Brian Futch is a financial advisor with Truist Advisory Services in Durham, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Truist Investment Services since 2005 and with Truist Advisory Services since 2016. Outside of his advisory role, he serves as president of a rental property management business where he oversees tax and insurance responsibilities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager arrangements along with AI-supported research and inter-affiliate integration.

Chip Jurgensen is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Creative Planning since 2021. His prior experience includes roles at SBSB Financial Advisors, Raymond James Financial Services, Pinnacle Bank, and Wells Fargo Clearing. Outside of financial advising, he serves as president of a homeowners association board. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Christopher Oldham is a financial advisor at Truist Advisory Services in Raleigh, NC, with four years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services since 2021. His prior experience includes roles at Smith Salley & Associates, the Drapers Richards Kaplan Foundation, and Mutualism Investments. 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 analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary strategies, supported by AI-enabled research and a high degree of inter-affiliate coordination.

Monsef Ouchou is a financial advisor at Empower Advisory Group with two years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and several other firms. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated service model tied to Empower’s recordkeeping and administrative platforms.

Corey Holtz is a financial advisor at First Citizens Investor Services, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has held previous positions at Truist Advisory Services, TRUIST Investment Services, Inc., and Bb&T Securities, LLC. Outside of his advisory work, he serves as a trustee for a family trust. 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 led by its investment adviser representatives and utilizes fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Albert Waisanen Jr. is a financial advisor at TIAA-CREF with two years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Group Insurance Analysts/GIA Risk Management. Outside of his advisory role, he serves as a board member for The Park Homeowners Association Inc., where he participates in budget decisions and community meetings. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to donor-advised funds while operating within a vertically integrated group.

Ming Zeng is a financial advisor with Transamerica Financial Advisors in Morrisville, NC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and previously worked at SweetDeal4You from 2012 to 2020. Zeng is also engaged in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers, offering discretionary and non-discretionary program options.

William Johnson is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses with 10 years of industry experience. His previous roles include positions at Charles Schwab and Bank of America. 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 uses a client-centered approach that incorporates fundamental, quantitative, and technical analysis across a range of investment products and offers services such as portfolio management, wrap programs, and tax-aware strategies.

Boone Williams is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and one year of industry experience. His prior roles include positions at LPL Financial, Socratic Better Wealth, and self-employment ventures. He provides administrative support to Independent Advisor Alliance and remains involved with Socratic Better Wealth. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies supported by technology platforms and leverages a network model combined with ties to LPL Financial.

Philip Rothstein is a CFP®-certified financial advisor at Truist Advisory Services with 21 years of industry experience. His career includes prior roles at Bb&T Securities, BB&T Bank, and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches and employs AI-enabled research tools alongside third-party manager arrangements to support its investment programs.

Matthew Dellasega is a financial advisor at Principal Financial Services in Raleigh, NC, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior work experience includes positions at Wells Fargo Bank, NA, and First Citizens Bank-related entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel abroad. 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.

Kayla Woodard is a financial advisor at Davenport & Company LLC in Raleigh, NC, holding a Series 66 designation with two years of industry experience. Her prior experience includes roles at Edward Jones and a decade-long period of education before entering the financial services field. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and advisory services. Their investment approach involves dedicated portfolio manager teams and a Manager Research team overseeing strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Andrew Lipson is a CFP® with 29 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC since 2017. Prior to this, he worked at Ameriprise Financial Services, Inc. for 12 years. He is involved with Lipson, Williams, Perry, & Kaptanoglu, LLC, a business entity used for tax and investment purposes. Independent Advisor Alliance serves a broad range of clients including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by various analytical and technology platforms.

Dianxia Wang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has affiliations with Clearwater Benefits and World Financial Group. Wang is also the owner of WT Evergreen Company, which operates as a pass-through entity related to her World Financial Group business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Stephen Parker is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds a Series 66 designation and has one year of industry experience. Prior to joining First Citizens Investor Services, he worked at First Citizens Bank for nine years and Wells Fargo Bank for three years. He serves as an officer and director on the board of the Johnston Community College Foundation, a nonprofit organization that coordinates private giving to the college. 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 centered on financial need assessments and applies fundamental, quantitative, and technical analysis to portfolio allocation across various asset classes.

Victor Navarroli is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 12 years and has operated his own practice since 1993. Navarroli serves as a board member at large for Festa Italiana of North Carolina, a nonprofit event organization. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates both as a registered investment adviser and broker-dealer, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Serena Lester is a CFP® with eight years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. Her prior roles include time at BB&T Securities and Keystone Financial Partners. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Darryl Lindsey is a financial advisor with Valic Financial Advisors in Durham, NC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Valic Financial Advisors since 2007 and also serves as an agent with Agia, focusing on 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, offering discretionary managed-account programs, financial planning, and brokerage services.

Jessica Charlton is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 designation and 13 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021 and was previously with BB&T Securities from 2012 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes AI-enabled research tools to support manager selection and portfolio oversight.

Van Noah Jr. is a CFP® and Series 66 credentialed advisor at Janney Montgomery Scott with 23 years of industry experience. He has worked at Janney Montgomery Scott and its affiliated entity since 2009. Noah serves as a board member of the Needham B. Broughton High School Alumni Association in Raleigh, NC, assisting with organizational administration and record updates. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm provides a range of services to individuals, families, trusts, corporate clients, and municipal entities through in-house portfolio management, third-party managers, and various advisory programs.