Kevin Reed is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch and Bank of America NA for 12 years. Reed has been with Rockefeller Financial LLC since 2023 and is currently affiliated with Rockefeller Capital Management. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and is notable for its institutional minority ownership and its role as a distributor and placement agent for private funds and access vehicles.

Duncan Wilson is a CFP® with 14 years of industry experience, currently affiliated with Commonwealth Financial Network and Sterling Financial Group. He has held prior roles at Lincoln Investment and Capital Analysts Incorporated. In addition to his financial advisory work, he practices law through his own firm, the Law Office of Duncan G. Wilson. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing a range of advisory programs, investment management, and operational support. The firm offers diverse portfolio construction options and proprietary model portfolios while serving both retail and institutional clients.

Keith Gregory is a CFP® certified financial advisor with 19 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has worked with Independent Advisor Alliance since 2014 and has been associated with LPL Financial since 2011. Independent Advisor Alliance works with a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting services. The firm employs a network model that combines independent advisory representatives with brokerage services through LPL Financial and utilizes multiple investment strategies and technology platforms to support client portfolios.

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 23 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Brokerage Services, where he has worked since 2021. His prior experience includes roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. Bowyer also holds a senior position related to fixed insurance within the Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Joseph Anderson is a financial advisor with TD Private Client Wealth LLC in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at The Vanguard Group, Regions Bank, Cetera, and Wells Fargo Advisors. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a range of portfolios that combine strategic and tactical asset allocation with investments from 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 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and consulting services and operates as a registered broker-dealer, providing an integrated investment platform and personalized advisory solutions.

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. 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, and operates as a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

Brady Hemmerle is a CFP® with eight years of industry experience currently with Guardian Life. His career includes roles at The Vanguard Group and Stash Wealth. He also maintains an outside insurance business. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients, utilizing a range of proprietary and third-party models.

Katie Dunmire is a financial advisor at Janney Montgomery Scott with 18 years of industry experience holding a Series 66 designation. Her career includes previous roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Morgan Stanley. She serves as a board member of the Pennrose Park Country Club in Reidsville, NC. Janney Montgomery Scott is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities, delivering investment advice through in-house portfolio management and third-party managers across multiple advisory programs.

Holly Curtis is a financial advisor at Guardian Life with 15 years of industry experience. She holds Series 66 and Series 63 licenses and has worked with Guardian Life, Park Avenue Securities, and LPL Financial. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals—including high-net-worth clients—retirement plans, charitable organizations, and corporate clients by providing brokerage, financial planning, retirement consulting, and investment advisory services through a variety of proprietary and third-party programs.

Todd Pierce is a financial advisor with Brookstone Capital Management LLC in Charlotte, NC. He holds a Series 65 designation and has six years of industry experience, having worked at Brookstone since 2020 and at AmeriLife since 2001. In addition to his advisory role, he is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis via model portfolios and managed accounts.

William Dillon is a CFP® professional with 33 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has held previous roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process that combines passive and active management across risk classes, supported by quantitative and fundamental research and an internal Investment Committee.

Richard Morrow is a CFP®-certified financial advisor at Janney Montgomery Scott with 33 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Janney in 2019. Outside of his advisory role, Morrow is actively involved in youth leadership development through BSA Scouting and holds multiple leadership positions at the Hound Ears Club in Boone, NC, including president and finance committee chair. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Brayden Curtis is a financial advisor with Guardian Life and holds a Series 66 license. He has been in the industry since 2026, previously working at Consolidated Planning Holdings, Inc. and Park Avenue Securities. Outside of finance, he has experience with Meowtel and the Best Friends Animal Society. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory solutions, including hybrid digital options, and integrates proprietary and third-party investment strategies.

Brian Elms is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Freedom Street Partners and Raymond James Financial Services, and he spent 16 years at Edward Jones. Outside of his advisory work, he is a non-controlling owner of FSP Enterprise, LLC, a support company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management through a variety of Steward Partners-branded solutions and third-party money managers, supported by custodial and platform partnerships.

George Coxhead Jr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Penn Mutual Life Insurance Co. and Equity Services, Inc. prior to his current roles. Outside of his advisory work, he owns and operates George Coxhead Financial Services, LLC, providing multi-line insurance brokerage services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Sean Fenerty is a financial advisor at Fifth Third Securities, Inc. based in Charlotte, NC, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, Sonic Automotive, and Sandmeyer Steel Company. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporations, and institutional investors through its Passageway Managed Account Program. The firm combines a municipal-advisor registration with its affiliation to Fifth Third Bank, providing multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Erin Carpenter is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Robert Baird & Co., Merrill, and Wells Fargo Advisors. Outside of advisory work, she owns rental properties in Charlotte, NC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with services including brokerage, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Margaret Lane is a Series 66 licensed financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, bringing two years of industry experience. She has held multiple roles within the Bankers Life organization since 2020, including as an insurance agent specializing in Medicare supplement, long-term care, life insurance, and annuities. Outside of her advisory work, she serves as Executive Administrator and Chair of the Church Council at the Evangelical Lutheran Church of the Resurrection. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and ongoing portfolio management with a focus on individual clients.