Joseph Dillon is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2023. His prior experience includes roles at Curi Wealth Management, SharpVue Capital, and Captrust Financial Advisors. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Clay Jackson is a Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Sanctuary Advisors, LLC since 2019, following previous roles at Bank of America and Merrill. Clay serves as a board member for the NC State Education Assistance Authority and the North Carolina Banking Commission, and he is a partner in the real estate investment firm Fish Hill & Jackson, LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm supports a broad range of investment strategies through more than 400 independent adviser representatives and offers both discretionary and non-discretionary account management.

Christopher Oldham is a financial advisor at Truist Advisory Services in Raleigh, NC, with four years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services since 2021. His prior experience includes roles at Smith Salley & Associates, the Drapers Richards Kaplan Foundation, and Mutualism Investments. 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 analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary strategies, supported by AI-enabled research and a high degree of inter-affiliate coordination.

Amber Vaughn is a Series 66-licensed financial advisor at First Citizens Investor Services, Inc. with three years of industry experience. Prior to joining First Citizens Investor Services, she held roles at Havoc Brewing LLC and Equitable Advisors. Vaughn has also worked in education and community organizations, including Roanoke College and the Salem-Roanoke County Chamber of Commerce. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business entities. The firm offers portfolio management, automated investing platforms, and financial planning, using fundamental, quantitative, and technical analysis to guide investment decisions.

Christopher Baker is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and eight years of industry experience. His prior roles include positions at Carroll Financial Associates, Inc., Prosperity Capital Group, Inc., and Asset Protectors & Advisors Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts and estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment approach that combines passive and active managers and incorporates both quantitative and fundamental research.

Victoria Araj is a CFP® professional with two years of experience in financial advising. She is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Wealthshield Partners, LLC and Envestnet. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.

Philip Rothstein is a CFP®-certified financial advisor at Truist Advisory Services with 21 years of industry experience. His career includes prior roles at Bb&T Securities, BB&T Bank, and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches and employs AI-enabled research tools alongside third-party manager arrangements to support its investment programs.

Kayla Woodard is a financial advisor at Davenport & Company LLC in Raleigh, NC, holding a Series 66 designation with two years of industry experience. Her prior experience includes roles at Edward Jones and a decade-long period of education before entering the financial services field. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and advisory services. Their investment approach involves dedicated portfolio manager teams and a Manager Research team overseeing strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Stephen Shaffer is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at BB&T Investments and Bb&T Securities before joining Truist in 2018. Outside of his advisory role, he is a member of CABINLOT LLC, which manages a family vacation rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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.

Robert Hartinger is a Certified Financial Planner (CFP®) with 14 years of industry experience. He is currently with Sanctuary Advisors, LLC and previously worked at Bank of America and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Outside of his advisory role, he serves on the golf committee for the Riley Rushin Foundation, a nonprofit supporting individuals with disabilities. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm supports a wide range of portfolio management strategies and combines various analytical approaches while acting as a fiduciary under written agreements.

Serena Lester is a CFP® with eight years of industry experience, currently serving as a financial advisor at Truist Advisory Services in Raleigh, NC. Her prior experience includes roles at BB&T Securities and Keystone Financial Partners. 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 combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools in research to support its investment process.

Frederick Hight IV is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63, 65, and 66 licenses and totaling six years of industry experience. His career includes a long tenure at Wells Fargo Bank, NA, from 2001 to 2021, followed by a brief period at Wells Fargo Clearing before joining Truist Advisory Services in 2021. Truist Advisory Services offers 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, including AI-enabled research tools, to support its investment and manager selection processes.

James Shearin is a financial advisor at Davenport & Company LLC in Raleigh, NC, with 33 years of industry experience. He has been with Davenport since 2007 and previously worked at Morgan Stanley. Shearin serves as chairman of the board for StepUp Ministry and is on the board of directors for TLC, a nonprofit supporting people with extreme disabilities. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages a range of strategies through dedicated portfolio management teams and provides both fee-based and commission-based account options.

Robert Dykes is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill from 2015 to 2018. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities, providing advisory and brokerage services through investment advisor representatives and third-party portfolio managers. The firm employs a client process focused on financial needs assessment and diversified investment allocation, offering portfolio management, model portfolios, automated investing platforms, and tax-aware services.

Scott Lord is a CFP® professional with 31 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Kingswood Capital Partners, LLC, WealthShield Partners, LLC, Niagara International Capital Limited, and Principal Financial Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active management with quantitative, momentum, and fundamental analysis.

Thomas Mcgee Jr. is a CFP® with four years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior roles include work at Argent Trust Company, Argent Retirement Plan Advisors, LLC, and Regions Bank. Mcgee holds Series 63 and Series 65 licenses. 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 technology-enabled research and an integrated inter-affiliate network.

Mary Restrepo is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with First Citizens Investor Services since 2012. First Citizens Investor Services provides advisory and brokerage services to individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, automated investing platforms, tax-aware services, and financial planning, focusing on IAR-led assessments to tailor asset allocation strategies.

David Bean is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and three years of industry experience. His prior work includes positions at HomeTrust Bank, OSAIC Institutions, Inc., and Bankers Life Advisory Services. He is involved with Liberty University as a volunteer leadership team member. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes IAR-led financial assessments and uses a combination of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Andrew Hicks is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with three years of industry experience. Before joining First Citizens in 2023, he worked at Morgan Stanley for one year and spent three years at Campbell University School of Osteopathic Medicine. He has also been involved with Hope Community Church for over a decade. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s investment approach includes fundamental, quantitative, and technical analysis, offering portfolio management, wrap programs, model portfolios, and tax-aware services.

Christopher Demarest is a financial advisor with Independent Advisor Alliance, LLC in Raleigh, NC, holding CFP® and Series 66 credentials and bringing 22 years of industry experience. Prior to joining Independent Advisor Alliance in 2017, he worked at LPL Financial and Ameriprise Financial Services, Inc. He does not report other notable business activities outside of his advisory roles. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services such as asset management, financial planning, and retirement plan consulting. The firm employs both discretionary and non-discretionary management strategies and leverages technology platforms to support comprehensive wealth management solutions.