Stephen Holloman is a financial advisor with Truist Advisory Services in Raleigh, NC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors, Wachovia Bank, and BB&T Bank prior to joining Truist in 2021. Outside of his advisory work, he manages several residential rental properties in North Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program implemented through both discretionary and non-discretionary strategies, supported by AI-enabled research and a high degree of inter-affiliate integration.

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.

Daniel Mccall is a CFP® with 21 years of industry experience, currently with Truist Advisory Services in Raleigh, NC. His prior roles include positions at BB&T and its affiliates from 2006 through the present, covering various investment and securities functions. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools to assist in manager selection and portfolio oversight.

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, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked within First Citizens Bank and its investment services affiliate 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 a client process led by investment adviser representatives that includes financial needs assessment and diversified portfolio allocation using fundamental, quantitative, and technical analysis.

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 with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and possessing one year of industry experience. Prior to joining First Citizens in 2025, Pandey worked at Fidelity Investments and has held various roles outside the financial industry. 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 assessments and uses fundamental, quantitative, and technical analysis to manage portfolios that include equities, fixed income, mutual funds, and ETFs.

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 with Truist Advisory Services, holding Series 63 and Series 65 credentials and having eight years of industry experience. His prior roles include positions at Citizens Securities, Wells Fargo Clearing, and Wells Fargo Bank. He is based in Garner, NC. Truist Advisory Services offers 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.

Amy Chapin is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 65 and Series 63 licenses and 9 years of industry experience. She has been with First Citizens Investor Services and First Citizens Bank since 2012 in various roles. 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 uses a client-centered process emphasizing assessments of financial needs and risk tolerance, applying multiple analytical approaches to manage diversified portfolios.

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 Series 66-licensed financial advisor with First Citizens Investor Services, Inc., based in Raleigh, NC. He has four years of industry experience, including prior roles at Credit Union Investment Services, SECU Brokerage Services, and State Employees' Credit Union. Outside of his advisory work, Zachary serves as a board member and director of development for the Applied Data Research Institute, a nonprofit focused on data analytics and systems modeling for sustainable and equitable societal challenges. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm’s client process includes comprehensive needs assessments and employs fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

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.

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.

Christian Poirier is a Series 66-registered financial advisor at VALIC Financial Advisors with 10 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management from 2014 to 2021. VALIC Financial Advisors 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, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Stephen Holloman Jr. is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at Fidelity Investments and various positions affiliated with North Carolina State University. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities, offering advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm employs fundamental, quantitative, and technical analysis to allocate across asset classes and provides a range of portfolio management and financial planning services.

Crystal Fulton is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 2016. She also holds a role as a paraplanner at NorthPoint Tax, Wealth & Business Advisory, LLP, where she provides administrative support and analysis. Additionally, she serves on the AssetMark Operations Advisory Board in a non-investment capacity. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for about 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a variety of managed programs and investment strategies.

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.