Delaney Gibson is a financial advisor with Davenport & Company LLC in Raleigh, NC, holding a Series 66 designation and eight years of industry experience. She has been with Davenport & Company since 2017 and previously worked at NTS Development Company. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s advisory division offers separately managed accounts, model delivery, financial planning, and other programs, supported by dedicated portfolio teams and a manager research group.

Adam Brown is a financial advisor with Principal Financial Services in Raleigh, NC, holding a Series 66 designation and 22 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2005. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jacob Halsey is a financial advisor at D.A. Davidson & Co. with two years of industry experience. He previously worked at Fortress Private Ledger and Mullarkey Commercial Real Estate Group, following ten years as a student. He holds Series 65 and Series 63 licenses. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Nicholas Loeper is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. His prior work includes roles at JP Morgan Securities LLC and First Citizens Investor Services. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services. The firm emphasizes comprehensive client assessments and uses various investment strategies across equities, fixed income, mutual funds, and ETFs.

Christian Poirier is a Series 66-registered financial advisor at VALIC Financial Advisors with 10 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management from 2014 to 2021. 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, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Lee Abbey is a financial advisor with TIAA-CREF based in Durham, NC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has been with TIAA-CREF and its predecessor, Tiaa, since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary portfolio management, functioning within a vertically integrated group that includes affiliated funds and acts as adviser to a donor-advised fund.

Stephen Holloman Jr. is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at Fidelity Investments and various positions affiliated with North Carolina State University. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities, offering advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm employs fundamental, quantitative, and technical analysis to allocate across asset classes and provides a range of portfolio management and financial planning services.

Jodi Scott is a financial advisor with First Citizens Investor Services, Inc. based in Raleigh, NC. She holds a Series 66 designation and has two years of industry experience. Prior to joining First Citizens, she worked at Edward Jones and several other financial firms. Outside of her advisory role, Jodi is an artist who creates original paintings on canvas. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a client assessment process focused on financial needs, risk tolerance, and time horizon, utilizing fundamental, quantitative, and technical analysis across various investment products.

Jason Bowie is a financial advisor with Principal Financial Services in Raleigh, NC, holding the CFP®, ChFC®, and Series 66 designations. He has 23 years of industry experience, including over two decades with Principal Life Insurance and Principal Securities Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Brian Dennis is a financial advisor with Oppenheimer, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Bank of America, and Merrill. Outside of finance, he works as a Lyft driver and serves as a basketball tutor. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, and various retirement and charitable entities. The firm offers a range of advisory programs with both discretionary and non-discretionary management, emphasizing strategic asset allocation, manager selection, and tailored consulting services.

Ryan Schlick is a financial advisor at PNC Wealth Management with five years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at Fidelity Investments and Credit Union Investment Services. Outside of his financial advisory role, Schlick is a certified flight instructor with Kennebec Flying Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessment and implements portfolios via approved model strategies managed by PNC or third-party strategists.

Albert Wheeler is a financial advisor at Janney Montgomery Scott with Series 63 and Series 66 designations and 56 years of industry experience. He has been with Janney Montgomery Scott since 1982. 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 client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Ricky Sloan is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and 13 years of industry experience. His career includes four years at PNC Investments before joining First Citizens Investor Services in 2018. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of advisory and brokerage services. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis across various investment products.

Jonathan Larose is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with two years of industry experience. His prior work includes roles at NextEra Energy Resources and Fidelity Investments. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with advisory and brokerage services. The firm employs a client-centered process integrating fundamental, quantitative, and technical analysis to manage portfolios composed of equities, fixed income, mutual funds, and ETFs.

John Irby V is a financial advisor at Janney Montgomery Scott with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Coleman Research and Fast Lane US. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Lauren Mossburg is a financial advisor with Janney Montgomery Scott in Raleigh, NC. She holds the CFP® designation along with Series 65 and Series 63 licenses, and has six years of industry experience. Prior to joining Janney Montgomery Scott in 2026, she worked at Truist Investment Services and Truist Advisory Services. 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, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services through a combination of in-house portfolio management and third-party managers.

Donna King is a financial advisor with TIAA-CREF in Durham, NC, holding a Series 66 credential and seven years of industry experience. She has worked at several firms, including Allstate Financial Advisors and Edward Jones, before joining TIAA-CREF in 2020. Outside of her advisory work, she manages a rental property business involving coordination of repairs and tax filings. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm’s advisory offerings include point-in-time planning and ongoing discretionary portfolio management with a fiduciary standard applied to its registered investment adviser services.

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.