William Sewell is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He holds Series 63 and Series 65 designations. His previous roles include positions at BB&T Securities and multiple terms at Janney Montgomery Scott beginning in 2014. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts and estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Michael Warren is a financial advisor with SPC based in Raleigh, NC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has worked at Parkland Securities since 2014. Outside of his advisory role, Warren is president of First South Financial, Inc., an insurance brokerage, and serves as a trustee for Hayes Barton Baptist Church as well as president of the Needham Broughton High School Caps Club, an athletic booster organization. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers typically tailored, discretionary investment advice through various account programs, with custody and execution services provided through Fidelity/NFS.

Zayvion Cartwright is a financial advisor at Empower Advisory Group in Raleigh, NC, holding Series 66 and Series 63 licenses with three years of industry experience. His prior experience includes roles at Fidelity Investments and State Employees' Credit Union. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

Casey Pickett is a financial advisor at TIAA-CREF with seven years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing Services, Vanguard Marketing Corporation, Transamerica Life Insurance, and Merrill, among others. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services, including model and customized portfolios, and acts as adviser to a donor-advised fund.

Peter Sargent is a CFP® and CFA® with 33 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2012. Based in Raleigh, NC, he holds Series 63 and Series 65 licenses. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

David Walters is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with First Citizens since 2021 and previously spent eight years with Wells Fargo Advisors and its related entities. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities by providing advisory and brokerage services through registered representatives and third-party portfolio managers. The firm employs a client-centered process involving assessments of financial needs, risk tolerance, and time horizon, utilizing fundamental, quantitative, and technical analysis to allocate investments across various asset classes.

Amy Boyd is a CFP® professional with eight years of industry experience. She has worked at Mercer Global Advisors Inc. since 2022 and previously was with Wrenn Financial Strategies, Inc. and operated as a self-employed advisor. 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 nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and features globally diversified, risk-appropriate portfolios with multi-factor tilts, utilizing a range of implementation options and emphasizing tax management and regular rebalancing.

Brian Thornton is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist Advisory Services since 2021. Prior to that, he was employed at BB&T Investments and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enhanced research, to deliver asset allocation, fiduciary support, and manager selection services.

Craig Scheuerman is a financial advisor with PNC Wealth Management in Cary, NC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA, spanning from 2011 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithm-driven risk assessments and delegated portfolio management via mutual funds and ETFs.

Stephen Snow is a financial advisor with OSAIC Institutions, Inc. in Raleigh, NC, holding Series 63 and Series 65 designations and 34 years of industry experience. His prior firms include Wells Fargo Advisors, Wells Fargo Clearing, Infinex Investments, Inc., and Southern Bank and Trust, where he has participated in a financial advisor referral program. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a hybrid adviser/broker-dealer structure with a focus on both discretionary and non-discretionary accounts.

Andrew Bass is a financial advisor at Truist Advisory Services in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to his advisory role, he worked as a Truist Banker for nine years and held positions at Dick Sporting and ECU. 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, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements.

Melanie Price is a financial advisor with Eagle Strategies (NY Life) based in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been affiliated with New York Life Insurance Company and its related entities since 2010. Price is also appointed with outside insurance carriers to broker non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of program types and emphasizes tailored recommendations, with a significant portion of its assets managed on a non-discretionary basis.

Jason Obermeier is a financial advisor with Principal Financial Services in Raleigh, NC, holding a Series 66 designation and two years of industry experience. He previously worked at Thrivent Financial and its investment management division before joining Principal. Outside of advisory work, he receives royalties from prior work as a composer for film and television. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Joshua Denney is a ChFC® and Series 63-licensed financial advisor with Eagle Strategies (NY Life) based in Raleigh, NC. He has three years of industry experience, including positions at NYLIFE Securities and New York Life since 2022. Outside of his advisory work, Denney serves as a certified referee for the US Gaelic Athletic Association, volunteering at regional sports tournaments. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm works with individual investors, defined contribution and benefit plans, and institutional clients, emphasizing tailored advice and primarily managing assets on a non-discretionary basis.

Austen Hawkey is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at First Oak Wealth Management, Armor Investment Advisors, and Bank of America. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental approaches and integrated retirement plan services.

Lupton Haigler is a financial advisor with Janney Montgomery Scott in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, and BB&T Capital Markets. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Timothy Cowhey is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC. Outside of advisory roles, he was involved with Apex Motorsport LLC for six years. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Jonathan Shimer is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as a financial advisor and partner at Vigilant Financial, operating under Kestra Investment Services since 2005. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, and investment advice supported by due diligence and a broad selection of management platforms and third-party solutions.

Hayden Lewis is a financial advisor with First Citizens Investor Services, Inc. based in Raleigh, NC, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at several entities within the First Citizens group, including First Citizens Asset Management and First Citizens Bank, as well as Fidelity Investments and State Employees' Credit Union. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business entities, offering advisory and brokerage services through IARs and third-party Portfolio Managers. The firm’s investment approach involves IAR-led assessments and a mix of fundamental, quantitative, and technical analysis to allocate assets across equities, fixed income, mutual funds, and ETFs.

Deborah Wright is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. She holds Series 63 and Series 65 designations and has seven years of industry experience. Her prior work includes positions at First Citizens Bank, HPW Towne Mortgage, and Caldwell Banker Howard Perry and Walston. 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 employs a client process centered on financial needs assessment and uses a combination of fundamental, quantitative, and technical analysis to allocate assets across various investment types.