Edward Danser is a CFP® with 26 years of industry experience and is currently an advisor at Truist Advisory Services. His prior experience includes roles at Merrill and SunTrust Investment Services. Outside of his advisory work, he is a partner in an LLC formed for investment purposes in a hotel opportunity with Beacon IMG, involving family members. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, and charitable organizations. The firm employs a combination of traditional research and AI tools and offers ongoing client reviews and customized asset allocation strategies.

Thomas Dumas is a CFP® and ChFC® with 25 years of experience, currently affiliated with Guardian Life and Park Avenue Securities in Charlotte, NC. He has been with both firms since 2001. In addition to his advisory role, he serves as a trustee for his parents' estate. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to both proprietary and third-party investment platforms.

Rachel Ashman is a financial advisor with Truist Advisory Services in Charlotte, NC. She holds Series 63 and Series 65 credentials and has 21 years of industry experience. Her prior work includes roles at SunTrust Bank and The Prudential Insurance Company of America. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional and AI-enabled research tools and offers ongoing reviews and reporting, working closely with clients to develop asset allocation strategies and select investment managers.

Jessica Jones is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC. She holds a Series 66 designation and has four years of industry experience. In addition to her advisory role, she serves as a Unit Field Trainer for Bankers Life & Casualty, Inc., where she recruits and trains insurance agents and sells various insurance products including Medicare-related health insurance, life insurance, long-term care plans, and annuities. 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 a blend of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Thomas Capul is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has been involved with C2x Wrestling Academy since 2020. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various program types tailored to client objectives, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities for retirement investors.

Genie Theimer is a financial advisor with Guardian Life and holds ChFC®, Series 63, and Series 65 designations. She has 44 years of industry experience, including 21 years at Park Avenue Securities and Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, 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 and offers tailored client relationships alongside access to proprietary wrap programs, third-party advisory solutions, and integrated lending options.

Helene Moll is a CFP® certificant with 16 years of industry experience, currently serving at Truist Advisory Services. Her prior roles include positions at TIAA-CREF and multiple Truist-related entities. Truist Advisory Services delivers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse clientele, including individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional and AI-enabled research tools and offers a range of advisory services through its Envestnet platform and affiliated financial relationships.

Thomas Fitts is a financial advisor at Eagle Strategies (NY Life) based in Charlotte, NC, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life, as well as in healthcare technology and solutions firms including NRC Health and Allscripts Healthcare Solutions. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Derek Motto is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at firms including LPL Financial and Equitable Advisors. Motto provides investment advisory services through Independent Advisor Alliance, an independent firm distinct from LPL Financial. Independent Advisor Alliance serves a broad range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and leverages technology platforms to enhance client service.

Luke Piccione is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Bankers Life, he worked in various roles including as a driver for a ride-sharing service and in educational and fitness organizations. He is also appointed as an insurance agent with Bankers Life and Casualty Company, focusing on retirement services such as Medicare, life insurance, and long-term care insurance. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals, risk tolerances, and time horizons.

Stuart Singer is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Janney Montgomery Scott since 2003. Singer serves as a board member of Jewish Family Services of Greater Charlotte, a social work and counseling agency. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

James Matthews is a Certified Financial Planner® with 19 years of experience in the financial services industry. He has worked at Guardian Life since 2017 and previously held roles at Aon Hewitt Financial Advisors and Wells Fargo Clearing. Matthews engages in public speaking outside his advisory role and serves on the Peer Review Board for the Journal of Financial Planning. He is affiliated with Park Avenue Wealth Management, a subsidiary of Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, institutions, and retirement plan sponsors. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside access to insurance products and alternative investments.

Taylor Bryant is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has previously worked with Charlotte Wealth Management and LPL Financial. Bryant also provides administrative support to independent investment advisor firms in the Charlotte area. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting through a network of advisory representatives using a range of portfolio management strategies and technology platforms.

Michael Porter is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Bankers Life Advisory Services, Inc. since 2017. He has a long-standing career with Bankers Life and its affiliates dating back to 2004, where he also supervises a team of insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

John Hall is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks LLC, and Carroll Financial Associates Inc. He operates out of Charlotte, NC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, high-net-worth clients, trusts, estates, 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 multiple program offerings.

Michael Bellavia is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Truist Advisory Services, Bb&T Securities, and Bb&T Investment Services. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform.

Michael Thompson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Park Avenue Securities since 2012 and with Guardian Life Insurance Company since 2001. Outside of his advisory roles, he operates Thompson Planning Group Insurance, focusing on the sale of traditional insurance products. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, providing clients access to proprietary programs, third-party advisory solutions, and integrated financial services including insurance and alternative investments.

Joshua Griffin is a financial advisor at Truist Advisory Services with 10 years of industry experience. He holds a Series 66 designation and has worked with Truist and its predecessor firms since 2016. Griffin is based in Charlotte, NC. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research with AI-enabled tools and offers a range of advisory services through its affiliation with Truist Financial and its network of banking and broker-dealer entities.

Emanuel Thomason is a financial advisor with Equity Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at National Life Group, Edward Jones, Thrivent Financial, and LPL Financial. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines long-term investment strategies with options for shorter-term trading, managing both discretionary and non-discretionary assets through a network of investment adviser representatives.

Christopher Prevette is a CFA® charterholder with five years of industry experience. He is currently an advisor at Independent Advisor Alliance, LLC, having previously worked at Principal Financial Group and Wells Fargo Bank. Outside of his advisory role, he serves on the board of the Charlotte Carolinas Rugby Club, a nonprofit focused on youth and community outreach, where he holds the position of treasurer. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm combines a network model of independent advisory representatives with access to brokerage services and third-party platforms for estate planning and portfolio management.