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.

Samuel Welch is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining First Citizens Investor Services in 2025, he worked at Fidelity Investments for two years. First Citizens Investor Services serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and businesses, providing advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm employs fundamental, quantitative, and technical analysis to allocate assets across various investment vehicles and offers a range of portfolio management and financial planning services.

Colton Narron is a financial advisor at PNC Wealth Management with a Series 66 designation and three years of industry experience. His prior roles include positions at Tailwind Investment Partners, Tailwind Capital Distributors, and Kioti Tractor. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments to recommend investment strategies implemented via mutual funds and ETFs.

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.

Theresa Harris is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with 26 years of industry experience. She has been with First Citizens Investor Services since 2008. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm employs a client process based on financial needs assessments and applies various analytical methods to allocate investments across multiple asset classes.

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.

Andrea Stewart is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. She holds Series 63 and Series 65 licenses and has four years of industry experience. Her prior roles include positions at Carolina Commercial LLC, PNC Bank, and Colony Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a client-focused process with fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

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.

Zachary Tart is a financial advisor with Focus Partners Wealth, LLC in Raleigh, NC, holding Series 63 and Series 65 designations and 10 years of industry experience. His career includes roles at Kovitz Investment Group Partners, Wells Fargo Advisors, Sabal Trust Company, and USAA Financial Planning Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies along with third-party managers and private funds.

Levente Zsuppan is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He currently works at Truist Advisory Services and has prior experience with Bessemer Trust and PNC Investments. He serves as a board member for CASA, a nonprofit organization focused on providing affordable housing for homeless, veterans, and low-income individuals in his community. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with consulting services and uses advanced technology and inter-affiliate resources to support its investment programs.

Laura Frushone is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has worked at First Citizens Investor Services since 1998. Outside of her advisory role, she is a partner in an LLC that manages rental property. 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 fundamental, quantitative, and technical analysis to allocate assets across various investment vehicles and offers portfolio management, wrap programs, automated investing platforms, and financial planning.

Dale Berry is a ChFC® with 40 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Raleigh, NC. He has worked with Eagle Strategies since 2011 and has been associated with NYLife Securities LLC and New York Life Insurance Company since 2004. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and manages a substantial portion of its assets on a non-discretionary basis.

John Ashley is a financial advisor with Truist Advisory Services in Raleigh, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Truist Investment Services in 2022, he worked as an attorney at Emery D. Ashley and spent time at Atkinson Milling Company and Campbell University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary and non-discretionary manager relationships supported by a range of third-party platforms and research tools.

Gary Clementson is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and 17 years of industry experience. He has worked at First Citizens Investor Services since 2018 and previously held positions with Bank of America and Merrill from 2012 to 2018. First Citizens Investor Services serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses, providing advisory and brokerage services through Investment Advisor Representatives and third-party Portfolio Managers. The firm utilizes a client-focused process that incorporates fundamental, quantitative, and technical analysis to manage portfolios consisting of equities, fixed income, mutual funds, and ETFs.

Eddie Naylor Jr. is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with First Citizens Investor Services in various capacities continuously since 2005. Outside of his advisory role, he volunteers as a youth soccer and basketball coach in his community. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm employs a client-focused process using fundamental, quantitative, and technical analysis across diverse investment products and offers multiple portfolio management options, including automated platforms and tax-aware strategies.

Faye Sprye is a financial advisor at Davenport & Company LLC in Raleigh, NC, holding Series 63, Series 65, and Series 66 credentials with 40 years of industry experience. She has been with Davenport & Company since 2000. Outside of her advisory role, Sprye serves as the fundraising chair on the executive board of United Community Ministries, a nonprofit organization. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services through dedicated portfolio manager teams and an Investment Policy Committee.