerance, and time horizon to allocate assets using fundamental, quantitative, and technical analysis.

Amanda Cox is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. She holds Series 65 and Series 63 licenses and has 10 years of industry experience. Amanda has worked with First Citizens Investor Services and First Citizens Bank since 2007. 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 IAR-led assessments and a combination of fundamental, quantitative, and technical analysis to guide portfolio allocation across various investment products.