Aon Consulting
Russ Fuller, FSA, MAAA
Senior Vice President
Aon Consulting
2300 Rexwoods Dr. Suite 200
Raleigh, NC 27607
(919) 786-6263
russ_fuller@aon.com
Senior Vice President
Aon Consulting
2300 Rexwoods Dr. Suite 200
Raleigh, NC 27607
(919) 786-6263
russ_fuller@aon.com
Craig Harris
Vice President
Aon Consulting
2300 Rexwoods Dr. Suite 200
Raleigh, NC 27607
(919) 786-6226
craig_c_harris@aon.com
Vice President
Aon Consulting
2300 Rexwoods Dr. Suite 200
Raleigh, NC 27607
(919) 786-6226
craig_c_harris@aon.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
Vice President
Aon Consulting
2300 Rexwoods Dr. Suite 200
Raleigh, NC 27607
(919) 786-6261
fred_a_peterson@aon.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
Senior Vice President
Aon Consulting
2300 Rexwoods Dr. Suite 200
Raleigh, NC 27607
(919) 786-6260
steve_a_wyatt@aon.com
BB&T
Lynn Abed
BB&T
434 Fayetteville St. 8th Floor
Raleigh, NC 27601
(919) 716-9057
cregister@bbandt.com
BB&T
434 Fayetteville St. 8th Floor
Raleigh, NC 27601
(919) 716-9057
cregister@bbandt.com
Suzanne Brooks
BB&T
434 Fayetteville St. 8th Floor
Raleigh, NC 27601
sgbrooks@bbandt.com
BB&T
434 Fayetteville St. 8th Floor
Raleigh, NC 27601
sgbrooks@bbandt.com
L. Michelle Bumgarner, MBA,
CEBS
Vice President
BB&T Institutional Trust
(919) 716-9442 - Work
(919) 821-4526 - Fax
mbumgarner@bbandt.com
Vice President
BB&T Institutional Trust
(919) 716-9442 - Work
(919) 821-4526 - Fax
mbumgarner@bbandt.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
Vice President, Institutional Services Compliance Group
BB&T
434 Fayetteville St. 14th Floor
Raleigh, NC 27601
(919) 716-9045
kdavis@bbandt.com
Dara Y. Haney
Consultant and Vice President
Institutional Services, BB&T
434 Fayetteville St. 14th Floor
Raleigh, NC 27601
(919) 716-9065
dhaney@bbandt.com
Consultant and Vice President
Institutional Services, BB&T
434 Fayetteville St. 14th Floor
Raleigh, NC 27601
(919) 716-9065
dhaney@bbandt.com
Deborah Lee, CRSP, CMFC
Assistance Vice President/EB Balforward Team Leader
BB&T
EB Administration & Operations
434 Fayetteville St. 8th Floor
Raleigh, NC 27601
(919) 716-9350
dlee@bbandt.com
Assistance Vice President/EB Balforward Team Leader
BB&T
EB Administration & Operations
434 Fayetteville St. 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 St. 14th Floor
Raleigh, NC 27601
(919) 716-9059
jleonard@bbandt.com
Vice President
BB&T Institutional Trust Services
434 Fayetteville St. 14th Floor
Raleigh, NC 27601
(919) 716-9059
jleonard@bbandt.com
Gregory A. Morrison, CMFC,
CRSP
Senior Vice President and State Trust Manager
BB&T Institutional Services
Branch Banking and Trust Company
434 Fayetteville St. 14th Floor
Raleigh, NC 27601
(919) 716-9064 - Work
(919) 417-7770 - Cell
gmorrison@bbandt.com
Senior Vice President and State Trust Manager
BB&T Institutional Services
Branch Banking and Trust Company
434 Fayetteville St. 14th Floor
Raleigh, NC 27601
(919) 716-9064 - Work
(919) 417-7770 - Cell
gmorrison@bbandt.com
Allyson Nealis, CRPS, CMFC,
QPA
BB&T
Asst VP/Team Leader
434 Fayetteville St. 8th Floor
Raleigh, NC 27601
(919) 716-9459
BB&T
Asst VP/Team Leader
434 Fayetteville St. 8th Floor
Raleigh, NC 27601
(919) 716-9459
R. Kevin Peterson
BB&T
Institutional Services Compliance
434 Fayetteville St. 29th Floor
Raleigh, NC 27601
(919) 716-9195
kpeterson@bbandt.com
BB&T
Institutional Services Compliance
434 Fayetteville St. 29th Floor
Raleigh, NC 27601
(919) 716-9195
kpeterson@bbandt.com
Denise S. Prince, CMFC,
CRPS, QKA
Vice President/Consultant
BB&T Institutional Services
Branch Banking and Trust Company
434 Fayetteville St. 14th Floor
Raleigh, NC 27601
(919) 716-9080
dsprince@bbandt.com
Vice President/Consultant
BB&T Institutional Services
Branch Banking and Trust Company
434 Fayetteville St. 14th Floor
Raleigh, NC 27601
(919) 716-9080
dsprince@bbandt.com
Cindy Register
BB&T
Institutional Services Compliance
434 Fayetteville St. 8th Floor
Raleigh, NC 27601
(919) 716-9057
cregister@bbandt.com
BB&T
Institutional Services Compliance
434 Fayetteville St. 8th Floor
Raleigh, NC 27601
(919) 716-9057
cregister@bbandt.com
Capital Bank
Teresa White
Capital Bank
333 Fayetteville St.
Raleigh, NC 27601
(919) 645-6425
twhite@capitalbank-nc.com
Capital Bank
333 Fayetteville St.
Raleigh, NC 27601
(919) 645-6425
twhite@capitalbank-nc.com
Comperio Retirement Consulting Inc.
James Sotell
Comperio Retirement Consulting Inc
6320 Quadrangle Drive Suite 310
Chapel Hill, NC 27517
(919) 401-3500 ext. 103
jsotell@comperiorc.com
Comperio Retirement Consulting Inc
6320 Quadrangle Drive Suite 310
Chapel Hill, NC 27517
(919) 401-3500 ext. 103
jsotell@comperiorc.com
Deloitte Tax LLP
Holly D. Crumpler
Deloitte Tax LLP
150 Fayetteville St. Suite 1800
Raleigh, NC 27601
(919) 546-8158
hcrumpler@deloitte.com
Deloitte Tax LLP
150 Fayetteville St. Suite 1800
Raleigh, NC 27601
(919) 546-8158
hcrumpler@deloitte.com
Financial Directions Group, Inc.
