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, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. His prior roles include multiple positions at Cambridge Investment Research and Cambridge Investment Research Advisors. Outside of advisory work, he is president of Legacy Insurance Solutions LLC. United Planners Financial Services is a national wealth-management enterprise serving a broad client base with advisory and brokerage services. The firm supports a large network of independent advisors and primarily manages accounts on a non-discretionary basis.

Zayvion Cartwright is a financial advisor with Empower Advisory Group in Raleigh, NC, holding Series 63 and Series 66 credentials and 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, delivering services through an integrated model tied 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.

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® credentialed financial advisor with 34 years of industry experience, currently with Janney Montgomery Scott in Raleigh, NC, where he has worked since 2012. Prior to joining Janney, he spent 11 years at Merrill. 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 client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, planning, and advisory services supported by in-house and third-party portfolio management.

David Walters is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo, where he worked for a combined 13 years before joining First Citizens Bank and First Citizens Investor Services in 2021. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led financial assessments and applies fundamental, quantitative, and technical analysis across a range of investment products and managed portfolios.

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 with Truist Advisory Services, holding Series 63 and Series 66 credentials and having 24 years of industry experience. He has been with Truist Advisory Services since 2021, following roles at Bb&T Securities and BB&T Investments dating back to 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.

Craig Scheuerman is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank NA, with a combined tenure of 10 years at the latter. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital offering that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs.

Stephen Snow is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 designations and has 34 years of industry experience. His prior roles include positions at Southern Bank and Trust, Infinex Investments, Wells Fargo Clearing, and First Citizens Investor Services. He participates in a financial advisor referral program with Southern Bank. OSAIC Institutions, Inc. serves individuals, high-net-worth clients, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on client choice in account management.

Andrew Bass is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 designation and two years of industry experience. Before joining Truist Advisory Services, he worked as a Truist Banker for nine years and spent one year at Dick Sporting. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms like Envestnet to support its advisory programs.

Melanie Price is a financial advisor with Eagle Strategies (NY Life) in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with New York Life Insurance Company and its affiliates since 2010. Price is also appointed with outside insurance carriers for brokering investment-related non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a large portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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 CERTIFIED FINANCIAL PLANNER™ with 12 years of industry experience. She is currently with Allworth Financial, L.P. and has previously worked at Adams Chetwood Wealth Management, ZEIDERS Enterprises, Bancwest Investment Services, Bank of the West BNP Paribas, and Charles Schwab. Outside of her advisory role, she provides financial education through ZEIDERS Enterprises, focusing on topics such as TSP, credit scores, and budgeting. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis to offer customized investment strategies and provides a range of services including wealth planning, portfolio management, and retirement plan consulting.

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 Series 66-registered advisor with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC, where he has worked since 2024. Prior to this, he spent eight years at Buckingham Strategic Wealth, LLC, and has additional experience with Morgan Stanley and Apex Motorsport LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework, integrating fundamental and quantitative analysis alongside various specialized portfolio tools.

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.