Joseph Fish is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Outside of his advisory role, he serves as president of a condominium owners association and as a trustee for Calvary Raleigh Church, both positions involving advisory responsibilities related to governance and financial oversight. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent adviser representatives. The firm supports various investment strategies and platforms, acting as a fiduciary when a written advisory agreement is in place.

Kimberly Carstens is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. Her prior roles include positions at USAA Financial Advisors Inc., USAA Investment Management Company, and USAA Financial Planning Services. 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 IAR-led assessments and a blend of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Samuel Welch is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds Series 66 and Series 63 licenses and has three years of industry experience, including prior roles at Fidelity Investments and other organizations. First Citizens Investor Services serves a range of clients including individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services with an investment process that incorporates fundamental, quantitative, and technical analysis across diverse asset classes.

Colton Narron is a financial advisor at PNC Wealth Management with a Series 66 designation and three years of industry experience. His prior roles include positions at Tailwind Investment Partners, Tailwind Capital Distributors, and Kioti Tractor. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments to recommend investment strategies implemented via mutual funds and ETFs.

Andrew Canady is a financial advisor with First Citizens Investor Services, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior work includes roles at First Citizens Bank and SunTrust Bank. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities, offering a range of advisory and brokerage services including portfolio management, wrap programs, and financial planning. The firm employs a client process focused on assessing financial needs and risk tolerance to allocate assets across various investment vehicles using multiple analytical approaches.

Theresa Harris is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with 26 years of industry experience. She has been with First Citizens Investor Services since 2008. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm employs a client process based on financial needs assessments and applies various analytical methods to allocate investments across multiple asset classes.

Andrea Stewart is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes roles at First Citizens Bank, Carolina Commercial LLC, PNC Bank, and Colony Bank. 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 a client process focused on assessing financial needs, risk tolerance, and time horizon, using fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Zachary Tart is a financial advisor with Focus Partners Wealth, LLC in Raleigh, NC, holding Series 63 and Series 65 designations and 10 years of industry experience. His career includes roles at Kovitz Investment Group Partners, Wells Fargo Advisors, Sabal Trust Company, and USAA Financial Planning Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies along with third-party managers and private funds.

Levente Zsuppan is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He currently works at Truist Advisory Services and has prior experience with Bessemer Trust and PNC Investments. He serves as a board member for CASA, a nonprofit organization focused on providing affordable housing for homeless, veterans, and low-income individuals in his community. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with consulting services and uses advanced technology and inter-affiliate resources to support its investment programs.

John Ashley is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Truist Investment Services in 2022, he worked as an attorney at Emery D. Ashley and spent time at Atkinson Milling Company and Campbell University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary and non-discretionary manager relationships supported by a range of third-party platforms and research tools.

Faye Sprye is a financial advisor at Davenport & Company LLC in Raleigh, NC, holding Series 63, Series 65, and Series 66 credentials with 40 years of industry experience. She has been with Davenport & Company since 2000. Outside of her advisory role, Sprye serves as the fundraising chair on the executive board of United Community Ministries, a nonprofit organization. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services through dedicated portfolio manager teams and an Investment Policy Committee.

Samuel Rodgman is a financial advisor with Truist Advisory Services based in Raleigh, NC. He holds the Series 63 and Series 66 licenses and has four years of industry experience. His prior firms include Edelman Financial Engines and Fidelity Brokerage Services LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Willis Smith II is a financial advisor at TLG Advisors, Inc. with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Leaders Group Inc and Barry, Evans, Josephs & Snipes. He is also involved as a producer in insurance sales and servicing through Glenwood Capital LLC. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring, offering both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

Andrew Reynolds is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining First Citizens in 2023, he worked at PNC Investments and PNC Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm offers a range of investment solutions including portfolio management, wrap programs, and automated guided investing, focusing on assessments led by investment advisor representatives to tailor strategies across multiple asset classes.

Craig Shively is a financial advisor with First Citizens Investor Services, Inc., holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His work history includes multiple roles at First Citizens Investor Services and First Citizens Bank, as well as positions at Wells Fargo and Allstate. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led financial assessments and utilizes fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

David Rakestraw is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. He has held roles at Truist and its predecessor firms since 2005, including BB&T Securities and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate resources, to manage client portfolios and fiduciary responsibilities.

Arjun Aggarwal is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

Aminata Magassouba Miller is a financial advisor at Wells Fargo Clearing in Raleigh, NC, holding Series 65 and Series 63 licenses. She has been with Wells Fargo Bank and its affiliates since 2022 and has prior work experience at Walmart Stores and the Orange Group Franchise. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Riley Harshbarger is a financial advisor with Edward Jones in Raleigh, NC, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2017 and previously held roles outside the financial sector at Abercrombie & Fitch and Jimmy John's. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Austin Poythress is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Equitable Advisors since 2016 and was previously with AXA Advisors, LLC. He also operates a business under the name Legacy Wealth Strategies. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions delivered through a large network of Investment Adviser Representatives.