Cynthia Harvard is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked with SunTrust Advisory Services and Sun Trust Investment Services since 2016. Outside of her advisory role, she serves as a board member for the American Red Cross Central NC Chapter and operates a personal online resale business. 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 utilizes a range of discretionary and non-discretionary solutions supported by third-party manager relationships and AI-enabled research tools.

Julie Knight is a CFP® with 15 years of industry experience and is currently an advisor at Janney Montgomery Scott. Her prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. She volunteers with the Estate Planning Council of the Lehigh Valley and is involved as a member and volunteer with Lehigh Valley Aging in Place. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base with brokerage, financial planning, consulting, and advisory programs. The firm combines in-house and third-party portfolio management and offers custody and trustee services through a subsidiary trust company.

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) in Raleigh, NC, holding the ChFC® designation along with Series 65 and Series 63 licenses, and has four years of industry experience. He previously worked at GPac, Sprint Communications, and Charter Communications. Outside of his advisory work, Scott is the owner of KTNDJE Publishing and the author of *Killing Chaos: Making Relationship Decisions That Lead to Less Drama*. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and advisory services often connected to insurance and annuity products. The firm primarily manages assets on a non-discretionary basis and tailors recommendations to client objectives across multiple program types.

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 WealthWave, Transamerica Financial Advisors, Wfgia, and Entrust. Pflaumer also engages in sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including proprietary model portfolios and access to third-party money managers, operating as both a registered broker-dealer and a registered investment advisor.

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.

Whitney H Ill is a CFP® professional with three years of industry experience, currently serving at Creative Planning. Prior to joining Creative Planning, Whitney worked at Collective Wealth Partners and GRID 202 Partners. Outside of financial advising, Whitney is involved in entrepreneurial ventures including ownership in an ecommerce business and a quick-service restaurant franchise. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base ranging from individuals to institutions. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, tax-loss harvesting, and selective private market exposure while managing approximately $295.6 billion in client assets.

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.

Stephen Holloman is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors, Wachovia Bank, and BB&T Bank prior to joining Truist in 2021. Outside of his advisory work, he manages several residential rental properties in North Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program implemented through both discretionary and non-discretionary strategies, supported by AI-enabled research and a high degree of inter-affiliate integration.

Eric Cohen is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones from 2015 to 2024 before joining his current firm. 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 a client process focused on financial needs assessments and applies fundamental, quantitative, and technical analysis to manage diversified portfolios using equities, fixed income, mutual funds, and ETFs.

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.

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.

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, he worked at Pathfinder Wealth Consulting and held various positions in the hospitality and banking sectors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Daniel Mccall is a CFP® with 21 years of industry experience, currently with Truist Advisory Services in Raleigh, NC. His prior roles include positions at BB&T and its affiliates from 2006 through the present, covering various investment and securities functions. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools to assist in manager selection and portfolio oversight.

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.

Travis O'quinn is a Series 66 credentialed financial advisor with 23 years of industry experience. He is currently with Truist Advisory Services and has previously worked with BB&T Securities, SunTrust Advisory Services, and Truist Investment Services. Outside of his advisory role, he serves as Chair of Finance and Trustee for 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 third-party platform arrangements.

Gary Gaulden is a CFP®-certified advisor with over 33 years of experience in financial services. He has worked at Osaic Advisory Services, LLC since 2024 and previously held roles at Securities America, Inc., Arbor Point Advisors, and Ameriprise Financial Services, Inc. He operates a satellite office in Atlantic Beach, North Carolina, under Gaulden & Associates. Osaic Advisory Services, LLC is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models, utilizing a combination of proprietary guidance and third-party platforms.