Dustin Thornton is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes positions at Uber, Exchange Bank, Central National Bank, and Kansas State University Federal Credit Union. Outside of advisory services, Dustin and his spouse own rental properties. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm uses a client-focused process involving fundamental, quantitative, and technical analysis to manage portfolios across various asset classes and offers services such as portfolio management, financial planning, and tax-efficient strategies.

Christopher Kriak is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at LPL Financial, Mass Mutual Investors Services, and PNC Investments. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-centered process combining fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

James Hirst is a financial advisor with Prime Capital Financial in Clayton, NC, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Moores Creek Capital Partners, National Asset Management, National Securities Corporation, and Corinthian Partners. He is also involved with CHHSZ Holdings, LLC, the parent company of Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, employing a mix of investment strategies alongside tax planning and consolidated reporting capabilities.

Anna Fagan is a wealth advisor at CWM, LLC with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Wealth Services, LLC, infinex Investments, Inc., and Community Bank of Tri County. In addition to her advisory role, she is also an insurance agent selling life insurance, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, employing model portfolios overseen by an in-house Investment Committee and utilizing various tools and third-party sub-advisors.

Michael Warren is a financial advisor with SPC based in Raleigh, NC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has worked at Parkland Securities since 2014. Outside of his advisory role, Warren is president of First South Financial, Inc., an insurance brokerage, and serves as a trustee for Hayes Barton Baptist Church as well as president of the Needham Broughton High School Caps Club, an athletic booster organization. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers typically tailored, discretionary investment advice through various account programs, with custody and execution services provided through Fidelity/NFS.

Zayvion Cartwright is a financial advisor at Empower Advisory Group in Raleigh, NC, holding Series 66 and Series 63 licenses with three years of industry experience. His prior experience includes roles at Fidelity Investments and State Employees' Credit Union. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

Richard Murray is a financial advisor with Prime Capital Financial in Clayton, NC, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has been with Prime Capital Investment Advisors, LLC since 2018 and previously worked at Corinthian Partners, LLC and National Securities Corporation. Murray is also involved with CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and provides integrated tax and financial administration services through affiliated entities.

Timothy Cowhey is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC. Outside of advisory roles, he was involved with Apex Motorsport LLC for six years. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Deborah Wright is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. She holds Series 63 and Series 65 designations and has seven years of industry experience. Her prior work includes positions at First Citizens Bank, HPW Towne Mortgage, and Caldwell Banker Howard Perry and Walston. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process centered on financial needs assessment and uses a combination of fundamental, quantitative, and technical analysis to allocate assets across various investment types.

Andrew Orr is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. He has held previous roles at Wells Fargo Advisors and Suntrust Advisory Services. Orr is based in Raleigh, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with third-party platform and manager arrangements to deliver its services, including its AMC Advantage manager-selection program.

Joseph Fish is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Outside of his advisory role, he serves as president of a condominium owners association and as a trustee for Calvary Raleigh Church, both positions involving advisory responsibilities related to governance and financial oversight. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent adviser representatives. The firm supports various investment strategies and platforms, acting as a fiduciary when a written advisory agreement is in place.

Kimberly Carstens is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. Her prior roles include positions at USAA Financial Advisors Inc., USAA Investment Management Company, and USAA Financial Planning Services. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs IAR-led assessments and a blend of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Michael Mc Grady is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at LPL Financial and Ameriprise Financial in various capacities. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a large client base and primarily manages non-discretionary assets.

Samuel Welch is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds Series 66 and Series 63 licenses and has three years of industry experience, including prior roles at Fidelity Investments and other organizations. First Citizens Investor Services serves a range of clients including individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services with an investment process that incorporates fundamental, quantitative, and technical analysis across diverse asset classes.

Colton Narron is a financial advisor at PNC Wealth Management with a Series 66 designation and three years of industry experience. His prior roles include positions at Tailwind Investment Partners, Tailwind Capital Distributors, and Kioti Tractor. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments to recommend investment strategies implemented via mutual funds and ETFs.

Andrew Canady is a financial advisor with First Citizens Investor Services, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior work includes roles at First Citizens Bank and SunTrust Bank. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities, offering a range of advisory and brokerage services including portfolio management, wrap programs, and financial planning. The firm employs a client process focused on assessing financial needs and risk tolerance to allocate assets across various investment vehicles using multiple analytical approaches.

Theresa Harris is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with 26 years of industry experience. She has been with First Citizens Investor Services since 2008. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm employs a client process based on financial needs assessments and applies various analytical methods to allocate investments across multiple asset classes.

Andrea Stewart is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 65 and Series 63 licenses. She has three years of industry experience and previously worked at Carolina Commercial LLC, PNC Bank, and Colony Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, model portfolios, and financial planning, utilizing assessments of client needs and multiple forms of analysis to allocate investments across various asset classes.

Zachary Tart is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Kovitz Investment Group Partners, Wells Fargo Advisors, and Sabal Trust Company. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various asset types.

Levente Zsuppan is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He currently works at Truist Advisory Services and has prior experience with Bessemer Trust and PNC Investments. He serves as a board member for CASA, a nonprofit organization focused on providing affordable housing for homeless, veterans, and low-income individuals in his community. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with consulting services and uses advanced technology and inter-affiliate resources to support its investment programs.