Martin Green Jr. is a financial advisor with Eagle Strategies (New York Life) based in Raleigh, NC. He holds the Series 63 and Series 65 designations and has 35 years of industry experience. His career includes long-term roles at New York Life Insurance Company and Nylife Securities LLC. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and a predominantly non-discretionary asset management approach.

Kristin Ezzell is a financial advisor with Truist Advisory Services in Raleigh, NC. She holds a Series 66 designation and has three years of industry experience. Kristin has been with Truist Investment Services and its predecessor since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager‑selection program, implementing advice through both discretionary and non‑discretionary strategies supported by third‑party platforms and AI-enhanced research.

Stuart Gay is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Wealthshield Partners, LLC and MassMutual Life Insurance Company. Outside of advising, he owns businesses in construction, cleaning services, and farming operations. 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 blending passive and active management with oversight from an internal Investment Committee.

Christopher Hill is a CFP® professional with 28 years of industry experience. He is affiliated with Sanctuary Advisors, LLC and has worked at Bank of America since 2011 and Merrill since 1997. Outside of advisory work, he owns FHJ Properties, LLC, a real estate investment business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pensions, trusts, and charitable organizations, through over 400 independent advisors. The firm offers portfolio management, customized financial planning, and retirement plan consulting, employing various analytical approaches and maintaining fiduciary standards under written agreements.

Henry Dunbar Jr. is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 65 credential with 23 years of industry experience. He has worked at First Citizens Bank and First Citizens Investor Services since 2014. 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/business entities. The firm employs a client process centered on financial needs assessments and uses a combination of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Noah Fitzgerald is a financial advisor at TLG Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has worked previously at MWA Financial Services Inc. and Modern Woodmen of America. Outside of his advisory role, Fitzgerald coaches junior varsity offensive line football, applying his collegiate football experience to player development. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, charitable organizations, businesses, and institutional investors, offering investment supervisory services, portfolio management, financial and estate planning, and ERISA fiduciary services. Its approach combines fundamental analysis and Modern Portfolio Theory, delivering advice through independent advisors and sub-advisors, including a direct-to-consumer platform called Starlight Portfolios.

Kelly Sullivan is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses with 28 years of industry experience. Her prior roles include positions at Cuso Financial Services, LP and Coastal Federal Credit Union. 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 fundamental, quantitative, and technical analysis to guide portfolio allocation, offering a range of services such as managed portfolios, a Guided Investing platform, and tax-aware financial planning.

Joshua Brien is a financial advisor at Janney Montgomery Scott in Raleigh, NC, holding a Series 66 designation with 19 years of industry experience. He has been with Janney Montgomery Scott since 2013. Outside of his advisory work, he serves as a committee member for BSA Trop 215, participating occasionally in camping trips with the group. 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, corporations, and municipal clients, offering brokerage services, financial planning, and advisory programs with a combination of in-house and third-party portfolio management.

Anna Fagan is a wealth advisor at CWM, LLC with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Wealth Services, LLC, infinex Investments, Inc., and Community Bank of Tri County. In addition to her advisory role, she is also an insurance agent selling life insurance, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, employing model portfolios overseen by an in-house Investment Committee and utilizing various tools and third-party sub-advisors.

Kwame Richards is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, Richards worked at First Citizens Bank for 18 years. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm employs a client-focused process utilizing fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Kimberly Loftin is a financial advisor with OSAIC Institutions, Inc. in Raleigh, NC, holding Series 65 and Series 63 licenses and with seven years of industry experience. Her prior work includes roles at Thrivent Financial, First Citizens Bank, Principal Life Insurance Company, Edward Jones, and First Federal Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser and broker-dealer structure.

Jacquelyn Wiggs is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 designation and 14 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and BB&T Securities. Outside of her advisory work, she is a group fitness instructor specializing in Les Mills programs. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary arrangements supported by third-party platforms.

Andrew Kutner is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior work includes roles at Wells Fargo Bank, NA and Wells Fargo Clearing Services, LLC since 2021, as well as Pruco Securities, LLC and Axa Advisors, LLC earlier in his career. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary investment approaches supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

Michael York is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 25 years of industry experience and has been with Independent Advisor Alliance since 2015, concurrently serving with LPL Financial since 2012. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm provides both discretionary and non-discretionary portfolio management and utilizes a network model that integrates technology platforms and access to third-party managers.

Lori York is a CFP® with six years of industry experience, currently serving as a financial advisor at Truist Advisory Services in Raleigh, NC. Her career includes roles at Truist Investment Services, BB&T Securities, and BB&T from 2013 onward. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program delivered through a combination of discretionary and non-discretionary arrangements.

Alan Segal is a CFP® professional with 36 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC since 2024. His prior experience includes 19 years at Ameriprise Financial Services, Inc. and Ameriprise. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations through a range of portfolio management and financial planning services.

Todd Davis is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. Prior to joining First Citizens in 2025, he worked at Ascensus, LLC for 13 years. 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’s investment approach combines fundamental, quantitative, and technical analysis to allocate across multiple asset classes, supported by various portfolio management options and financial planning services.

Paul Liebman is a financial advisor at Truist Advisory Services with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist Investment Services, Fidelity Investments, and several other organizations. He serves on the Board of Directors for the Foundation of Hudson Memorial Presbyterian Church, where he assists with donor relations related to planned giving. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm integrates inter-affiliate resources and employs both discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Vernon Maples is a financial advisor with Principal Financial Services in Raleigh, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience, including 28 years with Principal Life Insurance Company and 10 years at Principal Securities INC. His outside business activities include work with fixed insurance products such as fixed life, annuities, disability income, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. 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.

Jonathan Wakin is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including First Citizens Investor Services, Park Avenue Securities, and Edward Jones. 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 U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.