Lisa Scriba is a financial advisor with \u0026Partners in Davidson, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She joined \u0026Partners in 2024 after eight years at Wells Fargo Clearing. Outside of her advisory role, she owns and oversees operations of an automotive maintenance and repair business. \u0026Partners serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm offers investment management and financial planning services through both discretionary and non-discretionary accounts, utilizing a combination of fundamental, technical, and quantitative analysis.

Christopher Hance is a financial advisor with TIAA-CREF, holding a Series 66 credential and 23 years of industry experience. He has been with TIAA-CREF and its predecessor entities since 2006, with a brief period of unemployment in 2019. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model that distinguishes planning services from ongoing discretionary management and advises a donor-advised fund while utilizing a vertically integrated investment approach.

David Carrara is a CFP® with 26 years of experience in the financial services industry. He is currently an advisor at Citizens Securities, Inc., where he has worked since 2021. His prior experience includes 14 years at TIAA-CREF. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program featuring ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency under ownership by Citizens Bank, N.A.

Kenneth Putnam is a CFP® with 15 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC since 2017. He previously worked at Cornerstone Financial Advisors and is also associated with LPL Financial, 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 services. The firm provides both discretionary and non-discretionary portfolio management through a network model supported by technology platforms and access to third-party managers.

Patrick Hipkens is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. He previously worked at The Vanguard Group, Inc. for four years and has held roles at Insights Global and Cardinal Financial LLC. 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 uses a combination of traditional research and AI-enabled tools for investment management and provides ongoing client reviews and reporting.

Andrew Breasure is a CFP® professional with four years of industry experience, currently serving as an advisor at Truist Advisory Services. His background includes roles at North Carolina State University and Steward Wealth Strategies. Outside of his advisory work, he is president of Tau Properties, Inc., a nonprofit housing corporation affiliated with Pi Kappa Phi at NC State, where he oversees housing operations and alumni engagement. Truist Advisory Services provides 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 tools and offers services through its affiliation with Truist Financial, combining extensive bank and broker-dealer relationships.

Stuart Moffitt is a financial advisor at Bankers Life Advisory Services, Inc. with three years of industry experience. He holds the Series 66 designation and has worked within various Bankers Life entities since 2020. In addition to his advisory role, he is a licensed agent for Bankers Life & Casualty, specializing in Medicare, long-term care, life insurance, and annuity products. 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 services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to craft tailored asset allocations, offering both wrap and non-wrap programs through Pershing as custodian and Bankers Life Securities, Inc. as broker-dealer.

Josh Vanepps is a financial advisor with Empower Advisory Group in Troutman, NC, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at Empower Financial Services, Inc., Iredell Health System, Whole Foods, and Carolins Healthcare System. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model combines proprietary and third-party methodologies focused on long-term portfolio returns and regular rebalancing within plan lineups selected by plan sponsors.

Alexander Cohen is a financial advisor at &PARTNERS with a Series 66 designation and five years of industry experience. Prior to joining &PARTNERS in 2024, he worked at Wells Fargo Clearing for three years and held roles at Amazon Fulfillment Services and The UPS Store. He also has a background in education, having worked at Clemson University and Pine Lake Preparatory. &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 services using a combination of fundamental, technical, and quantitative analysis, with portfolios managed directly by advisors or through third-party managers.

Sarah Rhodes is a financial advisor at &PARTNERS with 14 years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining &PARTNERS in 2026, she worked at Wells Fargo Clearing and Wells Fargo Bank NA for a combined 12 years. &PARTNERS serves a diverse range of clients including high-net-worth individuals, institutions, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies, utilizing fundamental, technical, and quantitative analysis.

William Dunlop Jr. is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes service with the City of New York Fire Department and Centennial Security Integration. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Tonya Guffey is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2022, as well as at Fifth Third Bank since 2018. Prior to that, she was employed at PNC Bank from 2015 to 2018. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Brent Hann is a financial advisor with OSAIC Institutions, Inc., holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. His career background includes roles at Wells Fargo Clearing, Linden Thomas & Company Securities, The Smith Companies/Capitas Financial, and AXA Distributors, among others. OSAIC Institutions, Inc. serves individuals—including high-net-worth clients—ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Patricia Godfrey is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 designation and seven years of industry experience. She also serves as Senior Manager of Sales Operations at Veritas Technologies, LLC, a data information technology firm. Godfrey is a 50% owner of Blackbridge Financial, LLC, a DBA associated with her work at Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing a network model of advisory representatives supported by sub-advisors and third-party platforms.

Cassandra Smith is a financial advisor with NewEdge Advisors, holding a Series 65 designation and beginning her industry career in 2026. Her prior work experience includes roles at Dean Financial, Planet Fitness, and Family Video. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad suite of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, utilizing centralized due diligence and technology tools to support advisor and client needs.

Kathy Kuczenski is a financial advisor at Truist Advisory Services with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2018, including time with Bbtis and Lincoln County Schools. Truist Advisory Services provides 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 combination of traditional research and AI-enabled tools to support its advisory process and offers ongoing reviews and reporting for its clients.

Dylan Thurman is a financial advisor at First Citizens Investor Services, Inc. in Mooresville, NC, holding Series 63 and Series 65 credentials with four years of industry experience. His prior roles include positions at TIAA and First Citizens Bank. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services that include portfolio management, financial planning, and tax-aware strategies. The firm emphasizes IAR-led client assessments and applies various analytical methods to manage portfolios across multiple asset classes.

George Bowery is a financial advisor with Truist Advisory Services in Cornelius, NC. He holds a Series 66 designation and has 14 years of industry experience. Bowery has worked with SunTrust Advisory Services and related entities since 2014. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, and charitable organizations. The firm offers asset allocation strategies and manager selection through the Envestnet platform, supporting clients with ongoing research, monitoring, and reporting.

Franklin Mcelroy is a financial advisor at Kestra Advisory with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Mcelroy is co-owner and manager of BMH Investment Group, LLC, where he is involved in business decisions and client management. He also serves on the boards of Beers & Burpees and the CLT Foundation, both charitable organizations serving the greater Charlotte area. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers fiduciary services, plan design and compliance testing, and access to multiple management platforms, serving clients including large institutional investors and sovereign wealth funds.

Tod Wells is a CFP® with 33 years of industry experience, currently serving as an advisor at &PARTNERS since 2024. His prior experience includes roles at Wells Fargo Clearing from 2001 to 2005 and again from 2016 to 2024, as well as Merrill from 2005 to 2011. He is also a partner in DWM, LLC, a non-investment-related entity. &PARTNERS serves a diverse client base that includes high-net-worth individuals, institutional clients, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan advisory services, utilizing a combination of fundamental, technical, and quantitative analysis along with both proprietary and third-party strategies.