Jon Jester is a CFP® and Series 66 credentialed financial advisor with 25 years of industry experience. He has been with Brown Advisory since 2016, based in Chapel Hill, NC. Brown Advisory manages approximately $124.3 billion for a diverse client base, including institutions, high-net-worth individuals, and pooled investment vehicles. The firm employs a bottom-up, fundamental research process across equity and fixed-income strategies and integrates active and passive approaches alongside sustainable investing and alternative asset exposure.

Shira Katsir is a CFP® professional with nine years of experience in financial advising, currently serving at Hightower Advisors since 2020. Her prior roles include positions at Stearns Financial Group and CAPTrust. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes a manager selection approach with multi-manager solutions, combining affiliated and third-party managers, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Destiney Deschaines is a Series 66-licensed financial advisor at Primerica Advisors with one year of industry experience. Prior to joining Primerica, she held roles at Guardian Life Insurance Company and Equitable Advisors. She is also a co-owner of J&D Cutter Row, LLC, a family business focused on real estate. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting through a variety of proprietary and third-party investment programs.

Lauren Harper is a CFP® professional with 12 years of experience, currently advising clients at Janney Montgomery Scott in Raleigh, NC. She has been with Janney since 2014. 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, and institutional clients, offering a range of brokerage, financial planning, and advisory services.

Cindy Marvin is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at RBC Capital Markets, Jpmorgan Chase Bank NA, Morgan Stanley, and Fcg Advisors LLC. Outside of finance, she is involved with McManus Appraisal Group as a certified residential appraiser and also works part-time in produce at Harris Teeter. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary investment management, supported by third-party platforms and AI-enabled research tools, with a focus on integration across affiliated entities.

Stephanie Bruneau is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. She has worked with Ameritas and its affiliates since 2020 and was previously employed at 3D Systems for seven years. Bruneau is also a senior account executive at Boston 128 Insurancy Agency Inc., where she focuses on fixed annuities and insurance products. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing a platform that integrates in-house models, third-party managers, and partnerships with affiliated entities.

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.