Jacqueline Williams is a financial advisor with Fifth Third Securities, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Fidelity Investments, First Citizens Investor Services, and First Citizens Asset Management. She has been with Fifth Third Securities and Fifth Third Bank since 2019. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway Managed Account Platform, with a focus on tailored investment strategies and comprehensive service delivery.

Angel Nieves Alicea is a financial advisor with First Command Advisory Services in Cary, NC, holding a Series 66 designation and one year of industry experience. Prior to joining First Command, he has served in various roles including at Telus International AI and the United States Army Reserve. He is also an Army Reservist and operates Virtual XP Tours LLC, a business providing web design, graphic design, digital marketing, and panoramic photography services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers who select model portfolios and third-party managers from approved lists.

Aaron Harris is a financial advisor with VOYA Financial Advisors, Inc. in Raleigh, NC, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with VOYA Financial Advisors since 2014, following previous roles at Voya Financial Partners, LLC and Equitable Advisors. Outside of his advisory work, he operates Providence Financial Solutions and serves as an independent insurance agent. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services, utilizing both affiliated and unaffiliated investment products through a large network of investment adviser representatives.

Addison Lin is a financial advisor at Truist Advisory Services in Raleigh, NC, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Truist, Lin worked at First Citizens Investor Services and First Citizens Bank, and has experience in educational settings including North Carolina State University and Saint Stephens High School. 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 combines discretionary and non-discretionary management approaches, utilizing third-party platforms and AI-enabled research tools to support its client offerings.

Jennifer Jamerson is a CFP® and ChFC® with 26 years of industry experience. She has been with Valic Financial Advisors since 2010 and also holds an agent position at Agia, where she is involved with 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, consulting, and brokerage services through its broker-dealer operations.

John Irby IV is a financial advisor with Janney Montgomery Scott in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2016. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients including high-net-worth individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and various advisory programs.

Neil Firth is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Merrill for 15 years before joining First Citizens in 2016. Outside of his advisory role, Firth serves as the Treasurer and an officer on the Parent Board of the Cape Fear Center of Inquiry, a charter school in Wilmington, NC. 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/business entities. The firm utilizes a client-centered approach incorporating fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Robert Dickinson is a CFP®-credentialed financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He has 30 years of industry experience and has been with First Citizens since 2010. First Citizens Investor Services, Inc. serves individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporate entities, providing both advisory and brokerage services. The firm employs a client process focused on assessing financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis to manage diversified portfolios across various asset classes.

Charles Carrick is a CFP® with 13 years of industry experience, currently advising at Beacon Pointe Advisors, LLC since 2021. His prior roles include positions at DMJ Wealth Advisors, LLC and ProEquities Inc. Carrick also has experience with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced CIO services to a diverse client base that includes individuals, corporations, and institutional clients, employing both active and passive strategies across multiple asset classes.

Kelly Forrester is a Series 66-licensed financial advisor with Janney Montgomery Scott, based in Raleigh, NC. She has 23 years of industry experience, all of which has been with Janney Montgomery Scott since 2006. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, high-net-worth clients, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Miles Richardson is a financial advisor at Allworth Financial, L.P. in Durham, NC. He holds a Series 65 designation and has one year of industry experience. Prior to joining Allworth Financial, he worked at Fleet Feet and First Citizens Bank, among other roles. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, offering comprehensive financial planning and portfolio management services. The firm employs a combination of quantitative and qualitative analysis to create customized investment strategies and provides education through newsletters, podcasts, and seminars.

Carson Shepherd is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 65 and Series 63 licenses and three years of industry experience. His career includes roles at Truist Investment Services and Truist Advisory Services, along with prior positions at Altria and various hospitality-related businesses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Stephen Selema is a financial advisor with VOYA Financial Advisors, Inc. in Raleigh, NC, holding a Series 66 credential and 21 years of industry experience. He has worked with VOYA and its affiliated entities since 2005. Outside of his advisory role, he is also a musician who performs live and earns income through digital sales and royalties. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, using a combination of in-house and external strategists, model portfolios, and technology-enabled tools to tailor client solutions.

Chad Weatherman is a Certified Financial Planner® with 11 years of industry experience, currently serving at Mariner Wealth Advisors since 2023. His prior roles include positions at Beacon Pointe Advisors, DMJ Wealth Advisors, and Millennial Wealth Design. Mariner Wealth Advisors serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to provide customized portfolio solutions and maintains integrated tax and accounting services uncommon for a firm of its size.

Shawn Will is a financial advisor with Principal Financial Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Principal Securities Inc. since 2016 and has also worked with Principal Life Insurance Company since 2013. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Alexander Gracia is a CFP® and ChFC® with 23 years of industry experience. He has been with VALIC Financial Advisors since 2005 and also holds an agent position at Agia. He serves as a notary public for loan and disbursement documentation related to the WakeMed plan. 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 and serving approximately 294,000 clients through a network of over 1,200 advisors.

Vincenzo Catullo is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various roles within Truist and its predecessor entities since 2001. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and extensive inter-affiliate integration.

Jacob Hollifield is a financial advisor at Fifth Third Securities, Inc. based in Raleigh, NC, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Fifth Third Securities in 2023, he held roles at Fifth Third Bank, Best Buy, and Yogurt Mountain. Outside of his advisory work, he engages in freelance photography. 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 via the Passageway platform, utilizing third-party portfolio managers and a range of strategies from mutual funds and ETFs to separately managed accounts and tax-overlay services.

Philip Shelton is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Debra Allen is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with 22 years of industry experience. She has worked at First Citizens Investor Services since 2004 and at First-Citizens Bank & Trust Company since 2003. 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-focused process using fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.