Kenneth Shores is a CFP® and ChFC® with 24 years of industry experience. He is currently with First Command Advisory Services and has previously worked at firms including The Huntington Investment Company, Morgan Stanley Smith Barney, and J.P. Morgan Securities. First Command Advisory Services serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families, offering financial planning and wrap-fee asset management programs managed through a centralized investment team and wealth portfolio managers.

Travis O'quinn is a financial advisor with Truist Advisory Services based in Raleigh, NC, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Truist Investment Services, SunTrust Advisory Services, BB&T Securities, Scott & Stringfellow, and Wells Fargo Clearing. Outside of his advisory work, he serves as Chair of Finance and Trustee at St. Peter Church, a nonprofit faith-based organization. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting, supported by an integrated platform with affiliated entities.

Edward Harris is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with First Citizens Investor Services, Inc., where he has worked since 2019. Prior to this, he spent 19 years at Valic Investment Services Company. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business entities, offering advisory and brokerage services through a variety of portfolio management solutions and financial planning. The firm’s client process focuses on assessing financial needs, risk tolerance, and time horizon to allocate assets using fundamental, quantitative, and technical analysis.

Amanda Cox is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. She holds Series 65 and Series 63 licenses and has 10 years of industry experience. Amanda has worked with First Citizens Investor Services and First Citizens Bank since 2007. 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 IAR-led assessments and a combination of fundamental, quantitative, and technical analysis to guide portfolio allocation across various investment products.

John Eason II is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments, Equitable Advisors, and served in the U.S. Navy Reserve for 15 years. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Virginia Lee is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been with First Citizens in various capacities since 2007. 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 fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Aagat Pandey is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC. He holds the Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes a role at Fidelity Investments in 2024. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm’s investment approach involves comprehensive client assessments and uses fundamental, quantitative, and technical analysis to manage diversified portfolios across multiple asset classes.

Tao Zhang is a financial advisor with Transamerica Financial Advisors in Morrisville, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His background includes roles with World Financial Group, Inc., International Medical Group, and HCC Medical Insurance Service. Outside of his advisory work, he serves as president of an IT consulting firm and works as a part-time driver for Lyft. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, and charitable organizations, offering a range of advisory and broker-dealer services through proprietary and third-party investment models.

Benjamin Summers is a CFP® professional with 22 years of industry experience, currently affiliated with Independent Financial Partners. His prior roles include positions at IFP Securities, LLC, LPL Financial, Truist Investment Services, and Banc of America Investment Services. In addition to his advisory work, Summers is involved in the sales and service of fixed insurance products through firms such as Crump Life Insurance Services and The Pinnacle Group. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Steven Dinh is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Citizens Securities, Wells Fargo Clearing, and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled tools and inter-affiliate integration.

Amy Chapin is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She has been associated with First Citizens since 2012, serving in various roles across First Citizens Bank and First Citizens Investor Services. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led assessments and employs fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes, offering a range of services including wrap programs, model portfolios, and tax-aware financial planning.

David Bellia is a financial advisor with Principal Financial Services in Raleigh, NC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Principal Securities and Principal Life Insurance Company since 2020 and was previously with Wells Fargo Clearing from 2016 to 2020. In addition to advisory services, he is licensed as an agent for life, annuities, disability income, long-term care, health, and group benefits insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

Shenghao Song is a financial advisor with Transamerica Financial Advisors in Morrisville, NC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been associated with Transamerica Financial Advisors since 2015 and is also involved in language translation services through Fluent Language Solutions and provides bookkeeping, accounting, and tax consulting services via Melody Song, CPA. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations, delivering advisory and brokerage services primarily through model portfolios and third-party managers across multiple program platforms.

Robert Lareau is a financial advisor with Truist Advisory Services in Cary, NC, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at Truist Advisory Services and its affiliated entities since 2015, including prior roles at BB&T and its related firms. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and an AI-enabled Equity Research team.

Troy Fairbank is a financial advisor with First Citizens Investor Services, Inc. in Durham, NC, holding a Series 66 designation and 20 years of industry experience. He has been with First Citizens Investor Services since 2008. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of advisory and brokerage services. The firm’s approach involves IAR-led assessments of client financial needs and employs fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Ryan Ferguson is a CFP® with 10 years of industry experience, currently with First Citizens Investor Services, Inc. since 2022. He previously worked at LPL Financial LLC and UBS Financial Services Inc. 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 process based on financial needs assessment and risk tolerance, utilizing fundamental, quantitative, and technical analysis across various investment vehicles.

John Swindell is a financial advisor at Truist Advisory Services based in Raleigh, NC, holding a Series 66 designation with 21 years of industry experience. His prior roles include positions at First Citizens Investor Services and First Citizens Bank. 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 manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

David Wilder is a financial advisor with TIAA-CREF in Durham, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with TIAA-CREF since 2007. Outside of his advisory role, he serves as an elder and committee member at Triangle Grace Church and is the treasurer for the Voyager Academy Booster Club. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that includes affiliated funds.

Zachary Ziemba is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Credit Union Investment Services, SECU Brokerage Services, and State Employees' Credit Union. Outside of financial advising, he serves as a Director of Development and board member for the Applied Data Research Institute, a nonprofit focused on data analytics and systems modeling for sustainability and equity. 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 IAR-led financial assessments and diversified portfolio management strategies encompassing equities, fixed income, mutual funds, and ETFs.

Amber Mc Neill is a financial advisor at TIAA-CREF based in Durham, NC, holding a Series 65 designation. She has been with TIAA-related firms since 2015. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund services.