Stephen Kanoy is a financial advisor at First Citizens Investor Services, Inc. with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Truist Advisory Services, BB&T, and related entities. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, focusing on client assessments and diversified investment strategies.

Joshua Maida is a financial advisor with Valic Financial Advisors in Durham, NC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Valic Financial Advisors since 2016 and is also associated with AGIA, where he works with non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and consulting services. The firm operates at scale with over 1,200 advisors and integrates technology and model solutions to manage a large client base.

Serene Alsous is a CFP® and ChFC® with nine years of experience in financial advising, currently with Valic Financial Advisors in Durham, NC. She has been with Valic Financial Advisors and NC State University since 2017 and also has experience at BMW Manufacturing and Agia. Alsous serves as a notary public in Wake County. Valic Financial Advisors is a large SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement plans. The firm offers portfolio management and financial planning services through a network of over 1,200 advisors, utilizing discretionary unified managed accounts on Envestnet’s platform with optional tax-aware and ESG overlays.

Brendan Burns is a CFP® with seven years of industry experience. He is currently with PNC Wealth Management and has previously worked at Fidelity Investments in various capacities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation only to PNC Bank employees. The program uses algorithmic questionnaires to recommend investment strategies implemented with mutual funds and ETFs, with portfolio management delegated to third parties.

Douglas Foreman is a financial advisor at First Citizens Investor Services, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at U.S. Bancorp, MUFG, and Bank of America. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm employs a client-centered process that incorporates fundamental, quantitative, and technical analysis to manage portfolios using a variety of investment vehicles and offers services including financial planning and tax-aware investing.

Ezekiel Powell is a CFP® and ChFC® affiliated with First Citizens Investor Services, Inc. in Raleigh, NC, with four years of industry experience. His prior roles include positions at Fidelity Investments, Valic Financial Advisors, and Thrivent Financial. Outside of his advisory work, he provides janitorial services at a local church as an independent contractor. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and businesses, offering advisory and brokerage services. The firm employs a client-centered process combining fundamental, quantitative, and technical analysis to manage investments across various asset classes.

Carey Hunter Jr. is a financial advisor with Principal Financial Services in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at Principal Securities Inc., Mid Atlantic Executive Benefits, and PRINCIPAL LIFE INSURANCE COMPANY. Hunter also serves on the Poyner YMCA Branch Committee and the WakeEd Partnership finance committee. 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 consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Peter Adcroft is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds Series 63 and Series 65 credentials and 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 individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services through various wrap programs and a centralized asset management platform.

Vincent Perry is a CFP® and ChFC® with 29 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC, where he has worked since 2017, and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017. Perry is also the owner and organizer of Mattocks Legacy Event Center LLC, a business unrelated to investment advisory. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model with advisory representatives offering discretionary and non-discretionary portfolio management, utilizing various investment strategies and technology platforms.

Conrad Kunkel is a financial advisor with Brookstone Capital Management LLC in Chapel Hill, NC, holding a Series 66 designation and 19 years of industry experience. He has been with Brookstone since 2015 and also owns GPS Financial Strategies, where he counsels individuals, families, and business owners on financial security matters. Prior to Brookstone, he worked briefly at Gradient Advisors, LLC. Brookstone Capital Management provides fee-based asset management and financial planning to a wide range of clients, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and related wrap-fee programs.

John Todd is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at firms including Arbor Point Advisors, Securities America, Ameriprise Financial Services, and Edward Jones. Todd also engages in insurance sales on a limited basis. Osaic Advisory Services, LLC serves a diverse client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a broad range of investment strategies and consulting services, utilizing both fundamental and technical analysis along with access to alternative investments through platform partnerships.

James Martin is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has worked at First Citizens Investor Services since 2014 and previously at Wells Fargo Clearing for one year. Outside of his advisory role, Martin serves as Vice President and Committee Chairman at Walnut Creek Country Club, where he participates in board and committee decisions related to club operations and financial matters. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering advisory and brokerage services including portfolio management, model portfolios, a Guided Investing platform, and financial planning. The firm employs a client-centered process focused on financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis to guide asset allocation.

Joseph Broughton III is a financial advisor with Janney Montgomery Scott in Raleigh, NC, holding Series 63 and 65 licenses and bringing 42 years of industry experience. He has been with Janney Montgomery Scott since 2017 and previously worked at BB&T Securities from 2013 to 2017. Outside of his advisory role, he is involved with several limited liability companies, including Broughton Properties LLC, where he serves as managing member. 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 wide range of clients and offers brokerage, financial planning, consulting, and advisory programs, combining in-house and third-party portfolio management across multiple platforms and providing custody and trustee services through a subsidiary trust company.

Sasha Steinbeck is a financial advisor at Principal Financial Services with 21 years of industry experience. She holds a Series 66 designation and has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 2006. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel outside the United States. 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.

Matthew Williams is a CFP® professional at Mercer Global Advisors Inc. with 26 years of industry experience. He previously worked at Northern Trust Securities, Inc., The Vanguard Group, Inc., and First Allied Securities. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory, financial, tax, retirement, and estate planning services. The firm emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles, supported by client education, specialized programs, and integrated service platforms.

Kimberley Palladino is a financial advisor at Truist Advisory Services with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Truist and its predecessor, SunTrust, since 2015. 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 AI-enabled research tools.

Craig Osborne is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with First Citizens Investor Services since 2016. First Citizens Investor Services serves individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporate entities, offering advisory and brokerage services. The firm utilizes a client-centered process involving financial needs assessments and diverse investment strategies, managing over $2.6 billion in client assets through a range of portfolio management options and financial planning services.

Charles Stratton is a financial advisor with First Command Advisory Services in Cary, NC. He holds a Series 66 designation and has five years of industry experience. Prior to his financial career, Stratton served 11 years in the U.S. Army. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Azrealle Mcclain is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for TD Ameritrade for seven years before joining Truist in 2023. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and integrated inter-affiliate services.

Miles Costin III is a Series 65-licensed advisor with 10 years of industry experience. He is currently with Brookstone Capital Management LLC and has held roles at Retirement Wealth Advisors, FormulaFolio Investments, LLC, and Innovative Advisors. Outside of advisory work, he owns and operates Innovative Advisors, where he sells life insurance and annuities and assists clients with college funding, financial aid, and structured cash flow planning. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset allocation models alongside a variety of investment vehicles and serves as a sub-advisor to other advisory programs.