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.

Stephen Shaffer is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at BB&T Investments and Bb&T Securities before joining Truist in 2018. Outside of his advisory role, he is a member of CABINLOT LLC, which manages a family vacation rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Dianxia Wang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has affiliations with Clearwater Benefits and World Financial Group. Wang is also the owner of WT Evergreen Company, which operates as a pass-through entity related to her World Financial Group business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Joseph Uradnik is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 designations and 21 years of industry experience. His prior roles include positions at the Federal Reserve Bank of Boston and JDU Consulting. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform-centered approach that integrates AEWM-managed and third-party models.

Robert Hartinger is a Certified Financial Planner (CFP®) with 14 years of industry experience. He is currently with Sanctuary Advisors, LLC and previously worked at Bank of America and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Outside of his advisory role, he serves on the golf committee for the Riley Rushin Foundation, a nonprofit supporting individuals with disabilities. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm supports a wide range of portfolio management strategies and combines various analytical approaches while acting as a fiduciary under written agreements.

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.

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.

Barry Horne is a financial advisor with Janney Montgomery Scott in Cary, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of advisory work, he manages a property business in Holly Springs, NC. 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 diverse client base, offering brokerage services, financial planning, consulting, and multiple advisory programs that combine in-house portfolio management with third-party managers.

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.

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.

Frederick Hight IV is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63, 65, and 66 licenses and totaling six years of industry experience. His career includes a long tenure at Wells Fargo Bank, NA, from 2001 to 2021, followed by a brief period at Wells Fargo Clearing before joining Truist Advisory Services in 2021. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms, including AI-enabled research tools, to support its investment and manager selection processes.

Louis Prosser is a financial advisor with Eagle Strategies (NY Life) based in Cary, NC. He holds a Series 63 designation and has 35 years of industry experience. He has been with Eagle Strategies since 2008 and also maintains roles with Nylife Securities Inc. and New York Life Insurance Company since 1999. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple advisory program types and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

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 at Davenport & Company LLC in Raleigh, NC, with 33 years of industry experience. He has been with Davenport since 2007 and previously worked at Morgan Stanley. Shearin serves as chairman of the board for StepUp Ministry and is on the board of directors for TLC, a nonprofit supporting people with extreme disabilities. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages a range of strategies through dedicated portfolio management teams and provides both fee-based and commission-based account options.

Robert Dykes is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill from 2015 to 2018. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities, providing advisory and brokerage services through investment advisor representatives and third-party portfolio managers. The firm employs a client process focused on financial needs assessment and diversified investment allocation, offering portfolio management, model portfolios, automated investing platforms, and tax-aware services.

Scott Lord is a CFP® professional with 31 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Kingswood Capital Partners, LLC, WealthShield Partners, LLC, Niagara International Capital Limited, and Principal Financial Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to 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.

Thomas Mcgee Jr. is a CFP® with four years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior roles include work at Argent Trust Company, Argent Retirement Plan Advisors, LLC, and Regions Bank. Mcgee holds Series 63 and Series 65 licenses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by technology-enabled research and an integrated inter-affiliate network.

Mary Restrepo is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with First Citizens Investor Services since 2012. First Citizens Investor Services provides advisory and brokerage services to individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, automated investing platforms, tax-aware services, and financial planning, focusing on IAR-led assessments to tailor asset allocation strategies.

Erick Barone is a financial advisor with Eagle Strategies (NY Life) based in Cary, NC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His career includes roles at Legacy Private Client Services LLC, Barone Financial Group, NYLIFE Securities LLC, and New York Life Insurance Company. He volunteers with Big Brothers Big Sisters of The Triangle, focusing on raising awareness of planned giving among donors. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.