George Coxhead Jr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His work history includes roles at Penn Mutual Life Insurance Co and Equity Services, Inc. He is also the owner of George Coxhead Financial Services, LLC, where he provides multi-line insurance brokerage services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and employs a platform that includes third-party asset manager relationships with discretionary and non-discretionary account options.

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.

Jason Coble is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist Advisory Services and Truist Investment Services since 2021, following previous roles at Bb&T Securities and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its services.

Katherine Doherty is a financial advisor with Truist Advisory Services in Charlotte, NC, holding a Series 66 designation and bringing seven years of industry experience. She previously worked at Wells Fargo for ten years before joining Suntrust Advisory Services and Suntrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and a structured manager selection process.

Gary Sugg is a CFP® and holds a Series 66 license with four years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. His prior experience includes roles at LPL Financial and Cetera Advisor Networks. 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 offers financial planning, asset management, and specialized consulting through a network of advisors, utilizing a strategic investment process that blends passive and active management with quantitative and fundamental research.

Marc Zeller is a CFP® professional with 27 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2009. He holds Series 63 and Series 66 licenses and is based in Charlotte, NC. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.

James Hedstrom is a CFP® professional with 26 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has held prior roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. Hedstrom provides investment advisory services through Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans, offering financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

John Morrill Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Charlotte, NC, holding a Series 63 license and 34 years of industry experience. He has worked at VOYA since 2014 and also has long-standing affiliations with Great American Life Insurance Co and TDA Associates, Inc., where he is president and owner. Outside of his advisory work, Morrill serves as an independent insurance agent focusing on fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, and various advisory programs with a preference for non-discretionary recommendation-based arrangements.

Thomas Soriano is a financial advisor with Bankers Life Advisory Services, Inc. based in Charlotte, NC, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has worked with Bankers Life and its affiliated entities since 2004. Outside of his advisory role, Soriano serves as a board member of the Steele Creek Athletic Association, a volunteer-run youth athletic nonprofit. 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 employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals and risk tolerances.

Taylor Watts is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Charlotte, NC. His prior work includes roles at LPL Financial, LLC and CETERA Advisor Networks LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.

Marshall Long is a CFP® with 17 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates Inc. Based in Charlotte, NC, he holds a Series 63 license. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Cole Conner is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes ten years at LPL Financial before joining TD Private Client Wealth LLC and TD Bank N.A. in 2022. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and uses a technology platform provided by Envestnet.

Jose Giraldo is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Robinhood Markets, Inc., Robinhood Financial, LLC, and Wells Fargo Advisors. His career includes roles spanning from 2010 to the present. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, estates, and institutional clients. The firm offers brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Dennis Lynch is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been associated with Carolina Financial Partners since 2016 and operated his own independent insurance business from 2013 to 2022. Lynch also serves as Associate Vice President for non-variable insurance at Carolina Financial Partners. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm delivers advisory and brokerage services through independent representatives and employs a range of custodians and third-party managers, primarily managing assets on a non-discretionary basis.

Nathaniel Wineland is a CFP®-designated financial advisor with 10 years of industry experience. He currently works at Janney Montgomery Scott and previously spent four years at The Vanguard Group, Inc. His career has been focused in Charlotte, NC. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage services, financial planning, and advisory programs.

Matthew Kupreanik is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing. His background includes roles outside finance, such as at the Isabella Santos Foundation and Lowe's. 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 individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Scott Serfass is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 22 years of industry experience, including 16 years at Ameriprise Financial Services and ongoing roles at both Independent Advisor Alliance and LPL Financial since 2021. He is also an author based in Charlotte, NC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm employs a network model combining independent advisory representatives with access to brokerage services through LPL Financial and leverages technology platforms to support portfolio management and estate planning.

Nadir Khalid is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63, 65, and 66 credentials and 23 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and TIAA. Outside of his advisory work, he is co-owner of DOC & DOC LLC, a real estate entrepreneurship venture. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.