John Holding III is a financial advisor with OSAIC Institutions, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Members Trust Company, SECU Life Insurance Company, Principal Securities INC, and Holroyd Agency. He has residual commission income from former life insurance agency work with several companies dating back to 2010. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a network of investment adviser representatives, employing a hybrid adviser/broker-dealer model and providing access to alternative investments and lending solutions.

Dean Channell is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Truist Advisory Services since 2021 and prior to that held positions at Bb&T Securities, LLC and Scott & Stringfellow, Inc. He is based in Raleigh, NC. 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, implementing advice through both discretionary manager relationships and non-discretionary consulting.

Vijaya Arun is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and one year of industry experience. She has been self-employed since 2014, providing accounting and bookkeeping services on a part-time basis. Arun also engages in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm uses a model portfolio approach implemented through third-party managers and proprietary platforms to deliver its services.

Murat Kaptanoglu is a Certified Financial Planner® (CFP®) with 30 years of industry experience. He currently serves as an advisor with Independent Advisor Alliance, LLC and has prior experience at LPL Financial and Ameriprise Financial Services, Inc. He is involved in several investment-related business entities, including Lipson, Williams, Perry & Kaptanoglu, LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management alongside various analytical techniques and technology platforms.

Thomas Storrie is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2017. He previously worked at Ameriprise Financial Services, Inc. for 12 years. Outside of his advisory role, he is involved in fixed insurance sales conducted under Crossbridge Financial Group. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and model portfolios to retail and institutional clients.

Jonathan Robinson is a CFP® with 24 years of industry experience and has been with Oppenheimer since 2003. He serves as co-trustee of the Joseph W. Robinson and Kathleen Ann Robinson Family Trust, overseeing the liquidation of personal assets and distribution to beneficiaries. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation alongside manager selection and a variety of investment strategies, with a notable role as a qualified custodian and a mixture of discretionary and non-discretionary account management.

Todd Tillotson is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Truist Advisory Services, Suntrust Advisory Services, and BB&T Investment Services. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a client goal–based approach using a mix of asset allocation strategies, discretionary management, third-party managers, and technology-driven model portfolios, supported by its affiliation with a bank holding company.

Joseph Denney is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 17 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2021, following prior roles at BB&T Investments and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, and manager selection, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Blake Manley is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Truist Advisory Services and has held positions at Truist Investment Services, Bb&T Securities, LLC, and Scott & Stringfellow, Inc. He is based in Raleigh, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches.

Stuart Donovan is a financial advisor with TIAA-CREF in Durham, NC, holding Series 65 and Series 66 designations and bringing 25 years of industry experience. He has been with TIAA-CREF since 2006. Outside of his advisory role, he manages rental properties in Raleigh and Atlantic Beach, NC. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and other entities, often serving clients with existing relationships through TIAA-administered retirement plans. The firm offers a range of investment solutions including model and customized portfolios under a fiduciary standard.

Sumner Parham III is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds Series 63 and Series 66 credentials and has 20 years of industry experience. He has been with First Citizens Investor Services since 2016. First Citizens Investor Services provides investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm employs a mix of strategic and tactical asset-allocation approaches and offers portfolio management, financial planning, and tax-aware services.

Delaney Gibson is a financial advisor with Davenport & Company LLC in Raleigh, NC, holding a Series 66 designation and seven years of industry experience. She has been with Davenport & Company since 2017 and previously worked at NTS Development Company from 2015 to 2017. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, retail brokerage, and financial planning, with investment decisions made by portfolio manager teams supported by a weekly Investment Policy Committee.

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.

Nicholas Loeper is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior work includes roles at JP Morgan Securities LLC and First Citizens Bank. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a client-focused approach combining risk- and outcomes-based asset allocation, discretionary management, and third-party managers, supported by technology-driven model portfolios and tax-aware strategies.

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.

Jane Okulski is a financial advisor at Oppenheimer with 17 years of industry experience. She has worked at Oppenheimer since 2017 and previously held roles at Cambridge Investment Research Advisors and Cambridge Investment Research. Outside of her advisory work, she serves on the Reynolda House Advisory Council, assisting with event coordination and planning for the museum. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, incorporating asset allocation, manager selection, and rebalancing, with assets under management totaling approximately $36.7 billion as of December 2025.

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.

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 Series 66-licensed financial advisor with 12 years of industry experience. He has worked at First Citizens Investor Services, Inc. since 2018, following four years at PNC Investments. Based in Raleigh, NC, Sloan is part of a firm that serves a diverse client base including individuals, trusts, estates, and business entities. First Citizens Investor Services, Inc. offers investment advisory and brokerage services with a focus on risk- and outcomes-based asset allocation, discretionary management, and tax-aware strategies. The firm is a wholly owned subsidiary of a bank holding company, providing integrated banking resources and unique operational relationships.

Thomas Mountain is a financial advisor with Valic Financial Advisors in Durham, NC, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and also has a role at Agia. Outside of his advisory work, he co-manages a public Instagram account focused on tabletop RPG terrain building and miniature crafting. 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 maintaining a large client base supported by over 1,200 advisors.