Jordan Janis is a financial advisor at Principal Financial Services with seven years of industry experience. He holds a Series 66 designation and has worked at Principal Securities, Principal Life Insurance, Raymond James & Associates, and Morgan Stanley. Janis serves as a board member of the Wake Forest College Board of Visitors and is president-elect of WAKERaleigh, a volunteer group that engages Wake Forest University alumni and affiliates through various events. 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, retirement plan consulting, and access to third-party money manager solutions under both adviser and promoter arrangements.

Jillian Rhyner is a CFP®-certified financial advisor with 19 years of industry experience, currently with Janney Montgomery Scott since 2020. She previously worked at Morgan Stanley for 11 years. Outside of her advisory role, she is a sales consultant for BeautyCounter, a skincare and beauty brand focused on safer products. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered 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 a variety of brokerage, financial planning, and advisory services through in-house and third-party portfolio management.

Adam Fletcher is a financial advisor with TLG Advisors, Inc. in Raleigh, NC, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. He has worked with The Leaders Group, Inc. since 2020 and Nationwide Advisory Services from 1999 to 2020. In addition to his advisory role, he serves as president of Fletcher Insurance Group, overseeing its insurance and financial services operations. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, and it offers both sub-advised account management and a direct-to-consumer digital program called Starlight Portfolios.

John Hopper is a financial advisor with Principal Financial Services in Raleigh, NC, holding credentials including ChFC®, Series 63, and Series 65. He has 55 years of industry experience, with prior roles at THE O.N. Equity Sales Company, Financial Independence Planning Group, and has maintained his own firms, Hopper Financial Group, Inc. and Blanton & Hopper Investments, for over 25 years. He is also involved in the sales and service of fixed insurance products such as fixed life insurance, annuities, disability income, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers a range of advisory programs, financial planning, and access to third-party money manager solutions, utilizing both adviser and promoter arrangements.

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.

David Leder is a financial advisor with United Planners' Financial Services of America and holds Series 65 and Series 63 licenses. He has 11 years of industry experience, including prior roles at Cambridge Investment Research and Cambridge Investment Research Advisors. Outside of his advisory work, Leder is president of Legacy Insurance Solutions LLC. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and institutional clients. The firm utilizes a combination of custodians, third-party money managers, and platform programs to implement investment strategies, with a majority of assets managed on a non-discretionary basis.

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.

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.

Donella Winkler is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. She has prior experience at Adams Chetwood Wealth Management, Zeiders Enterprises, BancWest Investment Services, Inc., and Bank of the West BNP Paribas. Outside of her advisory role, she provides financial education through Zeiders Enterprises, focusing on topics such as Thrift Savings Plan (TSP), credit scores, and budgeting. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized investment portfolios using various model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

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.