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.

James Martin is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has worked at First Citizens Investor Services since 2014 and previously at Wells Fargo Clearing for one year. Outside of his advisory role, Martin serves as Vice President and Committee Chairman at Walnut Creek Country Club, where he participates in board and committee decisions related to club operations and financial matters. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering advisory and brokerage services including portfolio management, model portfolios, a Guided Investing platform, and financial planning. The firm employs a client-centered process focused on financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis to guide asset allocation.

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.

Matthew Williams is a CFP® professional at Mercer Global Advisors Inc. with 26 years of industry experience. He previously worked at Northern Trust Securities, Inc., The Vanguard Group, Inc., and First Allied Securities. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory, financial, tax, retirement, and estate planning services. The firm emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles, supported by client education, specialized programs, and integrated service platforms.

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.

Craig Osborne is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with First Citizens Investor Services since 2016. First Citizens Investor Services serves individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporate entities, offering advisory and brokerage services. The firm utilizes a client-centered process involving financial needs assessments and diverse investment strategies, managing over $2.6 billion in client assets through a range of portfolio management options and financial planning services.

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.

Azrealle Mcclain is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for TD Ameritrade for seven years before joining Truist in 2023. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and integrated inter-affiliate services.

Miles Costin III is a Series 65-licensed advisor with 10 years of industry experience. He is currently with Brookstone Capital Management LLC and has held roles at Retirement Wealth Advisors, FormulaFolio Investments, LLC, and Innovative Advisors. Outside of advisory work, he owns and operates Innovative Advisors, where he sells life insurance and annuities and assists clients with college funding, financial aid, and structured cash flow planning. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset allocation models alongside a variety of investment vehicles and serves as a sub-advisor to other advisory programs.

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.

Laura Frushone is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has worked at First Citizens Investor Services since 1998. Outside of her advisory role, she is a partner in an LLC that manages rental property. 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 fundamental, quantitative, and technical analysis to allocate assets across various investment vehicles and offers portfolio management, wrap programs, automated investing platforms, and financial planning.

Gary Clementson is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and 17 years of industry experience. He has worked at First Citizens Investor Services since 2018 and previously held positions with Bank of America and Merrill from 2012 to 2018. First Citizens Investor Services serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses, providing advisory and brokerage services through Investment Advisor Representatives and third-party Portfolio Managers. The firm utilizes a client-focused process that incorporates fundamental, quantitative, and technical analysis to manage portfolios consisting of equities, fixed income, mutual funds, and ETFs.

Eddie Naylor Jr. is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with First Citizens Investor Services in various capacities continuously since 2005. Outside of his advisory role, he volunteers as a youth soccer and basketball coach in his community. 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 using fundamental, quantitative, and technical analysis across diverse investment products and offers multiple portfolio management options, including automated platforms and tax-aware strategies.

Eric Patterson is a CFP® professional with over 12 years of industry experience. He previously worked at Paradigm Life for 12 years before joining Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions focused on long-term portfolio returns and savings rates within plan lineups selected by plan sponsors.

Nicholas Biron is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Truist Advisory Services and related firms since 2015. Outside of his advisory role, he is involved with Extreme Sport Outfitters LLC, a business he has been associated with since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research tools and inter-affiliate integration features.

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.

Mitchell Johnson is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and possessing 12 years of industry experience. His career includes roles at First Citizens Bank and various BB&T entities, as well as Wells Fargo Clearing. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm utilizes IAR-led financial assessments and a combination of fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes.

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.