Charles Carrick is a CFP® with 13 years of industry experience, currently advising at Beacon Pointe Advisors, LLC since 2021. His prior roles include positions at DMJ Wealth Advisors, LLC and ProEquities Inc. Carrick also has experience with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced CIO services to a diverse client base that includes individuals, corporations, and institutional clients, employing both active and passive strategies across multiple asset classes.

Miles Richardson is a financial advisor at Allworth Financial, L.P. in Durham, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Allworth Financial in 2024, he worked at Fleet Feet, First Citizens Bank, and the University of North Carolina. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients including individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

Alexander Gracia is a CFP® and ChFC® with 23 years of industry experience. He has been with VALIC Financial Advisors since 2005 and also holds an agent position at Agia. He serves as a notary public for loan and disbursement documentation related to the WakeMed plan. 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. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and serving approximately 294,000 clients through a network of over 1,200 advisors.

Janelle Aldridge is a financial advisor with First Command Advisory Services in Wake Forest, NC. She holds a Series 66 designation and has 16 years of industry experience. Her previous roles include positions at Cantella & Co., Inc., Cambridge Investment Research Advisors, Northwestern Mutual, and LPL Enterprise. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Philip Shelton is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Tucker Sly is a financial advisor with PNC Wealth Management in Raleigh, NC, holding Series 63 and Series 66 licenses. He has one year of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Bank. Before entering the financial sector, he worked at FedEx and in retail. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and third-party-managed investment strategies.

George Fotiou is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and one year of industry experience. He has prior experience as owner and CEO of Limani Insurance, LLC and People First Retirements, LLC, where he was involved in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm relies on discretionary model portfolios and supports third-party RIAs with sub-advisory and model-licensing arrangements.

Michael Montalvo is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Co, and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Iantha Wortman is a Series 66-registered financial advisor with Truist Advisory Services, based in Durham, NC. She has two years of industry experience and has previously worked at Equitable Advisors LLC and Lighthouse Lending. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research and inter-affiliate integration.

David Marshall is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Fifth Third Securities, Inc., where he has worked since 2020. His prior experience includes roles at PNC Investments, Merrill, Morgan Stanley, LPL Financial, BB&T Investment Services, and Equitable Advisors. Outside of his advisory work, he operates a YouTube product review channel and works as a fitness instructor at the UNC Wellness Center. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs and investment options via its Passageway platform, combining advisor-directed and third-party portfolio management strategies.

Nicholas Powell is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He has been with VALIC Financial Advisors since 2007 and also holds an agent position with Agia, where he is involved in 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. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Nikolas Pry is a financial advisor at Davenport & Company LLC with two years of industry experience and holds a Series 66 designation. Prior to joining Davenport, he worked at Raymond James Financial and Edward Jones among other firms. Outside of his advisory role, Pry is the CEO of Pry Athletics LLC, which provides individual pitching lessons and operates youth travel baseball teams. Davenport & Company LLC serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory. The firm’s investment approach involves dedicated portfolio manager teams and comprehensive strategy monitoring, offering separately managed accounts, mutual funds, ETFs, and unified managed accounts.

David Weiss is a financial advisor at Allworth Financial, L.P. in Durham, NC, holding Series 63, 65, and 66 licenses with 29 years of industry experience. His prior work includes positions at Scottrade, Inc. and Weston Banks Wealth Partners. 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 portfolios using various model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

Kevin Veverka is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior work includes roles at SunTrust Investment Services and SunTrust Bank since 2019, as well as Wells Fargo Clearing and Wells Fargo Advisors. 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 utilizes third-party platforms and AI-enabled research tools to support its investment processes.

Matthew Belcher is a financial advisor with PNC Wealth Management in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with PNC Investments since 2012. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that employs algorithmic risk assessment and delegated portfolio management using mutual funds and ETFs.

Joseph Pantoja is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining MAI in 2024, he worked at WCG Wealth Advisors, LLC for eight years and has been associated with Massachusetts Mutual Life Insurance Co and Treloar & Heisel, LLC for 20 years. Outside of his advisory role, he is involved with Treloar & Heisel, LLC, which provides fixed insurance sales and health, accident, and property & casualty insurance products. MAI Capital Management offers investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and provides a broad range of customized portfolio strategies and integrated financial planning services.

Tyler Mills is a CFP® professional with eight years of experience in the financial services industry. He is currently with Empower Advisory Group and Empower Financial Services, having previously worked at Personal Capital Advisors Corporation, T. Rowe Price, Bank of America, and Merrill Lynch. Mills is based in Durham, NC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Ryan Cook is a CFP® and ChFC® with 15 years of industry experience. He has been with Valic Financial Advisors since 2010 and also works as an agent with Agia. Outside of his advisory role, he owns a home in Nebo, North Carolina, which he rents out seasonally. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Brian Futch is a financial advisor with Truist Advisory Services in Durham, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Truist Investment Services since 2005 and with Truist Advisory Services since 2016. Outside of his advisory role, he serves as president of a rental property management business where he oversees tax and insurance responsibilities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager arrangements along with AI-supported research and inter-affiliate integration.

Jackson Turner is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and two years of industry experience. He has held prior roles at Empower Financial Services, Strategic Value Media, and Coastal Federal Credit Union. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and client savings rates, delivered within a large enterprise structure closely tied to Empower’s recordkeeping and administrative platforms.