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.

Brady Hemmerle is a CFP® and holds a Series 66 license, with eight years of industry experience. He is currently with Guardian Life and has previously worked at Stash Wealth, The Vanguard Group, and WPG Financial Group. Hemmerle is also engaged in an outside insurance business. He works within Guardian Life’s Park Avenue® Wealth Management, which serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses through a combination of advisor-led discretionary management and model-based strategies. The firm offers a range of financial planning, consulting, and investment services supported by proprietary and third-party platforms.

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 63 and Series 66 licenses and has worked extensively within Guardian Life and Park Avenue Securities, as well as previously at LPL Financial. Park Avenue Securities, a wholly owned 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 offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms, and includes access to insurance products and alternative investments through its connection with Guardian Life.

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® professional with 33 years of industry experience, currently serving at Janney Montgomery Scott LLC since 2021. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley DW Inc. Outside of his advisory work, he is actively involved in youth leadership development through BSA Scouting in Charlotte and holds multiple leadership roles at the Hound Ears Club in Boone, NC, including Club President and Finance Committee Chair. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele, including individuals, families, trusts, and institutional clients. The firm offers a combination of brokerage services, financial planning, and advisory programs, utilizing both in-house and third-party portfolio management solutions.

Brayden Curtis is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Guardian Life, Park Avenue Securities, and Consolidated Planning Holdings. Outside of finance, he has been involved with animal-related organizations such as Meowtel and Best Friends Animal Society. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs and third-party solutions.