Ahmed Monley is a financial advisor at Strategic Wealth Management LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Vintage Wealth Management Group, Charles Schwab Bank, CHARLES SCHWAB & CO., Inc, and Edward Jones. In addition to his advisory role, he is involved with Monley's Enterprises LLC, an outside business activity. Strategic Wealth Management LLC offers discretionary and non-discretionary portfolio management and standalone financial planning primarily for individuals and high-net-worth clients. The firm provides client-specific investment programs using various techniques and also conducts public educational seminars and workshops.

Steven Hoak is a financial advisor with ARIS Capital Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at ARIS Capital Strategies since 2023 and is also the President of Agent Value Proposition, LLC, where he acts as a licensed insurance agent. Hoak has experience at Lifetime Financial Inc and SRHIncome as well. ARIS Capital Strategies provides retirement income planning and non-discretionary investment guidance to individuals and high-net-worth clients. The firm integrates commission-funded fixed annuities with a passively managed allocation of low-cost ETFs and other diversified vehicles, operates on a zero-fee business model, and maintains client decision-making authority without discretionary trading.

Paul Spurlock is a financial advisor at ARIS Capital Strategies, LLC with 13 years of industry experience. He holds a Series 65 credential and has held roles at several firms including J.W. Cole Advisors, INC. and Global Financial Private Capital, LLC. Outside of advisory work, he is the owner and president of Advisor Training System, LLC, where he provides sales training consulting for advisors. ARIS Capital Strategies offers retirement income planning and non-discretionary investment guidance to individuals and high-net-worth clients. The firm combines commission-funded fixed annuity solutions with passive, time-segmented allocations to low-cost ETFs and other diversified investments, operating under a zero-fee business model that relies primarily on commissions from insurance products.

Roy Thrower, Jr. is a financial advisor at Virtue Capital Management, LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Virtue Capital Management since 2017. Prior to that, he was with Brookstone Capital Management LLC for five years and has been president of Thrower Financial Concepts, Inc., an insurance sales business focusing on fixed annuities and life insurance, since 2005. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through 90 advisers for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, utilizing strategic, tactical, and dynamic strategies primarily through mutual funds and ETFs with a model-driven approach that incorporates economic data inputs.

Cody Nussbaum is a financial advisor with Credit Union Investment Services in Dunn, NC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked with State Employees' Credit Union since 2016 and holds roles with SECU Life Insurance Company, SECU Brokerage Services, and Members Trust Company. Credit Union Investment Services serves primarily North Carolina residents, offering non-discretionary portfolio management and financial planning focused on long-term goals using low-cost mutual funds and ETFs within a credit union structure.

William Barefoot is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has served in various roles since 2012, including Financial Advisory Services District Manager at State Employees' Credit Union and Agent at SeCU Life Insurance Company. In addition to his financial advisory work, he operates a landscaping and lawn care business. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with salaried advisers who provide recommendations while clients retain decision-making authority.

Bryson Lee is a financial advisor at Credit Union Investment Services with a Series 66 designation and one year of industry experience. Prior to his current role, he has worked with SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union. Outside of his financial advisory career, he is involved with Rose & Graham Funeral Home Inc. Credit Union Investment Services serves individual investors who are residents of North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning with a focus on low-cost mutual funds and ETFs. The firm operates within a credit union ecosystem and emphasizes a goals-based, long-term investment approach.

Shane Sandretto is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds a Series 66 designation and previously served three years in the U.S. Army. Outside of his advisory role, he works as an election poll worker for the Harnett County Department of Elections. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined model portfolio approach.

Edgar Barbour is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Truist and its predecessor firms since 2011. 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 utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its solutions.

Michael Mc Grady is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at LPL Financial and Ameriprise Financial in various capacities. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a large client base and primarily manages non-discretionary assets.

Robbie Misplay is a financial advisor at Edward Jones with 11 years of industry experience. He has held his current position since 2014 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an emphasis on both non-discretionary and discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Megan Stewart is a financial advisor with Edward Jones in Godwin, NC, holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Merrill, Massachusetts Mutual Life Insurance Co, and State Farm. Outside of finance, she owns Stewart Farm and Land Management LLC, which provides landscaping services and raises goats and rabbits, as well as New England Premier GSPs LLC, a dog breeding business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Melissa Scott is a CFP® professional with 18 years of industry experience, currently with Cambridge Investment Research Advisors since 2024. Her prior experience includes roles at First Bancorp and Infinex Investments, as well as First Citizens Investor Services. Outside of advisory work, she is a board member of the Dunn Committee of 100 and owns businesses in agriculture and insurance. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm supports a range of investment strategies through multiple platform arrangements and emphasizes both proprietary and third-party model solutions tailored by independent Financial Professionals.

Angela Brown is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Brian Diller is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity since 2021, initially working as an Investment Solutions Representative before assuming his current role in 2025. Prior to Fidelity, he gained experience as a Financial Planning Intern at Northwestern Mutual in 2021. He holds insurance licenses in Arkansas and California. Brian pursued a degree in finance, motivated by his early interest in understanding finances influenced by his family's small business background. In his role, he assists clients in looking ahead to their financial goals and identifying actionable steps to achieve them. Brian grew up in central Colorado. Outside of work, he and his wife enjoy spending time outdoors.

Charles Bradshaw is a financial advisor with Edward Jones in Dunn, NC, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Russell Galvan is a financial advisor with Edward Jones, holding a Series 66 designation and six years of industry experience. He worked at The HP Group, LLC for ten years before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of advisors and branch offices.

Matthew Abold is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 17 years of industry experience, with prior roles at Cadaret, Grant & Co., Inc., Northwestern Mutual Wealth Management Company, and Northwestern Mutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Milford Quinn is a financial advisor at UBS Financial Services with 21 years of industry experience. He has worked at UBS since 2006 and holds the Series 63 and Series 65 designations. Quinn serves on the finance committee for Harnett Health System and is an advisory board member for Harnett County Economic Development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocation to tailor financial plans to clients’ goals and risk tolerances.

Manuel Segovia Alvarez is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at FME, Evoke, Mindshare, and ZenithOptimedia, with gaps of unemployment between roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large retail advisor and branch network.