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.

Jacqueline Williams is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Raleigh, NC, holding Series 66 and Series 63 licenses. She has 12 years of industry experience, including prior roles at Fidelity Investments and First Citizens. Williams has been with Fifth Third Securities and FIFTH THIRD BANK since 2019. Fifth Third Securities serves a diverse client base, including individual, high-net-worth, and institutional investors, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and sponsors the Passageway Managed Account Program, which features strategies such as mutual funds, ETFs, SMAs, tax overlays, and direct indexing.

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 19 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is involved with Providence Financial Solutions, a financial services business. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, and corporations. The firm offers a range of investment programs that combine model portfolios and manager-driven strategies, with a significant portion of assets managed on a non-discretionary basis.

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.

Addison Lin is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Truist Investment Services in 2025, Addison held positions at First Citizens Bank and First Citizens Investor Services and worked at North Carolina State University and Saint Stephens High School. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

John Irby IV is a financial advisor at Janney Montgomery Scott in Raleigh, NC, with 38 years of industry experience. He has been with Janney Montgomery Scott since 2016 and holds Series 63 and Series 65 licenses. Janney Montgomery Scott LLC is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Neil Firth is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and nine years of industry experience. He previously worked at Merrill for 15 years before joining First Citizens in 2016. Outside of his advisory role, he serves as the Treasurer on the Parent Board for the Cape Fear Center of Inquiry, a charter school, and operates a small online business selling collectible items. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, and institutional entities. The firm integrates bank affiliation resources with a range of portfolio management options, utilizing fundamental, quantitative, and technical analysis alongside technology-driven model portfolios and tax-aware strategies.

Robert Dickinson is a CFP® professional with 30 years of experience in the financial services industry. He has been with First Citizens Investor Services, Inc. since 2010. The firm provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, charitable organizations, pension plans, and businesses. First Citizens Investor Services combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, leveraging its affiliation with a bank holding company to offer integrated banking resources alongside portfolio management and financial planning services.

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.

Jacob Rudy is a financial advisor at Cerity Partners LLC in Raleigh, NC, holding a Series 65 credential. He has experience with firms including Cook Wealth, LLC and CapTrust, and previously held various roles at Liberty University. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Carson Shepherd is a financial advisor at Truist Advisory Services with three years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Truist, his background includes roles at Altria and the University of Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Stephen Selema is a financial advisor with VOYA Financial Advisors, Inc. in Raleigh, NC, holding a Series 66 designation and bringing 20 years of industry experience. He has been with VOYA since 2014. Outside of his advisory role, he is also active as a musician, performing live and earning income through digital sales and royalties. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse range of clients, including individuals, charitable organizations, and corporations. The firm offers a variety of investment programs combining model portfolios and manager-driven sleeves, delivering both discretionary and non-discretionary guidance.

William Abbott is a CFP® with nine years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. He previously worked at Bank of America, N.A. and Merrill before joining Sanctuary Wealth. Abbott is involved with First Tee of the Triangle as a Young Professional Executive, assisting in coaching youth golf and teaching life lessons. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm operates through a large network of independent advisors and offers a range of discretionary and non-discretionary investment solutions tailored to client goals.

Michael Holloway is a CFP® with 20 years of industry experience and is currently affiliated with Cerity Partners LLC. He previously worked at Cook Wealth Management Group, LLC and LPL Financial. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation and manager selection strategies supported by proprietary quantitative screens, and offers access to alternative and private-market investments.

Chad Weatherman is a Certified Financial Planner® with 11 years of industry experience, currently serving at Mariner Wealth Advisors since 2023. His prior roles include positions at Beacon Pointe Advisors, DMJ Wealth Advisors, and Millennial Wealth Design. Mariner Wealth Advisors serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to provide customized portfolio solutions and maintains integrated tax and accounting services uncommon for a firm of its size.

Shawn Will is a financial advisor with Principal Financial Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Principal Securities Inc. since 2016 and has also worked with Principal Life Insurance Company since 2013. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Gregory Weiss is a financial advisor at First Citizens Investor Services, Inc. with 26 years of industry experience. He holds the Series 66 designation and has been with First Citizens Investor Services since 2003. Outside of his advisory role, he is a partner in Weiss Property Holdings, LLC, which buys and manages real estate. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs strategic and tactical asset-allocation approaches and offers portfolio management through model portfolios, separately managed accounts, and an automated Guided Investing platform.

Jacob Hollifield is a financial advisor with Fifth Third Securities, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at Fifth Third Bank, Best Buy, Yogurt Mountain, and North Carolina State University. Outside of his advisory work, he engages in freelance photography. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers access to a variety of managed account programs via the Passageway platform, combining third-party portfolio management with customizable investment strategies.