Zachary Carver is a CFP® professional with four years of industry experience, currently advising at Cerity Partners LLC since 2025. He previously worked at Cook Wealth Management Group, LLC for five years and held roles at TRP Sumner PLLC, Petway Mills & Pearson PA, and Bunch & Company, LLP. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens combined with third-party managers and individual securities, and also operates multiple private-market offerings and affiliated business units.

Walter Jethro is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds Series 63 and Series 65 credentials and has five years of industry experience. His prior work includes positions at BB&T and First Citizens Bank. First Citizens Investor Services serves individuals, pension plans, charitable organizations, and businesses, offering advisory and brokerage services through investment advisory representatives and third-party portfolio managers. The firm employs a client-centered process that incorporates fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Karen Brock is a Certified Financial Planner® (CFP®) with three years of industry experience. She is currently affiliated with Commonwealth Financial Network in Cary, NC, having previously worked with Pathfinder Wealth Consulting. Brock has been associated with Commonwealth Financial Network in two separate periods totaling 12 years of service. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm offers a broad range of advisory support services, including managed-account programs, access to third-party managers, retirement and plan consulting, and custody/clearing services.

Matthew Bracciante is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Stratos Wealth Partners since 2012. Bracciante also serves as a high school lacrosse coach at Green Level High School. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a Strategic Wealth Management platform featuring open-architecture portfolio aggregation and employs a combination of advisor-managed and model-based investment strategies.

James Trull is a financial advisor with Commonwealth Financial Network in Cary, NC, holding the CFP® and ChFC® designations and possessing 38 years of industry experience. He previously worked at Keystone Financial Partners for 24 years and Commonwealth Equity Services, Inc. for 27 years. Outside of advisory work, he is the founder and managing member of The Senior Resource Alliance of the Triangle, a professional networking group, and serves as a course instructor at the Osher Lifelong Learning Institute at North Carolina State University. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers discretionary model portfolios and multiple program structures designed to accommodate diverse investment strategies.

Thomas Burchhardt is a financial advisor with Equity Services, Inc., holding a Series 66 designation and three years of industry experience. His prior work history includes roles at National Life Group, Mass Mutual Investors Services, MassMutual Life Insurance Co, Equitable Advisors, Joe Van Gogh, and Starrlight Meadery. Outside of his advisory role, he is involved in business operations as the owner of TLB Strategies LLC, which focuses on assessing business strategic direction and growth of intangible capital. Equity Services, Inc., operating 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, combining long-term strategies with options for shorter-term trading, and utilizes both discretionary and non-discretionary management across a broad client base.

David Marshall is a CFP® professional with 21 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2020. His prior experience includes roles at PNC Investments and PNC Bank. Outside of his advisory work, he operates a YouTube product review channel and serves as a fitness instructor at the UNC Wellness Center at Meadowmont. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining third-party management options with direct portfolio management capabilities.

Christian Dilorenzo is a financial professional at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Cetera Investment Advisor and Cetera Wealth Services, LLC. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, utilizing portfolio management, wrap programs, model portfolios, and automated platforms. The firm emphasizes client assessments led by investment adviser representatives to determine financial needs and risk tolerance, employing a range of analytical methods to guide allocations across various asset classes.

Thomas Beck is a financial advisor with Janney Montgomery Scott in Raleigh, NC, holding a Series 66 designation and 18 years of industry experience. Prior to his current role, he worked at Janney Montgomery Scott, LLC for 10 years and has also been involved with the Department of Natural and Cultural Resources and Raleigh Parks & Recreation/Raleigh Aquatics. Outside of finance, he operates a freelance photography business and serves as a board member for the Raleigh Area Masters swim team, in addition to contributing as a photographer and blogger for a local live music website. 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 diverse clientele including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services with a combination of in-house and third-party portfolio management.

Julie Carroll is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds the Series 63 and Series 66 designations. In addition to her advisory role, she serves as a co-trustee of a family trust in Warsaw, North Carolina. 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 individuals, families, trusts, corporate and retirement plan sponsors, and other entities, offering brokerage services, financial planning, and multiple advisory programs.

Nicholas Creekmore is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds the Series 66 designation and has worked at Janney since 2020. Prior to this, he was employed at MORSCO and East Carolina University. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Noah Gear is a CFP® professional with five years of industry experience, currently serving as an advisor at Kestra Advisory. His prior roles include positions at Bank of America and Merrill. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, compliance testing, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Alan King is a CFP® professional with nine years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2015. He is also co-owner of LifeTime Asset Management, a private entity involved in securities, advisory, and insurance business, and LifeTime Tax Management, which focuses on tax services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering advisors discretion in portfolio construction and access to proprietary model portfolios.

Jeffrey Thompson is a financial advisor with TIAA-CREF in Durham, NC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model that includes both point-in-time planning and ongoing discretionary management under a fiduciary standard.

Dan Thomason III is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and 21 years of industry experience. He has been with First Citizens Investor Services since 2005. Outside of his advisory role, he owns several rental properties in North Carolina, which are managed by third parties. First Citizens Investor Services provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a comprehensive client assessment process and a mix of fundamental, quantitative, and technical analysis to guide investment allocations across various asset classes.

Salvatore Bottone is a CFP® and Series 66-licensed financial advisor with three years of industry experience, currently with Janney Montgomery Scott in Raleigh, NC. His prior experience includes roles at George Pickett & Associates and various other positions before joining Janney. Outside of advising, he serves as the head JV men's soccer coach and assistant varsity coach at Cardinal Gibbons High School. 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 broad range of clients, including individuals, families, trusts, corporate sponsors, and municipal clients, providing investment advice through in-house and third-party managers across multiple advisory programs.

Michelle Mcnamara is a Certified Financial Planner (CFP®) with five years of industry experience. She is currently an advisor at Truist Advisory Services, where she has worked since 2025. Her prior experience includes roles at BB&T-Truist, Lincoln Investments, and Fidelity Capital Management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools alongside traditional research to support its investment decisions.

Frances Cronlund is a CFP® professional with 21 years of experience in financial advising, currently with Mariner. Her prior roles include positions at Integrity Alliance, Curi RMB Capital, Lion Street Financial, and First Citizens Bank. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering customized investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.

Ryan Pope is a CFP® with 10 years of industry experience, currently affiliated with Principal Financial Services in Raleigh, NC. He has held roles at Hunter & See Wealth Management and Mid Atlantic Executive Benefits, among others. Outside of his advisory work, he serves on the finance committee of Bethlehem Baptist Church and is treasurer of the Coats Area Chamber of Commerce, and he is also involved in athletic officiating locally. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Grady Smith is an investment advisor representative with Principal Financial Services in Garner, NC, holding Series 63 and Series 65 registrations and nine years of industry experience. His prior roles include positions at Jones Advisors, Jones Insurance Agency, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. He is also engaged in the sale of fixed insurance products such as life, disability, long-term care insurance, and fixed annuities. 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 solutions.