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.

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 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Financial Management INC. Outside of advising, he was involved with Luxury Lounge and Lighting from 2010 to 2018. OSAIC Institutions, INC. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser/broker-dealer model and delegates investment management to its representatives while offering both discretionary and non-discretionary options.

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 the Series 66 designation and has worked at firms including Metropolitan Life Insurance Company, Mass Mutual Investors Services, and OSAIC before joining Voya. Voya Financial Advisors serves a diverse client base, including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers a variety of services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with a focus on non-discretionary advisory relationships.

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.

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.

Braxton Barber is a financial advisor with Eagle Strategies (NY Life) in Charlotte, NC, holding Series 63 and Series 65 designations. He has one year of industry experience, including roles at NYLife Securities LLC and New York Life Insurance Company. Outside of finance, Barber was involved with the United States Golf Association in 2024. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and predominantly manages assets on a non-discretionary basis.

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.

Nathaniel Chambers II is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial, LLC and Linsco/Private Ledger Corp. since 2007. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm offers both discretionary and non-discretionary portfolio management and utilizes various investment strategies and technology platforms to deliver its services.

Andrew King is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Metlife Securities and Mass Mutual. Outside of his advisory role, he serves as vice president of the Gary Hammond Scholarship Foundation, assisting with event coordination. OSAIC serves a diverse client base, including individuals, institutions, and charitable organizations, offering a range of advisory services from financial planning to managed portfolios. The firm employs advanced asset-allocation tools and supports multiple investment platforms and third-party solutions.

Joshua Griffin is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining UBS, he worked at the Davis Center for Portfolio Management and has engaged in graphic design creation for Redbubble.com. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Keith Greenberg is a CFP® professional with 19 years of industry experience, currently affiliated with Raymond James & Associates. His prior experience includes roles at J.P. Morgan Securities, Bank of America, Merrill, and BlackRock Investments. Outside of his financial advisory work, Greenberg coaches youth soccer and serves as a consultant for local soccer clubs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles supported by affiliated research and model managers.