Robert Lareau is a financial advisor with Truist Advisory Services in Cary, NC, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at Truist Advisory Services and its affiliated entities since 2015, including prior roles at BB&T and its related firms. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and an AI-enabled Equity Research team.

John Swindell is a financial advisor at Truist Advisory Services based in Raleigh, NC, holding a Series 66 designation with 21 years of industry experience. His prior roles include positions at First Citizens Investor Services and First Citizens Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Zachary Ziemba is a Series 66-licensed financial advisor with First Citizens Investor Services, Inc., based in Raleigh, NC. He has four years of industry experience, including prior roles at Credit Union Investment Services, SECU Brokerage Services, and State Employees' Credit Union. Outside of his advisory work, Zachary serves as a board member and director of development for the Applied Data Research Institute, a nonprofit focused on data analytics and systems modeling for sustainable and equitable societal challenges. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm’s client process includes comprehensive needs assessments and employs fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Philip Fried is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior work experience includes positions at Bank of America and Merrill Lynch. Janney Montgomery Scott 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 charitable organizations through a variety of brokerage, financial planning, and advisory services.

Mark Spring is a financial advisor at MAI Capital Management, LLC with 16 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining MAI Capital Management in 2024, he worked at WCG Wealth Advisors, LLC and MML Investors Services LLC. He also has ongoing involvement with Treloar & Heisel, LLC, where he engages in fixed insurance sales and the sale of accident, health, and property & casualty insurance products. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals—including high- and ultra-high-net-worth clients—families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management and asset allocation strategies implemented through a combination of in-house portfolio managers, sub-advisers, and unified managed accounts.

Amy Howell is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked for 15 years at Capital Investment Group, Inc. Outside of her advisory role, Amy is involved in administrative work for a security and fire installation company. First Citizens Investor Services serves a diverse client base, including high-net-worth individuals and institutional entities, offering portfolio management, brokerage services, and financial planning with a client-focused approach that integrates fundamental, quantitative, and technical analysis.

Sachika Motamarri is a financial advisor at TIAA-CREF with three years of industry experience. She holds the Series 66 designation and has worked at TIAA and UNC Charlotte among other roles. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients frequently connected through TIAA-administered employer retirement plans and operates within a vertically integrated model that includes affiliated fund management and donor-advised fund advisory services.

Dalton Nicely is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and one year of industry experience. He has held roles at several firms including Commonwealth Financial Network and New York Life. Outside of advising, he serves as the head wrestling coach at Anthony Wayne High School. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm employs a client-centered process that incorporates fundamental, quantitative, and technical analysis across a diversified range of investment options.

Reed Ziemianski is a financial advisor at Truist Advisory Services with a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and Equitable Advisors, as well as positions in education at St. Bonaventure University and Kiski Area High School. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary arrangements, supported by integrated inter-affiliate resources and AI-enabled research tools.

Jacob Halsey is a financial advisor with D.A. Davidson & Co. in Cary, NC, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to joining D.A. Davidson, he worked at Fortress Private Ledger and Mullarkey Commercial Real Estate Group and spent ten years as a student. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a specialized Private Wealth program for high-net-worth clients.

Christian Poirier is a Series 66-registered financial advisor at VALIC Financial Advisors with 10 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management from 2014 to 2021. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Stephen Holloman Jr. is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at Fidelity Investments and various positions affiliated with North Carolina State University. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities, offering advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm employs fundamental, quantitative, and technical analysis to allocate across asset classes and provides a range of portfolio management and financial planning services.

Crystal Fulton is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 2016. She also holds a role as a paraplanner at NorthPoint Tax, Wealth & Business Advisory, LLP, where she provides administrative support and analysis. Additionally, she serves on the AssetMark Operations Advisory Board in a non-investment capacity. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for about 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a variety of managed programs and investment strategies.

Jodi Scott is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and bringing one year of industry experience. Her prior experience includes roles at State Farm Investment Management Corp, Edward Jones, and several insurance agencies. Outside of finance, she is an artist who creates original paintings on canvas. 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 IAR-led financial assessments and a combination of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Brian Dennis is a financial advisor at Oppenheimer with 16 years of industry experience. He holds a Series 66 designation and has worked at several firms including Wells Fargo and Bank of America. Outside of his advisory role, he works as a Lyft driver and serves as a basketball tutor. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services with investment strategies tailored through both discretionary and non-discretionary programs.

Ryan Schlick is a financial advisor with PNC Wealth Management, holding Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at Fidelity Investments and various credit union-related firms. Outside of finance, he serves as a certified flight instructor with the Kennebec Flying Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessments and invests via approved model strategies with mutual funds and ETFs.

Jonathan Larose is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with two years of industry experience. His prior work includes roles at NextEra Energy Resources and Fidelity Investments. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with advisory and brokerage services. The firm employs a client-centered process integrating fundamental, quantitative, and technical analysis to manage portfolios composed of equities, fixed income, mutual funds, and ETFs.

Ronald Edwards is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and Aaa. Outside of his advisory role, he is involved with Peachtree Learning Collaborative LLC as a human resources specialist. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, delivering both point-in-time financial plans and optional managed account solutions.

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.

Darisa Paezsantana is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining First Citizens, she worked at Fidelity Investments for five years and held positions at Bank of America, North State Bank, and BB&T. Outside of her advisory role, she is employed at M.S.G. Heating and Air LLC handling payroll and bookkeeping. First Citizens Investor Services serves individuals, pension plans, charitable organizations, and businesses by providing advisory and brokerage services, including portfolio management, automated investing platforms, and financial planning. The firm’s client process involves thorough assessments led by investment adviser representatives, utilizing various analysis methods to allocate across multiple asset classes.