Eric Dade is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding the ChFC® designation along with Series 63 and 66 licenses. He has 23 years of industry experience and has been with Bankers Life and its affiliated entities since 2001. In addition to advising clients, he serves as a unit sales manager, overseeing other agents. 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 uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manage portfolios across a range of securities.

Stephen Kanode is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has eight years of industry experience. He has worked with various entities under the Bankers Life umbrella since 2016. In addition to his advisory role, Kanode is an insurance agent specializing in Medicare-related products, long-term care options, and final expense planning. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients’ goals and risk tolerances.

Thi Le Tram Hoang is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC, holding Series 63 and Series 66 licenses and having four years of industry experience. She has worked at Eagle Strategies LLC and Sen Vang Wealth Strategies LLC, and previously operated a nail spa. Hoang is also engaged as an insurance broker for non-registered products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm offers a variety of advisory programs with a focus on tailored recommendations, managing a majority of its assets on a non-discretionary basis.

Blake Bishop is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Hamilton Henry Wealth Strategies, LLC, Eagle Strategies, NYLIFE Securities LLC, and New York Life since 2023. Prior to his financial career, he was employed at DuckWorth's Grill and Taphouse and has experience in education at Appalachian State University and Providence Highschool. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of programs tailored to client and plan sponsor needs, with a significant portion of assets managed on a non-discretionary basis.

Tony Montini is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Ameriprise, Merrill, and Morgan Stanley. He is also active in insurance sales, licensed with multiple carriers under competitive underwriting. Park Avenue Securities, a wholly owned subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers financial planning, discretionary and model-based investment management, and access to proprietary and third-party advisory platforms.

Gregory Snoor is a financial advisor with Eagle Strategies (New York Life) in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He is also the owner of Main View Wealth, LLC, which brokers non-registered insurance products and sells New York Life products and services. Snoor's prior experience includes roles at South State Bank and LPL Financial. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Austin Dantzler is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his current role, he worked with NYLIFE Securities LLC and New York Life Insurance Company for two years and was involved in real estate through Dantzler Properties for 11 years. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Brett Covert is a CFP®-certified financial advisor at Corient with 15 years of industry experience. His career background includes roles at Merrill, Bank of America, Wells Fargo Clearing, and Ci Brightworth, among others. He is based in Charlotte, NC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investments where appropriate.

Timothy Jones is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Wells Fargo Clearing, Deutsche Bank Securities, RBC Capital Markets, and Morgan Stanley. Janney Montgomery Scott LLC manages approximately $110 billion in client assets, serving 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 wrap programs and unified managed accounts.

James Hooks is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has worked at LPL Financial since 2004, with his current role at Private Advisor Group beginning in 2019. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary advisory model and uses technology platforms alongside third-party managers and TAMPs to implement investment strategies.

Shalenee Yalla is a Series 66 credentialed advisor with Truist Advisory Services, bringing 10 years of industry experience. She previously worked at Wells Fargo Clearing Services LLC from 2017 to 2021 before joining Truist Investment Services, Inc. in 2021. Truist Advisory Services offers 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-enabled tools to support client portfolios and provides ongoing reviews and reporting through its affiliated platforms.

Donald Smith Jr. is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked with Bankers Life entities since 2005, including roles at Bankers Life Advisory Services and Bankers Life Securities. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients’ goals and risk tolerances.

Kevin Reed is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch and Bank of America NA for 12 years. 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 provides portfolio management, financial planning, and consulting through a Private Advisor model and consolidated investment platform, and operates as a registered broker-dealer that offers securities transactions, variable insurance products, placement, and investment banking services.

Keith Gregory is a CFP®-designated financial advisor with over 20 years of industry experience. He is affiliated with Independent Advisor Alliance, LLC and has prior experience with LPL Financial and Edward Jones. Gregory also operates a wealth management DBA and maintains an active role with Altitude Wealth Management. Independent Advisor Alliance serves a diverse client base including individuals, businesses, retirees, and charitable organizations, providing a range of services such as asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to third-party platforms and sub-advisors to deliver tailored investment and estate-planning solutions.

Kevin Runge is a CFA® charterholder with 14 years of experience in the financial industry. He currently works at MAI Capital Management, LLC and has previously been employed by Queens Oak Advisors and Sterling Capital Management LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers additional services such as trust administration and insurance through affiliated entities.

Kevin Bowyer is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at LPL Financial, Cetera Advisor Networks, Carroll Financial Associates, and Equitable Advisors. He is based in Charlotte, NC and holds the Series 66 designation. 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 regulatory assets under management and employs a diversified investment approach blending passive and active strategies, overseen by an internal Investment Committee.

Joseph Anderson is a financial advisor with TD Private Client Wealth LLC in Charlotte, NC, holding Series 63 and Series 66 licenses and with 11 years of industry experience. His previous work includes roles at TD Bank N.A., The Vanguard Group, Regions Bank, Cetera Investment Services, and Wells Fargo Clearing. He is also a landlord for residential rental properties in Charlotte, NC, and Saint Petersburg, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation through portfolios that include affiliated and third-party sub-managers.

Debra Jones McConnell is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Rockefeller Financial, she worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Emanuel Zalants is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services LLC and The Vanguard Group, Inc. There are no additional notable outside activities reported. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives.

Torrell Priest is a financial advisor with Empower Advisory Group in Fort Mill, SC, holding the ChFC® and Series 63 credentials with four years of industry experience. His prior work includes roles at Vanguard Advisers, Inc., The Vanguard Group, Inc., and Northwestern Mutual Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm utilizes an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.