Vance Anderson is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 designation and six years of industry experience. His career includes positions at BB&T Securities and Bernard Robinson & Co, as well as two years at Campbell University. He also serves as an adjunct instructor in accounting at Wake Technical Community College. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

William Smith is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at MML Investors Services LLC, MassMutual Life Insurance Co., First Citizens Bank, and Northwestern Mutual. First Citizens Investor Services, Inc. provides advisory and brokerage services to a diverse clientele including individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, model portfolios, a Guided Investing platform, and financial planning, utilizing both fundamental and quantitative analyses to manage assets primarily through non-discretionary client arrangements.

John Passey is a financial advisor at Private Advisor Group, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including LPL Financial LLC, Good Life Advisors, Sterling Fox Financial, Raymond James Financial Services, and Edward Jones. He also operates Good Life Advisors, LLC, an independent investment advisory firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions through proprietary platforms and third-party managers, employing a fiduciary-based advisory model.

Haley Mckenna is a financial advisor at First Citizens Investor Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab & Co., Inc. and SVB Wealth, LLC. Haley also serves as a Senior Compliance Analyst at First Citizens Asset Management, Inc. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, using a client-focused process that incorporates fundamental, quantitative, and technical analysis across various investment products.

Tyler Zieker is a financial advisor at Commonwealth Financial Network with a Series 65 designation and one year of industry experience. Prior to joining Commonwealth in 2026, he worked at Pathfinder Wealth Consulting and has a diverse background including roles in hospitality and banking. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing about $212.7 billion in assets. The firm offers a broad platform of managed-account programs, access to third-party asset managers, and various custody and clearing services.

Stephen Guentz is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His prior roles include positions at Empower Financial Services Inc, Peace of Mind Wealth Management, and several companies outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates over short-term forecasts.

Daniel Mccall is a CFP® professional with 21 years of industry experience, currently serving at Truist Advisory Services. His career includes extensive tenure at BB&T and its related entities, as well as roles at PNC Wealth Management. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary manager relationships supported by a combination of traditional and AI-enabled research tools.

Jane Watson is a CFP® professional with 15 years of experience in the financial services industry. She is currently with Truist Advisory Services and previously worked at Wachovia Securities, LLC. Watson holds a Series 63 license and is based in Raleigh, NC. Truist Advisory Services provides investment consulting and advisory services to a broad range of clients including individuals, corporate entities, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, using a combination of discretionary and non-discretionary strategies supported by proprietary research and third-party platforms.

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.