Jonathan Steiner is a CFP® professional with 29 years of industry experience currently serving at First Citizens Investor Services, Inc. in Raleigh, NC. He joined First Citizens Investor Services in 2023 after 11 years with PNC Investments. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-centered process using fundamental, quantitative, and technical analysis to create investment allocations across various asset classes.

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.

Demaris Arceneaux is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding the Series 66 designation and 13 years of industry experience. Arceneaux has been affiliated with First Citizens Bank and First Citizens Investor Services since 2016. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, utilizing fundamental, quantitative, and technical analysis to allocate investments across various asset classes.

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.

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.

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.

David Owen is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at PNC Investments and PNC Bank. First Citizens Investor Services serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services with a client process focused on financial needs, risk tolerance, and time horizon assessments. The firm employs fundamental, quantitative, and technical analysis for asset allocation across equities, fixed income, mutual funds, and ETFs.

Timothy Atkins is a CFP® professional with 17 years of experience in financial advising. He is currently with Commonwealth Financial Network and White Oak Financial Specialists, a private entity he owns that facilitates securities, advisory, and insurance business. Prior to these roles, he worked for Ic Advisory Services Inc and The Investment Center Inc for 12 years. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and multiple program structures, including customized and personalized indexing options.

Mary Leichliter Rice is a financial advisor with Eagle Strategies (NY Life) based in Raleigh, NC, holding a Series 66 license and 16 years of industry experience. She has been associated with Eagle Strategies since 2011 and operates Triangle Wealthcare LLC, through which she sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Charles Crews is a CFP® professional with 21 years of experience in the financial services industry. He has worked at Principal Securities Inc. since 2016 and held a position with Principal Life Insurance Company from 2014 to 2022. Outside of his advisory role, he serves as president of Raleigh AMBUCS and is the founder, president, and treasurer of the Kimberly F. Crews Foundation. Charles Crews is part of Principal Securities, an enterprise firm that provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Randy See is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry. He currently serves at Principal Financial Services and is president of See Wealth Management, where he provides fee-based financial planning and sells various insurance and investment products. In addition to his advisory work, he operates a vending machine business and has involvement in vehicle and property rentals. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money managers through both advisory and promoter arrangements.

Corey Overcash is a CFP® and ChFC® with 11 years of experience in the financial services industry. He has been with Valic Financial Advisors since 2014 and also holds a position as an agent with Agia, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and maintaining a large network of advisors.

Kathryn Wood is a financial advisor at Money Concepts Capital Corp with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with Money Concepts Capital Corp since 2013. Wood is also the president and owner of Triangle Health Plans, Inc., a company providing health, medical supplement, dental, disability, and long-term care insurance. Money Concepts Advisory Service (MCAS) offers portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and account structures, utilizing fundamental and technical analysis along with modern portfolio theory to manage assets for approximately 14,700 clients.

Thomas Griffith is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Brookstone Capital Management LLC and has prior experience at Insurance Advisor Associates, Inc., Gradient Investments, LLC, Cardinal Retirement Planning, Inc., and H.E. Scheil & Associates, Inc., where he also manages insurance-related business activities. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis using a variety of strategies and model portfolios.

Ashley Rushin is a financial advisor at Sanctuary Advisors, LLC with nine years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America. Rushin serves as Vice President of the Riley Rushin Foundation, a nonprofit supporting local individuals with disabilities through fundraising and donation allocation. Sanctuary Advisors, LLC serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm supports a range of investment approaches and platforms, operating as a fiduciary when agreements are in place.

Frederick Freeman is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, Fidelity, and Wells Fargo before joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals with existing TIAA employer retirement relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm combines point-in-time financial planning with ongoing discretionary management through model and customized portfolios.

William Creech is a financial advisor at First Citizens Investor Services, Inc. based in Raleigh, NC, with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo and Commonwealth Financial Network. Creech serves as an officer and director on the Alumni Volunteer Corporation board for the NC Kappa Chapter of Sigma Phi Epsilon, supporting undergraduate students at East Carolina University. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm’s approach includes client assessments led by investment adviser representatives and diversified portfolio management utilizing equities, fixed income, mutual funds, and ETFs.