Dean Channell is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Truist Advisory Services since 2021 and prior to that held positions at Bb&T Securities, LLC and Scott & Stringfellow, Inc. He is based in Raleigh, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through both discretionary manager relationships and non-discretionary consulting.

Murat Kaptanoglu is a Certified Financial Planner® (CFP®) with 30 years of industry experience. He currently serves as an advisor with Independent Advisor Alliance, LLC and has prior experience at LPL Financial and Ameriprise Financial Services, Inc. He is involved in several investment-related business entities, including Lipson, Williams, Perry & Kaptanoglu, LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management alongside various analytical techniques and technology platforms.

Mark Spring is a financial advisor at MAI Capital Management, LLC with 16 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining MAI Capital Management in 2024, he worked at WCG Wealth Advisors, LLC and MML Investors Services LLC. He also has ongoing involvement with Treloar & Heisel, LLC, where he engages in fixed insurance sales and the sale of accident, health, and property & casualty insurance products. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals—including high- and ultra-high-net-worth clients—families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management and asset allocation strategies implemented through a combination of in-house portfolio managers, sub-advisers, and unified managed accounts.

Sachika Motamarri is a financial advisor at TIAA-CREF with three years of industry experience. She holds the Series 66 designation and has worked at TIAA and UNC Charlotte among other roles. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients frequently connected through TIAA-administered employer retirement plans and operates within a vertically integrated model that includes affiliated fund management and donor-advised fund advisory services.

Blake Manley is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Truist Advisory Services and has held positions at Truist Investment Services, Bb&T Securities, LLC, and Scott & Stringfellow, Inc. He is based in Raleigh, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches.

Delaney Gibson is a financial advisor with Davenport & Company LLC in Raleigh, NC, holding a Series 66 designation and eight years of industry experience. She has been with Davenport & Company since 2017 and previously worked at NTS Development Company. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s advisory division offers separately managed accounts, model delivery, financial planning, and other programs, supported by dedicated portfolio teams and a manager research group.

Adam Brown is a financial advisor with Principal Financial Services in Raleigh, NC, holding a Series 66 designation and 22 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2005. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jacob Halsey is a financial advisor with D.A. Davidson & Co. in Cary, NC, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to joining D.A. Davidson, he worked at Fortress Private Ledger and Mullarkey Commercial Real Estate Group and spent ten years as a student. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a specialized Private Wealth program for high-net-worth clients.

Jason Bowie is a financial advisor with Principal Financial Services in Raleigh, NC, holding the CFP®, ChFC®, and Series 66 designations. He has 23 years of industry experience, including over two decades with Principal Life Insurance and Principal Securities Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Brian Dennis is a financial advisor at Oppenheimer with 16 years of industry experience. He holds a Series 66 designation and has worked at several firms including Wells Fargo and Bank of America. Outside of his advisory role, he works as a Lyft driver and serves as a basketball tutor. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services with investment strategies tailored through both discretionary and non-discretionary programs.

Ryan Schlick is a financial advisor with PNC Wealth Management, holding Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at Fidelity Investments and various credit union-related firms. Outside of finance, he serves as a certified flight instructor with the Kennebec Flying Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessments and invests via approved model strategies with mutual funds and ETFs.

Albert Wheeler is a financial advisor at Janney Montgomery Scott with Series 63 and Series 66 designations and 56 years of industry experience. He has been with Janney Montgomery Scott since 1982. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

John Irby V is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has worked previously at Coleman Research and Fast Lane US. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutional sponsors, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Lauren Mossburg is a CFP® with six years of industry experience, currently advising clients at Janney Montgomery Scott in Raleigh, NC. Her prior experience includes roles at Truist Investment Services and Truist Advisory Services. Outside of financial services, she has worked with Solidcore and held positions in both corporate and educational settings. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including high-net-worth individuals, families, trusts, and institutional clients, offering a range of brokerage, financial planning, and advisory services.

Angel Nieves Alicea is a financial advisor with First Command Advisory Services in Cary, NC, holding a Series 66 designation and one year of industry experience. Prior to joining First Command, he has served in various roles including at Telus International AI and the United States Army Reserve. He is also an Army Reservist and operates Virtual XP Tours LLC, a business providing web design, graphic design, digital marketing, and panoramic photography services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers who select model portfolios and third-party managers from approved lists.

Aaron Harris is a financial advisor with VOYA Financial Advisors, Inc. in Raleigh, NC, holding a Series 66 designation and 20 years of industry experience. He has been with VOYA Financial Advisors since 2014. Harris is also involved with Providence Financial Solutions, a separate financial services business focused on insurance and investment products. VOYA Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides financial planning, portfolio management, and consulting services through a variety of program structures, primarily emphasizing non-discretionary, recommendation-based advice.

Jason Deshayes is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. His prior work includes roles at Cook Wealth Management Group LLC, Elliott Davis, PLLC, the Association of International Certified Professional Accountants, and Butler and Company CPA's PC. Outside of his advisory work, he serves as treasurer on the boards of the Ronald McDonald House and Trinity School of Durham & Chapel Hill, and he is a council member of the NC Bar Association Small Firm and Tech Council. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on customized, diversified portfolios and access to alternative and private-market investments.

John Irby IV is a financial advisor with Janney Montgomery Scott in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2016. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients including high-net-worth individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and various advisory programs.

Kelly Forrester is a Series 66-licensed financial advisor with Janney Montgomery Scott, based in Raleigh, NC. She has 23 years of industry experience, all of which has been with Janney Montgomery Scott since 2006. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, high-net-worth clients, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Andrea Hardy is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds the CFP® and ChFC® designations and has worked at firms including MassMutual Life Insurance Company and MML Investors Services LLC. Hardy serves as a general board member of the Triangle Women in Golf Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.