Jennifer Beaulieu is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Scott & Stringfellow, Raymond James & Associates, BB&T Investment Services, and Truist Investment Services. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research and AI-enabled tools to support asset allocation and manager selection, offering ongoing client monitoring and consultative services.

Adam Schorr is a financial advisor with Private Advisor Group, LLC and PAG Financial, LLC, holding a Series 66 designation and bringing 19 years of industry experience. He previously worked at LPL Financial from 2009 to 2023. Schorr also provides administrative support within Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions through both proprietary and third-party platforms. The firm employs a fiduciary-based advisory model, utilizing multiple investment methods and often implementing strategies via third-party managers and TAMPs.

Travis Aiken Jr. is a financial advisor at Truist Advisory Services with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, Wells Fargo Clearing, Wells Fargo Bank, and First Citizens Bank. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional and AI-enabled research tools and offers client support through ongoing reviews, reporting, and consultations.

Nicole Cope is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Charles Schwab & Co., Ally Invest Advisors, TD Ameritrade, Ameriprise, and Russell Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach uses Schwab’s asset-allocation models and research tools to tailor recommendations based on clients’ goals and risk tolerance, with trade execution requiring client authorization.

Christopher Garrett is a CFP® with 11 years of experience in the financial services industry. He is currently an advisor at Creative Planning and has previously worked at TMF Investments, Motley Fool Wealth Management, and The Vanguard Group. Garrett holds Series 63 and Series 65 licenses. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and a range of retirement plan services.

Meghan Mclain is a financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a decade at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including high-net-worth individuals, corporations, and institutions. The firm combines centralized investment resources with tailored client solutions and operates within a large integrated financial group providing diverse services and products.

Stephen Swingle is a financial advisor with Principal Financial Services in Waxhaw, NC, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His career includes roles at Principal Life Insurance Company since 2017 and a one-year position at LPL Financial in 2016. Outside of his advisory work, he serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account management and also works part-time as an Amazon Flex driver. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

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.

Clay Thompson is a financial advisor at Empower Advisory Group with 30 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His previous roles include positions at GWFS Equities, Inc. and Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base relative to its advisor headcount.

Robert Russo is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been associated with LPL Financial since 2007. Outside of financial advising, he owns a restaurant called Philly's Phinest (Lee's Hoagie House) and operates a technology business, We Handle Tech, LLC. 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, implementing portfolio strategies through discretionary and non-discretionary management supported by various analytical techniques and technology platforms.

Benjamin Murray is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and served in the United States Coast Guard for 20 years before entering the financial services industry. Murray is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Austin Lewis is a CFP® with 12 years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC in Charlotte, NC. His prior roles include positions at The Vanguard Group and AssetMark Financial Holdings. Outside of his advisory work, he is a managing partner and co-founder of Southpark Family Tax, a firm specializing in seasonal income tax preparation for individuals and families. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active strategies, supported by an internal Investment Committee and a suite of implementation tools.

Devin Stamp is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at The Vanguard Group, LPL Financial, and several non-financial firms. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting through a network model supported by technology platforms and a range of advisory services.

Frederic Kane is a financial advisor at First Citizens Investor Services, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at NYLIFE Securities LLC and New York Life Insurance Company, and has teaching experience at Coastal Carolina University, Campbell University, and Carolina Forest High School. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes IAR-led assessments of financial needs and risk tolerance, employing fundamental, quantitative, and technical analysis to manage diversified portfolios.

Mohit Nigam is a financial advisor at Osaic Institutions, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at LPL Financial and Financial Management Inc. Prior to his advisory career, he was involved with Luxury Lounge and Lighting for eight years. Osaic Institutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate clients through a large network of investment adviser representatives. The firm provides customized advisory services and integrated financial solutions, delivering both discretionary and non-discretionary portfolio management.

Jessica Sexton is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. She has 17 years of industry experience and has worked at Independent Advisor Alliance and LPL Financial since 2014. She also contributes a few hours per month to various research firms outside of her primary roles. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm employs discretionary and non-discretionary portfolio management strategies, leveraging technology platforms and a network model supported by LPL Financial ownership.

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.

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.

Mac Kowaleski is a financial advisor at Eagle Strategies (NY Life) based in Charlotte, NC, holding Series 63 and Series 66 licenses with three years of industry experience. He has worked with firms including Hamilton Henry Wealth Strategies LLC, NYLIFE Securities LLC, and New York Life. Kowaleski previously owned a raw materials sales business, which is now dormant. Eagle Strategies serves a diverse client base including individuals, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm employs multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Capecci is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and five years of industry experience. His work history includes six years at LPL Financial and prior roles at the University of Alabama and ClubUp. Independent Advisor Alliance serves a broad client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm utilizes discretionary and non-discretionary portfolio management strategies, supported by technology platforms and a network model that integrates LPL Financial brokerage services and third-party estate-planning resources.