Christopher Shaw is a financial advisor with NFSG Corporation, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at Newbridge Financial Services Group, Pruco Securities LLC, and Kalos Capital Inc. Outside of his advisory work, he serves as treasurer and bookkeeper for Resurgence PPG, a nonprofit providing powered paragliding therapy to disabled veterans, and he is the head varsity soccer coach at South Point High School. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary asset management and employs an internal portfolio manager to support its advisors, utilizing a variety of investment styles and third-party asset managers.

Timothy Fox is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked in various roles within the credit union ecosystem, including positions at State Employees' Credit Union since 2008, Members Trust Company, and Secu Life Insurance Company. Fox also serves as a Financial Advisory Services District Manager for State Employees' Credit Union, providing financial services to eligible members. Credit Union Investment Services primarily serves North Carolina residents with goals-based, non-discretionary investment advice focused on long-term planning using low-cost mutual funds and ETFs. The firm operates within the credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union and emphasizes asset-based arrangements with a predominance of non-discretionary assets under management.

Richard Myrick is a Series 65-licensed advisor with First Advisors National, LLC. He has been with the firm since 2026 and has over a decade of experience working with Virtual SC and the Clover School District. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and implements client strategies through third-party money managers, employing tactical and strategic asset allocation methodologies.

Connor Emmert is a financial advisor at Coppell Advisory Solutions LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Ameriprise, Fisher Investments, and Merrill. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning services to a broad client base, including high net worth individuals, pension participants, trusts, estates, charitable organizations, and business entities. The firm employs an open-architecture platform with tailored investment strategies and a diverse range of investment tools, managing over $1.1 billion in client assets.

Stephen Norton is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Belmont Capital Advisors, Cambridge Investment Research Advisors, Dempsey Lord Smith, LLC, Kalos Management, and Centermark Capital Management. Outside of his advisory work, he is involved as an agent in the insurance and human resources sector. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, high net worth clients, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm uses an open-architecture platform to implement tailored investment strategies with continuous monitoring and rebalancing.

Eric Kotecki is a CFP®-certified financial advisor with three years of industry experience, currently serving at Credit Union Investment Services. He has been associated with State Employees’ Credit Union since 2018, where he provides financial advisory services to eligible members. Kotecki also holds an agent role with SECU Life Insurance Company, working in conjunction with his credit union responsibilities. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost index funds and ETFs, and operates within the credit-union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.

Suzanne Dean is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Truist Advisory Services and its affiliated entities since 2015, including roles at Bb&T Investment Services and Bb&T Securities prior to the firm’s rebranding. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, and its integrated structure includes affiliated broker-dealer and banking services.

Logan Haga is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and savings rates.

Jeffrey Emperador is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes multiple roles within Truist entities and prior work as a self-employed advisor and at Empower Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements and AI-enabled research tools.

Ryan Schrift is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 19 years of industry experience, including roles at Independent Advisor Alliance since 2016 and LPL Financial since 2012. Outside of his advisory work, he serves as a City Councilman for Belmont, NC, and is a managing partner of The Schrift Boys Farm in South Carolina. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, pooled vehicles, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary portfolio management supported by various analytical techniques and technology platforms.

Trevor Sellers is a financial advisor with Empower Advisory Group in Gastonia, NC. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Empower Financial Services, Inc and PHMG, as well as diverse experience outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

David Srulevitch is a CFP® with four years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior work includes roles at The Colony Group, Buckingham Strategic Wealth, Carolina Capital Consulting, and Blair, Bohle & Whitsitt. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Katie Ellis is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. She has eight years of industry experience, with prior roles at BB&T Securities, First Citizens Investor Services, and First Citizens Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Jasmine Martin is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Her career includes roles at VALIC Financial Advisors and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, implementing advice through discretionary and non-discretionary manager relationships and utilizing third-party platforms and manager arrangements to support client portfolios.

Angela Thomas is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. Her career includes roles at Wells Fargo Bank NA and Wells Fargo Clearing Services before joining Truist Advisory Services in 2022. Outside of her advisory work, she is the owner of two ventures focused on developing organizational tools and wellness apps for women and families. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary manager relationships and third-party platform solutions.

Gary Spencer is a financial advisor with Truist Advisory Services in Charlotte, NC. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked at Baldwin Risk Partners and S&P Financial Group, among other positions. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary manager arrangements and uses AI-enabled tools to support its research and manager selection processes.

Brendan Petty is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Transamerica Life Insurance Company, MassMutual, and Mutual of Omaha. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisory programs focused on asset allocation and retirement guidance, utilizing Morningstar Investment Management’s proprietary tools for portfolio construction and oversight.

Kara Grabow is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. Prior to joining Truist Advisory Services in 2026, she worked at Truist Bank from 2020 to 2026 and previously at Buy Buy Baby from 2015 to 2020. 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary approaches supported by affiliated entities and third-party platforms.

Keith Gregory is a CFP® certified financial advisor with 19 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has worked with Independent Advisor Alliance since 2014 and has been associated with LPL Financial since 2011. Independent Advisor Alliance works with a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting services. The firm employs a network model that combines independent advisory representatives with brokerage services through LPL Financial and utilizes multiple investment strategies and technology platforms to support client portfolios.

Adam Curette is a CFP® with 17 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, having previously worked at The Vanguard Group, Inc. from 2008 to 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s approach includes “point-in-time” financial plans and optional managed account solutions, delivered through integrated recordkeeping and administrative platforms.