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.

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®-credentialed financial advisor with 17 years of industry experience. He is currently with Commonwealth Financial Network and has previously worked at Pathfinder Wealth Consulting. Zachary is also engaged in fixed insurance sales as an agent under 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 affiliated advisors and 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.

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.

Jillian Propst is a CFP®-certified financial advisor with 13 years of industry experience. She has worked at Rockefeller Financial LLC since 2023 and previously spent 12 years at UBS Financial Services Inc. Outside of finance, she was involved in Goodfellas Nightlife for 15 years. 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 combines discretionary and non-discretionary portfolio management with financial planning and consulting, operating also as a registered broker-dealer offering a range of investment and banking services.

Clayton Rexroad is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. He has worked at Commonwealth Financial Network since 2021 and has prior experience with Elliott Davis LLC and Bob Jones University. Rexroad is also involved in fixed insurance sales as a secondary business activity. 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 roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

James Williams is a financial advisor with Commonwealth Financial Network in Wilmington, NC, holding CFP® and ChFC® designations and over 30 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 15 years before joining Commonwealth and Crossbridge Financial Group, LLC in 2020. Williams also engages in fixed insurance sales as a secondary business activity. 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 back-office support, including operations, technology, investment management, and compliance services, allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Travis Wilder is a financial advisor with First Citizens Investor Services, Inc. in Wilmington, NC, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has been with First Citizens Bank and its affiliate First Citizens Investor Services since 2007 and 2015, respectively. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a client-centered process involving risk and needs assessments, applying various analyses to allocate across multiple asset classes and offers a range of portfolio management and financial planning solutions.

David Molnar is a financial advisor at Hightower Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hightower Securities, LLC and Hightower Advisors since 2012. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment strategies.