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.

Andrew Bass is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 designation and two years of industry experience. Before joining Truist Advisory Services, he worked as a Truist Banker for nine years and spent one year at Dick Sporting. 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 with non-discretionary consulting and uses third-party platforms like Envestnet to support its advisory programs.

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® with 11 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His prior work includes eight years at Buckingham Strategic Wealth, LLC, a year at Morgan Stanley, and involvement with Apex Motorsport LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, using a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Jonathan Shimer is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as a financial advisor and partner at Vigilant Financial, operating under Kestra Investment Services since 2005. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, and investment advice supported by due diligence and a broad selection of management platforms and third-party solutions.

Hayden Lewis is a financial advisor with First Citizens Investor Services, Inc. based in Raleigh, NC, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at several entities within the First Citizens group, including First Citizens Asset Management and First Citizens Bank, as well as Fidelity Investments and State Employees' Credit Union. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business entities, offering advisory and brokerage services through IARs and third-party Portfolio Managers. The firm’s investment approach involves IAR-led assessments and a mix of fundamental, quantitative, and technical analysis to allocate assets across equities, fixed income, 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.

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.

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 63 and Series 65 licenses and four years of industry experience. Her prior work includes roles at First Citizens Bank, Carolina Commercial LLC, PNC Bank, and Colony Bank. 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 process focused on assessing financial needs, risk tolerance, and time horizon, using fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Azrealle Mcclain is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for TD Ameritrade for seven years before joining Truist in 2023. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and integrated inter-affiliate services.

Zachary Tart is a financial advisor with Focus Partners Wealth, LLC in Raleigh, NC, holding Series 63 and Series 65 designations and 10 years of industry experience. His career includes roles at Kovitz Investment Group Partners, Wells Fargo Advisors, Sabal Trust Company, and USAA Financial Planning Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies along with third-party managers and private funds.

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.

Eric Patterson is a CFP® professional with over 12 years of industry experience. He previously worked at Paradigm Life for 12 years before joining Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions focused on long-term portfolio returns and savings rates within plan lineups selected by plan sponsors.

Nicholas Biron is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Truist Advisory Services and related firms since 2015. Outside of his advisory role, he is involved with Extreme Sport Outfitters LLC, a business he has been associated with since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research tools and inter-affiliate integration features.