William Norman IV is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Norman has been with First Citizens in various roles since 2018. He serves on the board of The Fisher Oil Company as a trustee, participating in shareholder meetings related to the oil and gas market and company financials. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services featuring portfolio management, a Guided Investing platform, tax-aware services, and financial planning, employing a client process that emphasizes tailored assessments and diversified investment strategies.

Jane Yarborough is a CFP® with 32 years of industry experience, currently serving at Truist Advisory Services in Chapel Hill, NC. She has been affiliated with SunTrust Advisory Services and related SunTrust entities since 2006. Yarborough serves on the Board of Directors for Duke Memorial United Methodist Church’s Memorial Church Fund, a non-profit foundation account overseeing investment decisions for the church. 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 utilizes third-party platforms and AI-enabled research tools to support its investment strategies.

John Taylor is a CFP® and holds a Series 66 license with 20 years of industry experience. He currently works at Truist Advisory Services and Truist Investment Services, having been with the firms since 2021. Prior to that, he spent eight years at Bb&T Securities, LLC, and sixteen years with Scott & Stringfellow, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing a blend of discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.

Molly Mccormack is a financial advisor at TIAA-CREF with 25 years of industry experience. She has held her position at TIAA-CREF since 2005 and holds Series 63 and Series 66 designations. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates within a vertically integrated group and provides services including access to donor-advised funds and various managed account options.

William Dotterer is a financial advisor at TIAA-CREF with 25 years of industry experience. He has held his current role since 2011. Dotterer holds Series 63 and Series 65 licenses. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and other entities. The firm offers both point-in-time planning and ongoing portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

Johnna Kendrick is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses with 16 years of industry experience. Her prior work includes positions at Edward Jones, BB&T Investments, and various entities within the First Citizens organization. First Citizens Investor Services, Inc. serves individuals, pension plans, charitable organizations, and corporate clients, offering advisory and brokerage services with a range of portfolio management and financial planning solutions. The firm’s approach combines fundamental, quantitative, and technical analysis tailored through IAR-led client assessments.

James Kraft is a financial advisor with Janney Montgomery Scott in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at BB&T Securities, Truist Investment Services, and Truist Advisory Services. He is a member of the Knights of Columbus in Morehead City, NC. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base through a combination of in-house portfolio management and third-party managers across multiple advisory programs and offers brokerage, financial planning, and consulting services.

Craig Miller is a Certified Financial Planner (CFP®) with 19 years of experience in the financial services industry. He has worked at Principal Financial Services since 2018, following four years at Jeffrey B. McClaugherty. Miller holds Series 63 and Series 65 licenses. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active‑duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed accounts.

Jesse Bencivenga is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Wells Fargo Advisors, Wells Fargo Bank, and First Citizens Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities, offering portfolio management, model portfolios, and financial planning through a process that incorporates fundamental, quantitative, and technical analysis to allocate across asset classes.

Matthew Belcher is a financial advisor with PNC Wealth Management in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with PNC Investments since 2012. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that employs algorithmic risk assessment and delegated portfolio management using mutual funds and ETFs.

Jay Barish is a CFP® with 23 years of industry experience, currently associated with Commonwealth Financial Network. He has worked at Murphy Matza Wealth Management for 12 years and has been with Commonwealth Financial Network since 2011. His other business activities include fixed insurance sales conducted at his branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and comprehensive support services, including operations, trading, technology, compliance, and investment management.

Brian Luce is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at United Planners since 2023 and previously spent seven years with Cambridge Investment Research Advisors. In addition to his advisory role, Luce operates Heartland Financial Advisor as a marketing entity and works as an independent life insurance agent. United Planners serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors, using an open-architecture platform with multiple custodians and third-party money managers.

Horace Kornegay is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2021. His prior experience includes roles at BB&T Securities and Scott & Stringfellow. Kornegay is also a member of TRAA Partners LLC, a real estate investment entity. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration.

Barbara Key is a financial advisor at Sanctuary Advisors, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses with 16 years of industry experience. Her prior experience includes six years at Merrill. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers services such as portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent investment adviser representatives who develop their own investment strategies within firm supervision.

John Stanton III is a financial advisor at PNC Wealth Management with 17 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Cuna Mutual Group. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic risk assessments and delegated portfolio implementation with a focus on mutual funds and ETFs.

Ryan Mathis is a financial advisor with TIAA-CREF in Durham, NC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with TIAA-CREF since 2005. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers a fiduciary standard across its advisory services and acts as adviser to a donor-advised fund while operating within a vertically integrated structure that utilizes affiliated funds.

Matthew Glova is a financial advisor with Commonwealth Financial Network in Johns Creek, GA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Commonwealth since 2011 and is co-owner of LifeTime Asset Management and LifeTime Tax Management, entities involved in advisory, insurance, and tax-related services. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, offering a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice management. The firm provides advisors discretion in portfolio construction and manages discretionary model portfolios through its Investment Management and Research team.

Josh Hederick is a financial advisor at Prime Capital Financial with 23 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Edelman Financial Engines Advisors and Financial Engines Advisors L.L.C. He is a partner in CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan sponsor and trustee services, and family office offerings, utilizing discretionary and non-discretionary investment approaches with core/satellite, thematic, and tactical strategies.

Kevin Mc Kinney is a financial advisor with Commonwealth Financial Network in Raleigh, NC. He holds a Series 66 designation and has experience working at LifeTime Asset and Tax Management, Virginia Polytechnic Institute and State University, Atlantic Union Bank, and several other organizations. Commonwealth Financial Network supports a national network of advisors by providing advisory programs, technology, compliance, and practice-management services. The firm offers a range of investment solutions, including discretionary model portfolios and customized programs, serving both retail and institutional clients.

Jeremy De Falco is a CFP® with 25 years of industry experience and has been with Janney Montgomery Scott since 2009. He holds a Series 66 license and is based in Raleigh, NC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.