Daniel Holloway is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Bankers Life Advisory Services, Inc. in Charlotte, NC. He has been associated with various entities within the Bankers Life organization since 2009. Outside of advisory work, he is a partner in a fitness franchise in Pittsburgh, PA, involved in operations and business activities. Bankers Life Advisory Services, Inc. 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 develop tailored investment strategies aligned with clients’ goals and risk tolerances.

Jason Minsky is a financial advisor at Empower Advisory Group with 24 years of industry experience. His background includes roles at Ameriprise, Charles Schwab, and LPL Financial. He holds Series 63 and Series 66 designations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.

Jennifer James is a CFP® with 12 years of experience in the financial services industry. She is currently with Truist Advisory Services, where she has worked since 2018, following previous roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Anastasios Marros is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at several firms including Wells Fargo and New York Life Insurance Company. Outside of his advisory work, he owns CLT Wrist, LLC, a business involved in buying and selling luxury watches online. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple advisory programs and emphasizes tailored recommendations while managing most assets on a non-discretionary basis within the New York Life affiliate structure.

Grant Palmer IV is a CFP® with eight years of industry experience. He currently works at Mariner and previously held positions at Waypoint Wealth Management, The Vanguard Group, Inc., and Buckingham Strategic Wealth. He also has background experience associated with Virginia Tech, including the Tennis Center and the university itself. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office capabilities, utilizing customized portfolios overseen by an Investment Committee and supported by extensive in‑house research and third‑party managers.

Christine Neese is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. Her prior work includes roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. She provides administrative support to Wealth Enhancement Advisory Services as part of her professional activities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment approach that combines passive and active management, supported by an internal Investment Committee and research targeting factor premiums, and offers a broad range of financial planning, asset management, and specialized consulting services.

William Mcclanahan is a CFP® with seven years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His prior roles include positions at Valic Financial Advisors and TIAA. Mcclanahan also engages in an insurance-related business outside of Guardian Life. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage and advisory services.

John Welch Sr. is a CFP®, ChFC®, and Series 63 credentialed advisor with 44 years of industry experience. He is currently with Equity Services, Inc. and National Life Group, having also worked at SagePoint Financial from 2014 to 2020. Welch participates in community activities as a volunteer finance committee member for Mt. Tabor United Methodist Church. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad clientele including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Jacob Brock is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Prior to his advisory role, he worked at Papa Johns Inc. for five years. He is also an insurance agent with Bankers Life and Casualty, Inc., where he sells life insurance, annuities, long-term care, and senior insurance products including Medicare supplements and Medicare Advantage programs. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Ethel Muhammad is a Series 65-licensed advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, with two years of industry experience. She has worked at Bankers Life Advisory Services since 2025 and Bankers Life Securities since 2026, and she has been associated with Bankers Life & Casualty, Inc. since 2021. Outside of advisory services, she is an insurance agent appointed to write Medicare Supplement, annuity, life insurance, health, and long-term care products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios in alignment with clients’ goals and risk tolerances.

Courtney Huge is a CFP®-designated financial advisor with nine years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at LPL Financial LLC and Cetera Advisor Networks, LLC. She is based in Charlotte, NC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a diversified investment approach that blends passive and active managers and is supported by an internal Investment Committee.

Anthony Farrar is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds the ChFC® designation and Series 63 license. Farrar also operates Farrar Financial Group and serves as a benefit counselor for Willis Towers Watson. Additionally, he is a board member and secretary of the AJF Scholarship, participating in the selection of scholarship recipients. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and uses third-party asset managers and model portfolios.

Dawn Wilson is a financial advisor at &PARTNERS with 8 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes positions at Neuberger Berman LLC and Wells Fargo Clearing Services, LLC. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing both proprietary and third-party strategies through the Envestnet platform and NFS clearing arrangements.

Misty Petrosino is a financial advisor with Primerica Advisors based in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at Park Avenue Securities LLC and Guardian Life Insurance Co of America since 2017 and previously spent 13 years with Metropolitan Life Insurance Company and MetLife Securities Inc. Outside of her advisory role, she is involved with Target Market Institute, LLC, a business activity unrelated to investments. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial and retirement planning. The firm uses a combination of proprietary and third-party investment strategies and supports discretionary and non-discretionary account management with a variety of investment options.

Calvin Holmes is a ChFC® credentialed financial advisor with nine years of industry experience, currently affiliated with Eagle Strategies (New York Life) in Charlotte, NC. He has worked with Eagle Strategies since 2025 and has prior experience with Nylife Securities LLC and New York Life. Holmes also founded and operated Fitness Edge Inc. from 2016 to 2019. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers a range of advisory services and emphasizes tailored recommendations, with a significant portion of its assets managed on a non-discretionary basis.

Joshua Mayor is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Corient since 2024. He previously worked at Byron Financial from 2012 to 2024 and M HOLDINGS SECURITIES, Inc. from 2014 to 2017. Outside of advisory roles, he is the managing member of AWWM, LLC, an entity established for tax purposes. Corient provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party solutions, supported by continuous portfolio monitoring and risk management tools.

William Bulluck Jr. is a financial advisor with Equity Services, Inc. and holds a Series 66 designation. He has seven years of industry experience and has worked at firms including Edward Jones and Foundations Investment Advisors, LLC. Outside of his advisory role, Bulluck is involved with the Matthews Chamber of Commerce and the Charlotte Connectors Networking Group. 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 employs multiple advisory platforms, often using third-party asset managers and model portfolios, and offers both discretionary and non-discretionary management options.

Ty Hensley is a financial advisor with Independent Advisor Alliance, LLC and LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been associated with Independent Advisor Alliance since 2015. Outside of his advisory roles, Hensley is involved in retirement planning and tax preparation activities. 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 employs a network model of advisory representatives and provides both discretionary and non-discretionary portfolio management, utilizing various analytical techniques and technology platforms.

Andrew Calder is a financial advisor with Creative Planning, holding the Series 63 and Series 65 credentials and eight years of industry experience. His prior work includes roles at Lockton Investment Advisors, Lockton Investment Securities, Lockton Companies, Newport Group, and TriNet Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Justin Walker is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and UBS Financial Services. He is 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 portfolio management, financial planning, and consulting services, operating as both an investment adviser and a registered broker-dealer with a comprehensive investment platform and a Private Advisor client model.