Andrew Sparrow is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds Series 63 and Series 66 licenses and has three years of industry experience. He has also worked at First Citizens Bank since 2011. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm employs a client-focused process driven by financial needs assessments and utilizes fundamental, quantitative, and technical analyses in portfolio management across various asset classes.

David Carper Jr. is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 66 and Series 63 licenses with four years of industry experience. His prior work includes positions at First Citizens Bank, Synvous, BB&T, and Honest Solutions. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led assessments and employs fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes.

Adam Fletcher is a financial advisor with TLG Advisors, Inc. in Raleigh, NC, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. He has worked with The Leaders Group, Inc. since 2020 and Nationwide Advisory Services from 1999 to 2020. In addition to his advisory role, he serves as president of Fletcher Insurance Group, overseeing its insurance and financial services operations. TLG Advisors, Inc. 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 monitoring using fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, and it offers both sub-advised account management and a direct-to-consumer digital program called Starlight Portfolios.

Raymond Peterson III is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds Series 65 and Series 66 registrations and has worked at Truist and its predecessor firms since 2011, including Sterling Capital Management LLC. Peterson serves as a board member for North Carolina Adapted Sports, a nonprofit organization offering programs for athletes with physical disabilities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and inter-affiliate integration across its affiliated entities.

Michael Warren is a financial advisor with SPC based in Raleigh, NC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has worked at Parkland Securities since 2014. Outside of his advisory role, Warren is president of First South Financial, Inc., an insurance brokerage, and serves as a trustee for Hayes Barton Baptist Church as well as president of the Needham Broughton High School Caps Club, an athletic booster organization. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers typically tailored, discretionary investment advice through various account programs, with custody and execution services provided through Fidelity/NFS.

Zayvion Cartwright is a financial advisor at Empower Advisory Group in Raleigh, NC, holding Series 66 and Series 63 licenses with three years of industry experience. His prior experience includes roles at Fidelity Investments and State Employees' Credit Union. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

David Walters is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with First Citizens since 2021 and previously spent eight years with Wells Fargo Advisors and its related entities. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities by providing advisory and brokerage services through registered representatives and third-party portfolio managers. The firm employs a client-centered process involving assessments of financial needs, risk tolerance, and time horizon, utilizing fundamental, quantitative, and technical analysis to allocate investments across various asset classes.

Amy Boyd is a CFP® professional with eight years of industry experience. She has worked at Mercer Global Advisors Inc. since 2022 and previously was with Wrenn Financial Strategies, Inc. and operated as a self-employed advisor. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and features globally diversified, risk-appropriate portfolios with multi-factor tilts, utilizing a range of implementation options and emphasizing tax management and regular rebalancing.

Andrew Bass is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 designation and two years of industry experience. Before joining Truist Advisory Services, he worked as a Truist Banker for nine years and spent one year at Dick Sporting. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms like Envestnet to support its advisory programs.

Richard Murray is a financial advisor with Prime Capital Financial in Clayton, NC, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has been with Prime Capital Investment Advisors, LLC since 2018 and previously worked at Corinthian Partners, LLC and National Securities Corporation. Murray is also involved with CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and provides integrated tax and financial administration services through affiliated entities.

Timothy Cowhey is a CFP® with 11 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His prior work includes eight years at Buckingham Strategic Wealth, LLC, a year at Morgan Stanley, and involvement with Apex Motorsport LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, using a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Jonathan Shimer is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as a financial advisor and partner at Vigilant Financial, operating under Kestra Investment Services since 2005. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, and investment advice supported by due diligence and a broad selection of management platforms and third-party solutions.

Hayden Lewis is a financial advisor with First Citizens Investor Services, Inc. based in Raleigh, NC, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at several entities within the First Citizens group, including First Citizens Asset Management and First Citizens Bank, as well as Fidelity Investments and State Employees' Credit Union. 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 IARs and third-party Portfolio Managers. The firm’s investment approach involves IAR-led assessments and a mix of fundamental, quantitative, and technical analysis to allocate assets across equities, fixed income, mutual funds, and ETFs.

Deborah Wright is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. She holds Series 63 and Series 65 designations and has seven years of industry experience. Her prior work includes positions at First Citizens Bank, HPW Towne Mortgage, and Caldwell Banker Howard Perry and Walston. 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 centered on financial needs assessment and uses a combination of fundamental, quantitative, and technical analysis to allocate assets across various investment types.

Andrew Orr is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. He has held previous roles at Wells Fargo Advisors and Suntrust Advisory Services. Orr is based in Raleigh, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with third-party platform and manager arrangements to deliver its services, including its AMC Advantage manager-selection program.

Stephen Kanoy is a financial advisor at First Citizens Investor Services, Inc. with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Truist Advisory Services, BB&T, and related entities. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, focusing on client assessments and diversified investment strategies.

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.

Douglas Foreman is a financial advisor at First Citizens Investor Services, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at U.S. Bancorp, MUFG, and Bank of America. 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 to manage portfolios using a variety of investment vehicles and offers services including financial planning and tax-aware investing.

Ezekiel Powell is a CFP® and ChFC® affiliated with First Citizens Investor Services, Inc. in Raleigh, NC, with four years of industry experience. His prior roles include positions at Fidelity Investments, Valic Financial Advisors, and Thrivent Financial. Outside of his advisory work, he provides janitorial services at a local church as an independent contractor. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and businesses, offering advisory and brokerage services. The firm employs a client-centered process combining fundamental, quantitative, and technical analysis to manage investments across various asset classes.