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 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Fidelity Investments, First Citizens Investor Services, and First Citizens Asset Management. She has been with Fifth Third Securities and Fifth Third Bank since 2019. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway Managed Account Platform, with a focus on tailored investment strategies and comprehensive service delivery.

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.

Aaron Harris is a financial advisor with VOYA Financial Advisors, Inc. in Raleigh, NC, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with VOYA Financial Advisors since 2014, following previous roles at Voya Financial Partners, LLC and Equitable Advisors. Outside of his advisory work, he operates Providence Financial Solutions and serves as an independent insurance agent. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services, utilizing both affiliated and unaffiliated investment products through a large network of investment adviser representatives.

Jason Deshayes is a CFP® and PFS™ credentialed advisor at Cerity Partners LLC with five years of industry experience. He previously worked at Cook Wealth Management Group LLC and Elliott Davis, PLLC. Outside of his advisory role, he serves as Treasurer and board member for the Ronald McDonald House and Trinity School of Durham & Chapel Hill, contributing to financial oversight and advisory committees. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with a client-specific investment framework that includes proprietary quantitative screening, asset allocation, and access to alternative and private market solutions.

Addison Lin is a financial advisor at Truist Advisory Services in Raleigh, NC, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Truist, Lin worked at First Citizens Investor Services and First Citizens Bank, and has experience in educational settings including North Carolina State University and Saint Stephens High School. 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 combines discretionary and non-discretionary management approaches, utilizing third-party platforms and AI-enabled research tools to support its client offerings.

Darisa Paezsantana is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining First Citizens, she worked at Fidelity Investments for five years and held positions at Bank of America, North State Bank, and BB&T. Outside of her advisory role, she is employed at M.S.G. Heating and Air LLC handling payroll and bookkeeping. First Citizens Investor Services serves individuals, pension plans, charitable organizations, and businesses by providing advisory and brokerage services, including portfolio management, automated investing platforms, and financial planning. The firm’s client process involves thorough assessments led by investment adviser representatives, utilizing various analysis methods to allocate across multiple asset classes.

John Irby IV is a financial advisor with Janney Montgomery Scott in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2016. 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 range of clients including high-net-worth individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and various advisory programs.

Neil Firth is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Merrill for 15 years before joining First Citizens in 2016. Outside of his advisory role, Firth serves as the Treasurer and an officer on the Parent Board of the Cape Fear Center of Inquiry, a charter school in Wilmington, NC. 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 utilizes a client-centered approach incorporating fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Robert Dickinson is a CFP®-credentialed financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. He has 30 years of industry experience and has been with First Citizens since 2010. First Citizens Investor Services, Inc. serves individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporate entities, providing both advisory and brokerage services. The firm employs a client process focused on assessing financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis to manage diversified portfolios across various asset classes.

Kelly Forrester is a Series 66-licensed financial advisor with Janney Montgomery Scott, based in Raleigh, NC. She has 23 years of industry experience, all of which has been with Janney Montgomery Scott since 2006. 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, high-net-worth clients, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Andrea Hardy is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds the CFP® and ChFC® designations and has worked at firms including MassMutual Life Insurance Company and MML Investors Services LLC. Hardy serves as a general board member of the Triangle Women in Golf Foundation. 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.

Jacob Rudy is a financial advisor at Cerity Partners LLC in Raleigh, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners, he worked at Cook Wealth, LLC and CapTrust. Outside of his advisory roles, his background includes various positions at Liberty University and experience in other sectors. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and utilizes a client-specific investment framework that incorporates proprietary quantitative strategies, manager selection, and alternative investment solutions.

Carson Shepherd is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 65 and Series 63 licenses and three years of industry experience. His career includes roles at Truist Investment Services and Truist Advisory Services, along with prior positions at Altria and various hospitality-related businesses. 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 third-party platforms and AI-enabled research tools.

Stephen Selema is a financial advisor with VOYA Financial Advisors, Inc. in Raleigh, NC, holding a Series 66 credential and 21 years of industry experience. He has worked with VOYA and its affiliated entities since 2005. Outside of his advisory role, he is also a musician who performs live and earns income through digital sales and royalties. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, using a combination of in-house and external strategists, model portfolios, and technology-enabled tools to tailor client solutions.

Liam Powlen is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Fidelity Investments and involvement with the WNY Sustainable Business Roundtable. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment advisor representatives and third-party portfolio managers. The firm employs a client process focused on assessing financial needs and risk tolerance, using a range of analytical methods to allocate investments across various asset classes.

Michael Holloway is a Certified Financial Planner® with 20 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at Cook Wealth Management Group, LPL Financial, and UBS Financial Services. Holloway holds Series 63 and Series 66 licenses. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, proprietary quantitative screening, and access to alternative and private market solutions.

Chad Weatherman is a Certified Financial Planner® with 11 years of industry experience, currently serving at Mariner Wealth Advisors since 2023. His prior roles include positions at Beacon Pointe Advisors, DMJ Wealth Advisors, and Millennial Wealth Design. Mariner Wealth Advisors serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to provide customized portfolio solutions and maintains integrated tax and accounting services uncommon for a firm of its size.

Shawn Will is a financial advisor with Principal Financial Services in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Principal Securities Inc. since 2016 and has also worked with Principal Life Insurance Company since 2013. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Derek Mccord is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Cary, NC. He holds a Series 66 designation and has two years of industry experience. Prior to joining Equity Services, Derek worked at National Life Group and MassMutual in various capacities. Outside of his advisory role, he is a product advocate for health and wellness products through Melaleuca, Inc. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms and uses third-party asset managers and model portfolios to offer a blend of long-term strategies and specialized investment options.