John Lindros is a financial advisor at Composition Wealth, LLC with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Miracle Mile Advisors, Equity Services, National Life Group, and Guardian Life Insurance of America. In addition to his advisory role, he is involved in insurance sales, dedicating approximately 10% of his time to this activity. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

Anthony Hinds Fritz is a CFP® and ChFC® with 16 years of industry experience. He has been with IP Financial Advisory Services LLC since 2019 and also maintains roles at Innovation Partners LLC and as an independent life insurance agent. Fritz serves as a board member of the Financial Planning Association of Central New York and is the committee chair for the ALS Association. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm provides a range of services including discretionary portfolio management and access to third-party investment advisors, with an emphasis on non-high-net-worth individuals.

Mario Brown is a financial advisor at IP Financial Advisory Services LLC with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at VALIC Financial Advisors, Merrill, NYLIFE Securities, and JP Morgan Chase. Brown is also a non-commissioned officer in the Army Reserve and teaches business-related courses online at Valencia College. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers personalized investment strategies with discretionary management and provides specialized advisory services including actuarial and benefits consulting.

Gregory James is a CFP® professional with 24 years of industry experience, currently serving at Modera Wealth Management, LLC since 2023. Prior to joining Modera, he spent 22 years at Parsec Financial Management, Inc. He is also a part-owner of a yacht charter company, Lisky LLC, which is unrelated to his investment work. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies including independent managers and optional ESG integration.

Timothy Graham is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Alphastar Capital Management and LPL Financial. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, and various institutions. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Carter Otey is a CFP® and Series 65-licensed advisor at Modera Wealth Management, LLC with one year of industry experience. His prior work includes a position at Forvis Mazars and roles in education at Liberty University and Cannon School. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm integrates investment management with accounting, tax, and business coaching services, managing diversified portfolios that incorporate Modern Portfolio Theory and a range of asset classes.

Sam Merrill is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked at multiple entities within the Truist organization since 2021. Prior to joining Truist, Merrill spent seven years at The Reynolds and Reynolds Company. Outside of his advisory role, he serves as Treasurer for North Carolina Little League District 3, managing funds for seven leagues and their all-star tournaments. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a broad client base including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and provides ongoing client reviews while leveraging its affiliation with Truist Financial and related entities.

Kelly Lauterjung is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2020. Prior to joining the firm, she worked at Robert W. Baird for five years. Outside of her advisory role, she is a co-author and promotes sales of books unrelated to investment activities. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with net worth exceeding $20 million.

Albert Grenert Jr. is a financial advisor with Janney Montgomery Scott LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Ameriprise Advisor Services. He is currently based in Rock Hill, South Carolina. 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 and offers brokerage, financial planning, consulting, and advisory programs, with investment advice delivered through a combination of in-house portfolio management and third-party managers.

Benjamin Ganson is a CFP® with 11 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has worked at several firms including LPL Financial and Cetera Advisor Networks. Outside of his advisory role, Ganson serves as a pastor at Vineyard Church of Rock Hill. 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 combining passive and active management, supported by internal portfolio oversight and multiple implementation tools.

Brett Miller is a financial advisor at Corient with 19 years of industry experience. He holds the CFP® designation and Series 65 license. His prior roles include positions at McGill Advisors, Inc. and Ci Brightworth. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that incorporates in-house and third-party strategies, risk management tools, and may include alternative investments and private fund allocations.

Joseph Dumser is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, and First Citizens Investor Services. Outside of his advisory work, he is a part owner of a Bojangles franchise. 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 a range of advisory services, including manager selection via the Envestnet platform and retirement plan fiduciary solutions.

Jason Creel is a financial advisor with TIAA-CREF, holding a Series 66 designation and 25 years of industry experience. He has been with TIAA-CREF since 2006. 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 through TIAA-administered employer retirement plans. The firm also advises a donor-advised fund and operates within a vertically integrated structure using affiliated funds.

Deborah Mcwilliams is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Mariner since 2018. Her prior experience includes roles at Wells Fargo Clearing and Merrill. She is involved with local nonprofits, serving as Event Chair for the WINGS Scholarships and Mentoring Program and volunteering on the grant committee for the Women's Impact Fund. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and retirement plan consulting. The firm provides customized portfolio solutions supported by both in-house research and third-party managers, with a notable integration of tax and accounting services and specialized financial wellness and family office capabilities.

Ryan Czamara is a CFP® with four years of industry experience currently serving at Independent Advisor Alliance, LLC and LPL Financial since 2026. His previous roles include positions at Private Advisor Group, LLC, Securities America, Inc., and several other financial firms. Outside of advisory services, he operates under the business name Hamilton Wealth Management for investment advice through Private Advisor Group and holds a separate license to sell insurance products on a commission basis. 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 uses a network model of advisory representatives with access to various portfolio management strategies, technology platforms, and integrated estate-planning services.

Seth Wheeler is a CFP® with five years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. He previously worked at Northwestern Mutual in various capacities from 2020 to 2025 and has a decade of service in the Armed Forces. Wheeler is also a board member of Veteran's Bridge Home, a nonprofit organization based in Charlotte, NC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing access to alternative investment vehicles and integrated advisory offerings.

William Conde is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses. He has served in the US Army for 25 years before joining First Command in 2025. Prior to his advisory role, he worked at Amazon from 2021 to 2024. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team.

Scott Zimmerman is a CFP® professional at Mariner with 13 years of industry experience. He has worked at firms including JP Morgan Securities, UBS Financial Services, and SIP. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and provides integrated tax, accounting, and financial wellness solutions.

Eric Harbert is a CFP® and holds a Series 65 license with 13 years of industry experience. He is currently with Corient in Charlotte, NC, where he has worked since 2022. His prior roles include positions at Ci Brightworth (formerly McGill Advisors) and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, incorporating risk management tools and alternative investment options where appropriate.

Francis Chimenti is a CFP® with 29 years of industry experience and has been with Oppenheimer since 2012. He holds Series 63 and Series 65 registrations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs involving both discretionary and non-discretionary management, with a focus on strategic asset allocation, manager selection, and tailored consulting and retirement services.