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.

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.

Philip Dettore is a CFP® professional affiliated with United Planners Financial Services of America, holding over 41 years of industry experience. His career includes roles at SCF Investment Advisors, SCF Securities, and Kestra Advisory Services. He also serves as Managing Director of Financial Planning Advisors, Inc., a marketing-related business based in Leland, NC. United Planners Financial Services is a national wealth-management firm with more than 359 advisors and approximately $12.77 billion in assets under management. The firm provides advisory and brokerage services to a diverse client base, utilizing a combination of custodians, third-party money managers, and platform programs to implement strategies.

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.

Cole Fleming is a financial advisor at Farther with a Series 65 designation and two years of industry experience. Prior to joining Farther in 2024, he worked at the University of North Carolina at Charlotte and North Brunswick High School. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of a web and mobile platform along with in-person meetings. The firm’s investment approach uses Modern Portfolio Theory implemented through proprietary model portfolios and algorithmic rebalancing, primarily utilizing ETFs, mutual funds, equities, and fixed income.

Samantha Shucavage is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at AE Wealth Management since 2018. Prior to that, she was associated with Carolina Retirement Planners and Empire Distributors. Outside of her advisory role, she is involved with Carolina Estate Planners as an associate advisor focusing on insurance and annuity sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and specialized plan services.

Frederick Kienel is a financial advisor at Truist Advisory Services with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His career includes roles at Truist Advisory Services and TRUIST Investment Services, as well as their predecessor SunTrust Advisory Services and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platform and manager arrangements to support its offerings.

Gary Gardner Jr. is a financial advisor with Osaic Institutions, Inc. He holds Series 63 and Series 65 credentials and has 23 years of industry experience. His prior work includes positions at Infinex Investments, Inc., Harvest Capital Advisors, LLC, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. He is a member of Port City Young Professionals, a regional networking group. Osaic Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a lending marketplace.

Frank Voli is a financial advisor with Commonwealth Financial Network in Wilmington, NC, holding the CFP® designation and Series 63 and Series 65 licenses. He has 36 years of industry experience and has worked at firms including RBC Capital Markets Corporation and V & V Financial. Voli is also the owner of V & V Financial, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors nationwide. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Stevan Rexroad is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and possessing 37 years of industry experience. He has been with Commonwealth since 2004. Outside of his advisory role, he serves as a trustee for a non-family, non-client individual. 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 individual and institutional clients. The firm provides a range of managed-account programs, third-party asset manager access, and back-office services including trading and reporting.

James Taylor is a financial advisor with First Citizens Investor Services, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his current role, he worked at First Citizens Bank and RCE Theaters. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs fundamental, quantitative, and technical analysis to manage portfolios across various asset classes and offers services including wrap programs, model portfolios, and tax-aware financial planning.

Christopher Thomas is a CFP® with 13 years of experience in financial advising. He is currently with Farther and Aurora Securities, Inc., having previously worked at Cambridge Investment Research Advisors, Inc. and Transamerica Financial Advisors. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and AI tools, focusing on ETFs, mutual funds, equities, and fixed income.