Kenneth Earl Burgess Jr.

Sean Irvin is a financial advisor with Simplicity Wealth and holds Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at Bankers Life and Bankers Life Advisory Services. Outside of advisory work, he has experience managing a team of agents and training staff in insurance-related roles. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides advisory services alongside technology and operational support for other advisers through its managed account platform.

Aaron Brown is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Truist and its predecessor firms since 2010. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools for manager selection and ongoing oversight.

Christopher Dorsey is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Advisors, Raymond James Financial Services, Charles Schwab, Edward Jones, and Heritage Wealth Management Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model incorporating technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Ross Vari is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

William Whichard is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2009. Outside his advisory role, he is involved in wealth management through a 50% ownership in Whichard Woolard & Mitchell Wealth Management in Elizabeth City, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations, with clients deciding on implementation through various brokerage or advisory programs.

Michelle Hoff is a financial advisor with Wells Fargo Clearing in Elizabeth City, NC, holding a Series 66 designation and 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Chase Investment Services Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.