Zachary Farmer is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. He has worked at Commonwealth and The Pinnacle Financial Group since 2018. Outside of his advisory roles, he previously operated Farmer Painting Plus from 2012 to 2020. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

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.

Erin Koch is a financial advisor at Commonwealth Financial Network with a Series 66 designation and over 18 years of industry experience. She has been associated with The Pinnacle Financial Group since 2005 and joined Commonwealth Financial Network in 2024. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including managed model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

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.

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.