Jesse Bencivenga is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at First Citizens Investor Services since 2018, with prior roles at First Citizens Bank and Wells Fargo. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by offering advisory and brokerage services, portfolio management, and financial planning. The firm’s approach combines fundamental, quantitative, and technical analysis to create diversified portfolios across various asset classes.

Matthew Belcher is a financial advisor with PNC Wealth Management in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with PNC Investments since 2012. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that employs algorithmic risk assessment and delegated portfolio management using mutual funds and ETFs.

Jay Barish is a CFP® professional with 24 years of industry experience. He is currently affiliated with Commonwealth Financial Network and has held roles at Crossbridge Financial Group, Murphy Matza Wealth Management, and Ameriprise. His background includes a longstanding tenure at Commonwealth since 2011. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive support platform featuring managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Brian Luce is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at United Planners since 2023 and previously spent seven years with Cambridge Investment Research Advisors. In addition to his advisory role, Luce operates Heartland Financial Advisor as a marketing entity and works as an independent life insurance agent. United Planners serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors, using an open-architecture platform with multiple custodians and third-party money managers.

Horace Kornegay is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2021. His prior experience includes roles at BB&T Securities and Scott & Stringfellow. Kornegay is also a member of TRAA Partners LLC, a real estate investment entity. 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 a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration.

Barbara Key is a financial advisor at Sanctuary Advisors, LLC in Raleigh, NC, with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill from 2015 to 2021. She has been with Sanctuary Advisors and its affiliated entity, Sanctuary Securities, since 2022. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent investment adviser representatives with a range of portfolio management and consulting services, employing multiple analytical approaches and maintaining a fiduciary standard when agreements are in place.

Ryan Mathis is a financial advisor with TIAA-CREF in Durham, NC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with TIAA-CREF since 2005. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers a fiduciary standard across its advisory services and acts as adviser to a donor-advised fund while operating within a vertically integrated structure that utilizes affiliated funds.

Matthew Glova is a financial advisor with Commonwealth Financial Network in Johns Creek, GA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Commonwealth since 2011 and is co-owner of LifeTime Asset Management and LifeTime Tax Management, entities involved in advisory, insurance, and tax-related services. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, offering a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice management. The firm provides advisors discretion in portfolio construction and manages discretionary model portfolios through its Investment Management and Research team.

Josh Hederick is a financial advisor at Prime Capital Financial with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously with Edelman Financial Engines Advisors, Financial Engines Advisors L.L.C., The Mutual Fund Store, and Merrill. Josh is a partner in CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, where he provides advisory services on a limited basis. Prime Capital Financial is an SEC-registered firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, employing a variety of investment strategies and maintaining affiliated tax advisory and family office practices.

Kevin Mc Kinney is a financial advisor with Commonwealth Financial Network in Raleigh, NC. He holds a Series 66 designation and has experience working at LifeTime Asset and Tax Management, Virginia Polytechnic Institute and State University, Atlantic Union Bank, and several other organizations. Commonwealth Financial Network supports a national network of advisors by providing advisory programs, technology, compliance, and practice-management services. The firm offers a range of investment solutions, including discretionary model portfolios and customized programs, serving both retail and institutional clients.

Jeremy De Falco is a CFP® with 25 years of industry experience and has been with Janney Montgomery Scott since 2009. He holds a Series 66 license and is based in Raleigh, NC. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Myles Oliver is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Fidelity Investments, Ameriprise, Davenport, and PNC. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

Justin Howie is a financial advisor with Empower Advisory Group in Cary, NC, holding a Series 66 designation and seven years of industry experience. His previous roles include positions at Fidelity Investments and Fidelity Brokerage Services, where he worked from 2016 to 2021. Outside of his advisory work, he owns a men's clothing website and works as an Uber driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model supports point-in-time financial plans and optional managed account solutions, emphasizing long-term portfolio returns and annual rebalancing.

James Applewhite III is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include positions at Bb&T Securities, Scott & Stringfellow, and Wells Fargo Clearing. Outside of advising, he is a singer in a local classic and alternative rock band called Southpaw Soul. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary relationships supported by AI-enabled research and inter-affiliate integration.

Robert Leggett III is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP® and CFA® designations and more than 27 years of industry experience. His prior roles include positions at WealthShield Partners, LLC and Purshe Kaplan Sterling Investments. Leggett is a 50% owner of WealthShield Insurance LLC, a business involved in insurance product sales with limited active duties. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active management with quantitative, momentum, and fundamental analysis overseen by an internal Investment Committee.

Maxwell Hoffman is a financial advisor with Eagle Strategies (NY Life) based in Raleigh, NC. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Commonwealth Financial Network, Fidelity Investments, and several other financial firms. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailoring recommendations to meet client objectives and Plan Sponsor criteria.

Patrick Lane is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at First Citizens Investor Services since 2018, with prior roles at Pearl Staffing and Oyster Consulting. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services through investment advisory representatives and third-party portfolio managers. The firm employs a client process focused on assessing financial needs, risk tolerance, and time horizon, utilizing fundamental, quantitative, and technical analysis to manage diversified portfolios.

Cody Jeffcoat is a CFP® professional with 21 years of industry experience, currently advising at Truist Advisory Services. He has held roles with Suntrust Investment Services and Suntrust Advisory Services since 2014. Outside of finance, he owns and operates a pottery business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary and non-discretionary management supported by third-party platforms and AI-enabled research tools.

James Baker is a financial advisor with First Citizens Investor Services, Inc., holding a Series 66 designation and 17 years of industry experience. He previously worked at LPL Financial for seven years before joining First Citizens Investor Services in 2020. Outside of his advisory role, he serves on the board of his condominium homeowners association. 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 assessment and diversified portfolio allocation, offering products such as unified managed accounts, wrap programs, and tax-aware services.

Thomas Smith is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at First Citizens Bank, Oak Valley Golf Course, North Carolina State University, YMCA, Members Credit Union, and Davie County Schools. 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-centered process using fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.