Christopher Tietsort is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has been with Bankers Life Advisory Services and affiliated entities since 2014. Outside of his advisory role, he sells Medicare, extended care, life insurance, and fixed insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

Melissa Mitchell is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Janney Montgomery Scott in 2022. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs supported by in-house and third-party portfolio management.

John Riley is a CFP® professional with 11 years of industry experience, currently working at Janney Montgomery Scott since 2022. Prior to joining Janney, he held roles at Truist Advisory Services and BB&T Securities. He serves on the local board of Ducks Unlimited in Memphis, TN, a nonprofit focused on land conservation. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of advisory and brokerage services supported by in-house and third-party portfolio management.

Shawn Weber is a financial advisor at Bankers Life Advisory Services, Inc. with nine years of industry experience. He holds a Series 66 designation and has been associated with Bankers Life entities since 2001. In addition to his advisory role, he recruits and trains insurance agents for Bankers Life & Casualty, Inc. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on clients’ goals and risk tolerances.

Robert Stiles Jr. is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He previously spent 10 years at Robert W Baird before joining Janney Montgomery Scott in 2024. Outside of his advisory role, he serves as a general partner in two real estate investment ventures, where his responsibilities include filing taxes. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Colton Clevenger is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Wells Fargo Clearing, and Wells Fargo Bank. He has been associated with East Carolina University since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm uses proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

John Chidester is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. Chidester has worked with Bankers Life and its affiliated entities since 2006, serving as an insurance agent and financial advisor. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create customized asset allocations and ongoing portfolio management tailored to clients’ goals and risk tolerances.

Chancey Zifko is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms including Fifth Third Bank and Wells Fargo prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and research tools to assist with investment policy analysis and manager selection.

Barry Lutfy is a financial advisor with GWN Securities Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with GWN Securities since 2004 and has also maintained roles as a self-employed financial professional and with F.R. Owen & Associates since 1989. Outside of his advisory work, he is involved in non-equity insurance product brokerage through the Financial Independence Group and serves as a registered representative at US Retirement Partners. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm employs both discretionary portfolio management and model-based allocations, utilizing affiliated and unaffiliated sub-advisers, and is noted for its use of market-timing and momentum-based trading strategies in certain legacy programs.

Aaron Cantley is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Brookstone Wealth Advisors since 2023. He is also involved in fixed insurance sales through Cantley Insurance & Financial Services, a business he has operated since 2008. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management through a turnkey asset management platform, utilizing strategic and dynamic asset-allocation models, a mix of investment products, and a blend of internal and external sub-advisors.

Andrew Kistler III is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2012. He serves as a board member of Mimosa Hills Golf Club in Morganton, NC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Lisa Mc Connell is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. She holds a Series 66 designation and has been with Janney since 2010. Outside of her advisory role, she is involved with McConnell Ventures, a retail clothing business focused on children's apparel, where she contributes part-time in bookkeeping and administrative functions. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services with in-house and third-party portfolio management.

Mark Holton is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has been with Bankers Life Securities, Inc. since 2016 and has been involved with Bankers Life and Casualty since 2005, where he also serves as a unit supervisor managing insurance agents. Bankers Life Advisory Services, Inc. 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 create tailored asset allocations and manages portfolios across a range of securities, integrating rebalancing and performance reviews.

Gabrielle Baylog is an advisor at Bankers Life Advisory Services, Inc. with Series 66 credentials and one year of industry experience. Prior to her advisory role, she spent nine years in full-time education. She is also a licensed insurance agent for Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Robert Rose is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Janney, he worked at Bb&T Securities and Truist Advisory Services. Outside of his advisory role, he is a musician in the band The Good Nuffs and serves on the finance council of St Pius X Catholic Church as well as a committee member for Greensboro Urban Ministries Development. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage services, financial planning, consulting, and advisory programs.

Chance Williams is a financial advisor with Truist Advisory Services in Waxhaw, NC, holding a Series 66 designation and nine years of industry experience. His career includes roles at Truist Investment Services, First Citizens Bank, and BB&T, spanning various investment and advisory capacities. Outside of his advisory work, Williams serves as a varsity basketball coach for Union County Public Schools. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients, utilizing both discretionary and non-discretionary approaches. The firm integrates third-party manager selections with internal oversight and employs AI-enabled equity research tools, operating within a closely affiliated financial services network.

Rachel Bradsher is a financial advisor at Lincoln Investment with industry experience totaling two years. She holds Series 66 and Series 63 licenses and has previously worked at Poole Financial Services and Anthropologie. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning and retirement plan advice, managing a mix of in-house and third-party investment strategies through both discretionary and non-discretionary programs.

Austin Cowles is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Northwestern Mutual and Lincoln Financial Group. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisory programs that focus on asset allocation, contribution guidance, and retirement planning, utilizing proprietary software and model portfolios provided by Morningstar Investment Management.

James Paradise is a CFP® professional with 11 years of industry experience based in Charlotte, NC. He has worked at Janney Montgomery Scott LLC since 2026 and previously spent over a decade with Wells Fargo in various roles. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, corporations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs supported by both in-house and third-party portfolio management.

Zuzana Ambrova is a financial advisor with Eagle Strategies (NY Life) based in Matthews, NC, holding a Series 66 designation and 16 years of industry experience. She has been affiliated with Eagle Strategies and NYLIFE Securities LLC since 2013 and operates under the DBA Parker Financial Group, LLC. Eagle Strategies serves a diverse clientele including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.