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.

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.

Kerrie Debbs is a CFP® professional with 19 years of industry experience. She is currently with Farther, having joined the firm in 2025, and previously worked for Main Street Financial Solutions, LLC for 13 years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations or proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

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.

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.

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.

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.

John Berry is a CFP® professional with 28 years of industry experience, currently serving as an advisor at Integrated Wealth Concepts LLC since 2023. He previously worked at Laurel Wealth Advisors, Inc., ARIA Wealth Management, Inc., J.W. Cole Financial, Inc., and Concert Wealth Management, Inc. In addition to his financial advisory roles, Berry serves as President of CONCERT Retirement Plan Consulting, Inc. and is an Executive Officer in the United States Navy Reserves. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, and retirement plan advisory services, utilizing customized portfolios and a combination of internal and third-party asset management.

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.

Christopher Morris is a CFP® certificant with nine years of industry experience. He currently serves as a financial advisor at Cetera Planning Partners and holds a tax and advisory manager position at CS&L CPAs, where he provides accounting, tax, and consultation services. His prior roles include positions at Avantax Planning Partners, Purshe Kaplan Sterling Investments, and HBKS Wealth Advisors. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with comprehensive financial planning, investment management, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, with an investment approach centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

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.

Samir Alame is a financial advisor with Eagle Strategies (NY Life) in Cary, NC, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He has worked with Eagle Strategies since 2009 and has been involved in financial literacy initiatives through his ownership of Financial Literacy LLC and Financial Literacy Inc. Outside of advisory services, he brokers non-investment insurance products through his business Protection And Finance Inc. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm operates within the New York Life affiliate structure and emphasizes tailored advice delivered largely through non-discretionary asset management and fiduciary standards for retirement investors.