Wanda Cooper is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked with Capital Investment Group, Inc. since 1997. Outside of her advisory role, she serves on the board of Camp Kerr Lake - Shiloh Family Ministry, where she participates in teaching and family activities. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions, offering tailored investment solutions through a range of strategies and third-party managers.

Steven Colford is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC, holding Series 65 and Series 63 designations and 21 years of industry experience. His background includes roles at Ascensus, LPL Financial, TIAA-CREF, Wells Fargo Clearing, and Prudential Equity Group. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients, including individuals, trusts, municipalities, and institutions. The firm employs global multi-asset class model portfolios and combines fundamental, quantitative, and technical analysis in its discretionary investment management approach.

Kurt Hollar is a financial advisor at Verity Asset Management with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with multiple entities under the Verity name since 1997. His prior experience includes work with The Leaders Group DBA Simplicity Investments and Verity Investments, Inc. Verity Asset Management is an SEC-registered investment adviser serving individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment approach focused on tactical asset allocation across diverse asset classes, offering discretionary portfolio management, retirement-plan advisory, and financial planning services.

Kenyon Allman is a financial advisor with Level Four Advisory Services who holds Series 63 and Series 65 licenses and has 45 years of industry experience. His prior work includes roles at Mid-Atlantic Securities, Inc. and Raymond James & Associates. He serves as co-trustee for the Diane and Robert Allman Revocable Trusts and the R&D Family LP. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base and offers fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services.

Mitchell Ludwig is a CFP® professional with seven years of industry experience, currently associated with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA. His prior work includes roles at OSAIC, FSC, Wealthcare Capital Management LLC, and The Family Firm. He is also involved as an Associate Partner in Carolina Wealth Partners, a marketing entity based in Raleigh, NC. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent Investment Adviser Representatives and employs a mix of custodians and third-party managers to implement client strategies.

Jennifer Ploehn is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Truist and its predecessor entities since 2008. Outside of her advisory work, she is involved as a distributor for weight loss and wellness supplements and as a consultant for fragrance products. 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 utilizes third-party platforms and AI-enabled tools to support investment decisions.

John Liddicoat is a CFP® with over 32 years of experience in the financial services industry. He has been with First Citizens Investor Services, Inc. since 2017 and previously worked at Saybrus Equity Services, Inc. and Saybrus Partners. Outside of his advisory work, he operates a personal farm where he grows hay and is developing a truffle business. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and businesses, offering advisory and brokerage services with a focus on portfolio management, financial planning, and tax-aware strategies. The firm emphasizes IAR-led client assessments and a combination of fundamental, quantitative, and technical analysis to manage investments.

Katie Peeden is a CFP® professional with 11 years of industry experience, currently affiliated with First Citizens Investor Services, Inc. in Raleigh, NC. Her career includes positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC before joining First Citizens Bank and its investor services division in 2021. 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 businesses. The firm uses a client-focused process to assess financial needs and risk tolerance, employing a range of investment analyses to manage portfolios across various asset classes.

Vernon Russ is a financial advisor at First Citizens Investor Services, Inc. with nine years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Mass Mutual Life Insurance Company, New York Life Insurance Company, and MML Investors Services. Outside of finance, he was involved with The Curious Kitchen from 2015 to 2019. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services through IARs and third-party Portfolio Managers. The firm’s investment approach includes fundamental, quantitative, and technical analysis across various asset classes, with a client process focused on financial assessments led by IARs.

Cynthia Harvard is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked with SunTrust Advisory Services and Sun Trust Investment Services since 2016. Outside of her advisory role, she serves as a board member for the American Red Cross Central NC Chapter and operates a personal online resale business. 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 utilizes a range of discretionary and non-discretionary solutions supported by third-party manager relationships and AI-enabled research tools.

Julie Knight is a CFP® with 15 years of industry experience and is currently an advisor at Janney Montgomery Scott. Her prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. She volunteers with the Estate Planning Council of the Lehigh Valley and is involved as a member and volunteer with Lehigh Valley Aging in Place. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base with brokerage, financial planning, consulting, and advisory programs. The firm combines in-house and third-party portfolio management and offers custody and trustee services through a subsidiary trust company.

Kyle Scott is a financial advisor with Eagle Strategies (NY Life) based in Raleigh, NC. He holds the ChFC® designation and has four years of industry experience. Prior to his current role, he worked at firms including NYLIFE Securities LLC and New York Life Insurance Co. Outside of advising, he is the owner of KTNDJE Publishing and has authored a book titled *Killing Chaos: Making Relationship Decisions That Lead to Less Drama*. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple program types, with the majority of its assets managed on a non-discretionary basis.

Whitney H Ill is a CFP® professional with three years of industry experience, currently serving at Creative Planning. Prior to joining Creative Planning, Whitney worked at Collective Wealth Partners and GRID 202 Partners. Outside of financial advising, Whitney is involved in entrepreneurial ventures including ownership in an ecommerce business and a quick-service restaurant franchise. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base ranging from individuals to institutions. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, tax-loss harvesting, and selective private market exposure while managing approximately $295.6 billion in client assets.

Kenneth Wilson is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior experience includes nearly a decade at Bb&T and related entities before joining First Citizens in 2020. Outside of his advisory work, he is a co-owner of MSK Farms LLC and MSK Adventures LLC, which are personal family business ventures. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and corporate entities, offering portfolio management, financial planning, and tax-aware services through a combination of advisory and brokerage solutions. The firm applies fundamental, quantitative, and technical analysis in managing assets and reported over $2.6 billion in client assets as of year-end 2025.

Eric Cohen is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for nine years before joining his current firm in 2024. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm uses a client-centered process involving fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Diane Bonner is a Certified Financial Planner® with 22 years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC since 2025. Her prior experience includes roles at Arky & Miller Financial Group, Wells Fargo Clearing, and Truist Investment Services. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm providing wealth management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm’s investment approach focuses on customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other securities, supported by an extensive network of advisors and sub-advisory arrangements.

April Van Nieuwland is a Series 66 licensed advisor at Sanctuary Advisors, LLC with four years of industry experience. She previously worked with Capital Investment Advisory Services, LLC and Capital Investment Group, Inc., and has also held positions outside the financial industry, including roles at Starbucks and Mellow Mushroom. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent advisers. The firm offers a range of portfolio management options and delivers advice via dually licensed advisers who develop their own investment strategies under firm supervision.

Vance Anderson is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 designation and six years of industry experience. His career includes positions at BB&T Securities and Bernard Robinson & Co, as well as two years at Campbell University. He also serves as an adjunct instructor in accounting at Wake Technical Community College. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Daniel Knox is a financial advisor with Valic Financial Advisors in Durham, NC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at VALIC Financial Advisors since 2002 and has been associated with Agia since 2022, where he acts as an agent for non-securities insurance products. Valic Financial Advisors primarily 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-developed UMA models for portfolio construction and management.

Haley Mckenna is a financial advisor at First Citizens Investor Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab & Co., Inc. and SVB Wealth, LLC. Haley also serves as a Senior Compliance Analyst at First Citizens Asset Management, Inc. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, using a client-focused process that incorporates fundamental, quantitative, and technical analysis across various investment products.