Shannon Bradsher
Financial Directions Group, Inc
5001 Weston Pkwy. Suite 200
Cary, NC 27513
(919) 678-8429
sbradsher@financialdirections.com
Financial Directions Group, Inc
5001 Weston Pkwy. Suite 200
Cary, NC 27513
(919) 678-8429
sbradsher@financialdirections.com
Rebecca Mayle-Tyndall
Financial Directions Group, Inc
5001 Weston Pkwy. Suite 200
Cary, NC 27513
(919) 678-0007
Financial Directions Group, Inc
5001 Weston Pkwy. Suite 200
Cary, NC 27513
(919) 678-0007
David Smith
Financial Directions Group, Inc
5001 Weston Pkwy. Suite 200
Cary, NC 27513
Financial Directions Group, Inc
5001 Weston Pkwy. Suite 200
Cary, NC 27513
Lori Spivey
Financial Directions Group, Inc
5001 Weston Pkwy. Suite 200
Cary, NC 27513
(919) 678-0007
lspivey@financialdirections.com
Financial Directions Group, Inc
5001 Weston Pkwy. Suite 200
Cary, NC 27513
(919) 678-0007
lspivey@financialdirections.com
First Citizens Bank
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
Vice President
First Citizens Bank
Manager, Corporate Benefits
4300 Six Forks Rd.
Raleigh, NC 27609
(919) 716-2835
chris.conway@firstcitizens.com
Marcy Hobart
Retirement Analyst, VP, CEBS
First Citizens Bank
4300 Six Forks Rd.
Raleigh, NC 27609
(919) 716-2799
marcy.hobart@firstCitizens.com
Retirement Analyst, VP, CEBS
First Citizens Bank
4300 Six Forks Rd.
Raleigh, NC 27609
(919) 716-2799
marcy.hobart@firstCitizens.com
Cheryl Tarditi
First Citizens Bank
4300 Six Forks Rd.
Raleigh, NC 27609
(919) 716-2676
cheryl.tarditi@firstcitizens.com
First Citizens Bank
4300 Six Forks Rd.
Raleigh, NC 27609
(919) 716-2676
cheryl.tarditi@firstcitizens.com
Hill, Chesson & Woody
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
Hill, Chesson & Woody
Employee Benefit Services
194 Finley Golf Course Rd. Suite 200
Chapel Hill, NC 27517
(919) 403-1986
rkrieg@hcwbenefits.com
Hughes Pittman & Gupton, LLP
Nancy L. Campbell
Hughes Pittman & Gupton, LLP
1500 Sunday Dr. Suite 300
Raleigh, NC 27607
(919) 232-5927
nmcampbell@hpg.com
Hughes Pittman & Gupton, LLP
1500 Sunday Dr. Suite 300
Raleigh, NC 27607
(919) 232-5927
nmcampbell@hpg.com
C. Clayton Christian
Hughes Pittman & Gupton, LLP
1500 Sunday Dr. Suite 300
Raleigh, NC 27607
(919) 232-5934
ccchristian@hpg.com
Hughes Pittman & Gupton, LLP
1500 Sunday Dr. Suite 300
Raleigh, NC 27607
(919) 232-5934
ccchristian@hpg.com
J. Mark Livingston, CPA, CPIM
