John Corcoran is a financial advisor with First Citizens Investor Services, Inc. He holds Series 65 and Series 63 credentials and has two years of industry experience. Prior to joining First Citizens in 2024, he worked at CrossCountry Mortgage and spent nine years in full-time education. 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 entities. The firm emphasizes IAR-led financial assessments and employs a mix of fundamental, quantitative, and technical analysis to allocate investments across equities, fixed income, mutual funds, and ETFs.

Tara Hulse is a financial advisor with Principal Financial Services in Raleigh, NC, holding a Series 66 designation and 24 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Company since 2019 and previously worked at Princor Financial Services Corporation and Principal Life Insurance Co. for two decades. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. 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.

Gordon Grimes II is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds the CFP® designation and Series 66 license. Mr. Grimes has worked at SunTrust Advisory Services since 2016 and SUNTRUST INVESTMENT SERVICES, Inc. since 2005. Outside of advising, he is involved in real estate renovation and sales as the owner of a second home rental property in Ocean Isle Beach, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with consulting services and employs AI-enabled equity research tools, serving clients through integrated inter-affiliate platforms.

Thomas Schaffer is a financial advisor with Eagle Strategies (New York Life) in Raleigh, NC, holding Series 63 and Series 66 credentials with 18 years of industry experience. He has been affiliated with New York Life Insurance Co. since 2007 and has operated Transitions Financial Strategies, LLC since 2014. Schaffer serves as a board member of the Financial Planning Association of the Triangle and the XPX of the Triangle, local professional organizations related to financial planning and business succession. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, corporate, charitable, and institutional clients. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Uhland is a Series 66 licensed financial advisor with seven years of industry experience. He has worked at Janney Montgomery Scott and its affiliated entities since 2019, following over a decade at Investors Title Insurance Company. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Stanley Godwin is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. His career includes tenures at Merrill and Bank of America, N.A. prior to joining First Citizens in 2016. 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 entities. The firm employs a client-centered process led by Investment Adviser Representatives that incorporates fundamental, quantitative, and technical analysis across a range of investment products and offers services such as portfolio management, tax-aware strategies, and financial planning.

Jocelyn Mc Bride is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 65 designations and eight years of industry experience. Her career includes roles at Truist Investment Services and its predecessor firms, dating back to 2017. 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 and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Martin Green Jr. is a financial advisor with Eagle Strategies (New York Life) based in Raleigh, NC. He holds the Series 63 and Series 65 designations and has 35 years of industry experience. His career includes long-term roles at New York Life Insurance Company and Nylife Securities LLC. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and a predominantly non-discretionary asset management approach.

Kristin Ezzell is a financial advisor with Truist Advisory Services in Raleigh, NC. She holds a Series 66 designation and has three years of industry experience. Kristin has been with Truist Investment Services and its predecessor since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager‑selection program, implementing advice through both discretionary and non‑discretionary strategies supported by third‑party platforms and AI-enhanced research.

Henry Dunbar Jr. is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 65 credential with 23 years of industry experience. He has worked at First Citizens Bank and First Citizens Investor Services since 2014. 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 employs a client process centered on financial needs assessments and uses a combination of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Jacob Niles is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and previously worked at Raleigh Capital Management and Fidelity Investments. Outside of his advisory role, he is also an insurance agent with Raleigh Wealth Solutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Noah Fitzgerald is a financial advisor at TLG Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has worked previously at MWA Financial Services Inc. and Modern Woodmen of America. Outside of his advisory role, Fitzgerald coaches junior varsity offensive line football, applying his collegiate football experience to player development. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, charitable organizations, businesses, and institutional investors, offering investment supervisory services, portfolio management, financial and estate planning, and ERISA fiduciary services. Its approach combines fundamental analysis and Modern Portfolio Theory, delivering advice through independent advisors and sub-advisors, including a direct-to-consumer platform called Starlight Portfolios.

Kelly Sullivan is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses with 28 years of industry experience. Her prior roles include positions at Cuso Financial Services, LP and Coastal Federal Credit Union. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s approach includes fundamental, quantitative, and technical analysis to guide portfolio allocation, offering a range of services such as managed portfolios, a Guided Investing platform, and tax-aware financial planning.

Joshua Brien is a financial advisor at Janney Montgomery Scott in Raleigh, NC, holding a Series 66 designation with 19 years of industry experience. He has been with Janney Montgomery Scott since 2013. Outside of his advisory work, he serves as a committee member for BSA Trop 215, participating occasionally in camping trips with the group. 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, corporations, and municipal clients, offering brokerage services, financial planning, and advisory programs with a combination of in-house and third-party portfolio management.

Kwame Richards is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, Richards worked at First Citizens Bank for 18 years. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm employs a client-focused process utilizing fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Kimberly Loftin is a financial advisor at OSAIC Institutions, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses with seven years of industry experience. Her prior roles include positions at Thrivent Financial, First Citizens Bank, Principal Life Insurance Company, Edward Jones, and First Federal Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer structure and providing clients with discretionary and non-discretionary account management options.

Jacquelyn Wiggs is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 designation and 14 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and BB&T Securities. Outside of her advisory work, she is a group fitness instructor specializing in Les Mills programs. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary arrangements supported by third-party platforms.

Elias Dau is a financial advisor at First Command Advisory Services with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Ameriprise, Wells Fargo Clearing Services, Principal Securities Inc., and Merrill Lynch. Outside of his advisory role, he is an author based in Raleigh, NC. 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 through centralized teams that select portfolios from mutual funds, ETFs, and third-party managers.

Andrew Kutner is a financial advisor with Truist Advisory Services in Raleigh, NC. He holds Series 63 and Series 65 designations and has eight years of industry experience. Prior to joining Truist, he worked at Pruco Securities and Axa Advisors. 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 offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Michael York is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 25 years of industry experience and has been with Independent Advisor Alliance since 2015, concurrently serving with LPL Financial since 2012. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm provides both discretionary and non-discretionary portfolio management and utilizes a network model that integrates technology platforms and access to third-party managers.