William Mckeithan is a financial advisor with Independent Advisor Alliance, LLC and has 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Independent Advisor Alliance and LPL Financial since 2014. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, employing both discretionary and non-discretionary portfolio management with a variety of strategies and technology platforms.

Rebekah Fuller is a CFP® and holds a Series 66 license, currently with Mariner, where she has worked since 2023. She has prior experience at Goldfinch Wealth Management and Dehollander & Janse Financial Group. Before her financial advisory career, she spent nine years as a full-time parent. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and additional services such as tax coordination and Core Family Office offerings. The firm employs a discretionary, customized portfolio approach supported by a combination of in-house research and third-party managers, with integrated tax and administrative services uncommon for a firm of its size.

Paul Edmunds is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 2015. He also owns a CPA firm providing tax advice and preparation, a role he has held since 1988, and acts as co-trustee for a family trust. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing a diverse client base, including individuals, pension plans, trusts, and corporations. The firm offers portfolio management, financial planning, and consulting, utilizing a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Samuel Byrd is a financial advisor with Commonwealth Financial Network in Wilmington, NC. He holds the Series 65 designation and has four years of industry experience. His prior work includes roles at Pathfinder Wealth Consulting and Live Oak Bank. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Gregory Gianfortone is a financial advisor with Truist Advisory Services, holding a Series 66 designation and nine years of industry experience. His career includes roles at Truist Investment Services, Truist Bank, eXp Realty, and Fisher Investments. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research and inter-affiliate integration with Truist Investment Services and Truist Bank.

Brice Gibson is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds a Series 66 designation and has previously worked at CapFinancial Partners LLC (CAPTRUST), Fountain Financial Associates, Inc., and Cetera Advisor Networks. Gibson is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jason Wheeler is a financial advisor with Commonwealth Financial Network in Wilmington, NC, holding CFP® and ChFC® designations and over 26 years of industry experience. He has been associated with Commonwealth Financial Network since 2005, alongside his ongoing role at Pathfinder Wealth Consulting. Wheeler is also involved in fixed insurance sales as part of his business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a wide range of adviser-support services, including discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody/clearing services.

Julie Lancaster is a financial advisor at Truist Advisory Services with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Truist and its predecessor entities since 2015. Lancaster serves on the board of directors for the Hill School of Wilmington, a private nonprofit school for children with dyslexia and learning disabilities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, with a focus on asset allocation, fiduciary support, and manager selection through its AMC Advantage program. The firm employs a combination of discretionary and non-discretionary approaches and integrates inter-affiliate resources, including broker-dealer and banking services, to support its clients.

Daniel O Hara is a financial advisor with Empower Advisory Group in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Prudential-affiliated firms and GWFS Equities, Inc. O'Hara also serves as a co-executor of an irrevocable trust. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Walter Hutsell is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Pathfinder Wealth Consulting, W&S Brokerage, and Western Southern Life. Outside of finance, he worked in retail and hospitality, including ownership involvement with Surf City Surf Shop and employment at Poe's Tavern. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, managing over $212 billion in client assets. The firm offers a range of managed account programs and access to third-party asset managers, providing trading, reporting, and custody services.

Bryan Johnson is a financial advisor at PNC Wealth Management with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Empower Advisory Group, T. Rowe Price, Charles Schwab, and Strategic Advisers, Inc. He is based in Wilmington, NC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic risk assessment and third-party management to implement investments primarily in mutual funds and ETFs.

Roy Johnson is a financial advisor with Principal Financial Services, holding a Series 66 designation and 24 years of industry experience. He has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2015. Outside of his advisory role, he provides Lean Six Sigma and process improvement training through RJ Consulting. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, and access to third-party money manager solutions under various arrangements.

John Zachary is a CFP®-designated financial advisor with 16 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Pathfinder Wealth Consulting, where he has held various roles since 2009. Zachary also engages in fixed insurance sales under the name Pathfinder Wealth Consulting. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.

Adam Deskins is a CFP®, ChFC®, and holds a Series 66 license, currently serving as a financial advisor at Mercer Global Advisors Inc. in Wilmington, NC. He has 18 years of industry experience, with prior roles at Empower Advisory Group and Personal Capital Advisors Corporation. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm uses a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, employing a mix of low-cost ETFs, index funds, separate account managers, and private funds, along with educational content and specialized client services.

Thomas Haden II is a CFP® professional with 32 years of industry experience, currently serving at Valic Financial Advisors since 1997. He also holds Series 63 and Series 65 licenses and is associated with Agia in a capacity related to non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning through a large network of advisors, utilizing discretionary unified managed accounts via Envestnet’s platform and third-party model managers.

Leigh Bucholtz is a Series 66-licensed financial advisor with 15 years of industry experience, currently affiliated with RBC Rochdale, LLC. Prior to joining RBC Rochdale, Bucholtz worked at firms including CNR Securities, LPL Financial, TD Ameritrade, and Fidelity Brokerage Services. Bucholtz also provides administrative support to Levy Wealth Management Group, an independent investment advisory firm. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, charitable organizations, and government entities, offering discretionary and non-discretionary portfolio management and sub-advisory services. The firm employs an active, multi-strategy investment approach that integrates quantitative modeling and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to create tailored portfolios.

David Molnar is a financial advisor at Hightower Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hightower Securities, LLC and Hightower Advisors since 2012. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment strategies.

Lawrence Cole is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, WELLS FARGO Advisors, and Equitable Advisors. He also provides non-variable insurance services focused on Medicare supplement plans. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement consulting, and access to managed account solutions. The firm’s fiduciary-based advisory model incorporates proprietary technology and third-party managers to tailor investment strategies to client goals and risk tolerance.

Frederick Kienel is a financial advisor at Truist Advisory Services with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His career includes roles at Truist Advisory Services and TRUIST Investment Services, as well as their predecessor SunTrust Advisory Services and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platform and manager arrangements to support its offerings.

Gary Gardner Jr. is a financial advisor with Osaic Institutions, Inc. He holds Series 63 and Series 65 credentials and has 23 years of industry experience. His prior work includes positions at Infinex Investments, Inc., Harvest Capital Advisors, LLC, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. He is a member of Port City Young Professionals, a regional networking group. Osaic Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a lending marketplace.