Michael Holloway is a CFP® with 20 years of industry experience and is currently affiliated with Cerity Partners LLC. He previously worked at Cook Wealth Management Group, LLC and LPL Financial. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation and manager selection strategies supported by proprietary quantitative screens, and offers access to alternative and private-market investments.

Chad Weatherman is a Certified Financial Planner® with 11 years of industry experience, currently serving at Mariner Wealth Advisors since 2023. His prior roles include positions at Beacon Pointe Advisors, DMJ Wealth Advisors, and Millennial Wealth Design. Mariner Wealth Advisors serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to provide customized portfolio solutions and maintains integrated tax and accounting services uncommon for a firm of its size.

Shawn Will 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 been with Principal Securities Inc. since 2016 and has also worked with Principal Life Insurance Company since 2013. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Derek Mccord is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Cary, NC. He holds a Series 66 designation and has two years of industry experience. Prior to joining Equity Services, Derek worked at National Life Group and MassMutual in various capacities. Outside of his advisory role, he is a product advocate for health and wellness products through Melaleuca, Inc. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms and uses third-party asset managers and model portfolios to offer a blend of long-term strategies and specialized investment options.

William Faircloth is a CFP® with 18 years of experience in the financial services industry. He has worked with Truist Advisory Services, Truist Investment Services, and Truist Bank since 2016, and previously was with BB&T Securities, LLC. from 2019 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships and integrates inter-affiliate services, including affiliated broker-dealer and bank partnerships, to deliver its investment solutions.

Vincenzo Catullo is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various roles within Truist and its predecessor entities since 2001. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and extensive inter-affiliate integration.

Paul Dowd is a ChFC® credentialed financial advisor with 23 years of industry experience. He is currently with Primerica Advisors and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, CapWealth Planning, and Allstate Insurance Co. In addition to his advisory role, he is also an insurance broker for products other than Guardian. Primerica Advisors serves a broad retail client base, offering transaction-based brokerage and fee-based advisory services, financial planning, and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a variety of account-level services, including lending solutions and donor-advised funds.

Leslie Gaddis is a CFP® professional with seven years of industry experience, currently affiliated with Commonwealth Financial Network in Durham, NC. Gaddis has worked at Commonwealth Financial Network and Lifetime Asset Management since 2018. Outside of advisory services, Gaddis co-owns LifeTime Tax Management, LLC, a firm providing tax preparation services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and supports affiliated advisors with operations, technology, investment management, and compliance services.

Jacob Hollifield is a financial advisor with Fifth Third Securities, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at Fifth Third Bank, Best Buy, Yogurt Mountain, and North Carolina State University. Outside of his advisory work, he engages in freelance photography. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers access to a variety of managed account programs via the Passageway platform, combining third-party portfolio management with customizable investment strategies.

Debra Allen is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with 22 years of industry experience. She has worked at First Citizens Investor Services since 2004 and at First-Citizens Bank & Trust Company since 2003. 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-focused process using fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Kimberly Benfield is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Truist and its related entities since 2017. 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 platforms and manager arrangements.

Gabriel King is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds a Series 66 designation and has three years of industry experience. Prior to joining First Citizens Investor Services, he worked at Coastal Federal Credit Union and CUSO Financial Services, LP, and spent six years at the University of Wisconsin-Milwaukee. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a client-focused process that incorporates fundamental, quantitative, and technical analysis to allocate assets across equities, fixed income, mutual funds, and ETFs.

Michael Palczuk is a Series 66-licensed financial advisor with Principal Financial Services in Raleigh, NC, having 24 years of industry experience. He has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 2014. Outside of his advisory role, Palczuk serves on the finance and fundraising committees at St. Catherine of Siena Church and provides firearms training through the MakeReady Firearms Training Academy. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Lang Mac Bain is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 credentials with nine years of industry experience. He has been with First Citizens Investor Services and First Citizens Bank since 2016. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers a range of advisory and brokerage services, utilizing fundamental, quantitative, and technical analysis to manage diversified portfolios across multiple asset classes.

Tabitha Concepcion is a CFP®-credentialed financial advisor with 12 years of industry experience, currently with Truist Advisory Services. Her career includes roles at Truist Investment Services and BB&T affiliates dating back to 2013. Outside of her advisory work, she co-owns Red Barn Naturals, a farm producing natural personal care products from dairy goat milk, and owns The Homestead, an agricultural business. 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 mix of discretionary and non-discretionary strategies with integration across affiliated entities.

Charles Brantley is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Bankers Life Advisory Services, he worked at Morgan Stanley for eight years and has held positions at several other firms. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio management.

John Vagianos Jr. is a CFP®-certified financial advisor with 18 years of industry experience, currently with Creative Planning since 2018. Prior to that, he worked at Scottrade for four years. He holds Series 63 and Series 66 licenses and is based in Raleigh, NC. Creative Planning provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting, supported by a broad advisory team and integrated investment infrastructure.

Thomas Gervase is a financial advisor at SPC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Parkland Securities, Grove Point Advisors, and Prudential Insurance. In addition to his advisory role, he conducts insurance sales focused on non-variable life, disability, and long-term care products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies primarily through discretionary management with options for nondiscretionary and direct-at-fund arrangements.

Zachary Carver is a CFP® professional with four years of industry experience, currently advising at Cerity Partners LLC since 2025. He previously worked at Cook Wealth Management Group, LLC for five years and held roles at TRP Sumner PLLC, Petway Mills & Pearson PA, and Bunch & Company, LLP. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens combined with third-party managers and individual securities, and also operates multiple private-market offerings and affiliated business units.

Walter Jethro is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds Series 63 and Series 65 credentials and has five years of industry experience. His prior work includes positions at BB&T and First Citizens Bank. First Citizens Investor Services serves individuals, pension plans, charitable organizations, and businesses, offering advisory and brokerage services through investment advisory representatives and third-party portfolio managers. The firm employs a client-centered process that incorporates fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.