Sean Irvin

Carson Stallings is a financial advisor at First Heartland Consultants, Inc. with 11 years of industry experience. His career includes roles at Woodbury Financial Services and A & A Insurance and Investments, where he is currently involved. He is also a shareholder in When Animals Attack, LLC, a YouTube content creation company. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants, employing a blend of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation. The firm supports its advisors with multiple program options and custodial platforms tailored to client needs.

Robin Caldwell is a financial advisor at Navy Federal Investment Services, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked within various entities affiliated with Navy Federal since 2000. His career has been focused entirely within the Navy Federal financial services network. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs utilizing third-party portfolio managers and offers both layered portfolio solutions and automated ETF investment options.

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.

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.