Benjamin Guyton is a financial advisor with Brookstone Capital Management LLC holding a Series 65 designation. He has eight years of experience at Amerilife and previously worked for four years at Bonefish Grill. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset allocation models, a turnkey asset management platform, and a variety of investment vehicles including ETFs, mutual funds, individual securities, and options-enhanced strategies.

Bradley Williams is a CFP® with 29 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017. Independent Advisor Alliance works with a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs a network model of advisory representatives and utilizes discretionary and non-discretionary portfolio management strategies supported by technology platforms and third-party resources.

Ashok Tapadia is a financial advisor with Primerica Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Primerica Advisors since 1999 and has concurrent roles with CP Advisory Services, Inc. and Guardian Life Insurance Company since 1993. Tapadia is also involved in insurance services beyond Guardian and has a real estate-related business activity with Fathom Realty. Primerica Advisors is part of an enterprise firm serving a broad retail client base, offering brokerage and advisory services along with financial and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party platforms and supports various account-level services including lending solutions and donor-advised funds.

Kenneth Marsh is a CFP® professional with 23 years of industry experience, currently serving at First Citizens Investor Services, Inc. in Raleigh, NC. He has been with First Citizens Investor Services and First Citizens Bank since 2011. 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-focused process guided by Investment Advisor Representatives, offering portfolio management, model portfolios, and tax-aware services.

Frances Hymiller is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. She also has a long tenure at Wrenn Financial Strategies, Inc., where she has worked since 1997. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a range of implementation options.

William Martin is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Martin is also affiliated with LifeTime Asset Management LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, technology, compliance, and investment management resources.

Angela Smelcer is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and having 25 years of industry experience. She has been with First Citizens Investor Services since 2005 and First Citizens Bank since 2024. 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’s approach includes IAR-led assessments and diversified portfolio management using fundamental, quantitative, and technical analysis across various asset classes.

Nicholas Powell is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He has been with VALIC Financial Advisors since 2007 and also holds an agent position with Agia, where he is involved in non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Nikolas Pry is a financial advisor at Davenport & Company LLC with two years of industry experience and holds a Series 66 designation. Prior to joining Davenport, he worked at Raymond James Financial and Edward Jones among other firms. Outside of his advisory role, Pry is the CEO of Pry Athletics LLC, which provides individual pitching lessons and operates youth travel baseball teams. Davenport & Company LLC serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory. The firm’s investment approach involves dedicated portfolio manager teams and comprehensive strategy monitoring, offering separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Timothy Sumner is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials with 20 years of industry experience. He has been with First Citizens Investor Services since 2014. Outside of his advisory role, he serves as a board member of the Sampson County Soccer Club and is president of the Clinton High School Booster Club. First Citizens Investor Services serves individuals, pension plans, charitable organizations, and corporate clients, offering advisory and brokerage services through individual advisors and third-party portfolio managers. The firm utilizes a client-focused process involving financial need assessments and applies fundamental, quantitative, and technical analysis to manage diversified portfolios.

Kerolous Botros is a financial advisor with Principal Financial Services in Raleigh, NC, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His work history includes roles at NCDI Doctors and Principal Life Insurance Company, where he remains active. Outside of his advisory duties, he owns Botro Enterprise, LLC, a business established to track income and expenses. 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 U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Matthew Johnson is a CFP® professional with 13 years of industry experience currently serving at Truist Advisory Services. He previously worked at BB&T Securities before joining Truist in 2016. Johnson holds a Series 66 license and is based in Raleigh, NC. 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 that integrates discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

David Weiss is a financial advisor at Allworth Financial, L.P. in Durham, NC, holding Series 63, 65, and 66 licenses with 29 years of industry experience. His prior work includes positions at Scottrade, Inc. and Weston Banks Wealth Partners. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using various model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

Andrew Sullivan is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing for 15 years. Outside of his advisory work, he plays lead guitar in a tribute band that performs locally in Raleigh, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting to implement advice, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

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.

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.