Travis O'quinn is a Series 66 credentialed financial advisor with 23 years of industry experience. He is currently with Truist Advisory Services and has previously worked with BB&T Securities, SunTrust Advisory Services, and Truist Investment Services. Outside of his advisory role, he serves as Chair of Finance and Trustee for St. Peter Church, a nonprofit faith-based organization. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Edward Harris is a CFP® with 27 years of industry experience, currently serving at First Citizens Investor Services, Inc. since 2019. His prior experience includes roles at BB&T and Valic Investment Services Company. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, and pension plans. The firm combines client goal assessments with risk- and outcomes-based asset allocation, discretionary management, and third-party managers, supported by integrated banking resources through its affiliation with a bank holding company.

John Eason II is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments, Equitable Advisors, and served in the U.S. Navy Reserve for 15 years. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Benjamin Summers is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Independent Financial Partners, where he has worked since 2019, following eight years at LPL Financial. Summers is also involved in the sale and service of fixed insurance products, including life insurance, disability, long-term care, and annuities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, serving a wide range of clients including individuals, charitable organizations, corporations, and high-net-worth investors.

David Bellia is a financial advisor with Principal Financial Services in Raleigh, NC, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors. He also acts as an insurance agent specializing in life, annuities, disability, long-term care, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. 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.

Sophia Yacobi is a financial advisor at Sanctuary Advisors, LLC with a Series 66 credential and no prior industry experience. Her work history includes diverse roles outside of finance, such as positions at Dirty Vegan and Outer Banks Brewing Station. Sanctuary Advisors, LLC serves individuals, corporations, pension plans, trusts, estates, and charitable organizations through a large network of advisors. The firm offers discretionary and non-discretionary investment solutions, retirement plan advisory services, and access to various managed account platforms.

Ryan Ferguson is a CFP® professional with 10 years of industry experience. He is currently with First Citizens Investor Services, Inc., where he has worked since 2022. Prior to this, he was employed at LPL Financial LLC and UBS Financial Services Inc. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and insurance services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs both strategic and tactical asset-allocation approaches and offers portfolio management through model portfolios, separately managed accounts, and an automated Guided Investing platform.

John Holding III is a financial advisor with OSAIC Institutions, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Members Trust Company, SECU Life Insurance Company, Principal Securities INC, and Holroyd Agency. He has residual commission income from former life insurance agency work with several companies dating back to 2010. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a network of investment adviser representatives, employing a hybrid adviser/broker-dealer model and providing access to alternative investments and lending solutions.

Kim Weber is a financial advisor with First Citizens Investor Services, Inc. in Louisburg, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining First Citizens Investor Services in 2018, she worked at PNC Investments from 2013 to 2017. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a client-centric approach that combines risk- and outcomes-based asset allocation, discretionary management, and third-party managers, supported by technology-driven solutions and tax-aware services.

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.

Todd Tillotson is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Truist Advisory Services, Suntrust Advisory Services, and BB&T Investment Services. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a client goal–based approach using a mix of asset allocation strategies, discretionary management, third-party managers, and technology-driven model portfolios, supported by its affiliation with a bank holding company.

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.

Sumner Parham III is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds Series 63 and Series 66 credentials and has 20 years of industry experience. He has been with First Citizens Investor Services since 2016. First Citizens Investor Services provides investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm employs a mix of strategic and tactical asset-allocation approaches and offers portfolio management, financial planning, and tax-aware services.

Delaney Gibson is a financial advisor with Davenport & Company LLC in Raleigh, NC, holding a Series 66 designation and seven years of industry experience. She has been with Davenport & Company since 2017 and previously worked at NTS Development Company from 2015 to 2017. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, retail brokerage, and financial planning, with investment decisions made by portfolio manager teams supported by a weekly Investment Policy Committee.

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.

Nicholas Loeper is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior work includes roles at JP Morgan Securities LLC and First Citizens Bank. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a client-focused approach combining risk- and outcomes-based asset allocation, discretionary management, and third-party managers, supported by technology-driven model portfolios and tax-aware strategies.

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.

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.

Ricky Sloan is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at First Citizens Investor Services, Inc. since 2018, following four years at PNC Investments. Based in Raleigh, NC, Sloan is part of a firm that serves a diverse client base including individuals, trusts, estates, and business entities. First Citizens Investor Services, Inc. offers investment advisory and brokerage services with a focus on risk- and outcomes-based asset allocation, discretionary management, and tax-aware strategies. The firm is a wholly owned subsidiary of a bank holding company, providing integrated banking resources and unique operational relationships.