Laura Frushone is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has worked at First Citizens Investor Services since 1998. Outside of her advisory role, she is a partner in an LLC that manages rental property. 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 fundamental, quantitative, and technical analysis to allocate assets across various investment vehicles and offers portfolio management, wrap programs, automated investing platforms, and financial planning.

Elisha Pope is a financial advisor with First Command Advisory Services in Cary, NC. She holds Series 63 and Series 65 licenses and has been with First Command in various capacities since 2025. Her prior work experience includes roles at Target, UPS, and the US Post Office. 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, utilizing model portfolios managed by a centralized Investment Management Team.

Dale Berry is a ChFC® with 40 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Raleigh, NC. He has worked with Eagle Strategies since 2011 and has been associated with NYLife Securities LLC and New York Life Insurance Company since 2004. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and manages a substantial portion of its assets on a non-discretionary basis.

John Ashley is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Truist Investment Services in 2022, he worked as an attorney at Emery D. Ashley and spent time at Atkinson Milling Company and Campbell University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary and non-discretionary manager relationships supported by a range of third-party platforms and research tools.

Gary Clementson is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and 17 years of industry experience. He has worked at First Citizens Investor Services since 2018 and previously held positions with Bank of America and Merrill from 2012 to 2018. First Citizens Investor Services serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses, providing advisory and brokerage services through Investment Advisor Representatives and third-party Portfolio Managers. The firm utilizes a client-focused process that incorporates fundamental, quantitative, and technical analysis to manage portfolios consisting of equities, fixed income, mutual funds, and ETFs.

George Arky is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC since 2025. He previously worked at Arky & Miller Financial Group, LLC and Cambridge Investment Research Advisors. Arky is a board member of the Ronald McDonald House of Durham and also leads wine tours in Durham, NC. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth management, financial planning, and retirement advisory services through customized, primarily long-term portfolios that utilize ETFs, mutual funds, and other investment vehicles.

Eddie Naylor Jr. is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with First Citizens Investor Services in various capacities continuously since 2005. Outside of his advisory role, he volunteers as a youth soccer and basketball coach in his community. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm employs a client-focused process using fundamental, quantitative, and technical analysis across diverse investment products and offers multiple portfolio management options, including automated platforms and tax-aware strategies.

Khutchnai Kang is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Empower, Kang worked at Fidelity Investments and held various roles outside the financial industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Faye Sprye is a financial advisor at Davenport & Company LLC in Raleigh, NC, holding Series 63, Series 65, and Series 66 credentials with 40 years of industry experience. She has been with Davenport & Company since 2000. Outside of her advisory role, Sprye serves as the fundraising chair on the executive board of United Community Ministries, a nonprofit organization. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services through dedicated portfolio manager teams and an Investment Policy Committee.

Richard Nathan is a financial advisor at Mariner with 8 years of industry experience. He previously spent 28 years at Forte Capital LLC. Outside of advising, he serves on the management committee of Forte Capital, which solely holds Mariner F-1 Units without providing investment advice or financial planning. Mariner serves a diverse client base through customized, discretionary portfolio management supported by in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness services in addition to traditional investment solutions.

Nicholas Biron is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Truist Advisory Services and related firms since 2015. Outside of his advisory role, he is involved with Extreme Sport Outfitters LLC, a business he has been associated with since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research tools and inter-affiliate integration features.

Joseph Shore is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm operates within a vertically integrated group, offering model and customized portfolios, and acts as adviser to the TIAA Donor Advised Fund.

Todd Purich is a financial advisor with Eagle Strategies (New York Life) based in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been affiliated with Eagle Strategies since 1989 and operates a brokerage business, Legacy Private Client Services, focused on insurance brokering with various carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of investment adviser representatives. The firm offers tailored solutions across multiple program types and emphasizes non-discretionary asset management while working within an integrated New York Life affiliate structure.

Mitchell Johnson is a Series 66-registered financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, bringing 13 years of industry experience. He has worked with First Citizens since 2020, following prior roles at BB&T and Wells Fargo Clearing. First Citizens Investor Services, Inc. serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers a range of advisory and brokerage services, emphasizing an IAR-led client process that utilizes fundamental, quantitative, and technical analysis to manage diversified portfolios.

Joseph Lloyd is a financial advisor with Principal Financial Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Principal Securities Inc and Principal Life Insurance Company since 2020, and previously spent eight years with National Asset Management and National Securities Corp. Lloyd serves as a volunteer board member for his condominium's homeowner association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, 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 account solutions.

David Rakestraw is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. He has held roles at Truist and its predecessor firms since 2005, including BB&T Securities and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate resources, to manage client portfolios and fiduciary responsibilities.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Gordon Pruitt is a Series 66-licensed financial advisor at Edward Jones in Chapel Hill, NC, with one year of industry experience. Prior to joining Edward Jones, he worked at Bull City Learning and Syneos Health. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Roger Werner is a financial advisor with OSAIC based in Chapel Hill, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 55 years of industry experience, including 25 years at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company, and has been with Royal Alliance Associates, Inc. since 2018. Outside of his advisory role, he serves as a volunteer on the UNC Board of Visitors, assisting with communication to prospective honors students. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization, and it supports various account types and third-party manager programs.

Prashant Pandya serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he works with individuals, families, trusts, and small to mid-size business owners to develop customized financial strategies that align with their unique goals and risk tolerances. His approach involves gaining a comprehensive understanding of clients' financial pictures and providing access to investment insights from Merrill Lynch, as well as banking and lending solutions through Bank of America. Prashant's expertise spans college education planning, family wealth management, retirement planning, legacy planning, international wealth management, and retirement income strategies among others. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He adopts a comprehensive planning approach covering investments, tax minimization strategies, retirement, insurance, and estate planning services. He obtained a Master's Degree in Engineering from the University of Iowa and a Bachelor's Degree in Engineering from the University of Bombay. Prashant is involved with professional organizations and community activities such as the American Cancer Society and the Pay it Forward Fertility Foundation. In his personal time, he enjoys cooking, ice hockey, music, spending time with his family, and watching movies.