Robert Hopkins is a CFP® and ChFC® credentialed advisor with 21 years of industry experience. He is currently with Schwab Wealth Advisory and has previously worked at Northwestern Mutual, Brighthouse Financial, Allstate Life Insurance, and MetLife Investors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach uses proprietary asset-allocation models and research tools to deliver tailored recommendations with client authorization required for trades.

Dung Nguyen is a financial advisor at Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 designations with eight years of industry experience. His prior work history includes roles at Wells Fargo and Wells Fargo Clearing Services. He has been with Truist Advisory and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with third-party platform arrangements and employs AI-enabled tools and supervisory oversight in its investment processes.

John Kamel is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and four years of industry experience. Prior to his current role beginning in 2023, he worked at UBS Financial Services for two years and spent seven years at Movado Company Store. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management supported by various investment strategies and technology platforms.

Katherine Eaker is a financial advisor at Lincoln Investment with two years of industry experience. She holds a Series 66 designation and previously worked with Capital Analysts and Charlotte-Mecklenburg Schools. Outside of her advisory role, she is involved with FFG Companies, Inc. as a sales assistant, where she is studying for securities licenses. Lincoln Investment Planning, LLC serves a broad range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans, with particular experience serving educators and 403(b)/457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that constructs model portfolios and adaptive strategies.

Daneen Gimson is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Securities America Advisors. First Citizens Investor Services serves a diverse client base including individuals, pension plans, and charitable organizations, providing a range of advisory and brokerage services such as portfolio management, model portfolios, and financial planning. The firm’s approach employs fundamental, quantitative, and technical analysis to allocate investments across various asset classes.

Brian Guild is a financial advisor with Bankers Life Advisory Services, Inc. based in Charlotte, NC, holding a Series 66 designation and bringing 11 years of industry experience. He has been associated with Bankers Life entities since 2008 and serves as president of BGUILD Financial, an LLC he oversees. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a broad range of securities aligned with clients’ goals and risk tolerances.

Terry Estes is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Steward Partners Investment Advisory, LLC, with 26 years of industry experience. He previously worked at Edward Jones for over two decades and has held roles at Freedom Street Partners and Raymond James Financial Services. Outside of his advisory work, he serves as a board member for the Union County Community Shelter, where he organizes fundraising events. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering diverse investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Charles Dixon is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at firms including LPL Financial, Ameriprise, and Wells Fargo Clearing. Dixon is also involved in an investment company, KDX Partners LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm uses a network model with numerous advisory representatives and incorporates both discretionary and non-discretionary management supported by various investment strategies and technology platforms.

Ian Peters is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Trinity Wealth Securities, LLC. Outside of his advisory work, he has been involved with Little Bridges LLC since 2022. Eagle Strategies serves a diverse clientele including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, with a focus on fiduciary responsibilities, particularly in relation to retirement plans.

Kimberly Chessler is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds a Series 66 designation and has been with Citigroup Global Markets since 2006. Citigroup Global Markets serves individual and institutional clients across private banking, workplace wealth management, and high-net-worth segments. The firm implements multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, offering a broad range of advisory services supported by extensive in-house research and execution capabilities.

Philip Jupp is a financial advisor at Eagle Strategies (NY Life) with four years of industry experience. He holds the Series 63 and Series 66 designations and has worked at NYLIFE Securities LLC and New York Life Insurance Company. Prior to his current roles, he was involved in business ventures including operating a hospitality business for ten years. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

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.

Niall Lepper is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with TIAA-CREF since 2013. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates point-in-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure that includes affiliated funds.

James Baumann is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes ten years with National Life Group and a year with Phit Performance. Baumann also works as an independent contractor in race management through a side business called START 2 FINISH. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term strategies with options for shorter-term trading, and utilizes third-party asset managers and model portfolios.

Brooke Humphrey is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 registrations and possessing 21 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Morgan Stanley Smith Barney, Ameriprise, and Citigroup Global Markets. Outside the financial industry, she has been involved with companies such as DOORDASH, Crunchi, and Pure Haven Essentials. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors and over 13,000 clients.

Kristie Jackson is a CFP® professional with 21 years of industry experience, currently affiliated with Principal Financial Services. Her career includes roles at Principal Life Insurance Co., Creative Planning, LLC, and Lockton Financial Advisors, LLC. She serves as a board member for Girls on the Run, Tri-County SC, participating in board meetings and community events. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Stephanie Niblack is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. She holds Series 63 and Series 66 credentials and has five years of industry experience. Prior to her advisory role, she worked with the YMCA of Greater Charlotte and co-founded Napkin Ink, LLC. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored solutions across multiple program types, with a focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Jacob Robak is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at LPL Financial and Dexian under a Wells Fargo contract. 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 uses a combination of discretionary and non-discretionary portfolio management strategies and leverages technology platforms to support comprehensive wealth management services.

John Chidester is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 credentials and has 15 years of industry experience. His career includes roles at Bankers Life Advisory Services since 2018 and Bankers Life Securities, Inc. since 2016. He is also an insurance agent with Bankers Life & Casualty, appointed to offer 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 services. The firm uses a combination of fundamental, technical, and cyclical analysis to develop customized asset allocations and portfolio management strategies tailored to clients’ goals and risk tolerances.