Gary Clementson is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A., and Merrill for six years each before joining First Citizens Investor Services in 2018. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a mix of strategic and tactical asset-allocation approaches and offers portfolio management through model portfolios, separately managed accounts, wrap-fee programs, and an automated Guided Investing platform.

Eddie Naylor Jr. is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with First Citizens in various capacities since 2005. Outside of his advisory role, he volunteers as a youth soccer and basketball coach in the Raleigh area. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm provides portfolio management through wrap programs, an automated Guided Investing platform, tax-aware overlay and transition services, insurance product distribution, and financial planning, leveraging its affiliation with a bank holding company to integrate banking resources with investment services.

Faye Sprye is a financial advisor at Davenport & Company LLC with 39 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Davenport since 2000. Outside of her advisory work, she serves as an executive board member and fundraising chair for United Community Ministries, a nonprofit organization in Rocky Mount, NC. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and nonprofits. The firm offers a variety of investment strategies and financial planning services delivered through separately managed accounts, mutual funds, ETFs, and retirement solutions.

Samuel Rodgman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and three years of industry experience. His prior roles include positions at Edelman Financial Engines, Fidelity Brokerage Services, and Truist Investment Services. 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, fiduciary support, and a manager-selection program, using a combination of discretionary and non-discretionary approaches supported by third-party platform and manager arrangements.

Richard Nathan is a financial advisor at Mariner with 8 years of industry experience. He previously spent 28 years at Forte Capital LLC. Outside of advising, he serves on the management committee of Forte Capital, which solely holds Mariner F-1 Units without providing investment advice or financial planning. Mariner serves a diverse client base through customized, discretionary portfolio management supported by in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness services in addition to traditional investment solutions.

Nicholas Biron is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Truist Advisory Services and related firms since 2015. Outside of his advisory role, he is involved with Extreme Sport Outfitters LLC, a business he has been associated with since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research tools and inter-affiliate integration features.

Willis Smith II is a financial advisor at TLG Advisors, Inc. with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Leaders Group Inc, Barry, Evans, Josephs & Snipes, and M Holdings Securities. He is also involved as a producer in insurance sales and servicing through Glenwood Capital LLC. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis with Modern Portfolio Theory, and it provides a direct-to-consumer program called Starlight Portfolios.

Joseph Shore is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm operates within a vertically integrated group, offering model and customized portfolios, and acts as adviser to the TIAA Donor Advised Fund.

Todd Purich is a financial advisor with Eagle Strategies (New York Life) based in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been affiliated with Eagle Strategies since 1989 and operates a brokerage business, Legacy Private Client Services, focused on insurance brokering with various carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of investment adviser representatives. The firm offers tailored solutions across multiple program types and emphasizes non-discretionary asset management while working within an integrated New York Life affiliate structure.

Mitchell Johnson is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at BB&T and Wells Fargo Clearing. First Citizens Investor Services provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a mix of strategic and tactical asset-allocation approaches and offers portfolio management through model portfolios, separately managed accounts, and an automated Guided Investing platform.

Joseph Lloyd is a financial advisor with Principal Financial Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Principal Securities Inc and Principal Life Insurance Company since 2020, and previously spent eight years with National Asset Management and National Securities Corp. Lloyd serves as a volunteer board member for his condominium's homeowner association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, 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 account solutions.

David Rakestraw is a CFP® professional with 21 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior experience includes roles at Bb&T Securities and Scott & Stringfellow, spanning over a decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Arjun Aggarwal is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

Gordon Pruitt is a Series 66-licensed financial advisor at Edward Jones in Chapel Hill, NC, with one year of industry experience. Prior to joining Edward Jones, he worked at Bull City Learning and Syneos Health. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Roger Werner is a financial advisor at OSAIC with 54 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Werner previously worked at Royal Alliance Associates, Inc. since 2018 and spent 25 years at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company from 1993 to 2018. Outside of advisory work, he volunteers on the University of North Carolina Board of Visitors, assisting with communication to prospective honors students. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a network of affiliated advisers and multiple platforms. The firm integrates brokerage and advisory services, employing asset-allocation tools and offering portfolios with a range of securities managed on discretionary or non-discretionary bases.

Prashant Pandya serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he works with individuals, families, trusts, and small to mid-size business owners to develop customized financial strategies that align with their unique goals and risk tolerances. His approach involves gaining a comprehensive understanding of clients' financial pictures and providing access to investment insights from Merrill Lynch, as well as banking and lending solutions through Bank of America. Prashant's expertise spans college education planning, family wealth management, retirement planning, legacy planning, international wealth management, and retirement income strategies among others. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He adopts a comprehensive planning approach covering investments, tax minimization strategies, retirement, insurance, and estate planning services. He obtained a Master's Degree in Engineering from the University of Iowa and a Bachelor's Degree in Engineering from the University of Bombay. Prashant is involved with professional organizations and community activities such as the American Cancer Society and the Pay it Forward Fertility Foundation. In his personal time, he enjoys cooking, ice hockey, music, spending time with his family, and watching movies.

Daniel Odeh is a Series 66-credentialed financial advisor at Fidelity with two years of industry experience. He has worked at Fidelity Investments since 2024 and has prior experience in retail and banking roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Aminata Magassouba Miller is a financial advisor at Wells Fargo Clearing in Raleigh, NC, holding Series 65 and Series 63 licenses. She has been with Wells Fargo Bank and its affiliates since 2022 and has prior work experience at Walmart Stores and the Orange Group Franchise. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Daniel Bayait is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard. The firm is notable for its large nationwide network of advisors and branches, as well as its additional capabilities including a trust company and securities-based lending options.