Adam Sailers is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cornelius, NC. He holds Series 63 and Series 65 licenses and has six years of industry experience, all with FIFTH THIRD SECURITIES and affiliated Fifth Third Bank. FIFTH THIRD SECURITIES, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, including advisor-directed mutual fund and ETF models, separately managed accounts, and direct indexing options.

Christopher Senvisky is a CFP® with 32 years of industry experience. He is currently affiliated with &PARTNERS since 2024 and previously worked at Wells Fargo Clearing for eight years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services using a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Christopher Brown is a financial advisor at Savant Wealth Management with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Exencial Wealth Advisors, LLC and Willingdon Wealth Management LLC. Outside of his advisory role, Mr. Brown is a co-owner and property manager of a rental real estate business in Gastonia, NC. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed investment strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Karen Boschert is a financial advisor at Savant Wealth Management with 18 years of industry experience. She has previously worked at Exencial Wealth Advisors, LLC, Willingdon Wealth Management, LLC, and TD Ameritrade. Outside of her advisory role, she is a Pilates instructor, teaching classes monthly. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Joshua Mcneil is a financial advisor at Truist Advisory Services with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group and Northwestern Mutual. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm combines traditional research with AI-enabled tools and provides ongoing reviews and client consultations through a range of affiliated financial relationships.

Michael Wayasamin is a financial advisor at Savant Wealth Management with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Exencial Wealth Advisors, TD Ameritrade, Cetera, INVEST Financial Corp, Investors Bank, and Fidelity Brokerage Services. He serves as a board member of 59 Pineapple Corporation, a non-investment related role. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated legal, accounting, and trust services.

Joseph Lopardi is a financial advisor with Fifth Third Securities, Inc. in Davidson, NC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Fifth Third Securities since 2015. Outside of his advisory role, he works part-time in media entertainment for Netflix. 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 provides multiple discretionary managed-account options, including advisor-directed models and direct indexing, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Daniel Storment is a CFP® professional with nine years of industry experience, currently working at T. Rowe Price Advisory Services, Inc. He has held roles at Ally Invest Advisors, Ally Invest Securities LLC, and The Vanguard Group. T. Rowe Price Advisory Services offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households primarily through portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing strategies such as tax-aware rebalancing and Monte Carlo simulations for income projections.

Kimberley Foster is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and two years of industry experience. Her career includes roles at Fifth Third Securities and Fifth Third Bank, as well as positions in mortgage lending and telecommunications prior to entering the advisory field. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, and charitable organizations. The firm integrates traditional research with AI-enabled tools and collaborates with Envestnet to provide asset allocation strategies and manager recommendations.

Christine Boyette is a financial advisor at First Command Advisory Services in Huntersville, NC. She holds Series 65 and Series 63 licenses and has prior experience at Booz Allen Hamilton and The Center for Organizational Excellence. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Derrick Longo is a financial advisor at Savant Wealth Management with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Exencial Wealth Advisors, LLC, Burns Wealth Management, and Wells Fargo Clearing. Outside of his advisory work, he is a rental property owner involved in property maintenance activities. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains significant scale with approximately $55.6 billion in assets under management.

Zachary Brock is a financial advisor with Principal Financial Services, holding a Series 66 designation and two years of industry experience. He has previously worked at Cypress Benefit Solutions, Parks Insurance Group, Employee Benefit Advisors, and LPL Financial. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm focuses on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Thomas Simonson is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Creative Planning since 2021. Prior to joining Creative Planning, he worked for nine years at Lockton Investment Advisors, LLC, Lockton Financial Advisors, LLC, and Lockton Companies, LLC. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, alongside supplemental approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Michael Barboza is a Series 66-credentialed financial advisor at Fifth Third Securities, Inc. with six years of industry experience. His work history includes roles at Fifth Third Securities since 2019 and Merrill from 2015 to 2021, alongside a tenure at Bank of America starting in 2015. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors such as corporations and trusts. The firm offers advisory and brokerage services across multiple programs and third-party portfolio managers via the Passageway Managed Account Platform.

Benjamin Kristoff is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His career includes multiple roles within Fifth Third Securities and Fifth Third Bank, as well as a position at Wells Fargo Clearing. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts, offering both advisory and brokerage services. The firm provides access to a range of investment programs through the Passageway Managed Account platform, supporting strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

William King is a CFP® professional with 27 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and has a long tenure at Kestra Investment Services, LLC as well as Massachusetts Mutual Life Insurance Company. King serves as secretary of the Concord Downtown Development Corporation Foundation Board, a local community organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Bedford Plummer is a financial advisor with Truist Advisory Services in Mooresville, NC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, Truist Bank, CLA USA, and Puritan Financial Group. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, plan sponsors, and charitable organizations. The firm employs a comprehensive approach combining financial information gathering, goal definition, asset allocation strategies, and manager selection through the Envestnet platform, supported by traditional and AI-enabled research and ongoing client reviews.

Katherine Holmes is a CFP®-certified financial advisor with 11 years of experience at First Command Advisory Services. She is also a partner in NovoNail, LLC, a non-investment-related business. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, including active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Jonathon Hamilton is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, Series 65, and Series 66 credentials and five years of industry experience. His career includes roles at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, Wells Fargo Bank, and Wells Fargo Clearing. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs, leveraging Morningstar Investment Management’s proprietary tools and models to provide asset allocation and retirement guidance at scale.

Ehrnest Ballagh III is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 22 years of industry experience, including roles at LPL Financial, LLC since 2004 and Private Advisor Group since 2015. In addition to his advisory work, he has experience as a CPA, bookkeeper, and tax preparer. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes multiple investment strategies while offering both proprietary and third-party manager options.