Roy Burns is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of experience in the industry. Prior to joining Schwab Wealth Advisory in 2025, he worked at Charles Schwab & Co., Inc. and has held roles in various sectors including government and retail. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments, while leaving final trading decisions to clients.

Marc Anstrom is a financial advisor with TIAA-CREF in Durham, NC, holding Series 63, Series 65, and Series 66 designations and over 31 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division serves individuals—including those connected to TIAA-administered employer retirement plans—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers financial planning, discretionary managed account programs, and brokerage services, operating with a fiduciary standard in its RIA services and acting as adviser to a donor-advised fund.

Rebecca Crumpler is a financial advisor with Commonwealth Financial Network in Raleigh, NC, holding CFP®, Series 65, and Series 63 credentials and five years of industry experience. Her prior roles include positions at Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a wide range of advisory support, including managed-account programs, access to third-party asset managers, and retirement consulting, with an emphasis on both internally managed and outsourced model portfolios.

John Ware is a financial advisor with Primerica Advisors based in Raleigh, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has been affiliated with Park Avenue Securities, Guardian Life Insurance Company, and Ware Financial Partners since 2010 or earlier. Outside of his advisory work, he serves as the executor for multiple estates, including those of his parents and stepfather. Park Avenue Securities LLC serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory services, including financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary model portfolios, third-party managers, and digital advice solutions, managing approximately $15 billion in regulatory assets under management.

Adrian Orozco is a financial advisor at First Citizens Investor Services, Inc. with four years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at BB&T (now Truist) and First Citizens Bank. Outside of his advisory role, he co-manages a rental property with his spouse. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and business entities. The firm’s investment approach includes comprehensive client assessments and employs fundamental, quantitative, and technical analysis across various asset classes, offering services such as portfolio management, financial planning, and tax-aware strategies.

Lorraine Johnson is a CFP® and CFA® with 30 years of industry experience. She has worked at Commonwealth Financial Network since 2017 and previously spent four years with Royal Alliance Associates Inc. Johnson serves as a board member of the North Carolina Supplemental Retirement Systems Board. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors. The firm offers managed-account programs, access to third-party asset managers, retirement consulting, and custody services, managing approximately $212.7 billion in client assets.

Stephanie Burks is a CFP® professional with 11 years of industry experience, currently affiliated with Voya Financial Advisors, Inc. in Raleigh, NC. She has been with Voya since 2016 and owns Burks Financial Management, LLC, a separate financial services business. Burks is also active as an independent insurance agent. Voya Financial Advisors, Inc. serves a diverse range of clients including individuals, institutions, and high-net-worth investors. The firm provides financial planning, portfolio management, and consulting through various program structures, often delivering non-discretionary recommendations rather than discretionary management.

David Mallory is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and 23 years of industry experience. He has been with First Citizens Investor Services since 2003. 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 utilizes a client-focused process led by investment advisor representatives, applying fundamental, quantitative, and technical analysis across various investment vehicles.

Erica Korol is a financial advisor with First Citizens Investor Services, Inc., holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at VALIC Financial Advisors and Agia. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and businesses. The firm utilizes a client-focused process combining fundamental, quantitative, and technical analysis across various investment vehicles, with offerings including portfolio management, automated platforms, and tax-aware services.

Elliot Williams is a CFP® and Series 65-licensed financial advisor with one year of experience, currently with Cerity Partners LLC. He previously worked at Cook Wealth, LLC and HDWK LLC, and has a diverse background including roles in regional development and real estate. Cerity Partners is an SEC-registered investment adviser serving individuals, families, institutions, and corporations with a range of services including investment management, financial planning, and access to alternative investments. The firm emphasizes diversified asset allocation and offers both proprietary and third-party investment solutions alongside affiliated consulting and private-market capabilities.

Samuel Bryant is a financial advisor at First Citizens Investor Services, Inc. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining First Citizens, he worked at World 50 Inc. for nine years and spent a year at Bryant & Ivie, PLLC. First Citizens Investor Services, Inc. offers advisory and brokerage services to a range of clients including individuals, pension plans, charitable organizations, and businesses. The firm employs a client process centered on financial needs and risk assessments, utilizing fundamental, quantitative, and technical analysis to manage portfolios across various asset types.

Blake Cason is a ChFC® credentialed financial advisor with 12 years of industry experience, currently with Steward Partners Investment Advisory, LLC. Prior to joining Steward Partners in 2026, he worked for Edward Jones for 12 years. Outside of his advisory role, he owns a vacation rental property in Beaufort, North Carolina. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering various investment advisory and financial planning services.

John Rumsey is a financial advisor at Sanctuary Advisors, LLC in Raleigh, NC, holding a Series 66 designation with 16 years of industry experience. He previously worked at Bank of America N.A. and Merrill from 2010 to 2021 before joining Sanctuary Wealth in 2021. Outside of his advisory role, Rumsey serves on the advisory board of the North Carolina Museum of Natural Sciences, contributing to fundraising efforts. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a variety of portfolio management solutions and utilizes multiple investment approaches while acting as a fiduciary when a written advisory agreement is in place.

Eugenia Grimmer is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 credentials with 12 years of industry experience. Her career includes roles at Wells Fargo Clearing and TIAA prior to joining First Citizens Investor Services. She serves on the board of the Pender Sheriff's Charitable Foundation, a nonprofit supporting local law enforcement efforts. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing portfolio management, brokerage services, and financial planning. The firm combines fundamental, quantitative, and technical analysis in client assessments and offers various managed portfolio options alongside tax-aware services.

James Shaughnessy II is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SunTrust Investment Services, Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate platforms, to deliver comprehensive investment solutions.

Kevin Tamson is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 27 years of experience. He has been with First Citizens Investor Services since 1999. 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/business entities. The firm uses a client-centered process focused on financial needs assessment and diversified asset allocation, offering portfolio management, wrap programs, model portfolios, and tax-aware services.

Lee Hopper is a financial advisor with Principal Financial Services in Raleigh, NC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at Principal Life Insurance Company, The O.N. Equity Sales Company, and Financial Independence Planning Group, Inc. Hopper is also the owner and vice president of operations at Hopper Financial Group, Inc., a family corporation involved in accounting and expense management for him and a relative. 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 through both adviser and promoter arrangements.

Christopher Murphy is a financial advisor with Commonwealth Financial Network in Cary, NC, holding CFP® and ChFC® designations and bringing 39 years of industry experience. His previous roles include positions at Ameriprise Financial Services, Inc. and Paine-Webber Group. He is also owner and president of CMLZ, LLC, an entity created to operate a branch office. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Mark Courtemanche is a financial advisor with AE Wealth Management, LLC in Cary, NC, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 20 years of industry experience, including roles at Pinnacle Retirement Solutions, Capital Investment Group, and Outer Banks Financial. He is involved in facilitating estate planning document services alongside his advisory work. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management, operating at scale with standardized platform services.

Carrie Pedersen is a financial advisor at First Citizens Investor Services, Inc. with 10 years of industry experience. She holds Series 66 and Series 63 designations and previously worked at The Fidelity Bank and LPL Financial. Outside of her advisory role, she serves on the finance committee of St. Andrews Presbyterian Church in Raleigh, NC. 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 using fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes.