Thomas McGee Jr. is a CFP®-certified financial advisor with three years of industry experience, currently serving at Truist Advisory Services. His prior roles include positions at Argent Trust Company and Regions Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary manager relationships and non-discretionary consulting. The firm integrates advanced research tools and inter-affiliate resources to support manager selection and investment oversight.

Keith Livengood is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He has been with Janney since 2009. Outside of his advisory work, he serves as a member of the Session and the Building and Grounds committee at North Raleigh Presbyterian Church. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.

David Owen is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 designation and has 17 years of industry experience. His prior roles include positions at PNC Investments and PNC Bank. 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 combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by fundamental, quantitative, and technical analysis, and provides integrated banking resources as a subsidiary of a banking institution.

Timothy Atkins is a CFP® professional with 17 years of experience in financial advising. He is currently with Commonwealth Financial Network and White Oak Financial Specialists, a private entity he owns that facilitates securities, advisory, and insurance business. Prior to these roles, he worked for Ic Advisory Services Inc and The Investment Center Inc for 12 years. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and multiple program structures, including customized and personalized indexing options.

Mary Leichliter Rice is a financial advisor with Eagle Strategies (NY Life) based in Raleigh, NC, holding a Series 66 license and 16 years of industry experience. She has been associated with Eagle Strategies since 2011 and operates Triangle Wealthcare LLC, through which she sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Charles Crews is a CFP® professional with 21 years of experience in the financial services industry. He has worked at Principal Securities Inc. since 2016 and held a position with Principal Life Insurance Company from 2014 to 2022. Outside of his advisory role, he serves as president of Raleigh AMBUCS and is the founder, president, and treasurer of the Kimberly F. Crews Foundation. Charles Crews is part of Principal Securities, an enterprise firm that provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. 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.

Randy See is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry. He currently serves at Principal Financial Services and is president of See Wealth Management, where he provides fee-based financial planning and sells various insurance and investment products. In addition to his advisory work, he operates a vending machine business and has involvement in vehicle and property rentals. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money managers through both advisory and promoter arrangements.

Corey Overcash is a CFP® and ChFC® with 11 years of experience in the financial services industry. He has been with Valic Financial Advisors since 2014 and also holds a position as an agent with Agia, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and maintaining a large network of advisors.

Thomas Griffith is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Brookstone Capital Management LLC and has prior experience at Insurance Advisor Associates, Inc., Gradient Investments, LLC, Cardinal Retirement Planning, Inc., and H.E. Scheil & Associates, Inc., where he also manages insurance-related business activities. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis using a variety of strategies and model portfolios.

Ashley Rushin is a financial advisor at Sanctuary Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Rushin serves as Vice President of the Riley Rushin Foundation, a nonprofit supporting individuals with disabilities through local fundraising and charitable donations. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm delivers customized investment programs through various account structures and integrates multiple sub-advisors and third-party platforms, supported by a large network of independent advisors and affiliated entities.

Frederick Freeman is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, Fidelity, and Wells Fargo before joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals with existing TIAA employer retirement relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm combines point-in-time financial planning with ongoing discretionary management through model and customized portfolios.

William Creech is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo and Commonwealth Financial Network. Creech serves as an officer and director on the Alumni Volunteer Corporation board for the NC Kappa Chapter of Sigma Phi Epsilon, supporting undergraduate mentoring and alumni relations. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including high-net-worth individuals, trusts, and pension plans. The firm combines fundamental, quantitative, and technical analysis with both discretionary and non-discretionary management, leveraging its affiliation with a bank holding company to provide integrated banking and investment resources.

Garrett Letchworth is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses with six years of industry experience. His background includes multiple roles within First Citizens Bank and First Citizens Investor Services since 2019, as well as a four-year period at High Point University. First Citizens Investor Services provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset-allocation approaches and offers portfolio management, automated investing platforms, and financial planning services.

Jonathan Carter is a financial advisor with Valic Financial Advisors in Durham, NC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Valic Financial Advisors since 2017 and previously held roles at Primerica Financial Services and Primerica Advisors. Outside of his advisory work, he is involved as an agent with AGIA, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform and third-party model managers, supported by a large network of advisors and centralized technology solutions.

Lloyd Nelms is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 credential and 23 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously spent nine years at BB&T Securities, LLC. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to guide investment decisions.

Alfred Jordano is a CFP® and Series 66-registered advisor at Creative Planning with 19 years of industry experience. He previously worked for Sullivan Bruyette Speros & Blayney for 14 years before joining Creative Planning in 2021. Creative Planning serves a diverse client base including individuals, corporations, foundations, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced techniques such as direct indexing and tax-loss harvesting.

John Kline is a financial advisor with Janney Montgomery Scott in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Janney Montgomery Scott since 2013. 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, and charitable organizations, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Joshua Alford is a CFP® with five years of industry experience, currently serving at First Citizens Investor Services, Inc. in Raleigh, NC. His prior roles include positions at First Citizens Asset Management, Fidelity Investments, and MassMutual Life Insurance Company. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to a diverse client base including individuals, corporations, and charitable organizations. The firm employs a blend of strategic and tactical asset-allocation approaches and offers portfolio management through model portfolios, separately managed accounts, and an automated Guided Investing platform.

Marc Anstrom is a financial advisor with TIAA-CREF in Durham, NC, holding Series 63, 65, and 66 credentials and with 30 years of industry experience. He has been with TIAA‑CREF since 2013. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model and manages portfolios using both model and customized strategies within a vertically integrated structure that includes affiliated funds.

Thomas Overcash Jr. is a financial advisor with Valic Financial Advisors in Durham, NC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Valic Financial Advisors since 1997 and also serves as an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based 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 for portfolio construction and management.