Glen Barnes is a financial advisor at Ameritrust Investments of North Carolina, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameritrust since 2012. In addition to his advisory role, Barnes is an independent insurance agent and serves on the volunteer board of the Rockfish Outdoor Center, a church camp where he helps manage planning and finances. Ameritrust Investments of North Carolina, LLC provides discretionary portfolio management primarily to individual clients, managing assets internally with no account minimum. The firm employs a combination of charting, fundamental, technical, and cyclical analysis, utilizing both long-term and short-term trading strategies including options writing, and conducts portfolio reviews at least quarterly.

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.

David Pound is a CFP® professional with 20 years of experience in the financial industry. He has been with Geneos Wealth Management, Inc. since 2006 and operates Nobles Pound Financial Planning since 2011. Pound is also a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of analytic strategies and offers customizable portfolio management alongside access to third-party money managers.

David Nobles Jr. is a financial advisor at Geneos Wealth Management, Inc. in Fayetteville, NC, holding a Series 66 designation with four years of industry experience. He has been associated with Geneos Wealth Management and Nobles Pound Financial Planning throughout his career. In addition to his advisory role, he is a notary public and conducts independent fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm provides financial planning, portfolio management, and referrals to third-party money managers through various platforms, employing a combination of fundamental, technical, and cyclical analysis to accommodate both discretionary and non-discretionary accounts.

David Nobles Sr. is a CFP® with 34 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. and operating Nobles Pound Financial Planning. He holds leadership roles as chairman of the real estate committee and vice president at Cape Fear Industries and serves as a trustee for the United Way Youth Stock Group. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a multifaceted investment approach combining continuous account monitoring, discretionary trading, and various analytic strategies, with customizable portfolios and access to third-party money managers.

Shania Mason is a financial advisor with United Brokerage Services, Inc. She holds a Series 66 designation and has experience beginning in 2026. Prior to joining United Brokerage Services, she was affiliated with Equitable Advisors, LLC and Dillon Burdette. Outside of financial advising, Mason serves as a board member for Miracle Hunger and Trauma Solutions Organization and works as a freelance event planner. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers various managed account programs and emphasizes strategic asset allocation, use of mutual funds and ETFs, individual security selection, and periodic portfolio rebalancing.

Nicholas Rademacher is a CFP® with 14 years of industry experience, currently serving at Geneos Wealth Management, Inc. since 2018. His prior roles include positions at Secu Life Insurance Company, Members Trust Company, and State Employees' Credit Union. Outside of advising, he is a jazz cowboy performer and a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and strategies, combining continuous account monitoring with discretionary trading authority.

David Dutton is a financial advisor at United Brokerage Services, Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Axa Advisors, Llc. Prior to his advisory career, he was employed at Systel Office Automation for three years. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic and tactical asset allocation using mutual funds, ETFs, individual securities, and third-party research, typically offering advice on a non-discretionary basis while allowing discretionary authority through selected managers or programs.

Tim Johnson is a financial advisor at Virtue Capital Management, LLC with 10 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 2019, he worked at USA Financial Securities from 2016 to 2019 and has been president and owner of Tim Johnson & Associates, an insurance and annuity sales business, since 1985. Virtue Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, alongside third-party manager due diligence and sub-advisory services.

Michelle Surita is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 65 and Series 63 licenses and has worked in various roles including positions at Purdue University Global and the Defense Commissary Agency. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined selection process for third-party managers.

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.

Dana Thornton is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and has a background that includes service in the U.S. Army 1st Special Forces Command and a Project Manager certification. Prior to his current advisory role, he worked at First Command Brokerage Services and First Command Insurance Services. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a 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.

Lavonne Sprague is a financial advisor at Truist Advisory Services with three years of industry experience. She holds the Series 66 designation and has worked in various capacities at Truist Advisory Services, Truist Investment Services, D.A. Davidson & Co., Truist Bank, and BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary strategies supported by AI-enabled research and extensive inter-affiliate integration.

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.

Jordan Ethington is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds the Series 66 designation and has worked previously at firms including Wells Fargo Clearing and Fidelity Investments. His background also includes roles outside finance, such as at Uber Technologies, Inc. and involvement with the Boy Scouts of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

William Perry III is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of experience in the financial services industry. He has been with First Command Advisory Services since 2015 and has worked with affiliated firms within the First Command organization since 1998. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized investment management team.

William Carver is a financial advisor with Transamerica Retirement Advisors, LLC in Fayetteville, NC. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior work includes roles at Bank of America Merrill Lynch, Northwestern Mutual, Thrivent Financial, MassMutual, and Guardian Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses Morningstar Investment Management’s proprietary software and model portfolios to provide both discretionary and non-discretionary guidance focused on asset allocation, contribution rates, and retirement planning.

Lance Holtgeerts is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and one year of industry experience. Prior to his advisory role, he served six years in the U.S. Army. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.