Jennifer Jones is a CFP® with 12 years of industry experience, currently with Focus Partners Wealth, LLC. She previously worked at Gratus Capital, LLC for over a decade. Focus Partners Wealth serves a diverse client base including individuals, families, corporations, retirement plans, and institutions, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework.

Quinton Libsack is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 credential and one year of industry experience. His previous roles include positions at Cetera Investment Advisors, Cetera Wealth Services, and The John R. McAdams Company, Inc. He also serves as a board member for the Washington Terrace Homeowners Association. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-centered process integrating fundamental, quantitative, and technical analysis to allocate investments across various asset classes.

Michael Davies is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. Before joining United Planners in 2023, he spent nine years at Cambridge Investment Research, Inc. In addition to his advisory work, he serves on the Springstone Homeowners Association board and owns a retail business, Graham D's Coffee Beans, in Raleigh, NC. United Planners Financial Services is a national wealth-management firm serving a diverse client base through approximately 359 advisors. The firm offers both advisory and brokerage services with a focus on non-discretionary account management and supports its advisors through a limited-partnership ownership structure and formal transition assistance programs.

Bruno Barboza is a financial advisor with First Command Advisory Services in Cary, NC, holding a Series 66 designation and one year of industry experience. Prior to joining the firm, he served six years in the Navy and completed four years of full-time education. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.

Susanna Segrave is a financial advisor at Sanctuary Advisors, LLC with a Series 66 credential and one year of industry experience. Her prior work includes roles at Sanctuary Securities, Inc., Capital Wealth Advisors, and various other businesses, including operating a guest ranch and involvement with a fitness studio. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a large network of independent adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple investment approaches and serving clients with both discretionary and non-discretionary account management.

Matthew Buddo is a CFP® professional with seven years of industry experience, currently serving at Truist Advisory Services in Raleigh, NC. His prior roles include positions at SunTrust Investment Services and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements to implement its advice.

Fredena James is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. She holds the Series 66 designation and has 17 years of industry experience. Ms. James has been with First Citizens Investor Services since 2001. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services. The firm’s investment approach includes IAR-led assessments and a combination of fundamental, quantitative, and technical analysis across various asset classes.

Hunter Houser is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Cook Wealth Management Group, LLC and Triangle Family Dentistry. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities.

Gideon Sims is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Cook Wealth, LLC. Sims serves in the U.S. Army Reserve as a cargo specialist. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, offering customized portfolios and a broad range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Seth Large is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Cerity Partners in 2025, he worked at Cook Wealth Management Group LLC and Bluesky Wealth Advisors, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

Lance Dobler is a CFP®-certified financial advisor with TIAA-CREF, based in Durham, NC. He has six years of industry experience, including roles at TIAA since 2012 and TIAA-CREF since 2025. Outside of his advisory work, Dobler owns and operates Diamond Glove Care LLC, a local business providing baseball and softball glove relacing and break-in services for youth players. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management under a fiduciary standard.

Brian Anderson is a financial advisor at First Citizens Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior experience includes roles at PNC Investments, TD Ameritrade, and The Prudential Insurance Company of America. Outside of finance, he is the lead guitarist in a band called Vertigo, performing several shows monthly. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led financial needs assessments and utilizes a range of investment strategies including portfolio management, wrap programs, and tax-aware services.

Bernard Rosen is a financial advisor at TLG Advisors, Inc. with 49 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at The Leaders Group Inc., MML Investors Services, MassMutual Life Insurance Company, and he is owner of Rosen Executive Benefits Group, a business focused on individual life insurance sales. TLG Advisors serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm employs a manager selection and monitoring investment process grounded in fundamental analysis and Modern Portfolio Theory, and offers both managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Joseph Dillon is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2023. His prior experience includes roles at Curi Wealth Management, SharpVue Capital, and Captrust Financial Advisors. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Leigh St John is a financial advisor with Truist Advisory Services in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to his current role, he worked at BB&T Investment Services, Inc. and BB&T Securities, LLC. 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program for clients who appoint third-party managers.

Rameet Singh is a financial advisor at TIAA-CREF in Durham, NC, holding Series 63 and Series 66 licenses with 11 years of industry experience. Prior to joining TIAA-CREF, he worked at Edward Jones and JP Morgan Securities. Outside of finance, he operates a portrait and family photography business. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides a range of advisory services including customized portfolio management and acts as adviser to donor-advised funds.

Brian Futch is a financial advisor with Truist Advisory Services in Durham, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Truist Investment Services since 2005 and with Truist Advisory Services since 2016. Outside of his advisory role, he serves as president of a rental property management business where he oversees tax and insurance responsibilities. 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 along with AI-supported research and inter-affiliate integration.

Jackson Turner is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Empower Advisory Group, he worked at Strategic Value Media and Coastal Federal Credit Union among other roles. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing rather than short-term forecasts.

Clay Jackson is a Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Sanctuary Advisors, LLC since 2019, following previous roles at Bank of America and Merrill. Clay serves as a board member for the NC State Education Assistance Authority and the North Carolina Banking Commission, and he is a partner in the real estate investment firm Fish Hill & Jackson, LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm supports a broad range of investment strategies through more than 400 independent adviser representatives and offers both discretionary and non-discretionary account management.

Lemuel Kornegay III is a financial advisor with Money Concepts Capital Corp in Cary, NC, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He has worked with Money Concepts Capital Corp since 2015 and with Paladin Financial Services, Inc. since 2000, where he serves as president of a non-investment related business focused on checking accounts and Medicare and health insurance. Outside of his advisory role, Kornegay is a co-host of WHIG TV's "The Live Morning Show," serves on the IARFC Board of Directors, volunteers with the Wake County Board of Elections, and holds the position of Sergeant At Arms for the West Raleigh Rotary Club. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and account structures, using fundamental and technical analysis alongside modern portfolio theory to manage roughly $3.33 billion across approximately 14,700 clients.