Delaney Gibson is a financial advisor with Davenport & Company LLC in Raleigh, NC, holding a Series 66 designation and eight years of industry experience. She has been with Davenport & Company since 2017 and previously worked at NTS Development Company. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s advisory division offers separately managed accounts, model delivery, financial planning, and other programs, supported by dedicated portfolio teams and a manager research group.

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.

Jacob Halsey is a financial advisor with D.A. Davidson & Co. in Cary, NC, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to joining D.A. Davidson, he worked at Fortress Private Ledger and Mullarkey Commercial Real Estate Group and spent ten years as a student. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a specialized Private Wealth program for high-net-worth clients.

Christian Poirier is a Series 66-registered financial advisor at VALIC Financial Advisors with 10 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management from 2014 to 2021. VALIC Financial Advisors 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 UMA models for portfolio construction and management.

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.

Stephen Holloman Jr. is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at Fidelity Investments and various positions affiliated with North Carolina State University. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities, offering advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm employs fundamental, quantitative, and technical analysis to allocate across asset classes and provides a range of portfolio management and financial planning services.

Crystal Fulton is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 2016. She also holds a role as a paraplanner at NorthPoint Tax, Wealth & Business Advisory, LLP, where she provides administrative support and analysis. Additionally, she serves on the AssetMark Operations Advisory Board in a non-investment capacity. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for about 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a variety of managed programs and investment strategies.

Jodi Scott is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and bringing one year of industry experience. Her prior experience includes roles at State Farm Investment Management Corp, Edward Jones, and several insurance agencies. Outside of finance, she is an artist who creates original paintings on canvas. 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 financial assessments and a combination of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

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.

Brian Dennis is a financial advisor at Oppenheimer with 16 years of industry experience. He holds a Series 66 designation and has worked at several firms including Wells Fargo and Bank of America. Outside of his advisory role, he works as a Lyft driver and serves as a basketball tutor. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services with investment strategies tailored through both discretionary and non-discretionary programs.

Ryan Schlick is a financial advisor with PNC Wealth Management, holding Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at Fidelity Investments and various credit union-related firms. Outside of finance, he serves as a certified flight instructor with the Kennebec Flying Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessments and invests via approved model strategies with mutual funds and ETFs.

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.

Jonathan Larose is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with two years of industry experience. His prior work includes roles at NextEra Energy Resources and Fidelity Investments. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with advisory and brokerage services. The firm employs a client-centered process integrating fundamental, quantitative, and technical analysis to manage portfolios composed of equities, fixed income, mutual funds, and ETFs.

John Irby V is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has worked previously at Coleman Research and Fast Lane US. Janney Montgomery Scott LLC is a large 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, and institutional sponsors, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Lauren Mossburg is a CFP® with six years of industry experience, currently advising clients at Janney Montgomery Scott in Raleigh, NC. Her prior experience includes roles at Truist Investment Services and Truist Advisory Services. Outside of financial services, she has worked with Solidcore and held positions in both corporate and educational settings. 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 high-net-worth individuals, families, trusts, and institutional clients, offering a range of brokerage, financial planning, and advisory services.

Donna King is a financial advisor with TIAA-CREF in Durham, NC, holding a Series 66 credential and seven years of industry experience. She has worked at several firms, including Allstate Financial Advisors and Edward Jones, before joining TIAA-CREF in 2020. Outside of her advisory work, she manages a rental property business involving coordination of repairs and tax filings. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm’s advisory offerings include point-in-time planning and ongoing discretionary portfolio management with a fiduciary standard applied to its registered investment adviser services.

Jacqueline Williams is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Raleigh, NC, holding Series 66 and Series 63 licenses. She has 12 years of industry experience, including prior roles at Fidelity Investments and First Citizens. Williams has been with Fifth Third Securities and FIFTH THIRD BANK since 2019. Fifth Third Securities serves a diverse client base, including individual, high-net-worth, and institutional investors, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and sponsors the Passageway Managed Account Program, which features strategies such as mutual funds, ETFs, SMAs, tax overlays, and direct indexing.

Angel Nieves Alicea is a financial advisor with First Command Advisory Services in Cary, NC, holding a Series 66 designation and one year of industry experience. Prior to joining First Command, he has served in various roles including at Telus International AI and the United States Army Reserve. He is also an Army Reservist and operates Virtual XP Tours LLC, a business providing web design, graphic design, digital marketing, and panoramic photography services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers who select model portfolios and third-party managers from approved lists.

Ronald Edwards is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and Aaa. Outside of his advisory role, he is involved with Peachtree Learning Collaborative LLC as a human resources specialist. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, delivering both point-in-time financial plans and optional managed account solutions.

Aaron Harris is a financial advisor with VOYA Financial Advisors, Inc. in Raleigh, NC, holding a Series 66 designation and 20 years of industry experience. He has been with VOYA Financial Advisors since 2014. Harris is also involved with Providence Financial Solutions, a separate financial services business focused on insurance and investment products. VOYA Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides financial planning, portfolio management, and consulting services through a variety of program structures, primarily emphasizing non-discretionary, recommendation-based advice.