Hughes Pittman & Gupton, LLP
1500 Sunday Dr. Suite 300
Raleigh, NC 27607
(919) 232-5909
jmlivingston@hpg.com
Elana O'Neill
Hughes Pittman & Gupton, LLP
1500 Sunday Dr. Suite 300
Raleigh, NC 27607
(919) 232-5996
eoneill@hpg.com
Hughes Pittman & Gupton, LLP
1500 Sunday Dr. Suite 300
Raleigh, NC 27607
(919) 232-5909
jmlivingston@hpg.com
Elana O'Neill
Hughes Pittman & Gupton, LLP
1500 Sunday Dr. Suite 300
Raleigh, NC 27607
(919) 232-5996
eoneill@hpg.com
Jackson Lewis LLP
Ted N. Kazaglis
Attorney at Law
Jackson Lewis LLP
1400 Crescent Green Suite 320
Cary, NC 27518
(919) 854-0044 - Work
(919) 854-0908 - Fax
kazaglis@jacksonlewis.com
Attorney at Law
Jackson Lewis LLP
1400 Crescent Green Suite 320
Cary, NC 27518
(919) 854-0044 - Work
(919) 854-0908 - Fax
kazaglis@jacksonlewis.com
Kilpatrick Stockton LLP
S. Perkinson
Kilpatrick Stockton, LLP
3737 Glenwood Ave. Suite 400
Raleigh, NC 27612
(919) 788-1664
sperkinson@kilpatrickstockton.com
Kilpatrick Stockton, LLP
3737 Glenwood Ave. Suite 400
Raleigh, NC 27612
(919) 788-1664
sperkinson@kilpatrickstockton.com
Martha L. Sewell
Kilpatrick Stockton LLP
3737 Glenwood Ave. Suite 400
Raleigh, NC 27612
(919) 420-1781
msewell@kilpatrickstockton.com
Kilpatrick Stockton LLP
3737 Glenwood Ave. Suite 400
Raleigh, NC 27612
(919) 420-1781
msewell@kilpatrickstockton.com
Manning, Fulton & Skinner, P.A.
John R. Cella, Jr., Esq.
Manning, Fulton & Skinner, P.A.
3605 Glenwood Ave. Suite 500
Raleigh, NC 27612
(919) 787-8880
jcella@manningfulton.com
Manning, Fulton & Skinner, P.A.
3605 Glenwood Ave. Suite 500
Raleigh, NC 27612
(919) 787-8880
jcella@manningfulton.com
Maupin Taylor, P.A.
Mark S. Thomas
Attorney
Maupin Taylor, P.A.
3200 Beechleaf Ct. Suite 500
Raleigh, NC 27604
(919) 981-4025
mthomas@maupintaylor.com
Attorney
Maupin Taylor, P.A.
3200 Beechleaf Ct. Suite 500
Raleigh, NC 27604
(919) 981-4025
mthomas@maupintaylor.com
Melissa Weaver
Melissa Weaver
Attorney at Law
107 Ginger Wood Lane
Cary, NC 27518
(919) 858-5195 - Work
(919) 858-5196 - Fax
mhweaver@nc.rr.com
Attorney at Law
107 Ginger Wood Lane
Cary, NC 27518
(919) 858-5195 - Work
(919) 858-5196 - Fax
mhweaver@nc.rr.com
Mercer
Julie Alford
Mercer
100 North Tryon St. Suite 3400
Charlotte, NC 28202
(704) 805-7425
julie.alford@mercer.com
Mercer
100 North Tryon St. Suite 3400
Charlotte, NC 28202
(704) 805-7425
julie.alford@mercer.com
Milliman, Inc.
