Amy Keating is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63, 65, and 66 licenses and with 13 years of industry experience. Her career includes roles at First Citizens Bank and Investor Services since 2019, as well as prior positions at Bangor Savings Bank, Cantella & Co., Inc., and UBS Financial Services. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led assessments and applies fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

James Earle is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials and 12 years of industry experience. He was previously associated with The Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of his advisory role, Earle serves as Vice President of the Creek Pointe Homeowners Association and is a board member of the Craven County Health Department. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led client assessments and employs fundamental, quantitative, and technical analysis to manage diversified portfolios, including UMAs, SMAs, and tax-aware strategies.

Jessie Harris is a CFP®-certified financial advisor with 12 years of industry experience. She is currently affiliated with Commonwealth Financial Network and is co-owner of Cardinal Hill Wealth Management. Prior to her current roles, she worked at Edward Jones for eight years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed account programs, third-party asset manager access, and custody/clearing services.

David Snider is a financial advisor at Oppenheimer in Raleigh, NC, holding Series 65, Series 63, and Series 66 licenses with 29 years of industry experience. Prior to joining Oppenheimer in 2025, he worked at Wells Fargo Clearing for nine years and UBS Financial Services for one year. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios delivered on discretionary and non-discretionary bases.

Angela Novak is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63, 65, and 66 licenses with 17 years of industry experience. Her career includes roles at Wells Fargo Bank and Wells Fargo Clearing from 2008 to 2023 before joining First Citizens in 2023. 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 various portfolio management and financial planning solutions. The firm emphasizes IAR-led assessments and a combination of fundamental, quantitative, and technical analysis for portfolio allocation.

Jennifer Jones is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. She previously worked at Gratus Capital and Deloitte Investment Advisors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Quinton Libsack is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 credential and one year of industry experience. His previous roles include positions at Cetera Investment Advisors, Cetera Wealth Services, and The John R. McAdams Company, Inc. He also serves as a board member for the Washington Terrace Homeowners Association. 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 a client-centered process integrating fundamental, quantitative, and technical analysis to allocate investments across various asset classes.

Michael Davies is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. Before joining United Planners in 2023, he spent nine years at Cambridge Investment Research, Inc. In addition to his advisory work, he serves on the Springstone Homeowners Association board and owns a retail business, Graham D's Coffee Beans, in Raleigh, NC. United Planners Financial Services is a national wealth-management firm serving a diverse client base through approximately 359 advisors. The firm offers both advisory and brokerage services with a focus on non-discretionary account management and supports its advisors through a limited-partnership ownership structure and formal transition assistance programs.

Matthew Buddo is a CFP® certified financial advisor with eight years of industry experience. He currently works at Truist Advisory Services and has prior experience at SunTrust Investment Services, SunTrust Bank, and Axa Advisors. Buddo studied at East Carolina University and has a diverse background including non-financial roles before entering the advisory field. 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 manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment approach.

Fredena James is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. She holds the Series 66 designation and has 17 years of industry experience. Ms. James has been with First Citizens Investor Services since 2001. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services. The firm’s investment approach includes IAR-led assessments and a combination of fundamental, quantitative, and technical analysis across various asset classes.

Hunter Houser is a financial advisor with Cerity Partners LLC in Raleigh, NC, holding a Series 65 designation and two years of industry experience. Prior to joining Cerity Partners in 2025, he worked at Cook Wealth Management Group, LLC, and has background experience outside finance, including positions at Triangle Family Dentistry and The Capital Grille. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and private funds, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs a client-specific investment framework that includes proprietary quantitative screening, manager selection, and access to alternative private market solutions.

Gideon Sims is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds a Series 65 designation and has prior experience at Cook Wealth, LLC. In addition to his advisory role, he serves as a cargo specialist in the U.S. Army Reserve. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment framework that combines client-specific profiles with quantitative screening, manager selection, and access to alternative and private market solutions.

Ruijuan Hong is a financial advisor at Transamerica Financial Advisors with Series 66 licensure and one year of industry experience. Prior to her current role, she worked at World Financial Group Insurance Agency and has experience leading Hey Cream Inc as well as ongoing involvement with Shanghai PingYe Advertising Co., Ltd. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services, offering a range of proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Seth Large is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Cerity Partners LLC with five years of industry experience. His prior roles include positions at Cook Wealth Management Group LLC and Bluesky Wealth Advisors, LLC. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach that integrates proprietary quantitative methods, third-party strategies, and direct security selection, alongside access to alternative and private market solutions for qualified clients.

Lance Dobler is a CFP®-certified financial advisor with TIAA-CREF, based in Durham, NC. He has six years of industry experience, including roles at TIAA since 2012 and TIAA-CREF since 2025. Outside of his advisory work, Dobler owns and operates Diamond Glove Care LLC, a local business providing baseball and softball glove relacing and break-in services for youth players. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management under a fiduciary standard.

Brian Anderson is a financial advisor at First Citizens Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior experience includes roles at PNC Investments, TD Ameritrade, and The Prudential Insurance Company of America. Outside of finance, he is the lead guitarist in a band called Vertigo, performing several shows monthly. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led financial needs assessments and utilizes a range of investment strategies including portfolio management, wrap programs, and tax-aware services.

Bernard Rosen is a financial advisor with TLG Advisors, Inc. in Cary, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 49 years of industry experience, including roles at The Leaders Group Inc and MassMutual Life Insurance Company. He also owns Rosen Executive Benefits Group, which focuses on individual life insurance sales. TLG Advisors, Inc. serves a diverse client base that includes individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes investment supervisory services and portfolio management through fundamental analysis and Modern Portfolio Theory, offering both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

Joseph Dillon is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2023. His prior experience includes roles at Curi Wealth Management, SharpVue Capital, and Captrust Financial Advisors. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Leigh St John is a financial advisor with Truist Advisory Services in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to his current role, he worked at BB&T Investment Services, Inc. and BB&T Securities, LLC. 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program for clients who appoint third-party managers.

Rameet Singh is a financial advisor at TIAA-CREF in Durham, NC, holding Series 63 and Series 66 licenses with 11 years of industry experience. Prior to joining TIAA-CREF, he worked at Edward Jones and JP Morgan Securities. Outside of finance, he operates a portrait and family photography business. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides a range of advisory services including customized portfolio management and acts as adviser to donor-advised funds.