Gregory Gianfortone is a financial advisor with Truist Advisory Services, holding a Series 66 designation and nine years of industry experience. His career includes roles at Truist Investment Services, Truist Bank, eXp Realty, and Fisher Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research and inter-affiliate integration with Truist Investment Services and Truist Bank.

Robert Pelliciotta is a financial advisor with Truist Advisory Services, holding a Series 66 credential and 24 years of industry experience. He has worked at various Truist entities since 2011 and previously at BB&T Securities. Outside of his advisory role, he works part-time as a delivery driver and in customer service at a local gourmet popcorn and ice cream shop. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary arrangements supported by third-party platforms and proprietary research.

Eric Starkey is a Series 66 licensed financial advisor at Sanctuary Advisors, LLC with 10 years of industry experience. He previously worked at Bank of America, N.A. and Merrill before joining Sanctuary Advisors in 2024. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports over 400 independent advisers who deliver customized investment strategies and use a variety of analytical approaches, managing accounts on both a discretionary and non-discretionary basis.

Brice Gibson is a financial advisor with Commonwealth Financial Network in Wilmington, NC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at CapFinancial Partners LLC, Fountain Financial Associates, Cetera Advisor Networks, and Edward Jones. He also engages in fixed insurance sales on a limited basis. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of about 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Jason Wheeler is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Morgan Stanley and Pathfinder Wealth Consulting. Outside of advising, he is involved in fixed insurance sales, dedicating a portion of his business time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and their clients. The firm offers a broad adviser-support platform including discretionary and nondiscretionary managed account programs, access to third-party asset managers, retirement consulting, and custody services.

Katherine Medina is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Medina serves as Vice President on the board of the Cape Fear Literacy Council and is a member of the CFP Board’s Council on Examinations, contributing as a subject expert for CFP exam development. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a broad range of investment approaches through a network of over 400 independent advisers and offers both discretionary and non-discretionary account management.

Julie Lancaster is a financial advisor at Truist Advisory Services with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Truist and its predecessor entities since 2015. Lancaster serves on the board of directors for the Hill School of Wilmington, a private nonprofit school for children with dyslexia and learning disabilities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, with a focus on asset allocation, fiduciary support, and manager selection through its AMC Advantage program. The firm employs a combination of discretionary and non-discretionary approaches and integrates inter-affiliate resources, including broker-dealer and banking services, to support its clients.

Stephen Schillreff is a financial advisor with TD Private Client Wealth LLC in Wilmington, NC, holding Series 63 and Series 65 licenses and with three years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2014. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, utilizing a combination of strategic and tactical asset allocation across affiliated and third-party sub-managers.

Daniel O Hara is a financial advisor with Empower Advisory Group in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Prudential-affiliated firms and GWFS Equities, Inc. O'Hara also serves as a co-executor of an irrevocable trust. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, using an integrated model connected 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.

Robert Loweth is a CFP® professional with 36 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Pathfinder Wealth Consulting. His prior experience includes over two decades at Commonwealth Financial Network and Rexroad, Loweth And Associates. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.

Anthony Baverso is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. Prior to his current role, he held positions at Truist Investment Services and has involvement in boat rental operations through Carolina Boat Rentals. 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 diversified manager selection programs, utilizing a combination of discretionary and non-discretionary solutions supported by inter-affiliate integration.

Meco Womack is a financial advisor at TD Private Client Wealth LLC with 26 years of industry experience. He holds the ChFC® designation alongside Series 63 and Series 66 licenses. His previous roles include positions at Wells Fargo Securities LLC, LPL Financial, and Cornerstone Wealth. TD Private Client Wealth LLC serves institutional and high-net-worth clients through discretionary wrap-fee managed accounts and brokerage services, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Walter Hutsell is a financial advisor with Commonwealth Financial Network in Wilmington, NC. He holds Series 63 and Series 65 licenses and has two years of industry experience. Before joining Commonwealth, he worked at Pathfinder Wealth Consulting and W&S Brokerage. He also has experience in retail and service industries, including positions at BMW of Wilmington and Surf City Surf Shop. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm manages over $212 billion in client assets and offers a range of managed-account programs, third-party asset manager access, and custody services.

Amy Kepler is a Series 66-licensed financial advisor with 19 years of industry experience. She is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., where she has worked since 2024. Prior to that, she spent eight years at Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent investment adviser representatives who use various portfolio management approaches and serve both discretionary and non-discretionary accounts.

David Shucavage is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with several firms including Carolina Retirement Planners, Global Financial Private Capital, and Carolina Estate Planners. Outside of advising, he is a lecturer on retirement coursework with Retirement Elevated and presents financial wellness seminars through the nonprofit SOFA. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that integrates internal and third-party managed models.

Bryan Johnson is a financial advisor at PNC Wealth Management with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Empower Advisory Group, T. Rowe Price, Charles Schwab, and Strategic Advisers, Inc. He is based in Wilmington, NC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic risk assessment and third-party management to implement investments primarily in mutual funds and ETFs.

Roy Johnson is a financial advisor with Principal Financial Services, holding a Series 66 designation and 24 years of industry experience. He has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2015. Outside of his advisory role, he provides Lean Six Sigma and process improvement training through RJ Consulting. 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’s advisory services emphasize direct advisory programs, financial planning, and access to third-party money manager solutions under various arrangements.

Diane Mannino is a financial advisor with Truist Advisory Services in Wilmington, NC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her career includes roles at Truist Investment Services, Bbtsec, Mass Mutual Investors Services, and Metlife Securities Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled research tools alongside inter-affiliate integration to support its AMC Advantage manager-selection program.

John Zachary is a CFP®-credentialed financial advisor with 17 years of industry experience. He is currently with Commonwealth Financial Network and has previously worked at Pathfinder Wealth Consulting. Zachary is also engaged in fixed insurance sales as an agent under Pathfinder Wealth Consulting. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

Adam Deskins is a CFP®, ChFC®, and holds a Series 66 license, currently serving as a financial advisor at Mercer Global Advisors Inc. in Wilmington, NC. He has 18 years of industry experience, with prior roles at Empower Advisory Group and Personal Capital Advisors Corporation. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm uses a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, employing a mix of low-cost ETFs, index funds, separate account managers, and private funds, along with educational content and specialized client services.