Edward Harris is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with First Citizens Investor Services, Inc., where he has worked since 2019. Prior to this, he spent 19 years at Valic Investment Services Company. 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 a variety of portfolio management solutions and financial planning. The firm’s client process focuses on assessing financial needs, risk tolerance, and time horizon to allocate assets using fundamental, quantitative, and technical analysis.

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® with 21 years of industry experience, currently serving at Independent Financial Partners since 2019. He previously worked at LPL Financial for eight years. Summers also has involvement as a producing agent in the sale and service of fixed insurance products, including life, disability, long-term care, and fixed annuities. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform and provides both discretionary and non-discretionary management options, with notable expertise in retirement-plan advisory and pension consulting services.

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 roles outside the financial industry, such as positions at Dirty Vegan and Outer Banks Brewing Station. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, and charitable organizations. The firm supports its network of over 400 independent advisers with diverse investment approaches and offers both onshore and offshore separately managed accounts.

Ryan Ferguson is a CFP® with 10 years of industry experience, currently with First Citizens Investor Services, Inc. since 2022. He previously worked at LPL Financial LLC and UBS Financial Services Inc. 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 based on financial needs assessment and risk tolerance, utilizing fundamental, quantitative, and technical analysis across various investment vehicles.

John Holding III is a financial advisor with OSAIC Institutions, Inc. based in Raleigh, NC. He holds Series 65 and Series 63 licenses and has 16 years of industry experience. Prior to joining OSAIC Institutions in 2025, he worked at Members Trust Company, SECU-related firms, Principal Securities Inc., and the Holroyd Agency. He previously served as an agent and producer for several life insurance companies, receiving residual commissions from that work. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan support, wrap programs, and access to alternative investments, operating through a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary assets.

Kim Weber is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at First Citizens Investor Services since 2018 and previously was with PNC Investments from 2013 to 2017. First Citizens Investor Services serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm offers a range of advisory and brokerage services, employing fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

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., holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Truist Advisory Services, Suntrust Advisory Services, BB&T Securities, and related entities. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of advisory and brokerage services, including portfolio management, wrap programs, and financial planning. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis to guide investment allocations across multiple asset classes.

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 at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 designations with 20 years of industry experience. He has been with First Citizens Investor Services since 2016. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm offers portfolio management, automated investing platforms, and financial planning, utilizing a client process focused on risk tolerance and financial needs assessments with fundamental, quantitative, and technical analysis.

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.

Nicholas Loeper is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. His prior work includes roles at JP Morgan Securities LLC and First Citizens Investor Services. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services. The firm emphasizes comprehensive client assessments and uses various investment strategies across equities, fixed income, mutual funds, and ETFs.

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 financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and 13 years of industry experience. His career includes four years at PNC Investments before joining First Citizens Investor Services in 2018. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of advisory and brokerage services. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis across various investment products.

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.