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President:
Steven B. Long, Esq.
Williams Mullen
3200 Beechleaf Court
Raleigh, NC 27619
(919) 981-4085
slong@williamsmullen.com
Vice President and Membership Chair:
Denise S. Prince, CMFC, CRPS, QKA
Vice President/Consultant
BB&T Institutional Services
Branch Banking and Trust Company
434 Fayetteville Street, 14th Floor
Raleigh, NC 27601
(919) 716-9080
DSPrince@BBandT.com
Immediate Past President:
Gregory A. Morrison, CMFC, CRSP
Senior Vice President and
State Trust Manager
BB&T Institutional Services
Branch Banking and Trust Company
434 Fayetteville Street Mall, 14th Floor, Raleigh, NC 27601
(919) 716-9064
Mobile: (919) 417-7770
gmorrison@bbandt.com
Treasurer:
J. Mark Livingston, CPA, CPIM
Hughes Pittman & Gupton, LLP
1500 Sunday Drive, Ste. 300
Raleigh, NC 27607
(919) 232-5909
jmlivingston@hpg.com
Chief Operations Officer:
C. Clayton Christian
Hughes Pittman & Gupton, LLP
1500 Sunday Drive, Ste. 300
Raleigh, NC 27607
(919) 232-5934
ccchristian@hpg.com
Other Members:
Lynn Abed
BB&T
434 Fayetteville St, 8th Floor
Raleigh, NC 27601
(919) 716-9057
cregister@bbandt.com
Julie Alford
Mercer
100 North Tryon St, Suite 3400
Charlotte, NC 28202
(704) 805-7425
julie.alford@mercer.com
Bryan Bickley
Scott Benefit Services
4700 Falls of Neuse Rd, ste 320
Raleigh, NC 27609
(919) 844- 0640
bbickley@scottins.com
Shannon Bradsher
Financial Directions Group, Inc
5001 Weston Parkway, ste 200
Cary, NC 27513
sbradsher@financialdirections.com
(919) 678-8429
Suzanne Brooks
Branch Banking & Trust Company
434 Fayetteville Street Mall, 8th Floor
Raleigh, NC 27601
sgbrooks@bbandt.com
Doris C. Brown
Thomas Knight Trent King & Company
3400 Croasdaile Dr
Durham, NC 27705
(919) 383-8585
dbrown@tktk.com
L. Michelle Bumgarner, MBA, CEBS
Vice President
BB&T Institutional Trust
(919) 716-9442
Fax (919) 821-4526
mbumgarner@BBandT.com
Nancy L. Campbell
Hughes Pittman & Gupton, LLP
1500 Sunday Drive, Ste. 300
Raleigh, NC 27607
(919) 232-5927
nmcampbell@hpg.com
John R. Cella, Jr., Esq.
Manning, Fulton & Skinner, P.A.
3605 Glenwood Avenue, Suite 500
Raleigh, North Carolina 27612
(919) 787-8880
jcella@manningfulton.com
Terri L. Cook
Silverstein & Cook, P.A.