Amy Wicker
Benefits Consultant
Milliman, Inc.
1500 Pinecroft Rd. Suite 123
Greensboro, NC 27407
(336) 856-6001
amy.wicker@milliman.com
Benefits Consultant
Milliman, Inc.
1500 Pinecroft Rd. Suite 123
Greensboro, NC 27407
(336) 856-6001
amy.wicker@milliman.com
Morgan Stanley
Paul Pratto
Financial Advisor
Morgan Stanley Smith Barney
2501 Blue Ridge Rd. Suite 190
Raleigh, NC 27607
(919) 788-1122
paul.pratto@morganstanley.com
Financial Advisor
Morgan Stanley Smith Barney
2501 Blue Ridge Rd. Suite 190
Raleigh, NC 27607
(919) 788-1122
paul.pratto@morganstanley.com
Poyner Spruill, LLP
Marcus Harris
Attorney at Law
Poyner Spruill, LLP
PO Box 1801
Raleigh, NC 27602
(919) 783-2933
cmharris@poynerspruill.com
Attorney at Law
Poyner Spruill, LLP
PO Box 1801
Raleigh, NC 27602
(919) 783-2933
cmharris@poynerspruill.com
Kate Paradise
Poyner & Spruill
(919) 783-2886
kparadise@poynerspruill.com
Poyner & Spruill
(919) 783-2886
kparadise@poynerspruill.com
Principal Financial Group
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 - Work
(919) 656-5324 - Cell
laverick.blaine@principal.com
Vice President, Executive Retirement Group
Principal Financial Group
4141 Parklake Ave, Ste 400
Raleigh, NC 27617
(919) 881-1620 - Work
(919) 656-5324 - Cell
laverick.blaine@principal.com
Qualified Retirement Plan Services
Peter Josselyn
Vice President & Director of Advisor Services
Qualified Retirement Plan Services
2724 Discovery Dr. Suite 100
Raleigh, NC 27616
(919) 602-8664
peterj@qrps.com
Vice President & Director of Advisor Services
Qualified Retirement Plan Services
2724 Discovery Dr. Suite 100
Raleigh, NC 27616
(919) 602-8664
peterj@qrps.com
RJ20
Chip Jurgensen, CFP
Vice President
Financial Planning Advisor
chip@rj20.com
(877) 438-7520
Vice President
Financial Planning Advisor
chip@rj20.com
(877) 438-7520
Sean T. Ruehl
Certified Financial Planner TM
RJ20
Quality Financial Planning, Budget Minded Pricing
(877) 438-7520 - Work
(877) 438-7520 - Fax
(919) 949-9709 - Cell
Certified Financial Planner TM
RJ20
Quality Financial Planning, Budget Minded Pricing
(877) 438-7520 - Work
(877) 438-7520 - Fax
(919) 949-9709 - Cell
Scott Benefit Services
Bryan Bickley
Scott Benefit Services
4700 Falls of Neuse Rd. Suite 320
Raleigh, NC 27609
(919) 844-0640
bbickley@scottins.com
Scott Benefit Services
4700 Falls of Neuse Rd. Suite 320
Raleigh, NC 27609
(919) 844-0640
bbickley@scottins.com
Diana Mason
Scott Benefit Services
4700 Falls of Neuse Rd. Suite 320
Raleigh, NC 27609
(919) 844-5654
dmason@scottins.com
Scott Benefit Services
4700 Falls of Neuse Rd. Suite 320
Raleigh, NC 27609
(919) 844-5654
dmason@scottins.com
Silverstein & Cook, P.A.
Terri L. Cook
Silverstein & Cook, P.A.
4020 WestChase Blvd. Suite 325
Raleigh, NC 27607
(919) 829-3811
tcook@silvercooklaw.com
Silverstein & Cook, P.A.
4020 WestChase Blvd. Suite 325
Raleigh, NC 27607
(919) 829-3811
tcook@silvercooklaw.com
Carol K. Silverstein
Silverstein & Cook, P.A.
4020 WestChase Blvd. Suite 325
Raleigh, NC 27607
(919) 829-3811
csilverstein@silvercooklaw.com
Silverstein & Cook, P.A.
