Michael Hudson is a financial advisor at Farther with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Zermatt Wealth Partners, LLC and RS Wealth Management. Outside of his advisory role, he owns Hudson Wealth Management, LLC, which engages in the sale of fixed life insurance. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, using bespoke and algorithmic model portfolios with automatic rebalancing, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Michael Tunney is a financial advisor with Sanctuary Advisors, LLC in Wilmington, NC. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior experience includes roles at Bank of America, N.A., and Merrill. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a wide range of investment approaches and platforms and operates as a fiduciary when a written advisory agreement is in place.

Ralph Williams III is a financial advisor at Commonwealth Financial Network with 46 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. Williams is the owner of Sterling Wealth Management, LLC and has been affiliated with Commonwealth and Sterling Wealth Management since 2012. Outside of his advisory work, he is a co-owner of BCB Farm LLC, a family farm real estate holding company that also provides accounting and tax preparation services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while offering operational and compliance support to affiliated advisors.

Randy Driskill is a financial advisor with First Citizens Investor Services, Inc. in Wilmington, NC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with First Citizens Investor Services since 2002. First Citizens Investor Services serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm emphasizes IAR-led assessments to determine financial needs, risk tolerance, and time horizon, employing various analytical methods to allocate assets across equities, fixed income, mutual funds, and ETFs.

Joseph Sizemore IV is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and one year of industry experience. Prior to joining D.A. Davidson, he worked at Credit Suisse for 12 years and has been involved in managing several family-owned limited liability companies focused on property management since 2018. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

James Putnam is a financial advisor with First Command Advisory Services in Cary, NC, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with First Command Advisory Services since 2015 and has a longer affiliation with First Command Financial Services and First Command Financial Planning dating back to 2007. 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, delivering investment management through a centralized team that selects and monitors preapproved managers and model portfolios.

Shannon Devita is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. She has worked at firms including Merrill, Bank of America, Cetera Investment Services, and Huntington Investment Company. Devita is also involved in fixed insurance sales, dedicating a portion of her professional time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a broad range of managed-account programs and access to third-party asset managers, providing both discretionary and nondiscretionary portfolio solutions.

Brian Fleming is a financial advisor at Farther with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Farther in 2024, he worked at Zermatt Wealth Partners, Hayden Royal, and RS Wealth Management. Fleming is also involved in an independent insurance agency that sells fixed insurance products. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Elliott Moskowitz is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has worked at Commonwealth since 2010 and is currently a co-owner of LifeTime Asset Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services along with operational, trading, technology, compliance, and practice-management support. The firm offers discretionary portfolio management and various program structures designed to meet diverse client needs.

Matthew Grasso is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Morgan Stanley Private Bank, N.A. for nine years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plans, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enhanced research.

William Sessoms III is a financial advisor with TD Private Client Wealth LLC, holding Series 63, 65, and 66 credentials and possessing 25 years of industry experience. He has worked with TD Bank, N.A. and TD Private Client Wealth LLC since 2012. Outside of his advisory role, Sessoms serves as treasurer for the Cape Fear chapter of Southern Off Road Bicycle Association (SORBA). TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm uses a combination of affiliated and third-party sub-managers and employs a discretionary trading model that incorporates strategic and tactical asset allocation.

Charles Cunningham is a ChFC®-designated financial advisor with 46 years of industry experience. He is currently with Kestra Advisory, where he has worked since 2022. Prior to Kestra Advisory, Cunningham spent 16 years at LPL Financial. He is also an agent for a group life and health insurance trust, dedicating part of his time to the sale and service of insurance products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving large institutional investors such as sovereign wealth funds.

Trenton Shady is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Carolina Retirement Planners and Tilia Fiduciary Partners, Inc. Outside of finance, he is the managing owner of Take It Away Trash Valet, LLC, a residential trash pick-up service. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion and serves over 127,000 clients, using discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies.

Scott Winslow is a financial advisor with Cetera, holding a ChFC® designation and Series 63 and 65 licenses, and has 29 years of industry experience. He has been associated with Cetera since 2013 in various capacities and is also involved with Nabell Winslow Wealth Management and related entities, which he owns and operates. Winslow serves on the boards of The American College of Financial Services and the University of Mount Olive, engaging in activities such as curriculum advisory and fundraising. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services to a diverse client base including individuals, employer-sponsored plans, and institutional accounts. The firm operates a multi-manager platform providing access to affiliated and third-party managers with a wide range of investment program options.

Wade Long is a financial advisor with LPL Financial in Wilmington, NC, holding the Series 63 and Series 66 credentials and bringing 25 years of industry experience. He worked at Edward Jones for one year before joining LPL Financial in 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Leslie Price is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Based in Wilmington, NC, Price holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm that serves over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Grant Harris is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2023, following a one-year tenure at Equitable Advisors. Outside his advisory roles, he has been involved with the Chapel Hill Community Garden. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brendan O'Kelly is a CFP® with 24 years of industry experience, currently practicing at LPL Financial in Wilmington, NC. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved with Grover Financial Services in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advice delivery through a large network of investment adviser representatives.

Weston Poulos is a CFP® professional affiliated with LPL Financial in Wilmington, NC, with nine years of industry experience. He previously worked at MML Investors Services, LLC and Mass Mutual Life Insurance Co. Poulos holds an outside insurance sales position focusing on life and disability insurance and is a partner in Spectrum Wealth Strategies, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing various portfolio programs and platforms supported by operational and research tools.

Teresa Holzwarth is a CFP® professional with 32 years of industry experience. She is currently with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., where she has worked since 2019. Her prior experience includes 13 years at Lincoln Financial Securities Corporation. Outside of her advisory role, she serves as vice president of Rogers and Holzwarth Associates, an independent insurance agency. Cambridge Investment Research Advisors is an SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a range of portfolio management strategies and platform arrangements.