Brian Liedstrand is a financial advisor at Selective Wealth Management, Inc. with 12 years of industry experience. He holds a Series 65 designation and also serves as a church music director at Harvest Presbyterian Church PCA. Liedstrand is a Marine Corps Reserve member and acts as a Marine for Life representative. Selective Wealth Management provides comprehensive wealth management services to individuals, family offices, trusts, estates, charitable organizations, and institutional clients. The firm emphasizes discretionary portfolio management, focusing on transparent, low-cost, tax-efficient investments across U.S. stocks, fixed income, and income-producing assets.

Erin Schullery is a financial advisor at Benefit Financial Services Group with a Series 65 designation and three years of industry experience. She previously worked at Aon and held roles in undergraduate admissions and animal rescue operations. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions, managing $1.53 billion in discretionary assets and consulting on approximately $18.0 billion in retirement plan assets. The firm uses a diversified, model-based investment approach incorporating various asset types and options strategies, and it operates within a network of affiliated service providers.

Roy Atallah is a financial advisor with Compass Financial Management LLC and holds a Series 65 designation. He has one year of industry experience, previously serving ten years in the US Navy. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and both internal and third-party managed portfolios.

Joshua Mudse is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Charles Schwab, Carnegie Investment Counsel, and several other firms. Outside of advisory work, he is Associate Vice President of Client Services at Synergy Private, where he manages client projects related to accounting, tax preparation, and business filings. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm provides customized wealth management services combining proprietary quantitative methods, third-party strategies, and direct security selection, with access to alternative and private market solutions for qualified clients.

Rachel Carter is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. She previously worked at Bank of America N.A. and Merrill for a decade before joining Sanctuary Advisors. Outside of her advisory role, she is involved in photography through Rachel Carter Images LLC and participates in nonprofit activities including communications management for Ocean Fest, Inc., serving on the board of Coastal Carolina Riverwatch, and membership in professional retirement organizations. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent advisors. The firm offers a range of portfolio management options and retirement plan consulting, operating under a fiduciary standard when advisory agreements are in place.

Jacqueline Jacobsen is a financial advisor with Independent Financial Group, LLC, holding the CFP® and ChFC® designations and over 31 years of industry experience. She previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Jacobsen is also involved as a volunteer board member on the Government Relations Committee of the Investment and Wealth Institute. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers financial planning and portfolio management through various platforms and uses a combination of strategic asset allocation and multi-manager approaches across passive and active investments.

Ashley Lindsay is a financial advisor at Edward Jones with five years of industry experience. She has been with Edward Jones since 2018 and previously worked at Cannon Auto Collision from 2012 to 2018. Lindsay holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a national network of over 23,000 financial advisors.

Jeffrey Spitz is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 26 years of experience in helping clients navigate their financial goals. He focuses on creating personalized wealth management strategies that align with clients' priorities and changing market conditions. Jeffrey works closely with his clients to develop a comprehensive understanding of their financial situations and assists in managing their investments, banking needs, and lending solutions. He holds a Bachelor's Degree from North Carolina State University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jeffrey is involved with professional organizations such as F3 and is active in his community through Forest Hill Church. Jeffrey is also a husband and father. His family enjoys traveling to various beaches, volunteering at church, and supporting the North Carolina State Wolfpack. His son Jacob has recently joined him as a Financial Advisor at Merrill Lynch, continuing the family's commitment to financial advising.

Jasen Hedrick is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 16 years at Nationwide Securities, Inc., and has operated as an independent insurance agent. Hedrick also serves as president of Strategic Wealth Advisors. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment strategies through independent financial professionals and maintains proprietary models alongside access to unaffiliated strategists.

Craig Kopka is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has prior experience at Brighthouse Financial, Primerica Financial Services, and in public education. Outside of his advisory role, he is a part-owner of a rental property in Surf City, North Carolina. 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 large national network of financial advisors and branch offices.

Shawna Hedrington is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Her career includes time at Thrivent Financial and Thrivent Investment Management starting in 2025. Prior to her advisory role, she spent several years as a stay-at-home parent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic analyses and allows clients to combine planning with managed-account programs under a consolidated billing option while keeping these services separate.

Colin Brewington is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has one year of experience in the industry. Prior to joining LPL Financial, his background includes roles in legal and service industries, as well as employment at Widener University Delaware Law School and James Madison University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and customized strategies across various investment approaches.

Ashley Le May is a Series 66-registered financial advisor with Raymond James Financial Services Advisors, Inc., bringing five years of industry experience. Prior to joining Raymond James, Le May held roles at Merrill and worked part-time as a remote scorer for standardized tests and as an independent contractor for Uber. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, using tailored, non-discretionary planning supported by advanced analytical tools.