4020 WestChase Blvd., Suite 325
Raleigh, NC 27607
(919) 829-3811
tcook@silvercooklaw.com
Christopher V. Conway
Vice President
First Citizens Bank
Manager, Corporate Benefits
4300 Six Forks Rd.
Raleigh, NC 27609
(919) 716-2835
chris.conway@firstcitizens.com
Holly D. Crumpler
Deloitte Tax LLP
150 Fayetteville Street Mall, Suite 1800
Raleigh, NC 27601
(919) 546-8158
hcrumpler@deloitte.com
Kathy Davis
Vice President, Institutional Services Compliance Group
BB&T
434 Fayetteville St, 14th Floor
Raleigh, NC 27601
(919) 716-9045
kdavis@bbandt.com
Russ Fuller, FSA, MAAA
Senior Vice President
Aon Consulting
2300 Rexwoods Drive, Suite 200
Raleigh, North Carolina 27607
(919) 786-6263
russ_fuller@aon.com
Dara Y. Haney
Consultant and Vice President
Institutional Services, BB&T
434 Fayetteville Street Mall, 14th Floor
Raleigh, NC 27601
(919) 716-9065
dhaney@bbandt.com
Craig Harris
Vice President
Aon Consulting
2300 Rexwoods Drive, Suite 200, Raleigh NC, 27607
(919) 786-6226
craig_c_harris@aon.com
Marcus Harris
Attorney at Law
Poyner Spruill, LLP
PO Box 1801
Raleigh, NC 27602
(919)-783-2933
cmharris@poynerspruill.com
Dana E. Hartis, CPA
Stancil & Company
4909 Windy Hill Drive
Raleigh, NC 27609
(919) 872-1260
dhartis@stancilcpa.com
Jamie Hinkle
Smith, Anderson Law Firm
P.O. Box 2611
Raleigh, NC 27602-2611
(919) 821-6686
jhinkle@smithlaw.com
Marcy Hobart
Retirement Analyst, VP, CEBS
First Citizens Bank
4300 Six Forks Road
Raleigh, NC 27609
(919) 716-2799
Marcy.Hobart@FirstCitizens.com
Sherry Jones
Stancil & Co
4909 Windy Hill Dr
Raleigh, NC 27609
(919) 872-1260
sjones@stancilcpa.com
Peter Josselyn
Vice President & Director of Advisor Services
Qualified Retirement Plan Services
2724 Discovery Drive, Suite 100 Raleigh, NC 27616
(919) 602-8664
peterj@qrps.com
Chip Jurgensen, CFP
Vice President
Financial Planning Advisor
Chip@RJ20.com
877-438-7520
Ted N. Kazaglis
Attorney at Law
Jackson Lewis LLP
1400 Crescent Green, Suite 320
Cary, NC 27518
919.854.0044 | Main
919.854.0908 | Fax
mailto:kazaglis@jacksonlewis.com
Blaine Laverick, CEBS, CRPS, CLU, ChFC, CMS
Vice President, Executive Retirement Group
Principal Financial Group
4141 Parklake Ave, Ste 400
Raleigh, NC 27617
919-881-1620
919-656-5324 cell
Laverick.Blaine@principal.com
Rob Krieg, JD, GBA
Hill, Chesson & Woody
Employee Benefit Services
194 Finley Golf Course Rd
Suite 200
Chapel Hill, NC 27517
(919) 403-1986
rkrieg@hcwbenefits.com
Deborah Lee, CRSP, CMFC
Assistance Vice President/EB Balforward Team Leader
Branch Banking & Trust Company
EB Administration & Operations
434 Fayetteville Street Mall, 8th Floor
Raleigh, NC 27601
(919)716-9350
dlee@BBandT.com
Judi K. Leonard, CMFC, CRSP
Vice President
BB&T Institutional Trust Services
434 Fayetteville Street, 14th Floor
Raleigh, NC 27601
(919) 716-9059
jleonard@bbandt.com
Kathleen Fox Lockhart
Kilpatrick Stockton LLP
3737 Glenwood Avenue, Suite 400
Raleigh, North Carolina 27612
(919) 420-1738
klockhart@kilpatrickstockton.com
Diana Mason
Scott Benefit Services
4700 Falls of Neuse Rd, ste 320
Raleigh, NC 27609
(919) 844- 5654
dmason@scottins.com
Rebecca Mayle-Tyndall
Financial Directions Group, Inc
5001 Weston Parkway, ste 200
Cary, NC 27513
(919) 678-0007
Caryn Coppedge McNeill
Partner
Smith Anderson Law Firm
P.O. Box 2611
Raleigh, NC 27602-2611
(919) 821-1220
cmcneill@smithlaw.com
Allyson Nealis, CRPS, CMFC, QPA
BB&T
Asst VP/Team Leader
434 Fayetteville St. 8th Floor
Raleigh, NC 27601
(919)-716-9459
Kate Paradise
Poyner & Spruill
(919) 783-2886
kparadise@poynerspruill.com
S. Perkinson
Kilpatrick Stockton, LLP
3737 Glenwood Ave, Ste 400
Raleigh, NC 27612
(919) 788-1664
sperkinson@kilpatrickstockton.com
Fred Peterson, FSA, NAAA
Vice President
Aon Consulting
2300 Rexwoods Dr, Suite 200
Raleigh, NC 27607
(919)-786-6261
fred_a_peterson@aon.com
R. Kevin Peterson
BB&T
Institutional Services Compliance
434 Fayetteville Street, 29th Floor
Raleigh, NC 27601
(919) 716-9195
kpeterson@bbandt.com
Paul Pratto
Financial Advisor
Morgan Stanley Smith Barney
2501 Blue Ridge Rd, suite 190
Raleigh, NC 27607
919-788-1122
paul.pratto@morganstanley.com
Sean T. Ruehl
CERTIFIED FINANCIAL PLANNER TM
RJ20
Quality Financial Planning, Budget Minded Pricing www.rj20.com
877-438-7520 w.
