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.

Joseph Varamo is a financial advisor with Truist Advisory Services based in Charlotte, NC. He holds Series 63, Series 65, and Series 66 licenses and has 45 years of experience in the industry. His career includes roles at BB&T Investment Services, Inc., BB&T Securities, LLC, and Truist Investment Services. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a broad client base, including individuals, corporations, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support asset allocation and manager selection through the Envestnet platform, providing ongoing monitoring and client consultations.

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.

Jason Young is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Creative Planning since 2015. 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 process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by more specialized approaches and a range of retirement plan services.

Stephen Wilson is a CFA® charterholder with 18 years of industry experience. He is currently a financial advisor at &PARTNERS in Charlotte, NC, where he has worked since 2025. Prior to joining &PARTNERS, he held roles at Wells Fargo Clearing Services, Queens Oak Advisors, Capital Guardian Wealth Management, and Stanford Group Company. Wilson serves as an investment committee team leader for the United Methodist Foundation of Western North Carolina. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analysis through both discretionary and non-discretionary approaches.

Ryan Shank is a financial advisor at &PARTNERS with 29 years of industry experience. He has held roles at Wells Fargo Clearing for eight years before joining &PARTNERS in 2024. He holds Series 63 and Series 66 licenses. &PARTNERS serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan services. The firm uses a combination of fundamental, technical, and quantitative analysis with discretionary and non-discretionary management options supported by both proprietary and third-party strategies.

Karen Shane is a CFP® professional with 21 years of industry experience. She is currently an advisor at &PARTNERS and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and municipal advisory services, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Jonathan Ganzert is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding Series 63 and Series 66 registrations and bringing 47 years of industry experience. He has been with Janney Montgomery Scott since 2005. Ganzert serves as a board member of the Village of Morrocroft Homeowners Association, contributing to community management on a volunteer basis. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing around $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Philip Lee is a financial advisor with Independent Advisor Alliance, LLC, holding the CFP® designation and Series 63 and 66 licenses. He has 22 years of industry experience and has worked with LPL Financial LLC for the past 10 years. 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 combines a network of advisory representatives with access to various portfolio management strategies and technology platforms to support its services.