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 with First Citizens Investor Services, Inc. in Raleigh, NC. He holds Series 66 and Series 63 licenses and has three years of industry experience, including prior roles at Fidelity Investments and other organizations. First Citizens Investor Services serves a range of clients including individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services with an investment process that incorporates fundamental, quantitative, and technical analysis across diverse asset classes.

John Todd is a financial advisor at Osaic Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Arbor Point Advisors, Securities America, Inc., Ameriprise Financial Services Inc., and Edward Jones. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a combination of proprietary guidance and third-party platforms.

James Martin is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with First Citizens Investor Services since 2014. Outside of his advisory role, Martin serves as Vice President and Committee Chairman of Walnut Creek Country Club, participating in board and committee activities related to club operations and financial decisions without compensation. 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 a diversified investment approach, offering portfolio management, model portfolios, and tax-aware services.

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.

Andrew Canady is a financial advisor with First Citizens Investor Services, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior work includes roles at First Citizens Bank and SunTrust Bank. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities, offering a range of advisory and brokerage services including portfolio management, wrap programs, and financial planning. The firm employs a client process focused on assessing financial needs and risk tolerance to allocate assets across various investment vehicles using multiple analytical approaches.

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.

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, holding Series 65 and Series 63 licenses. She has three years of industry experience and previously worked at Carolina Commercial LLC, PNC Bank, and Colony Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, model portfolios, and financial planning, utilizing assessments of client needs and multiple forms of analysis to allocate investments 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 financial advisor at Integrated Wealth Concepts LLC with 28 years of industry experience. He holds the CFP® designation and maintains active roles with Laurel Wealth Advisors, Inc., and as President of CONCERT Retirement Plan Consulting, Inc. Berry also serves as an Executive Officer in the United States Navy Reserves. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, utilizing customized portfolios with a long-term approach alongside tactical rebalancing.

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 at Focus Partners Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Kovitz Investment Group Partners, Wells Fargo Advisors, and Sabal Trust Company. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various asset types.

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.

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.