877-438-7520 f.
919-949-9709 c.
Cindy Register
BB&T
Institutional Services Compliance
434 Fayetteville St, 8th Floor
Raleigh, NC 27601
(919) 716-9057
cregister@bbandt.com
Martha L. Sewell
Kilpatrick Stockton LLP
3737 Glenwood Avenue, Suite 400
Raleigh, North Carolina 27612
(919) 420-1781
msewell@kilpatrickstockton.com
Carol K. Silverstein
Silverstein & Cook, P.A.
4020 WestChase Blvd., Suite 325
Raleigh, NC 27607
(919) 829-3811
csilverstein@silvercooklaw.com
David Smith
Financial Directions Group, Inc
5001 Weston Parkway, ste 200
Cary, NC 27513
James Sotell
Comperio Retirement Consulting Inc
6320 Quadrangle Drive, Suite 310
Chapel Hill, NC 27517
(919) 401-3500 ext 103
jsotell@comperiorc.com
Lori Spivey
Financial Directions Group, Inc
5001 Weston Parkway, ste 200
Cary, NC 27513
lspivey@financialdirections.com
(919) 678-0007
Clint Syvinski, CPA
Thomas Knight Trent King & Company
(919) 383-8585
csyvinski@tktk.com
Cheryl Tarditi
First Citizens Bank
4300 Six Forks Rd
Raleigh, NC 27609
(919) 716-2676
cheryl.tarditi@firstcitizens.com
Mark S. Thomas
Attorney
Maupin Taylor, P.A.
3200 Beechleaf Court, Suite 500
Raleigh, NC 27604
(919) 981-4025
mthomas@maupintaylor.com
George S. Wallace III
Financial Advisor
Wallace, Regner & Wallace Group of Merrill Lynch
150 Fayetteville St. Suite 2000
(919) 829-2030
george_wallace@ml.com
Melissa Weaver
Attorney at Law
107 Ginger Wood Lane
Cary, NC 27518
ph: 919.858.5195
fax: 919.858.5196
mhweaver@nc.rr.com
Craig B. Wheaton
Partner
Kilpatrick Stockton LLP
3737 Glenwood Avenue, Suite 400
Raleigh, North Carolina 27612
(919) 420-1721
cwheaton@kilpatrickstockton.com
Henry White, CPA
Partner
Stancil & Company
4909 Windy Hill Drive
Raleigh, NC 27609
919-872-1260
HWhite@stancilcpa.com
Teresa White
Capital Bank
333 Fayetteville St
Raleigh, NC 27601
(919) 645-6425
twhite@capitalbank-nc.com
Amy Wicker
Benefits Consultant
Milliman, Inc.
1500 Pinecroft Road, Suite 123
Greensboro, NC 27407
(336)856-6001
amy.wicker @milliman.com
Nate Wicker
Accountant
Stancil & Co., CPAs
4909 Windy Hill Drive
Raleigh, NC 27609
(919) 872-1260, ext 112
nwicker@stancilcpa.com
Steve Wyatt. FSA, MAAA
Senior Vice President
Aon Consulting
2300 Rexwoods Dr, Suite 200
Raleigh, NC 27607
(919)-786-6260
steve_a_wyatt@aon.com