Thomas Fitts is a financial advisor with Eagle Strategies (NY Life) in Charlotte, NC. He holds Series 66 and Series 63 licenses and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life, and several healthcare and technology companies. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Derek Motto is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at firms including LPL Financial and Equitable Advisors. Motto provides investment advisory services through Independent Advisor Alliance, an independent firm distinct from LPL Financial. Independent Advisor Alliance serves a broad range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and leverages technology platforms to enhance client service.

Jamie Kulik is a CFP® professional with 21 years of industry experience, currently affiliated with Private Advisor Group, LLC. Prior to this, Kulik spent 15 years at Uvest Financial Services Inc. and 20 years at LPL Financial. Outside of advisory work, Kulik is involved with Ship Happens, LLC, a business entity used for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, and corporate retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing multiple third-party asset management programs and a variety of investment strategies.

Luke Piccione is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Bankers Life, he worked in various roles including as a driver for a ride-sharing service and in educational and fitness organizations. He is also appointed as an insurance agent with Bankers Life and Casualty Company, focusing on retirement services such as Medicare, life insurance, and long-term care insurance. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals, risk tolerances, and time horizons.

Taylor Bryant is a Series 66-licensed advisor with 15 years of industry experience. He is currently with Independent Advisor Alliance, LLC and also provides administrative support to Charlotte Wealth Management, LLC, an independent investment advisor firm separate from LPL Financial. Prior to his current roles, he worked at LPL Financial for 10 years. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model with a combination of discretionary and non-discretionary portfolio management, utilizing various analytical techniques and technology platforms to support client needs.

Michael Porter is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Bankers Life Advisory Services, Inc. since 2017. He has a long-standing career with Bankers Life and its affiliates dating back to 2004, where he also supervises a team of insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Sarah Le Phew is a CFP® and holds a Series 65 license with 12 years of experience in the financial advisory industry. She has worked at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021, following prior roles at Carroll Financial Associates Inc. and Lephew Financial Services, Inc. She is based in Rock Hill, SC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, guided by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized consulting services.

Thomas Pfaff is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Bb&T Securities, LLC and BB&T Investments. He has been with Truist Advisory Services since 2021. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver and oversee its investment strategies.

William Crocker is a financial advisor at Creative Planning with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lockton Investment Advisors, Lockton Companies, and Lockton Financial Advisors from 2014 to 2021. Crocker is based in Indian Land, South Carolina. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that combines low-cost indexing with supplemental strategies, supported by a large advisory team and integrated investment infrastructure.

Bradford Brinkley is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding a Series 65 credential and 18 years with the firm. He has experience as an insurance agent selling life and health insurance, including Medicare Supplement and annuity products. Bankers Life Advisory Services provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

David Johnson is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked with Eagle Strategies and New York Life Insurance Company since 2013. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, focusing largely on non-discretionary assets and tailored recommendations aligned with client objectives and plan sponsor criteria.

Eric Dade is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding the ChFC® designation along with Series 63 and 66 licenses. He has 23 years of industry experience and has been with Bankers Life and its affiliated entities since 2001. In addition to advising clients, he serves as a unit sales manager, overseeing other agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manage portfolios across a range of securities.

Stephen Kanode is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked with Bankers Life and its affiliated entities since 2016 and also serves as an insurance agent, assisting clients with Medicare options, long-term care planning, final expense insurance, and annuities. Bankers Life Advisory Services provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s approach emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide portfolio management.

Thi Le Tram Hoang is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC, holding Series 63 and Series 66 licenses and having four years of industry experience. She has worked at Eagle Strategies LLC and Sen Vang Wealth Strategies LLC, and previously operated a nail spa. Hoang is also engaged as an insurance broker for non-registered products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm offers a variety of advisory programs with a focus on tailored recommendations, managing a majority of its assets on a non-discretionary basis.

Blake Bishop is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Hamilton Henry Wealth Strategies, LLC, Eagle Strategies, NYLIFE Securities LLC, and New York Life since 2023. Prior to his financial career, he was employed at DuckWorth's Grill and Taphouse and has experience in education at Appalachian State University and Providence Highschool. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of programs tailored to client and plan sponsor needs, with a significant portion of assets managed on a non-discretionary basis.

Gregory Snoor is a financial advisor with Eagle Strategies (New York Life) in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He is also the owner of Main View Wealth, LLC, which brokers non-registered insurance products and sells New York Life products and services. Snoor's prior experience includes roles at South State Bank and LPL Financial. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Austin Dantzler is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his advisory roles, he spent 11 years working with Dantzler Properties in collaboration with Real Broker, JPAR, and Allen Tate. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with a substantial portion of assets managed on a non-discretionary basis.

James Hooks is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has worked extensively with LPL Financial from 2004 until 2018 and has been with Private Advisor Group since 2019. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Shalenee Yalla is a Series 66-credentialed financial advisor with Truist Advisory Services in Charlotte, NC, and has 10 years of industry experience. She previously worked at Wells Fargo Clearing Services LLC from 2017 to 2021. Outside of her advisory role, she co-owns a rental property in Kirkland, Washington, with her husband. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting supported by third-party platforms and research tools to implement its investment strategies.

Donald Smith Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has worked with affiliated Bankers Life entities since 2005. Outside of his advisory role, he manages an insurance sales practice serving client insurance needs. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.