Sarah Pifer is a CFP® and holds a Series 66 license with 18 years of industry experience. She has worked at Hightower Advisors since 2019 and previously spent seven years at Fieldpoint Private Securities, LLC. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and custom portfolio construction.

Kelsey Dietzman is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. She has worked at Fifth Third Securities and Fifth Third Bank since 2023 and previously held roles at Credit Union Investment Services and Secu Life Insurance Company. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Margaret Keith is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Janney Montgomery Scott. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, estates, and institutional clients. The firm offers a range of services including brokerage, financial planning, consulting, and advisory programs, supported by both in-house and third-party portfolio management.

Emily Combs is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has held roles at Bankers Life Advisory Services since 2019 and has worked with various related entities, including Bankers Life Securities, Inc. and Bankers Life & Casualty. Outside of financial services, she owns Alluring Art Designs, a business creating handmade jewelry, hand-painted glass, and knit and crochet items. 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 employs fundamental, technical, and cyclical analysis to develop customized asset allocations and portfolio management strategies tailored to client goals and risk tolerances.

Gordon Mattocks III is a financial advisor at Janney Montgomery Scott in Charlotte, NC, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 20 years before joining Janney Montgomery Scott in 2025. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Casey Davison is a financial advisor at Voya Financial Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Metropolitan Life Insurance Company and Mass Mutual Investors Services. His current tenure at Voya Financial Advisors began in 2025. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement advisory services through a network of advisors. The firm employs both discretionary and non-discretionary investment strategies, utilizing model portfolios and technology-enabled tools to implement client recommendations.

Jason Wolff is a Series 66-licensed financial advisor with 26 years of industry experience, currently with Janney Montgomery Scott since 2020. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Charlotte, 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 with brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple programs.

Matthew Bradshaw is a financial advisor with GWN Securities Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Members Trust Company, SECU Brokerage Services, and FR Owen & Associates. He also serves as a Financial Advisory Services Specialist with State Employees' Credit Union and as a life insurance agent with SECU Life Insurance Company. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning services. The firm employs diversified portfolio management strategies incorporating asset allocation, Modern Portfolio Theory, and tactical trading approaches.

Richard Breen is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Bankers Life entities since 2001 in various roles, including managing a team of agents and overseeing hiring and training. Outside of advisory work, he serves as a unit sales manager at Bankers Life and Casualty and is involved in managing and investing in insurance products. 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, retirement plan consulting, and customized asset allocation strategies. The firm combines fundamental, technical, and cyclical analysis in its investment approach and operates within a group affiliated with mortgage and insurance businesses.

Kevan Breidinger is a financial advisor with Lincoln Investment who holds the Series 66 designation and has 21 years of industry experience. He has worked at Lincoln Investment since 2017, following prior roles at Legend Equities Corporation, Chase Investment Services Corp., Legend Advisory, LLC, and Ameriprise. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. Its investment approach combines in-house model portfolios, third-party managers, and advisor-led consulting with a focus on serving educators and retirement plan participants.

Jamie Halbig is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining Janney in 2024, he worked for Robert W. Baird & Co from 2011 to 2024. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and advisory programs.

Chandler King is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to this, he was employed at NTT Data Services for two years. King serves as a board member on the investment committee for the Christ Church Foundation in Charlotte, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by approved tools and portfolio modeling techniques.

Benjamin Horn is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and over 24 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley \& Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. He leads a weekly CFP discussion at Winthrop University in Rock Hill, SC. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and investment programs supported by firm-approved tools and research.

Gary Collins is a financial advisor at LPL Financial with 33 years of industry experience. He has held positions at Morgan Stanley and Citigroup Global Markets prior to joining LPL Financial in 2009. Outside of his advisory role, Collins is a business owner of SCM Arms, which holds a federal firearms license to buy, sell, and manufacture firearms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies implemented through its network of investment adviser representatives.

Nasera Kaouss is a financial advisor with Raymond James & Associates in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James, she worked at Morgan Stanley and its affiliated entities in various roles from 2018 to 2024. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, and offers a range of financial planning and advisory services with a primarily non-discretionary approach.

Ryan Lopez is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 licenses with seven years of industry experience. He previously worked at Brooks International and spent five years at the University of Alabama. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Megan Hern is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at The Vanguard Group and served in various roles including at Baylor University School of Law and Point Me to the Water, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeled outcomes.

Brian Green is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Morgan Stanley in Washington, DC, where he has worked since 2019 across the Private Bank and Smith Barney divisions. Prior to Morgan Stanley, he spent sixteen years at Wells Fargo Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved processes and tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Robert Wells is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Morgan Stanley in 2022, he worked at Wells Fargo from 2004 to 2022. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers plans both directly and through Corporate Financial Planning agreements.

Thomas Brown is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Edward Jones for 15 years before joining Raymond James in 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.