Stephen Engelson is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Truist Advisory Services since 2016, also affiliated with Truist Investment Services since 2010. Outside of his advisory role, he is involved in purchasing homes for flipping in Durham, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by advanced research tools and inter-affiliate integration.

Alexander Brese is a financial advisor with Eagle Strategies (NY Life) based in Raleigh, NC. He holds Series 63 and Series 66 licenses and has five years of industry experience. His career includes roles at Eagle Strategies LLC, NYLIFE Securities LLC, Legacy Private Client Services, and Northwestern Mutual Investment Services, LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm works with individual investors and institutional clients, emphasizing tailored recommendations and non-discretionary asset management within an integrated New York Life affiliate structure.

Thomas Pemberton is a financial advisor with Guardian Life who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience, including roles at Principal Mutual Life Insurance Co and Cp Advisory Services, Inc. Since 2013, he has been with Guardian Life in Raleigh, NC. Outside of his advisory role, he sells non-Guardian life long-term care and disability insurance products. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary programs, third-party solutions, and insurance products through its connection to Guardian Life.

John Corcoran is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 65 and Series 63 designations with two years of industry experience. Prior to joining First Citizens, he worked at CrossCountry Mortgage and spent nine years in full-time education. First Citizens Investor Services serves a diverse client base including individuals, pension plans, charitable organizations, and businesses, offering portfolio management and financial planning through various investment strategies and platforms. The firm emphasizes IAR-led client assessments and uses a combination of fundamental, quantitative, and technical analysis for asset allocation.

John Underhill is a CFP® and Series 66 licensed advisor with 12 years of industry experience. He has worked at Farther since 2026, with prior roles at Acorn & Oak Wealth Management, Northwest Asset Management, and Edward Jones. He is a cofounder of Good Barrels of the Triangle, a nonprofit that organizes events to raise funds and awareness for small local nonprofits. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform and in-person meetings. The firm applies Modern Portfolio Theory using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Tara Hulse is a financial advisor with Principal Financial Services in Raleigh, NC, holding a Series 66 designation and 24 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Company since 2019 and previously worked at Princor Financial Services Corporation and Principal Life Insurance Co. for two decades. Principal Securities 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.

Gordon Grimes II is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. He previously worked with SunTrust Advisory Services and SunTrust Investment Services from 2005 through 2021. Outside of his advisory role, he owns and manages a second home rental property in Ocean Isle Beach, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting. The firm integrates inter-affiliate resources and employs AI-enabled tools to support investment research and manager selection.

Thomas Schaffer is a financial advisor with Eagle Strategies (New York Life) in Raleigh, NC, holding Series 63 and Series 66 credentials with 18 years of industry experience. He has been affiliated with New York Life Insurance Co. since 2007 and has operated Transitions Financial Strategies, LLC since 2014. Schaffer serves as a board member of the Financial Planning Association of the Triangle and the XPX of the Triangle, local professional organizations related to financial planning and business succession. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, corporate, charitable, and institutional clients. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Taylor is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 credential with seven years of industry experience. His prior roles include positions at First-Citizens Bank & Trust Company, Bank of America, Merrill, Edward Jones, and Murphy Family Ventures. He serves on the Board of Directors for the University of North Carolina Wilmington Seahawk Club, assisting in organizational decision making for their athletic student aid initiatives. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm’s investment process integrates fundamental, quantitative, and technical analysis, offering a range of portfolio management solutions and financial planning tailored to varied client needs.

Michael Uhland is a Series 66 licensed financial advisor with seven years of industry experience. He has worked at Janney Montgomery Scott and its affiliated entities since 2019, following over a decade at Investors Title Insurance Company. Janney Montgomery Scott LLC is a large 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.

Crystal Woodberry is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and First Citizens Securities Corporation. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

Austin Houser is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 65 and Series 63 licenses and possessing one year of industry experience. His background includes positions in education and banking, including roles at Appalachian State University, the University of North Carolina Greensboro, and Fifth Third Bank. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering various managed account programs and portfolio management options. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages a broad client base with multiple investment strategies and service platforms.

Neal Brincefield is a financial advisor at Guardian Life with 19 years of industry experience. He holds a Series 66 designation and has been with Guardian Life since 2015. In addition to his advisory role, he serves as a special consultant leading efforts related to The Living Balance Sheet through Alternate Strategy Consulting LLC. Guardian Life’s Park Avenue® Wealth Management offers brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party solutions, and insurance products through its connection with Guardian Life.

Stanley Godwin is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. His career includes tenures at Merrill and Bank of America, N.A. prior to joining First Citizens in 2016. 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 led by Investment Adviser Representatives that incorporates fundamental, quantitative, and technical analysis across a range of investment products and offers services such as portfolio management, tax-aware strategies, and financial planning.

Jocelyn Mc Bride is a financial advisor at Truist Advisory Services with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Truist Advisory Services and Truist Investment Services since 2021, following prior roles at BB&T and Bbtis. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and third-party manager selection through its AMC Advantage program, utilizing a combination of discretionary management and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Martin Green Jr. is a financial advisor with Eagle Strategies (NY Life) based in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Eagle Strategies since 2016 and has affiliations with Nylife Securities LLC and New York Life Insurance Company dating back to 1990. Outside of his advisory role, he is involved as a partner in two real estate partnerships in Raleigh. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the large majority of its assets on a non-discretionary basis.

Kristin Ezzell is a financial advisor with Truist Advisory Services, holding a Series 66 designation and four years of industry experience. She has worked within the Truist organization since 2021 across various affiliated entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and manager relationships, supported by AI-enabled research and inter-affiliate integration.

James Appleby is a CFP® certified financial advisor with 21 years of industry experience. He has worked at Truist Advisory Services since 2018, including leadership roles at Truist Investment Services and Bb&T Securities. Appleby serves as a local board member for Beginnings, a nonprofit focused on education and assistance for children with hearing loss. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager arrangements and AI-enabled equity research tools.

Stuart Gay is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Wealthshield Partners, LLC and MassMutual Life Insurance Company. Outside of advising, he owns businesses in construction, cleaning services, and farming operations. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active management with oversight from an internal Investment Committee.

Rajesh Chundi is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Change Healthcare Inc. and Optum Services Inc. Outside of advising, he serves as a database administrator for the Orange Water and Sewer Authority and operates Chundi Financial Services, LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.