Adrian Orozco is a financial advisor at First Citizens Investor Services, Inc. with four years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at BB&T (now Truist) and First Citizens Bank. Outside of his advisory role, he co-manages a rental property with his spouse. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and business entities. The firm’s investment approach includes comprehensive client assessments and employs fundamental, quantitative, and technical analysis across various asset classes, offering services such as portfolio management, financial planning, and tax-aware strategies.

David Mallory is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and 23 years of industry experience. He has been with First Citizens Investor Services since 2003. 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 utilizes a client-focused process led by investment advisor representatives, applying fundamental, quantitative, and technical analysis across various investment vehicles.

Samuel Bryant is a financial advisor at First Citizens Investor Services, Inc. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining First Citizens, he worked at World 50 Inc. for nine years and spent a year at Bryant & Ivie, PLLC. First Citizens Investor Services, Inc. offers advisory and brokerage services to a range of clients including individuals, pension plans, charitable organizations, and businesses. The firm employs a client process centered on financial needs and risk assessments, utilizing fundamental, quantitative, and technical analysis to manage portfolios across various asset types.

Kevin Tamson is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 27 years of experience. He has been with First Citizens Investor Services since 1999. 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/business entities. The firm uses a client-centered process focused on financial needs assessment and diversified asset allocation, offering portfolio management, wrap programs, model portfolios, and tax-aware services.

Carrie Pedersen is a financial advisor at First Citizens Investor Services, Inc. with 10 years of industry experience. She holds Series 66 and Series 63 designations and previously worked at The Fidelity Bank and LPL Financial. Outside of her advisory role, she serves on the finance committee of St. Andrews Presbyterian Church in Raleigh, NC. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-centered process using fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes.

John Corcoran is a financial advisor with First Citizens Investor Services, Inc. He holds Series 65 and Series 63 credentials and has two years of industry experience. Prior to joining First Citizens in 2024, he worked at CrossCountry Mortgage and spent nine years in full-time education. 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 emphasizes IAR-led financial assessments and employs a mix of fundamental, quantitative, and technical analysis to allocate investments across equities, fixed income, mutual funds, and ETFs.

Michael Taylor is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 credential with seven years of industry experience. His prior roles include positions at First-Citizens Bank & Trust Company, Bank of America, Merrill, Edward Jones, and Murphy Family Ventures. He serves on the Board of Directors for the University of North Carolina Wilmington Seahawk Club, assisting in organizational decision making for their athletic student aid initiatives. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm’s investment process integrates fundamental, quantitative, and technical analysis, offering a range of portfolio management solutions and financial planning tailored to varied client needs.

Austin Houser is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds the Series 65 and Series 63 licenses. His prior work includes roles at Appalachian State University, University of North Carolina Greensboro, and Fifth Third Bank. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage services. The firm offers multiple program types via its Passageway Managed Account platform, combining third-party portfolio management with various investment strategies.

Jocelyn Mc Bride is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 65 designations and eight years of industry experience. Her career includes roles at Truist Investment Services and its predecessor firms, dating back to 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Noah Fitzgerald is a financial advisor at TLG Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has worked previously at MWA Financial Services Inc. and Modern Woodmen of America. Outside of his advisory role, Fitzgerald coaches junior varsity offensive line football, applying his collegiate football experience to player development. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, charitable organizations, businesses, and institutional investors, offering investment supervisory services, portfolio management, financial and estate planning, and ERISA fiduciary services. Its approach combines fundamental analysis and Modern Portfolio Theory, delivering advice through independent advisors and sub-advisors, including a direct-to-consumer platform called Starlight Portfolios.

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.

Kimberly Loftin is a financial advisor with OSAIC Institutions, Inc. in Raleigh, NC, holding Series 65 and Series 63 licenses and with seven years of industry experience. Her prior work includes roles at Thrivent Financial, First Citizens Bank, Principal Life Insurance Company, Edward Jones, and First Federal Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser and broker-dealer structure.

Andrew Kutner is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior work includes roles at Wells Fargo Bank, NA and Wells Fargo Clearing Services, LLC since 2021, as well as Pruco Securities, LLC and Axa Advisors, LLC earlier in his career. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary investment approaches supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

James Newman is a financial advisor with Lincoln Investment in Raleigh, NC, holding a Series 66 license and 19 years of industry experience. He has been with Lincoln Investment since 2007, after a brief tenure at Edward Jones. Outside of his advisory role, Newman is involved in managing a wholesale pet food distribution business inherited from his father and serves as a partner at The Cardinal Group of NC, where he focuses on wealth management and life insurance services. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management team that constructs strategic model portfolios and uses third-party managers to tailor solutions.

Michael York is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 25 years of industry experience and has been with Independent Advisor Alliance since 2015, concurrently serving with LPL Financial since 2012. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm provides both discretionary and non-discretionary portfolio management and utilizes a network model that integrates technology platforms and access to third-party managers.

Adam Fletcher is a financial advisor with TLG Advisors, Inc. in Raleigh, NC, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. He has worked with The Leaders Group, Inc. since 2020 and Nationwide Advisory Services from 1999 to 2020. In addition to his advisory role, he serves as president of Fletcher Insurance Group, overseeing its insurance and financial services operations. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, and it offers both sub-advised account management and a direct-to-consumer digital program called Starlight Portfolios.

Raymond Peterson III is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds Series 65 and Series 66 registrations and has worked at Truist and its predecessor firms since 2011, including Sterling Capital Management LLC. Peterson serves as a board member for North Carolina Adapted Sports, a nonprofit organization offering programs for athletes with physical disabilities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and inter-affiliate integration across its affiliated entities.