Kristin Ezzell is a financial advisor with Truist Advisory Services, holding a Series 66 designation and four years of industry experience. She has worked within the Truist organization since 2021 across various affiliated entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and manager relationships, supported by AI-enabled research and inter-affiliate integration.

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®-designated financial advisor with Sanctuary Advisors, LLC in Raleigh, NC, bringing 28 years of industry experience. He has worked at Bank of America, N.A. since 2011 and previously spent over two decades at Merrill. Outside of his advisory role, Hill owns FHJ Properties, LLC, a real estate investment entity. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, and institutions, offering investment advisory and financial planning through a network of more than 400 independent advisers. The firm provides a range of solutions such as portfolio management, retirement plan consulting, and employs various analytical approaches while maintaining fiduciary standards under written advisory 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.

Guy Swain is a financial advisor with Commonwealth Financial Network in Raleigh, NC, holding CFP® and ChFC® designations and possessing 40 years of industry experience. He has been affiliated with Commonwealth Equity Services, Inc. since 1995. Outside of his advisory role, he is co-owner of LifeTime Tax Management, a private entity focused on tax-related services. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and technology support to affiliated advisors.

Noah Fitzgerald is a Series 66 licensed financial advisor with TLG Advisors, Inc. in Raleigh, NC, with four years of industry experience. Prior to joining TLG Advisors, he held roles at The Leaders Group Inc, MWA Financial Services Inc, and Modern Woodmen of America. Outside of advising, he is involved as a junior varsity offensive line football coach at Cardinal Gibbons High School. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm’s investment approach emphasizes manager selection, fundamental analysis, and portfolio diversification, offering both sub-advisor managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Dustin Thornton is a financial advisor at First Citizens Investor Services, Inc. with two years of industry experience. He holds the Series 65 and Series 63 licenses. His work background includes roles at First Citizens Investor Services, First Citizens Bank, Uber, Exchange Bank, Central National Bank, and Kansas State University Federal Credit Union. Outside of his advisory work, he is involved in managing rental properties owned personally and with his spouse. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, a Guided Investing automated platform, and financial planning, with a client process that emphasizes fundamental, quantitative, and technical analysis across various asset classes.

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.

Christopher Kriak is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at LPL Financial, Mass Mutual Investors Services, and PNC Investments. 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 process combining fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

James Hirst is a financial advisor with Prime Capital Financial in Clayton, NC, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Moores Creek Capital Partners, National Asset Management, National Securities Corporation, and Corinthian Partners. He is also involved with CHHSZ Holdings, LLC, the parent company of Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, employing a mix of investment strategies alongside tax planning and consolidated reporting capabilities.

Anna Fagan is a Series 66-licensed financial advisor with 24 years of industry experience. She is affiliated with Carson Wealth and has held roles at firms including Cetera Wealth Services, Infinex Investments, Merrill, and Morgan Stanley. In addition to her advisory work, she is an insurance agent selling life, annuities, and long-term care products. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios overseen by an Investment Committee and providing tailored solutions such as custom indexing and alternative investments.

Kwame Richards is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with First Citizens Investor Services since 2022 and previously worked at First Citizens Bank from 2007 to 2025. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of advisory and brokerage services including portfolio management, model portfolios, and financial planning. The firm emphasizes IAR-led assessments and applies fundamental, quantitative, and technical analysis in its investment approach.

Kimberly Loftin is a financial advisor at OSAIC Institutions, Inc. with seven years of industry experience. She holds Series 65 and Series 63 credentials and has previously worked at firms including 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, wrap programs, and access to alternative investments and lending solutions within a hybrid adviser/broker-dealer structure.

Jacquelyn Wiggs is a financial advisor at Truist Advisory Services with 14 years of industry experience. She holds a Series 66 credential and has worked at Truist Advisory Services since 2021, following roles at BB&T Securities, Wells Fargo Clearing, and Raymond James Financial. Outside of her advisory work, she is a certified Les Mills group fitness instructor. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary manager relationships and integrates AI-supported research to inform its investment approach.

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 prior roles include positions at BB&T and BB&T Securities, where she worked for a combined eight years. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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.

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., holding Series 65 and Series 63 designations and 10 years of industry experience. His prior work includes roles at Ascensus, LLC, Tower Square Securities, Inc., PASI Investments, LLC, and Dominari Securities LLC. He is based in Raleigh, NC. 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 diversified portfolios across various asset classes.

Sandra Russ is a CFP®-designated financial advisor with 20 years of industry experience, currently affiliated with Commonwealth Financial Network. She has a background that includes ownership and operation of The Russ Agency, Inc., an insurance business based in Granite Falls, NC, where she focused on fixed insurance sales. Her career also includes roles at Lifetime Asset Management, LLC and Allstate Insurance Co. 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. The firm offers a comprehensive adviser-support platform with managed-account programs, third-party asset manager access, retirement and plan consulting, and custody/clearing services.