Gideon Sims is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds a Series 65 designation and has prior experience at Cook Wealth, LLC. In addition to his advisory role, he serves as a cargo specialist in the U.S. Army Reserve. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment framework that combines client-specific profiles with quantitative screening, manager selection, and access to alternative and private market solutions.

Seth Large is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Cerity Partners LLC with five years of industry experience. His prior roles include positions at Cook Wealth Management Group LLC and Bluesky Wealth Advisors, LLC. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach that integrates proprietary quantitative methods, third-party strategies, and direct security selection, alongside access to alternative and private market solutions for qualified clients.

Brian Anderson is a financial advisor at First Citizens Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior experience includes roles at PNC Investments, TD Ameritrade, and The Prudential Insurance Company of America. Outside of finance, he is the lead guitarist in a band called Vertigo, performing several shows monthly. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led financial needs assessments and utilizes a range of investment strategies including portfolio management, wrap programs, and tax-aware services.

Joseph Dillon is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2023. His prior experience includes roles at Curi Wealth Management, SharpVue Capital, and Captrust Financial Advisors. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Leigh St John is a financial advisor with Truist Advisory Services in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to his current role, he worked at BB&T Investment Services, Inc. and BB&T Securities, LLC. 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 and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program for clients who appoint third-party managers.

Clay Jackson is a Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Sanctuary Advisors, LLC since 2019, following previous roles at Bank of America and Merrill. Clay serves as a board member for the NC State Education Assistance Authority and the North Carolina Banking Commission, and he is a partner in the real estate investment firm Fish Hill & Jackson, LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm supports a broad range of investment strategies through more than 400 independent adviser representatives and offers both discretionary and non-discretionary account management.

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.

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.

Amber Vaughn is a Series 66-licensed financial advisor at First Citizens Investor Services, Inc. with three years of industry experience. Prior to joining First Citizens Investor Services, she held roles at Havoc Brewing LLC and Equitable Advisors. Vaughn has also worked in education and community organizations, including Roanoke College and the Salem-Roanoke County Chamber of Commerce. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business entities. The firm offers portfolio management, automated investing platforms, and financial planning, using fundamental, quantitative, and technical analysis to guide investment decisions.

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.

Christopher Baker is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and eight years of industry experience. His prior roles include positions at Carroll Financial Associates, Inc., Prosperity Capital Group, Inc., and Asset Protectors & Advisors Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts and estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment approach that combines passive and active managers and incorporates both quantitative and fundamental research.

Victoria Araj is a CFP® professional with two years of experience in financial advising. She is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Wealthshield Partners, LLC and Envestnet. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.

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.

Stephen Shaffer is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at BB&T Investments and Bb&T Securities before joining Truist in 2018. Outside of his advisory role, he is a member of CABINLOT LLC, which manages a family vacation rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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.

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.