Ryan Shank is a financial advisor at &PARTNERS with 29 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, offering portfolio management through proprietary models and third-party managers, and engages in a range of financial services including ERISA consulting and investment banking.

Karen Shane is a CFP® with 20 years of industry experience. She is currently with &PARTNERS, where she has worked since 2025. Prior to this, she spent 16 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a wide range of clients, including individuals with varying net worth, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party manager solutions through platforms like Envestnet and NFS.

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.

Deidre Caldwell is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Robert W Baird for 10 years prior to joining Janney Montgomery Scott in 2024. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers across various investment platforms.

Ronald Carland is a CFP® with 20 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2022. He has also been associated with Altavista Wealth Management, Inc. since 2005 and is president of Carland & Andersen CPA, a CPA firm he has led since 1980. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach using third-party independent managers and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

Ronald Lindquist Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with VOYA Financial Advisors since 2014. In addition to his advisory role, Lindquist operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves a diverse client base including individuals, charitable organizations, corporations, and plan sponsors, offering investment advisory, brokerage, financial planning, and retirement plan services. The firm utilizes a combination of model portfolios and manager-driven sleeves, with a significant focus on non-discretionary assets, and integrates an advisory platform with an active broker-dealer distribution model and a broad affiliate network.

Charles Campbell is a ChFC® with 34 years of industry experience, currently serving with Kestra Advisory. He has been with Kestra Advisory since 2016 and has been involved with Kestra Investment Services, LLC since 2014. Based in Charlotte, NC, his background includes providing investment advisory and employee benefits sales. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm provides comprehensive services such as fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving a wide range of investors including sovereign wealth funds.

Jeffery Smith is a CFP® with 10 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His work history includes multiple roles at Guardian Life Insurance and Park Avenue Securities since 2016. He serves as President of the Rotary Club of Troutman. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and incorporates proprietary and third-party model portfolios.

Paul Brown is a CFP® with 26 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. His career includes roles at LPL Financial, Bank of America, and Merrill. Outside of his advisory work, he is the owner of Streamline Productions, a business he has operated since 2008. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a network model of advisory representatives and employs various portfolio management strategies supported by technology platforms and third-party managers.

John Bogert is a financial advisor at TIAA-CREF with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA and its affiliated entities since 2007. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing relationships through TIAA-administered retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, acting as adviser to a donor-advised fund and operating within a vertically integrated structure that includes affiliated funds.

David Srulevitch is a CFP® with four years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior work includes roles at The Colony Group, Buckingham Strategic Wealth, Carolina Capital Consulting, and Blair, Bohle & Whitsitt. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Justin Cook is a financial advisor with Eagle Strategies (New York Life) based in Charlotte, NC. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company, and he has a background that includes senior roles at T-Mobile and experience with Dragonfly Visual Productions. Outside of his advisory work, Cook is involved in local education initiatives, serving as a board member of the Cuthbertson High School Parent Teacher Student Organization and volunteering with the NTES WatchDOGS program. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional sponsors, and corporate clients. The firm offers multiple program types tailored to client objectives and is noted for managing a substantial portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Carl Rogers Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and has 41 years of industry experience. He has worked with Ameritas and its affiliates since 2008 and is currently associated with Southeast Financial Services, Inc. In addition to his advisory role, Rogers serves as a precinct judge for the Mecklenburg County Board of Elections and works with business owners on succession planning, estate planning, and executive compensation, coordinating planning teams of professionals as part of his insurance agency activities. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management, retirement-plan advisory, and fiduciary services through affiliated investment adviser representatives.

Leo Harrington Jr. is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Waxhaw, NC, holding Series 63, Series 65, and Series 66 licenses and bringing 19 years of industry experience. He has been with Fifth Third Securities since 2013, totaling 13 years at the firm. FIFTH THIRD SECURITIES, Inc. serves individual, institutional, and business clients through both investment advisory and brokerage channels. The firm offers a variety of program types and third-party portfolio managers on its Passageway Managed Account platform, accommodating a range of investment strategies including mutual funds, ETFs, SMAs, and direct indexing.

Matthew Jelnicky is a CFP® with 26 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has prior experience with LPL Financial and Independent Advisor Alliance, LLC. Outside of advisory work, he provides tax preparation and CPA services through his own practice, Matthew Jelnicky CPA PA, and also sells term life insurance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Larry Carroll is a financial advisor with Wealth Enhancement Advisory Services, LLC in Charlotte, NC. He holds a Series 63 designation and has 44 years of industry experience, including roles at Carroll Financial Associates, Inc. and CETERA Advisor Networks LLC. Carroll has been with Wealth Enhancement Advisory Services and its affiliated Wealth Enhancement Group since 2021. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement plan consulting, and referrals to separate managed account investment managers. The firm serves individuals, high-net-worth clients, corporations, and retirement plans, managing over $122 billion in regulatory assets under management through diversified, risk-class based investment strategies that combine passive and active management.

Peter Gebre is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. His prior experience includes fourteen years with OneAmerica Securities and American United Life, as well as roles at Voya Financial Partners and Guardian Life Insurance Company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party strategies.

Paul Brown is a financial advisor with Eagle Strategies (NY Life) in Matthews, NC, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been affiliated with Eagle Strategies since 2013 and also operates Parker Financial Group, LLC and Parker Financial and Insurance Solutions, which sell New York Life products and broker non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kevin Chase is a financial advisor at Sanctuary Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill and Breckinridge Consulting LLC. Chase has been with Sanctuary Advisors and its affiliated entities since 2018. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes a broad network of independent advisors, sub-advisors, and third-party model platforms.