Jacqueline Williams is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Raleigh, NC, holding Series 66 and Series 63 licenses. She has 12 years of industry experience, including prior roles at Fidelity Investments and First Citizens. Williams has been with Fifth Third Securities and FIFTH THIRD BANK since 2019. Fifth Third Securities serves a diverse client base, including individual, high-net-worth, and institutional investors, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and sponsors the Passageway Managed Account Program, which features strategies such as mutual funds, ETFs, SMAs, tax overlays, and direct indexing.

Ronald Edwards is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and Aaa. Outside of his advisory role, he is involved with Peachtree Learning Collaborative LLC as a human resources specialist. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, delivering both point-in-time financial plans and optional managed account solutions.

Aaron Harris is a financial advisor with VOYA Financial Advisors, Inc. in Raleigh, NC, holding a Series 66 designation and 20 years of industry experience. He has been with VOYA Financial Advisors since 2014. Harris is also involved with Providence Financial Solutions, a separate financial services business focused on insurance and investment products. VOYA Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides financial planning, portfolio management, and consulting services through a variety of program structures, primarily emphasizing non-discretionary, recommendation-based advice.

Jason Deshayes is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. His prior work includes roles at Cook Wealth Management Group LLC, Elliott Davis, PLLC, the Association of International Certified Professional Accountants, and Butler and Company CPA's PC. Outside of his advisory work, he serves as treasurer on the boards of the Ronald McDonald House and Trinity School of Durham & Chapel Hill, and he is a council member of the NC Bar Association Small Firm and Tech Council. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on customized, diversified portfolios and access to alternative and private-market investments.

Addison Lin is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Truist Investment Services in 2025, Addison held positions at First Citizens Bank and First Citizens Investor Services and worked at 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 charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Darisa Paezsantana is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining First Citizens, she worked at Fidelity Investments for five years and held positions at Bank of America, North State Bank, and BB&T. Outside of her advisory role, she is employed at M.S.G. Heating and Air LLC handling payroll and bookkeeping. First Citizens Investor Services serves individuals, pension plans, charitable organizations, and businesses by providing advisory and brokerage services, including portfolio management, automated investing platforms, and financial planning. The firm’s client process involves thorough assessments led by investment adviser representatives, utilizing various analysis methods to allocate across multiple asset classes.

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.

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.

Jacob Rudy is a financial advisor at Cerity Partners LLC in Raleigh, NC, holding a Series 65 credential. He has experience with firms including Cook Wealth, LLC and CapTrust, and previously held various roles at Liberty University. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Carson Shepherd is a financial advisor at Truist Advisory Services with three years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Truist, his background includes roles at Altria and the University of Virginia. 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 AI-enabled research tools.

Stephen Selema is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and bringing 21 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory work, he performs as a musician, earning income through live performances, digital sales, and royalties. VOYA Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through various program structures, often providing non-discretionary recommendations.

William Abbott is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience. He is currently with Sanctuary Advisors, LLC and was previously associated with Bank of America, N.A. and Merrill. Outside of his advisory work, Abbott serves as a Young Professional Executive with First Tee of the Triangle, where he assists in coaching young golfers and teaching life lessons. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisers with diverse portfolio management options and employs multiple analytical approaches while acting as a fiduciary when a written agreement is in place.

Liam Powlen is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Fidelity Investments and involvement with the WNY Sustainable Business Roundtable. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment advisor representatives and third-party portfolio managers. The firm employs a client process focused on assessing financial needs and risk tolerance, using a range of analytical methods to allocate investments across various asset classes.

Michael Holloway is a CFP® with 20 years of industry experience and is currently affiliated with Cerity Partners LLC. He previously worked at Cook Wealth Management Group, LLC and LPL Financial. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation and manager selection strategies supported by proprietary quantitative screens, and offers access to alternative and private-market investments.

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.

William Faircloth is a CFP® with 18 years of experience in the financial services industry. He has worked with Truist Advisory Services, Truist Investment Services, and Truist Bank since 2016, and previously was with BB&T Securities, LLC. from 2019 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships and integrates inter-affiliate services, including affiliated broker-dealer and bank partnerships, to deliver its investment solutions.

Paul Dowd is a ChFC® credentialed financial advisor with 23 years of industry experience. He is currently with Primerica Advisors and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, CapWealth Planning, and Allstate Insurance Co. In addition to his advisory role, he is also an insurance broker for products other than Guardian. Primerica Advisors serves a broad retail client base, offering transaction-based brokerage and fee-based advisory services, financial planning, and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a variety of account-level services, including lending solutions and donor-advised funds.