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.

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.

Angela Johnson Moore is a financial advisor with First Citizens Investor Services, Inc. in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she owns Lonnie ARJ Farms LLC, a farmland leasing business. First Citizens Investor Services, Inc. serves a diverse client base, including individuals, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as portfolio management, automated investing platforms, and financial planning. The firm’s investment approach incorporates fundamental, quantitative, and technical analysis to manage allocations across various asset classes.

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 at Commonwealth Financial Network with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Pathfinder Wealth Consulting, W&S Brokerage, and Western Southern Life. Outside of finance, he worked in retail and hospitality, including ownership involvement with Surf City Surf Shop and employment at Poe's Tavern. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, managing over $212 billion in client assets. The firm offers a range of managed account programs and access to third-party asset managers, providing trading, reporting, 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.

Riley Stephenson is a CFP® with 10 years of industry experience, currently with Rockefeller Financial LLC. He previously worked at UBS Financial Services for eight years. Stephenson is involved in several nonprofit and educational organizations in Wilmington, NC, serving in leadership roles including president and treasurer of StepUp Wilmington and as a board member for the UNCW Alumni Association and Cameron School of Business advisory committees. 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 discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer, providing a broad range of investment and banking services through its Private Advisor model and consolidated investment platform.

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.

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®-designated financial advisor with 16 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Pathfinder Wealth Consulting, where he has held various roles since 2009. Zachary also engages in fixed insurance sales under the name 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 advisors and managing over $212 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.

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.

William Crews is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Truist Investment Services and BB&T Wealth Management. He serves as a board member for the ABA Certified Trust and Fiduciary Advisor Designation Advisory Board, which oversees the certification and examination process for the CTFA designation. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering a range of services from retirement plan advisory to comprehensive financial planning and private wealth programs.