Michael Mordecai is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation with eight years of industry experience. His prior experience includes three years at Edward Jones and four years at the University of North Carolina at Chapel Hill. 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.

Mark Weaver is a financial advisor with Commonwealth Financial Network in Raleigh, NC, holding the ChFC® and Series 63 designations and bringing 39 years of industry experience. He has worked at Crossbridge Financial Group, LLC and Ameriprise Financial Services, Inc. in prior roles. Outside of his advisory work, he is a 50% owner of WBDFC, LLC, an entity focused on managing commercial real estate. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and support services. The firm provides operations, trading, technology, investment management, compliance, and practice-management resources, enabling advisors to construct client portfolios using a broad range of securities and insurance products.

Stephen Holloman is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Wells Fargo Clearing and Wachovia Bank. Outside of his advisory work, he manages several residential rental properties. 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 employs a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

William Smith is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at MML Investors Services LLC, MassMutual Life Insurance Co., First Citizens Bank, and Northwestern Mutual. First Citizens Investor Services, Inc. provides advisory and brokerage services to a diverse clientele including individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, model portfolios, a Guided Investing platform, and financial planning, utilizing both fundamental and quantitative analyses to manage assets primarily through non-discretionary client arrangements.

Stephen Guentz is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His prior roles include positions at Empower Financial Services Inc, Peace of Mind Wealth Management, and several companies outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates over short-term forecasts.

Daniel Mccall is a CFP® professional with 21 years of industry experience, currently serving at Truist Advisory Services. His career includes extensive tenure at BB&T and its related entities, as well as roles at PNC Wealth Management. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary manager relationships supported by a combination of traditional and AI-enabled research tools.

Jane Watson is a CFP® professional with 15 years of experience in the financial services industry. She is currently with Truist Advisory Services and previously worked at Wachovia Securities, LLC. Watson holds a Series 63 license and is based in Raleigh, NC. Truist Advisory Services provides investment consulting and advisory services to a broad range of clients including individuals, corporate entities, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, using a combination of discretionary and non-discretionary strategies supported by proprietary research and third-party platforms.

Amanda Cox is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC. She holds Series 65 and Series 63 licenses and has 10 years of industry experience. Amanda has worked with First Citizens Investor Services and First Citizens Bank since 2007. 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 assessments and a combination of fundamental, quantitative, and technical analysis to guide portfolio allocation across various investment products.

Virginia Lee is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been with First Citizens in various capacities since 2007. 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 entities. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Aagat Pandey is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC. He holds the Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes a role at Fidelity Investments in 2024. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm’s investment approach involves comprehensive client assessments and uses fundamental, quantitative, and technical analysis to manage diversified portfolios across multiple asset classes.

Ana Fonseca is a financial advisor at Fifth Third Securities, Inc. based in Raleigh, NC, holding Series 63 and Series 65 licenses with 25 years of industry experience. Her prior roles include positions at Investment Distributors Inc, Protective Life Insurance Company, Concourse Financial Group, Raymond James, and Liberty Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with affiliation to Fifth Third Bank, providing access to various discretionary managed-account programs and features like direct indexing and tax-overlay services.

Steven Dinh is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Citizens Securities, Wells Fargo Clearing, and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled tools and inter-affiliate integration.

Amy Chapin is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She has been associated with First Citizens since 2012, serving in various roles across First Citizens Bank and First Citizens Investor Services. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led assessments and employs fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes, offering a range of services including wrap programs, model portfolios, and tax-aware financial planning.

John Swindell is a financial advisor at Truist Advisory Services based in Raleigh, NC, holding a Series 66 designation with 21 years of industry experience. His prior roles include positions at First Citizens Investor Services and First Citizens Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Zachary Ziemba is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Credit Union Investment Services, SECU Brokerage Services, and State Employees' Credit Union. Outside of financial advising, he serves as a Director of Development and board member for the Applied Data Research Institute, a nonprofit focused on data analytics and systems modeling for sustainability and equity. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s approach includes IAR-led financial assessments and diversified portfolio management strategies encompassing equities, fixed income, mutual funds, and ETFs.

Amy Howell is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked for 15 years at Capital Investment Group, Inc. Outside of her advisory role, Amy is involved in administrative work for a security and fire installation company. First Citizens Investor Services serves a diverse client base, including high-net-worth individuals and institutional entities, offering portfolio management, brokerage services, and financial planning with a client-focused approach that integrates fundamental, quantitative, and technical analysis.

Jessica Lester is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill and Wells Fargo. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and offers a range of implementation options alongside financial planning and tax support services.

Angela Ambrose is a CFP®-designated financial advisor with eight years of industry experience. She is currently with Cetera Planning Partners in Clayton, NC, and has held various roles within the Cetera and Avantax networks. Outside of her advisory work, she provides financial counseling focused on benefits setup for military personnel prior to deployment through Magellan Health. Cetera Planning Partners serves individual and high-net-worth clients, emphasizing pre-retirees and retirees. The firm offers comprehensive financial planning and investment management, incorporating ancillary services such as tax planning, bookkeeping, and estate planning through affiliated providers.

Dalton Nicely is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 designation and one year of industry experience. He has held roles at several firms including Commonwealth Financial Network and New York Life. Outside of advising, he serves as the head wrestling coach at Anthony Wayne High School. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm employs a client-centered process that incorporates fundamental, quantitative, and technical analysis across a diversified range of investment options.

Reed Ziemianski is a financial advisor at Truist Advisory Services with a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and Equitable Advisors, as well as positions in education at St. Bonaventure University and Kiski Area High School. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary arrangements, supported by integrated inter-affiliate resources and AI-enabled research tools.