Jodi Scott is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and bringing one year of industry experience. Her prior experience includes roles at State Farm Investment Management Corp, Edward Jones, and several insurance agencies. Outside of finance, she is an artist who creates original paintings on canvas. 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 portfolios across various asset classes.

Jason Bowie is a financial advisor with Principal Financial Services in Raleigh, NC, holding the CFP®, ChFC®, and Series 66 designations. He has 23 years of industry experience, including over two decades with Principal Life Insurance and Principal Securities Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Brian Dennis is a financial advisor at Oppenheimer with 16 years of industry experience. He holds a Series 66 designation and has worked at several firms including Wells Fargo and Bank of America. Outside of his advisory role, he works as a Lyft driver and serves as a basketball tutor. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services with investment strategies tailored through both discretionary and non-discretionary programs.

Albert Wheeler is a financial advisor at Janney Montgomery Scott with Series 63 and Series 66 designations and 56 years of industry experience. He has been with Janney Montgomery Scott since 1982. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Ricky Sloan is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and 13 years of industry experience. His career includes four years at PNC Investments before joining First Citizens Investor Services in 2018. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of advisory and brokerage services. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis across various investment products.

Thomas Mountain is a financial advisor with VALIC Financial Advisors in Durham, NC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with VALIC Financial Advisors since 2000 and is also currently an agent with Agia. Outside of his financial career, he co-manages a social media account focused on tabletop RPG gaming terrain and miniatures with his son. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm uses discretionary unified managed accounts with Envestnet’s platform and emphasizes centralized technology and model solutions to manage roughly $29.2 billion across nearly 300,000 clients.

Jonathan Larose is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with two years of industry experience. His prior work includes roles at NextEra Energy Resources and Fidelity Investments. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with advisory and brokerage services. The firm employs a client-centered process integrating fundamental, quantitative, and technical analysis to manage portfolios composed of equities, fixed income, mutual funds, and ETFs.

John Irby V is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has worked previously at Coleman Research and Fast Lane US. 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, families, trusts, and institutional sponsors, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Lauren Mossburg is a CFP® with six years of industry experience, currently advising clients at Janney Montgomery Scott in Raleigh, NC. Her prior experience includes roles at Truist Investment Services and Truist Advisory Services. Outside of financial services, she has worked with Solidcore and held positions in both corporate and educational settings. 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 high-net-worth individuals, families, trusts, and institutional clients, offering a range of brokerage, financial planning, and advisory services.

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 66 and Series 63 licenses. She has 12 years of industry experience, including prior roles at Fidelity Investments and First Citizens. Williams has been with Fifth Third Securities and FIFTH THIRD BANK since 2019. Fifth Third Securities serves a diverse client base, including individual, high-net-worth, and institutional investors, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and sponsors the Passageway Managed Account Program, which features strategies such as mutual funds, ETFs, SMAs, tax overlays, and direct indexing.

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 20 years of industry experience. He has been with VOYA Financial Advisors since 2014. Harris is also involved with Providence Financial Solutions, a separate financial services business focused on insurance and investment products. VOYA Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides financial planning, portfolio management, and consulting services through a variety of program structures, primarily emphasizing non-discretionary, recommendation-based advice.

Jason Deshayes is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. His prior work includes roles at Cook Wealth Management Group LLC, Elliott Davis, PLLC, the Association of International Certified Professional Accountants, and Butler and Company CPA's PC. Outside of his advisory work, he serves as treasurer on the boards of the Ronald McDonald House and Trinity School of Durham & Chapel Hill, and he is a council member of the NC Bar Association Small Firm and Tech Council. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on customized, diversified portfolios and access to alternative and private-market investments.

Addison Lin is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Truist Investment Services in 2025, Addison held positions at First Citizens Bank and First Citizens Investor Services and worked at 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 charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

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.

Jennifer Jamerson is a CFP® and ChFC® with 26 years of industry experience. She has been with Valic Financial Advisors since 2010 and also holds an agent position at Agia, where she is involved with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services through its broker-dealer operations.

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.