Christopher Baker is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and eight years of industry experience. His prior roles include positions at Carroll Financial Associates, Inc., Prosperity Capital Group, Inc., and Asset Protectors & Advisors Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts and estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment approach that combines passive and active managers and incorporates both quantitative and fundamental research.

Boone Williams is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and one year of industry experience. His prior roles include positions at LPL Financial, Socratic Better Wealth, and self-employment ventures. He provides administrative support to Independent Advisor Alliance and remains involved with Socratic Better Wealth. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies supported by technology platforms and leverages a network model combined with ties to LPL Financial.

Philip Rothstein is a CFP®-certified financial advisor at Truist Advisory Services with 21 years of industry experience. His career includes prior roles at Bb&T Securities, BB&T Bank, and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches and employs AI-enabled research tools alongside third-party manager arrangements to support its investment programs.

Matthew Dellasega is a financial advisor at Principal Financial Services in Raleigh, NC, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior work experience includes positions at Wells Fargo Bank, NA, and First Citizens Bank-related entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel abroad. 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.

Kayla Woodard is a financial advisor at Davenport & Company LLC based in Raleigh, NC, holding a Series 66 designation and with one year of industry experience. Her prior experience includes roles at Edward Jones and Davenport & Company. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio management teams supported by an Investment Policy Committee.

Andrew Lipson is a CFP® with 29 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC since 2017. Prior to this, he worked at Ameriprise Financial Services, Inc. for 12 years. He is involved with Lipson, Williams, Perry, & Kaptanoglu, LLC, a business entity used for tax and investment purposes. Independent Advisor Alliance serves a broad range of clients including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by various analytical and technology platforms.

Dianxia Wang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and is also involved with WT Evergreen Company, which serves as a pass-through entity for her World Financial Group business. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms. The firm implements its advisory model primarily through model portfolios and third-party managers, serving individual investors, employer plans, trusts, estates, and charitable organizations.

Robert Hartinger is a CFP® with 14 years of experience in the financial services industry. He is currently with Sanctuary Advisors, LLC and previously worked at Bank of America and Merrill Lynch. He serves on the golf committee for the Riley Rushin Foundation, a nonprofit supporting individuals with disabilities and their families. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various account structures and utilizes sub-advisors and third-party platforms to implement strategies.

Stephen Parker is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds a Series 66 designation and has experience working at First Citizens Bank and Wells Fargo Bank. Parker serves as an officer and director on the Johnston Community College Foundation board. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm utilizes a client-focused approach combining risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by fundamental, quantitative, and technical analysis alongside tax-aware services.

Victor Navarroli is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 12 years and has operated his own practice since 1993. Navarroli serves as a board member at large for Festa Italiana of North Carolina, a nonprofit event organization. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates both as a registered investment adviser and broker-dealer, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Serena Lester is a CFP® with eight years of industry experience, currently serving as a financial advisor at Truist Advisory Services in Raleigh, NC. Her prior experience includes roles at BB&T Securities and Keystone Financial Partners. 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 combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools in research to support its investment process.

Darryl Lindsey is a financial advisor with Valic Financial Advisors in Durham, NC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Valic Financial Advisors since 2007 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants, offering discretionary managed-account programs, financial planning, and brokerage services.

Jessica Charlton is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 designation and 13 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021 and was previously with BB&T Securities from 2012 to 2021. 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 with non-discretionary consulting and utilizes AI-enabled research tools to support manager selection and portfolio oversight.

Van Noah Jr. is a CFP® and Series 66 credentialed advisor at Janney Montgomery Scott with 23 years of industry experience. He has worked at Janney Montgomery Scott and its affiliated entity since 2009. Noah serves as a board member of the Needham B. Broughton High School Alumni Association in Raleigh, NC, assisting with organizational administration and record updates. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm provides a range of services to individuals, families, trusts, corporate clients, and municipal entities through in-house portfolio management, third-party managers, and various advisory programs.

William Carr is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and eight years of industry experience. He has worked at First Citizens Bank since 1995 and at First Citizens Investor Services since 2017. Outside of his advisory role, he serves on the board of Pretty in Pink Since, a nonprofit providing financial assistance to uninsured and underinsured breast cancer patients. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, and business entities. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by fundamental, quantitative, and technical analysis, and benefits from its affiliation with a bank holding company, which provides integrated banking resources.

Jonathan Steiner is a CFP® professional with 29 years of industry experience. He is currently with First Citizens Investor Services, Inc., where he has worked since 2023. Prior to that, he spent 11 years at PNC Investments. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm offers portfolio management through wrap programs and an automated Guided Investing platform, combining risk- and outcomes-based asset allocation with fundamental, quantitative, and technical analysis, supported by integrated banking resources as a subsidiary of a bank holding company.

Laura Kumar is a financial advisor at First Command Advisory Services with four years of industry experience. She holds the Series 66 designation and has previously worked with organizations including Ally Behavior Centers and Guidepost Montessori. Kumar serves as the treasurer and co-founder of Cabrini Montessori School, a nonprofit planning to open in 2026, where she is also slated to become Head of School. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Demaris Arceneaux is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and 13 years of industry experience. She has been with First Citizens Bank and its affiliated investment services since 2016. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset allocation, using fundamental, quantitative, and technical analysis, and offers various portfolio management options alongside complimentary financial planning and tax-aware services.

Rachel Small is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 65 designations. She has nine years of industry experience and has worked with Truist and its predecessor firms since 2016. Outside of her advisory role, she is a public notary. 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 a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

James Shearin is a financial advisor with Davenport & Company LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Davenport since 2007 and previously worked at Morgan Stanley DW Inc. for 14 years prior to joining Davenport. Outside of his advisory role, he serves as Chairman of the Board for StepUp Ministry and is on the board of a nonprofit supporting people with extreme disabilities. Davenport & Company serves individual and institutional clients, offering a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s investment approach involves dedicated portfolio manager teams and a Manager Research team that oversees strategies across separately managed accounts, mutual funds, ETF model portfolios, and unified managed accounts.