John Kline is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2013. Outside of his advisory role, he owns short-term vacation rental properties in North Carolina and Florida, though the properties are professionally managed. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing about $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

Jack Lord is a financial advisor with Wealth Enhancement Advisory Services, LLC in Raleigh, NC. He holds a Series 65 designation and has been with Wealth Enhancement since 2026. Prior to joining the firm, he worked in education at several schools and holds a degree from the University of North Carolina at Chapel Hill. 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 regulatory AUM and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Joshua Alford is a CFP® with five years of industry experience, currently serving at First Citizens Investor Services, Inc. in Raleigh, NC. His prior experience includes roles at First Citizens Asset Management, Fidelity Investments, MML Investors Services, LLC, and MassMutual Life Insurance Company. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of portfolio management and financial planning solutions utilizing fundamental, quantitative, and technical analysis.

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.

Thomas Overcash Jr. is a financial advisor with Valic Financial Advisors in Durham, NC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Valic Financial Advisors since 1997 and also serves as an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

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.

Nahed Alsous is a financial advisor with Valic Financial Advisors in Durham, NC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Valic Financial Advisors since 2003 and also serves as an agent with Agia, focusing on 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, offering managed-account programs, financial planning, and brokerage services.

Richard Kagan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Commonwealth since 2000. Outside of his advisory role, Kagan serves as CFO and shareholder of two non-investment related companies, Adessence Marketing, Inc. and Right Brain Media, and is also a squash coach. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, trading, technology, compliance, and practice-management support, with discretionary portfolio construction and model portfolios managed by its Investment Management and Research team.

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.

Thomas Miller is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with SunTrust and its successor firms since 2005. Miller serves on the Board of Directors at the Chapel Hill Country Club, where he oversees club administration and activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

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.

Haleh Moddasser is a financial advisor at Hightower Advisors with 14 years of industry experience. She holds the Series 65 designation and previously worked at Stearns Financial Services Group for nine years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions utilizing both affiliated and third-party managers, combined with proprietary research and portfolio construction techniques.