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 with Truist Advisory Services based in Wilmington, NC, holding a Series 66 designation and 17 years of industry experience. His prior firms include Wells Fargo Advisors, Edward Jones, and several Truist-related entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary arrangements.

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.

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 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.

Riley Stephenson is a CFP®-certified financial advisor at Rockefeller Financial LLC with 11 years of industry experience. Prior to joining Rockefeller, he worked at UBS Financial Services for eight years. He serves on multiple nonprofit and educational boards, including as President and Treasurer of StepUp Wilmington and as a board member and advisor for the University of North Carolina Wilmington Alumni Association and Cameron School of Business. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes direct portfolio management, third-party managers, and personalized managed account services.

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.