William Semans is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Merrill, UBS Financial Services, Deutsche Bank Securities, and BB&T Securities prior to joining Truist. 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 with AI-enabled tools and offers ongoing client reviews, utilizing a range of affiliated financial relationships to support its advisory offerings.

Ian Peters is a financial advisor at Eagle Strategies (NY Life) based in Charlotte, NC, holding Series 65 and Series 63 licenses with three years of industry experience. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Trinity Wealth Securities, LLC. Outside of advising, he is involved with Little Bridges LLC, a business he has been part of since 2022. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis, with specialized advisory services linked to insurance and annuity products within an integrated New York Life affiliate structure.

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.

Robin Oles is a financial advisor with TIAA-CREF in Rock Hill, SC, holding a Series 66 designation and 15 years of industry experience. She has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm acts as adviser to a donor-advised fund and provides a range of investment advisory services using both model and customized portfolios.

Colton Mendenhall is a financial advisor with Guardian Life, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo and Consolidated Planning. He also engages in independent insurance sales outside of Guardian Life. Guardian Life, through its subsidiary Park Avenue Securities, offers brokerage and advisory services to individuals, businesses, and organizations, combining advisor-led discretionary management with model-based strategies and a range of financial planning and consulting solutions.

Philip Jupp is a financial advisor with Eagle Strategies (NY Life) in Charlotte, NC, holding Series 66 and Series 63 licenses and four years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as entrepreneurial experience with Onno's Zona Colonial. He is also involved in insurance brokering through Main View Wealth, LLC. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis.

Michael Kreimer is a CERTIFIED FINANCIAL PLANNER™ professional with 40 years of industry experience. He currently serves as an investment advisor representative at NewEdge Advisors, having previously worked with firms including Compass Securities Corporation and Raymond James Financial Services. Kreimer is also president of Ballantyne Financial Group LLC and conducts commission-based fixed insurance business through various general agents. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations. The firm offers a range of portfolio management and financial planning services through a network of independent advisors, utilizing multiple program structures and centralized due diligence supported by technology tools.

Jonathan Liles is a CFP® with 25 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. He is based in Charlotte, NC. 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 consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Ernest Glass Jr. is a financial advisor with Guardian Life in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Guardian Life since 1997 and has additional experience selling life and health insurance. Glass also serves as Secretary and Treasurer for the Orient Point Homeowners Association. Guardian Life, through its wholly owned subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, offering proprietary and third-party advisory solutions alongside access to insurance products and alternative investments.

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.

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.

Michael Harris is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with Guardian Life and Park Avenue Securities since 2013. Outside of his advisory role, he serves as a contingent executor and contingent power of attorney for family members. Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.

Stephanie Niblack is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. She holds Series 66 and Series 63 licenses and has five years of industry experience. Her prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company, as well as work with the YMCA of Greater Charlotte and a brief period with Napkin Ink, LLC. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives across a broad range of investors and plan sponsors.

Boyd Cauble II is a financial advisor with Guardian Life and holds Series 65 and Series 66 designations. He has 24 years of industry experience, including roles at Park Avenue Securities, Evergreen Investment Management, Columbia Management Advisors, and Banc of America Investment Services. Cauble also utilizes CBS Brokerage as a resource for life insurance policies outside of his primary firm. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate clients, and retirement plan sponsors. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs as well as third-party advisory solutions.

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.

Chancey Zifko is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Fifth Third Bank, Wells Fargo, and BB&T. Outside of his advisory role, Zifko is involved in managing several rental properties in the Charlotte, NC area. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations, utilizing both traditional research and AI-enabled tools to support client portfolios.

Ashley Johnston is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. She holds a Series 66 designation and has four years of industry experience. Her work history includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as involvement with Silver Hearth Lodge, LLC from 2018 to 2025. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Daniel Jones is a financial advisor at Brookstone Capital Management LLC in Charlotte, NC, holding a Series 65 designation with seven years of industry experience. He has worked at Brookstone Capital Management since 2019 and has been associated with APR Financial Group LLC since 2012. In addition to his advisory role, he is involved in insurance sales. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and a wrap-fee program.

Katherine Jamil is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Guardian Life and Park Avenue Securities LLC. Her work history includes roles at Mutual Securities, Cornerstone Wealth Group LLC, LPL Financial, Kestra Investment Services, and NRP Advisors. She is based in Charlotte, NC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to insurance products and alternative investments.

Ramone Givens is a financial advisor at Eagle Strategies (NY Life) based in Charlotte, NC, holding a Series 66 designation with 12 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill Lynch. Outside of his advisory work, Givens owns and operates a handyman services business providing basic maintenance and home project assistance. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and maintains a primarily non-discretionary asset base, operating within the integrated New York Life affiliate structure.