Rachel Small is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 65 designations. She has nine years of industry experience and has worked with Truist and its predecessor firms since 2016. Outside of her advisory role, she is a public notary. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

James Shearin is a financial advisor at Davenport & Company LLC with 33 years of industry experience. He has been with Davenport since 2007 and previously worked at Morgan Stanley DW Inc. for 14 years. Shearin serves as chairman of the board for StepUp Ministry and is a board member of TLC, a nonprofit supporting people with extreme disabilities. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm offers a range of advisory programs through dedicated portfolio teams and manages several mutual funds and fixed-income strategies.

Robert Dykes is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill from 2015 to 2018. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities, providing advisory and brokerage services through investment advisor representatives and third-party portfolio managers. The firm employs a client process focused on financial needs assessment and diversified investment allocation, offering portfolio management, model portfolios, automated investing platforms, and tax-aware services.

Scott Lord is a CFP® professional with 31 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Kingswood Capital Partners, LLC, WealthShield Partners, LLC, Niagara International Capital Limited, and Principal Financial Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active management with quantitative, momentum, and fundamental analysis.

Thomas Mcgee Jr. is a CFP®-credentialed financial advisor with four years of industry experience, currently with Truist Advisory Services in Raleigh, NC. He previously worked at Argent Trust Company, Argent Retirement Plan Advisors, and Regions Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support through a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate services.

Mary Restrepo is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with First Citizens Investor Services since 2012. First Citizens Investor Services provides advisory and brokerage services to individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, automated investing platforms, tax-aware services, and financial planning, focusing on IAR-led assessments to tailor asset allocation strategies.

Erick Barone is a financial advisor with Eagle Strategies (NY Life) based in Cary, NC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His career includes roles at Legacy Private Client Services LLC, Barone Financial Group, NYLIFE Securities LLC, and New York Life Insurance Company. He volunteers with Big Brothers Big Sisters of The Triangle, focusing on raising awareness of planned giving among donors. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Keith Livengood is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He has been with Janney since 2009. Outside of his advisory work, he serves as a member of the Session and the Building and Grounds committee at North Raleigh Presbyterian Church. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.

David Owen is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at PNC Investments and PNC Bank. First Citizens Investor Services serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services with a client process focused on financial needs, risk tolerance, and time horizon assessments. The firm employs fundamental, quantitative, and technical analysis for asset allocation across equities, fixed income, mutual funds, and ETFs.

Timothy Atkins is a CFP® professional with 17 years of experience in financial advising. He is currently with Commonwealth Financial Network and White Oak Financial Specialists, a private entity he owns that facilitates securities, advisory, and insurance business. Prior to these roles, he worked for Ic Advisory Services Inc and The Investment Center Inc for 12 years. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and multiple program structures, including customized and personalized indexing options.

Mary Leichliter Rice is a financial advisor with Eagle Strategies (NY Life) based in Raleigh, NC, holding a Series 66 license and 16 years of industry experience. She has been associated with Eagle Strategies since 2011 and operates Triangle Wealthcare LLC, through which she sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Bean is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and three years of industry experience. His prior work includes positions at HomeTrust Bank, OSAIC Institutions, Inc., and Bankers Life Advisory Services. He is involved with Liberty University as a volunteer leadership team member. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes IAR-led financial assessments and uses a combination of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Andrew Hicks is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with three years of industry experience. Before joining First Citizens in 2023, he worked at Morgan Stanley for one year and spent three years at Campbell University School of Osteopathic Medicine. He has also been involved with Hope Community Church for over a decade. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s investment approach includes fundamental, quantitative, and technical analysis, offering portfolio management, wrap programs, model portfolios, and tax-aware services.

John Wilson is a financial advisor at Fifth Third Securities, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Investment Advisers LLC, Regions Bank, and PNC Investments. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering multiple program types on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing a range of investment solutions including mutual fund and ETF models, SMA strategies, and direct-indexing options.

Charles Crews is a CFP® professional with 21 years of experience in the financial services industry. He has worked at Principal Securities Inc. since 2016 and held a position with Principal Life Insurance Company from 2014 to 2022. Outside of his advisory role, he serves as president of Raleigh AMBUCS and is the founder, president, and treasurer of the Kimberly F. Crews Foundation. Charles Crews is part of Principal Securities, an enterprise firm that 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 asset allocation and separately managed account solutions.

Randy See is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry. He currently serves at Principal Financial Services and is president of See Wealth Management, where he provides fee-based financial planning and sells various insurance and investment products. In addition to his advisory work, he operates a vending machine business and has involvement in vehicle and property rentals. 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 provides direct advisory programs, financial planning, and access to third-party money managers through both advisory and promoter arrangements.

Christopher Demarest is a financial advisor with Independent Advisor Alliance, LLC in Raleigh, NC, holding CFP® and Series 66 credentials and bringing 22 years of industry experience. Prior to joining Independent Advisor Alliance in 2017, he worked at LPL Financial and Ameriprise Financial Services, Inc. He does not report other notable business activities outside of his advisory roles. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services such as asset management, financial planning, and retirement plan consulting. The firm employs both discretionary and non-discretionary management strategies and leverages technology platforms to support comprehensive wealth management solutions.

Corey Overcash is a CFP® and ChFC® with 11 years of experience in the financial services industry. He has been with Valic Financial Advisors since 2014 and also holds a position as an agent with Agia, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including 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 UMA models and maintaining a large network of advisors.

Kathryn Wood is a financial advisor at Money Concepts Capital Corp with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with Money Concepts Capital Corp since 2013. Wood is also the president and owner of Triangle Health Plans, Inc., a company providing health, medical supplement, dental, disability, and long-term care insurance. Money Concepts Advisory Service (MCAS) offers portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and account structures, utilizing fundamental and technical analysis along with modern portfolio theory to manage assets for approximately 14,700 clients.

Stephen Mccormack is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds Series 63 and Series 66 designations and has 20 years of industry experience, all with First Citizens Investor Services since 2006. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, using a client process centered on assessments of financial needs, risk tolerance, and time horizon combined with fundamental, quantitative, and technical analysis.