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.

Cody Wagner is an advisor with FIFTH THIRD SECURITIES, Inc. based in Raleigh, NC, holding Series 63 and Series 65 credentials. He has experience working at Fifth Third Securities since 2026 and has previous roles at Fifth Third Bank, Truist, and Wells Fargo dating back to 2016. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway platform, combining advisor-guided strategies with advanced portfolio management techniques.

Michael Mordecai is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with eight years of industry experience. His prior experience includes three years at Edward Jones and four years at the University of North Carolina at Chapel Hill. 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.

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.

Mark Weaver is a financial advisor with Commonwealth Financial Network in Raleigh, NC, holding the ChFC® and Series 63 designations and bringing 39 years of industry experience. He has worked at Crossbridge Financial Group, LLC and Ameriprise Financial Services, Inc. in prior roles. Outside of his advisory work, he is a 50% owner of WBDFC, LLC, an entity focused on managing commercial real estate. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and support services. The firm provides operations, trading, technology, investment management, compliance, and practice-management resources, enabling advisors to construct client portfolios using a broad range of securities and insurance products.

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.

Roberto Pflaumer is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Entrust, WealthWave, and WFGIA. His other business activities include the sale of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers, delivering advice through proprietary and third-party model suites with both discretionary and non-discretionary options.

Alfred Sosa is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Cary, NC, holding Series 63 and Series 65 licenses and having 29 years of industry experience. His prior roles include positions at National Life Group, MassMutual, Mutual of Omaha, and Transamerica Financial Advisors. He is also the managing director and agent of Financial Partners Group LLC. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and an SEC-registered investment adviser, offering multiple advisory platforms that combine long-term strategies with options for shorter-term trading and third-party asset management.

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.

Kevin Berry is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds the Series 65 designation and has worked at Brookstone Capital Management since 2022. His prior experience includes roles at Security Financial, Retirement Wealth Advisors, FormulaFolio Investments, and Secure Financial Solutions. Outside of his advisory work, he owns and operates Security Financial, providing insurance sales and investment advisory services. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset allocation models, a turnkey asset management platform, and a variety of investment strategies, serving both direct clients and other advisory programs.

Rachel Liquori is a financial advisor with Truist Advisory Services, holding Series 66 and Series 63 licenses and four years of industry experience. Her prior roles include positions at City National Bank, First Citizens Investor Services, and BB&T/Truist, where she worked for nine years. She is a co-owner of a consulting business that assists military veterans with disability claims, although she is not involved in its operations. 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 research tools to support its investment process.

Stephen Holloman is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Wells Fargo Clearing and Wachovia Bank. Outside of his advisory work, he manages several residential rental properties. 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 employs a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

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.

Peter Richon is a financial advisor at Brookstone Capital Management LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management since 2016. Outside of his advisory role, he produces a radio show and operates Richon Insurance Agency. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers a range of investment strategies including dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies, and serves as a sub-advisor to other advisory programs.

David Hackney is a financial advisor with Money Concepts Capital Corp in Pittsboro, NC, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Money Concepts, Inc. since 2008 and ProEquities, Inc. since 2003. Outside of his advisory role, he is involved in consulting services through David G Hackney Consulting. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and utilizes model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis in its investment approach.

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.

William Gilbert is a financial advisor with Valic Financial Advisors in Holly Springs, NC. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been with Valic Financial Advisors since 2005 and also has experience with Sunamerica Capital Services, Inc. since 2013. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models and providing various overlay options.

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.

William Smith is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at MML Investors Services LLC, MassMutual Life Insurance Co., First Citizens Bank, and Northwestern Mutual. First Citizens Investor Services, Inc. provides advisory and brokerage services to a diverse clientele including individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, model portfolios, a Guided Investing platform, and financial planning, utilizing both fundamental and quantitative analyses to manage assets primarily through non-discretionary client arrangements.