Richard Sementa is a CFP® with 25 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. He previously worked at Truist Advisory Services, Truist Investment Services, and BB&T Securities. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, while operating under the Advisers Act fiduciary standard and offering municipal advisory and underwriting services.

Christina Rodriguez is a financial advisor with First Command Advisory Services, holding CFP® and ChFC® designations and industry licenses Series 63 and Series 65. She has 18 years of experience and has been with First Command and its affiliated entities since 2007. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who design and monitor model portfolios.

Rebekah Fuller is a CFP® and holds a Series 66 license, currently with Mariner, where she has worked since 2023. She has prior experience at Goldfinch Wealth Management and Dehollander & Janse Financial Group. Before her financial advisory career, she spent nine years as a full-time parent. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and additional services such as tax coordination and Core Family Office offerings. The firm employs a discretionary, customized portfolio approach supported by a combination of in-house research and third-party managers, with integrated tax and administrative services uncommon for a firm of its size.

Paul Edmunds is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 2015. He also owns a CPA firm providing tax advice and preparation, a role he has held since 1988, and acts as co-trustee for a family trust. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing a diverse client base, including individuals, pension plans, trusts, and corporations. The firm offers portfolio management, financial planning, and consulting, utilizing a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Samuel Byrd is a financial advisor with Commonwealth Financial Network in Wilmington, NC. He holds the Series 65 designation and has four years of industry experience. His prior work includes roles at Pathfinder Wealth Consulting and Live Oak Bank. 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 hundreds of thousands of individual and institutional clients, 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.

Brian Sierer is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at T. Rowe Price for 10 years before joining Empower in 2025. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies, focusing on long-term portfolio returns and clients’ savings rates within plan lineups selected by plan sponsors.

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.

Stephen Gaskins is a CFP® professional with 26 years of industry experience. He is affiliated with Independent Advisor Alliance, LLC and has prior experience at LPL Financial LLC and Stratos Wealth Partners, LTD. Outside of his advisory roles, he is involved with Stekarcha Ventures, LLC and Shady Grove Farms, LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement consulting services. The firm offers both discretionary and non-discretionary portfolio management and integrates various analytical techniques and technology platforms to support client goals.

William Patterson is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at UBS Financial Services Inc for 14 years before joining Rockefeller. Outside of his advisory role, he co-owns a condominium rental and a boat slip in North Carolina. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and planning services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across asset classes, along with broker-dealer services and alternative investment placements.

Kristin Mccarthy is a financial advisor with Rockefeller Financial LLC and holds Series 63 and Series 65 credentials. She has 27 years of industry experience, including over a decade with Morgan Stanley in various capacities. Outside of her advisory role, she is a worship leader at First Presbyterian Church in Lumberton, North Carolina. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform.

Larry Keith Jr. is a financial advisor at Truist Advisory Services with 17 years of industry experience. He holds the Series 66 designation and has worked with Truist and its predecessor firms since 2016, including roles at Wells Fargo Advisors from 2012 to 2016. 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 emphasizes inter-affiliate integration in its offerings.

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 at Commonwealth Financial Network with 14 years of industry experience. He holds a Series 66 designation and has previously worked at CapFinancial Partners LLC (CAPTRUST), Fountain Financial Associates, Inc., and Cetera Advisor Networks. Gibson is also involved in fixed insurance sales. 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 hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jason Wheeler is a financial advisor with Commonwealth Financial Network in Wilmington, NC, holding CFP® and ChFC® designations and over 26 years of industry experience. He has been associated with Commonwealth Financial Network since 2005, alongside his ongoing role at Pathfinder Wealth Consulting. Wheeler is also involved in fixed insurance sales as part of his business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a wide range of adviser-support services, including discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody/clearing 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.

Ian Faulkner is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at DevHub, The Mom Project, and Young Life. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a range of investment and placement services through a consolidated investment platform.

Matthew Weissman is a CFP® with 15 years of industry experience, currently serving as a financial advisor at AE Wealth Management, LLC. His prior roles include positions at MML Investors Services and MassMutual Life Insurance. He is also the chapter president for the American Financial Education Alliance, a nonprofit that provides financial education workshops to communities. 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 utilizes discretionary model portfolios and a range of investment strategies to deliver standardized platform services across its large client network.

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.