Isaac Allen is a CFP® professional with 12 years of experience, currently serving as the sole advisor at Stalwart Financial Planning in Fayetteville, NC. He has been with the firm since its founding in 2011. Stalwart Financial Planning offers financial planning and investment advisory services to individuals, estates, trusts, small businesses, foundations, and charitable organizations. The firm follows a fiduciary standard and employs a globally diversified, long-term investment approach that integrates fundamental, technical, and cyclical analysis, with a particular focus on nonprofit and charitable clients.

Steven Lewis Sr. is a financial advisor at Verity Asset Management with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Verity-related firms since 2006, including Verity Investments, Inc. and The Leaders Group DBA Simplicity Investments. Verity Asset Management is an SEC-registered investment adviser serving individual, corporate, institutional clients, and other advisers with discretionary portfolio management, retirement-plan advisory, and financial planning services. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes, combining fundamental, technical, and qualitative analysis.

Joseph Harris is a financial advisor at Regal Investment Advisors LLC with a Series 65 credential and one year of industry experience. His prior roles include work at White Horse Financial, Inc, Rauch Advisory LLC, and the John Locke Foundation. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients, managing approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Jeffrey Gollehon is a financial advisor at Virtue Capital Management, LLC with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Virtue Capital Management in 2018, he worked at Horter Investment Management and operated JG Financial Consulting, a firm he owned that specialized in fixed insurance products. Virtue Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm employs a mix of tactical, strategic, and dynamic portfolio management approaches and operates through a multi-team model that includes investment adviser representatives and independent partners.

Danielle Gollehon is a financial advisor at Virtue Capital Management, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Thompson Greenspon and as an employee at Ohio State University and George Washington University. Outside of her advisory role, she provides fixed life insurance, fixed annuities, and health insurance sales and marketing as part of JG Financial Consulting and plans to offer tax preparation services as a CPA for her clients. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers, offering portfolio management, financial planning, consulting, and sub-advisory services. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates a multi-team model with an investment committee that oversees third-party managers and model strategies.

Andrew Stamp is a CFP® affiliated with Fiduciary Financial Advisors in Aberdeen, NC, with one year of experience in the financial industry. Prior to joining the firm, he served 12 years in the US Army and has been involved with the Donovan and Bank Foundation since 2021. He is also chairman of Custom Planks, LLC, a consulting and education business serving Department of Defense clients. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and trustee services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic and tactical investment approaches, including the use of third-party managers and private alternative funds, and provides professional trustee services with comprehensive trust administration.

Jerome Montoya is a financial advisor with First Command Advisory Services based in Fort Bragg, NC, holding Series 63 and Series 66 credentials and two years of industry experience. Before entering the financial sector, he served 23 years in the U.S. Army, most recently as a Senior Preventive Medicine NCO and strategic advisor to United States Special Operations Command for public health initiatives. 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 provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Daniel Griffin III is a CFP®-certified financial advisor with First Citizens Investor Services, Inc. in Fayetteville, NC, bringing 34 years of industry experience, including over three decades with his current firm. He holds Series 63 and Series 65 licenses and has been with First Citizens Investor Services since 1995. Outside of his advisory role, he is a member and partner in family-owned real estate holding companies. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate entities. The firm provides a range of advisory and brokerage services, emphasizing IAR-led financial assessments and a mix of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Sean Mayer is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning his advisory career in 2024. Prior to his current role, he worked at IHOP for eight years. In addition to his advisory duties, he serves as a Field Manager at Bankers Life and Casualty, overseeing operations and training agents at the Fayetteville location. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment approach.

Brandon Livrago is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at LPL Financial and Flynn Financial. In addition to his financial advisory work, he serves in the United States Army. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and consulting services. The firm employs a fiduciary-based model, offering managed account solutions and access to third-party strategists through its proprietary and external platforms.

Kristopher Jackson is a financial advisor with Lincoln Investment in Aberdeen, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Lincoln Investment, he worked at Capital Analysts and has been involved in delivering financial presentations in schools through his role at Curlee Financial LLC. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a strong focus on educators and 403(b) and 457(b) program participants. The firm offers comprehensive financial planning and portfolio management supported by an in-house Investment Management & Research team and a multi-layered advisory platform.

Anita Cannon is a financial advisor at PNC Wealth Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Metlife Securities, MassMutual Life Insurance, and CUSO Financial Services. Since 2017, she has been with PNC Investments. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered as an invitation-only employee pilot that uses algorithmic risk assessment and approved investment models managed by PNC or third-party strategists.

Morgan Andregg is a financial advisor with First Command Advisory Services, holding a Series 66 designation and four years of industry experience. Prior to joining First Command, Morgan has worked in various roles including positions at the University of Washington Tacoma, Defiance Law PLLC, and service in the Army National Guard. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specialized focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Joshua Paquette is a financial advisor at Edward Jones in Fayetteville, NC, with one year of industry experience. Prior to joining Edward Jones, he worked at the Defense Counter Intelligence Agency and Frito-Lay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Phillip Coram is a financial advisor with Edward Jones in Fayetteville, NC, holding a Series 66 designation and eight years of industry experience. He worked at OneMain Financial Group LLC for nine years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of more than 23,700 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and provides services under a fiduciary standard.

Elijah Chavis is a financial advisor at Edward Jones in Fayetteville, NC, holding a Series 66 designation. He has been with Edward Jones since 2023 and has prior work experience in various service and entrepreneurial roles, including time at Chick-fil-A and operating Chavis Pro Turf. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Steven Canali is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and over 24 years of industry experience. He previously worked at FSC Securities Corporation for 17 years and at Waddell & Reed for four years. In addition to his advisory role, he is involved in selling life, health, disability insurance, and annuities. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting strategies managed by advisors or third-party managers.

Kristi Hammond is a ChFC® credentialed financial advisor with Edward Jones, where she has worked since 2000, bringing 25 years of industry experience. She is also the managing member and owner of Patriot Hauling, LLC, a dump truck hauling business based in Hope Mills, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

John Wright is a Series 66 licensed financial advisor with Edward Jones in Raeford, NC, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, Wright is involved in family real estate holdings and owns land used for pine straw sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Joy Wicker is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at LPL Financial, Wells Fargo Clearing, and Charles Schwab. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Elisha Freeman is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Prior to Merrill, Elisha worked at First South Bank for three years. Outside of advisory work, Elisha serves as a committee member for the Fayetteville Cumberland County Economic Development Corp, assisting with grant recommendations to support local small businesses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.