Kathy White is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various Truist-affiliated firms since 2006. 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 manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools to manage client portfolios and oversee investment selections.

Kyle Thomas is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Bank of America and Merrill from 2014 to 2023. Kyle also operates Founders Private Wealth, LLC, an investment advisory business affiliated with his current firm. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm combines discretionary and non-discretionary portfolio management with a technology-driven approach and maintains a unique network model supported by its partial ownership by LPL Financial.

Raymond Yackel Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been associated with Commonwealth and Diversified Wealth Strategies, LLC since 2012, and has operated the Raymond A. Yackel Agency, Inc. since 1977. Outside of advisory work, he maintains ownership of the Raymond Yackel Agency Inc., which is a non-investment related business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, compliance, and practice-management support, enabling advisors to construct client portfolios using various securities and insurance products alongside discretionary model portfolios managed by its Investment Management and Research team.

Joshua Mcneil is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses, and has six years of industry experience. His work history includes roles at Truist Advisory Services and Truist Investment Services since 2021, as well as previous positions at The Vanguard Group, Northwestern Mutual, and Online Trading Academy. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs both discretionary and non-discretionary approaches, utilizing third-party platforms and manager arrangements to support its investment programs and ongoing due diligence.

Justin Baldwin is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Empower Advisory Group, Baldwin worked at Wells Fargo Clearing and Wells Fargo Bank, NA, and has experience in both educational and retail sectors. 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 certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Kimberley Foster is a financial advisor at Truist Advisory Services with Series 63 and Series 65 designations and two years of industry experience. Her prior roles include positions at Fifth Third Securities and Fifth Third Bank, along with experience at New Rez Mortgage and Verizon. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program combining discretionary and non-discretionary approaches, supported by AI-enabled research and inter-affiliate integration.

Cameron Wood is a financial advisor at Empower Advisory Group with a Series 66 credential and approximately one year of industry experience. Before joining Empower Advisory Group, he held roles at TD Bank, MWA Financial Services Inc., Modern Woodmen of America, and Maine State Credit Union. 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 retail brokerage account holders. The firm’s integrated service model focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates within plan lineups chosen by plan sponsors.

Lisa Baverso is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Truist and its predecessor firms since 2006, including roles at Bb&T Investments and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment approach.

Bedford Plummer is a financial advisor at Truist Advisory Services with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, Truist Bank, CLA USA, and Puritan Financial Group. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment offerings.

James Gowen is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has worked with Truist Advisory Services and related entities since 2018, following earlier roles at BB&T Investments. Outside of his advisory work, he serves as a volunteer firefighter with the Propst Crossroads Volunteer Fire Department. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enhanced research.

Thomas Rembert IV is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a Councilman and Mayor Pro-Tempore for the Town of Maiden, North Carolina. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of investment solutions through fee-based wrap programs, financial planning, retirement plan consulting, and investment management, supported by an internal trading desk and monitored by an Investment Strategy Committee.

Jaclyn Mcgrew is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. She holds the Series 65 and Series 63 designations. Prior to joining Fifth Third Securities in 2021, she worked at Fifth Third Bank starting in 2019 and was involved with D9 Brewing Company from 2015 to 2019. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through various program types on the Passageway platform. The firm operates as a subsidiary of Fifth Third Bank and provides access to multiple third-party portfolio managers, with an emphasis on customizable investment strategies.

Robert Palmer is a Series 66-licensed financial advisor with Truist Advisory Services in Mooresville, NC, and has 17 years of industry experience. He has been with SunTrust Advisory Services since 2013, including a decade at SunTrust Advisory Services. Outside of his advisory role, he holds a 50% ownership interest in an LLC formed to purchase a rental property in Myrtle Beach. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs both discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled equity research, and integrates closely with affiliated broker-dealer and banking entities.

Neil Ramirez is a Series 65-licensed financial advisor with Equity Services, Inc. in Hickory, NC, beginning his industry career in 2025. Prior to entering finance, he spent five years with Major League Baseball. Neil is involved with Elite Performance Wealth Management LLC as an owner. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and combines long-term strategies with options for shorter-term trading and specialized instruments.

Vincent Johnson is a financial advisor with Truist Advisory Services in Hickory, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes over 20 years with BB&T Investment Services, Inc. and its affiliates before joining Truist in 2021. He serves as a board member for the Western Piedmont Council of Governments, participating in regional housing program coordination and providing guidance to graduates of a family self-sufficiency program. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, combining discretionary and non-discretionary management with third-party platform support and AI-enabled research tools.

Ian Williams is a financial advisor at NewEdge Advisors with a Series 65 credential. He has diverse work experience including positions at Mercury Tech Partners, Piper Aircraft, Textron Aviation, and service in the United States Army. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing a combination of in-house and third-party strategies supported by technology and centralized due diligence.

William Mode is a financial advisor with Benjamin F. Edwards & Company, Inc. in Hickory, NC, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial and retirement planning, and investment management consulting, utilizing both discretionary and non-discretionary strategies across multiple asset classes.

Jeffrey Bulger is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Bb&T Securities. He owns a rental property in Mooresville, NC. 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 a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platform arrangements.

Matthew Cook is a CFP® with nine years of industry experience. He is currently an advisor at NewEdge Advisors and has previously worked at Edward Jones, LPL Financial LLC, Greenstone Ventures LLC, and Blue Ridge Realty & Investments. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad suite of services and multiple program structures, combining in-house manager selection with third-party model portfolios and advisor discretion, supported by centralized due diligence and technology tools.

Alice Scarborough is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Stifel Nicolaus & Co Inc, Broyhill Asset Management, Wells Fargo Clearing, and Bb&T Asset Management. She also serves as a Notary Public in Hickory, NC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations, with comprehensive investment management and financial planning services delivered through consolidated discretionary and non-discretionary wrap programs.