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.

Jaclyn Mcgrew is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Fifth Third Securities since 2021 and Fifth Third Bank since 2019. Prior to her financial services career, she was involved with D9 Brewing Company for four years. Fifth Third Securities serves a broad range of individual and institutional clients through investment advisory and brokerage services, offering access to multiple program types and third-party portfolio managers on the Passageway Managed Account platform.

Kate Holton is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has nine years of industry experience. Kate has been with Bankers Life since 2007 and Bankers Life Securities since 2016. In addition to her advisory role, she serves as a Field Development Manager, training agents and managers on insurance-related topics and products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

William Rhodes II is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Huntersville, NC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes positions at Wells Fargo Clearing, Wells Fargo Advisors, and Fifth Third Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities with investment advisory and brokerage services. The firm offers multiple program types through its Passageway Managed Account platform, combining third-party portfolio management with advisor-guided investment solutions.

Michael Fiumara is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at E*TRADE Capital Management LLC and Transamerica Life Insurance Company. Outside of finance, he was involved with Tony's Pizza from 2023 to 2025. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and serves a large client base with both discretionary and non-discretionary asset management.

Robert Palmer is a financial advisor with Truist Advisory Services in Mooresville, NC, holding a Series 66 credential and 17 years of industry experience. His career includes roles at SunTrust Advisory Services, SunTrust Investment Services, Fifth Third Securities, and Merrill. 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, using a combination of traditional research and AI tools to support client portfolios.

Michael Duggan is a financial advisor at &Partners with nine years of industry experience. He has previously worked at Wells Fargo Clearing and Indus Capital Partners. Outside of his advisory role, he is a partner at DWM Partners, LLC, involved in funding a new building project in Davidson, North Carolina. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis through its Envestnet platform and NFS brokerage infrastructure.

Jeffrey Hibbeler is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Savant Wealth Management, having joined the firm in 2026. Prior to this, he worked at Exencial Wealth Advisors, where he was also an equity partner, and has held positions at Willingdon Wealth Management and Columbia Threadneedle Investments. 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 maintains notable in-house capabilities across accounting, legal, and trust services.

Nicholas Androvich is a financial advisor at &PARTNERS with 25 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining &PARTNERS in 2024, he worked at Wells Fargo Clearing for eight years and Merrill for one year. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management, financial and tax planning, and municipal advisory services, utilizing a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Elliott Ashe is a financial advisor at &PARTNERS with a Series 66 designation and four years of industry experience. His work history includes positions at Wells Fargo Bank, The Vanguard Group, and Wells Fargo Clearing prior to joining &PARTNERS. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm combines fundamental, technical, and quantitative analysis with model portfolios and third-party strategies, providing both discretionary and non-discretionary services.

Angela Jones Cable is a financial advisor at Empower Advisory Group with one year of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at A4 Wealth Advisors and Chuck Maness CPA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated services emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Robert Higgins is a financial advisor with Principal Financial Services in Cornelius, NC, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked with Principal Securities Inc. since 2016 and is also associated with Fulcrum Capital Partners and Principal Life Insurance Company. Outside of his advisory roles, Higgins serves on the leadership committee of a local networking group and acts as treasurer for a town commissioner's election campaign. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate entities. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Jason Page is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MWA Financial Services Inc, Modern Woodmen of America, NYLIFE Securities LLC, and New York Life Insurance Co. In addition to his advisory role, he serves as a District Sales Director assisting clients with fixed insurance products such as final expense, Medicare Advantage, and long-term care insurance. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio strategies and custodial platforms.

Austin Smith is a financial advisor at Principal Financial Services with one year of industry experience. He holds a Series 66 designation and has worked previously at American Express and MThree Consulting. Outside of his advisory role, he is involved with Smith Financial Corp., which focuses on sales and service of securities and fixed products. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through various advisory and promoter arrangements.

David Kitterman is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with Empower Advisory Group and has previously worked at firms including Dunster Rose, LPL Financial, Capital Guardian Wealth Management, Woodbury Financial Services, TIAA-CREF, and Banc of America Investment Services. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Colby Clark is a financial advisor at Independent Advisor Alliance, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Aspire Private Capital and LPL Financial. Outside of his advisory role, he is involved as an independent insurance sales agent and has advisory-related activities through C SQUARED CAPITAL LLC. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model combining independent advisory representatives with access to various portfolio management strategies and technology platforms.

Michael Davis is a financial advisor at &PARTNERS with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years. Outside of advising, Davis is a franchisee and partial manager of Summitt Coffee Cafe and serves on the investment team of the United Methodist Foundation of Western North Carolina. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning through discretionary and non-discretionary strategies, utilizing a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party models.