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.

Joseph Harris is a financial advisor at Rauch Advisory LLC in Fayetteville, NC, holding a Series 65 designation. He joined Rauch Advisory and White Horse Financial, Inc. in 2026 and has prior experience with the John Locke Foundation as well as roles in higher education and instructional companies. Rauch Advisory LLC provides tailored investment advice, asset management, financial planning, and retirement-plan consulting primarily to individual and high-net-worth clients. The firm manages approximately $44.6 million across about 153 clients and offers a range of services including discretionary asset allocation and educational rollover support.

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.

Alexander Oliver is a financial advisor with Credit Union Investment Services, holding a Series 66 designation and one year of industry experience. He has worked with several affiliates of State Employees' Credit Union, including SECU Brokerage Services and SECU Life Insurance Company, where he serves as an insurance agent. Oliver’s background also includes roles outside finance, such as at Fayetteville State University and in retail and food service. Credit Union Investment Services serves individual investors and trust clients in North Carolina by providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, with salaried advisors who offer recommendations while clients retain final decision-making authority.

Jeffrey Gollehon is a financial advisor with Virtue Capital Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including prior roles at Horter Investment Management and his own firm, JG Financial Consulting, where he continues as owner. His other business activities include the sale and service of fixed insurance products such as fixed life insurance, fixed annuities, and health insurance. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets through about 90 advisors for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and retirement education, employing strategic and model-driven investment approaches primarily through mutual funds and ETFs.

Danielle Gollehon is a financial advisor at Virtue Capital Management, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Thompson Greenspon and within academic settings at Ohio State University and George Washington University. In addition to her advisory role, she is involved with JG Financial Consulting, assisting in the sales and marketing of fixed life insurance, fixed annuities, and health insurance products, and plans to provide paid tax preparation services as a CPA. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans, offering portfolio management, financial planning, third-party manager due diligence, and client education. The firm employs a combination of active tactical, strategic, and dynamic investment strategies alongside quantitative analysis and model-based portfolio construction.

Michael Conley is a CFP® professional with 11 years of industry experience, currently affiliated with Credit Union Investment Services. He has held roles at Members Trust Company, Collinite Wax Corporation, SECU Life Insurance Company, and State Employees’ Credit Union, where he has worked for 20 years. Outside his advisory work, he provides customer service for Collinite Wax Corporation. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost index funds and ETFs, and operates within a credit-union ecosystem as a subsidiary of State Employees’ Credit Union.

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.

Darrall Murchison is a financial advisor at Credit Union Investment Services with Series 63 and Series 65 licenses and three years of industry experience. He has held roles at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. His activities include providing financial advisory services to credit union members and serving as an insurance agent. Credit Union Investment Services serves individual investors and trust clients 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.

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, holding a Series 66 designation and ten years of industry experience. His career includes multiple tenures at Private Advisor Group and LPL Financial, alongside service in the United States Army. He is based in Aberdeen, North Carolina. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

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 at OSAIC with 24 years of industry experience. He previously worked for FSC Securities Corporation for 17 years before joining OSAIC in 2023. In addition to his advisory role, he is involved in selling life, health, and disability insurance as well as annuities. OSAIC serves a diverse client base including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, employing various tools and platforms to construct portfolios that include a wide range of asset classes and investment strategies.

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.

Brad Currie is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked with firms including Waddell & Reed Inc and various insurance carriers prior to joining LPL Financial. Outside of his advisory role, he assists with operational tasks at Currie Insurance, a family-owned business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from LPL Research and third-party providers.

Joy Wicker is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 24 years of industry experience. Her prior roles include positions at LPL Financial, Wells Fargo Advisors, and Wells Fargo Clearing. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

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.