Jason Coble is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Truist Advisory Services since 2021, following roles at Bb&T Securities and Scott & Stringfellow. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support its recommendations and provides ongoing client reviews and reporting.

Katherine Doherty is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo for ten years before joining Suntrust Advisory Services in 2019. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support asset allocation and manager selection on the Envestnet platform.

Gary Sugg is a CFP® professional with five years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His work history includes roles at LPL Financial LLC, Cetera Advisor Networks, and Carroll Financial Associates, among others. Outside of advisory services, he has provided administrative support to Wealth Enhancement Advisory Services since 2021. 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, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Marc Zeller is a CFP® professional with 27 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2009. He holds Series 63 and Series 66 licenses and is based in Charlotte, NC. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.

James Hedstrom is a CFP® professional with 26 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has held prior roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. Hedstrom provides investment advisory services through Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans, offering financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Taylor Watts is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Charlotte, NC. His prior work includes roles at LPL Financial, LLC and CETERA Advisor Networks LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.

Marshall Long is a CFP® with 17 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates Inc. Based in Charlotte, NC, he holds a Series 63 license. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Cole Conner is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior work includes ten years at LPL Financial and two years at Wells Fargo Clearing. He is based in Charlotte, NC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers, delivering portfolio management, financial planning, and custody services through established advisory and technology platforms.

Scott Serfass is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 22 years of industry experience, including 16 years at Ameriprise Financial Services and ongoing roles at both Independent Advisor Alliance and LPL Financial since 2021. He is also an author based in Charlotte, NC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm employs a network model combining independent advisory representatives with access to brokerage services through LPL Financial and leverages technology platforms to support portfolio management and estate planning.

Emma Brandt is a financial advisor at Guardian Life with two years of industry experience. She holds a Series 66 designation and has worked at Guardian Life since 2024, including a prior role at Equitable Advisors. Outside of finance, she has experience working in academic and event settings, including roles at Furman University and The Rutherford Event Venue. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions tailored to client needs.

Richard Fallin is a financial advisor with Independent Advisor Alliance, LLC and LPL Financial, LLC, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with Independent Advisor Alliance since 2016. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.

Diane Brown is a financial advisor with Wealth Enhancement Advisory Services, LLC, based in Fort Mill, SC. She holds Series 63 and Series 66 licenses and has 16 years of industry experience. Prior to joining Wealth Enhancement Advisory Services, she worked at firms including Triad Advisors and Advocacy Wealth. Outside of her advisory role, she serves as president of the Tealbriar Homeowners Association in Charlotte, NC. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using a diversified, risk-class based investment process that blends passive and active strategies, supported by an internal Investment Committee.

Michael Smith is a CFP® with 19 years of industry experience currently advising at Janney Montgomery Scott. He previously worked at Wells Fargo Clearing for nine years before joining Janney. 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs with a centralized approach to professional asset management.

Marianne Gebhardt is a financial advisor at Wealth Enhancement Advisory Services, LLC with 14 years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial and Cetera Advisor Networks. Outside of her advisory role, she manages marketing and operations for Gebhardt Farms LLC, a maple syrup retail and wholesale business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting using a combination of passive and active investment strategies guided by an internal Investment Committee.

Hayden Askea is a CFP® and Series 65 credentialed advisor with Wealth Enhancement Advisory Services, LLC, based in Charlotte, NC. He has been with Wealth Enhancement Advisory Services since 2026 and has prior experience at The Home Depot and the University of North Carolina at Charlotte. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach combining passive and active managers with quantitative, momentum, and fundamental analysis.

Michelle Guissinger is a CFP® and PFS™ with 13 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021. Her prior experience includes roles at Carroll Financial Associates Inc and Lephew Financial Services, Inc. Guissinger serves as board chair and member of Adult Enrichment Centers in Rock Hill, SC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting with an investment approach combining passive and active management overseen by an internal Investment Committee.

Jeffrey Davis is a CFP® with 18 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2020. Prior to this, he worked at TD Ameritrade, Inc. from 2014 to 2020. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines multiple managed-account options with features like direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank.

Kelli Little is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. She holds the ChFC® designation and Series 63 license, and has 14 years of industry experience. She has been with Eagle Strategies since 2018 and also has affiliations with Nylife Securities LLC and New York Life Insurance Co dating back to 2015. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple program options and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Alvin Riley II is a CFP® certificant with 13 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC in Charlotte, NC. He spent 10 years at LPL Financial prior to joining his current firm. Independent Advisor Alliance serves a diverse clientele, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm uses a network model of independent advisory representatives and integrates technology platforms to support portfolio management and estate planning solutions.

Denise Johnson is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC, holding a Series 66 credential and 21 years of industry experience. She has worked with Eagle Strategies since 2011 and maintains long-standing roles with Nylife Securities Inc and New York Life Insurance Company. Outside of advisory work, she serves as a Notary Public. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, defined contribution and benefit plans, and charitable and corporate clients, with a focus on tailored solutions and non-discretionary asset management.