4020 WestChase Blvd. Suite 325
Raleigh, NC 27607
(919) 829-3811
csilverstein@silvercooklaw.com
Smith Anderson Law Firm
Jamie Hinkle
Smith Anderson Law Firm
P.O. Box 2611
Raleigh, NC 27602-2611
(919) 821-6686
jhinkle@smithlaw.com
Kathleen Fox Lockhart
Smith Anderson Law Firm
P.O. Box 2611
Raleigh, NC 27602-2611
(919) 821-1220
klockhart@smithlaw.com
Smith Anderson Law Firm
P.O. Box 2611
Raleigh, NC 27602-2611
(919) 821-6686
jhinkle@smithlaw.com
Kathleen Fox Lockhart
Smith Anderson Law Firm
P.O. Box 2611
Raleigh, NC 27602-2611
(919) 821-1220
klockhart@smithlaw.com
Caryn Coppedge McNeill
Partner
Smith Anderson Law Firm
P.O. Box 2611
Raleigh, NC 27602-2611
(919) 821-1220
cmcneill@smithlaw.com
Craig B. Wheaton
Partner
Smith Anderson Law Firm
P.O. Box 2611
Raleigh, NC 27602-2611
(919) 821-1220
cwheaton@smithlaw.com
Partner
Smith Anderson Law Firm
P.O. Box 2611
Raleigh, NC 27602-2611
(919) 821-1220
cmcneill@smithlaw.com
Craig B. Wheaton
Partner
Smith Anderson Law Firm
P.O. Box 2611
Raleigh, NC 27602-2611
(919) 821-1220
cwheaton@smithlaw.com
Stancil & Company
Dana E. Hartis, CPA
Stancil & Company
4909 Windy Hill Drive
Raleigh, NC 27609
(919) 872-1260
dhartis@stancilcpa.com
Stancil & Company
4909 Windy Hill Drive
Raleigh, NC 27609
(919) 872-1260
dhartis@stancilcpa.com
Sherry Jones
Stancil & Company
4909 Windy Hill Dr
Raleigh, NC 27609
(919) 872-1260
sjones@stancilcpa.com
Stancil & Company
4909 Windy Hill Dr
Raleigh, NC 27609
(919) 872-1260
sjones@stancilcpa.com
Henry White, CPA
Partner
Stancil & Company
4909 Windy Hill Drive
Raleigh, NC 27609
(919) 872-1260
HWhite@stancilcpa.com
Partner
Stancil & Company
4909 Windy Hill Drive
Raleigh, NC 27609
(919) 872-1260
HWhite@stancilcpa.com
Nate Wicker
Accountant
Stancil & Company
4909 Windy Hill Drive
Raleigh, NC 27609
(919) 872-1260 ext. 112
nwicker@stancilcpa.com
Accountant
Stancil & Company
4909 Windy Hill Drive
Raleigh, NC 27609
(919) 872-1260 ext. 112
nwicker@stancilcpa.com
Thomas Knight Trent King & Company
Doris C. Brown
Thomas Knight Trent King & Company
3400 Croasdaile Dr
Durham, NC 27705
(919) 383-8585
dbrown@tktk.com
Thomas Knight Trent King & Company
3400 Croasdaile Dr
Durham, NC 27705
(919) 383-8585
dbrown@tktk.com
Clint Syvinski, CPA
Thomas Knight Trent King & Company
(919) 383-8585
csyvinski@tktk.com
Thomas Knight Trent King & Company
(919) 383-8585
csyvinski@tktk.com
Wallace, Regner & Wallace Group of Merrill Lynch
George S. Wallace III
Financial Advisor
Wallace, Regner & Wallace Group of Merrill Lynch
150 Fayetteville St. Suite 2000
Raleigh, NC 27601
(919) 829-2030
george_wallace@ml.com
Financial Advisor
Wallace, Regner & Wallace Group of Merrill Lynch
150 Fayetteville St. Suite 2000
Raleigh, NC 27601
(919) 829-2030
george_wallace@ml.com
Williams Mullen
Steven B. Long, Esq.
Williams Mullen
3200 Beechleaf Court
Raleigh, NC 27619
(919) 981-4085
slong@williamsmullen.com
Richard A. Rogers, Jr.
Wyrick Robbins Yates & Ponton LLP
4101 Lake Boone Trail
Suite 300
Raleigh, NC 27607
(919) 781-4000 ext 3058
rrogers@wyrick.com
Williams Mullen
3200 Beechleaf Court
Raleigh, NC 27619
(919) 981-4085
slong@williamsmullen.com
Wyrick Robbins Yates & Ponton LLP
Richard A. Rogers, Jr.
Wyrick Robbins Yates & Ponton LLP
4101 Lake Boone Trail
Suite 300
Raleigh, NC 27607
(919) 781-4000 ext 3058
rrogers@wyrick.com