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.

Erin Carpenter is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her prior employers include Robert W. Baird, Merrill, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of her advisory role, she owns rental properties in Charlotte, NC. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

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 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Truist Advisory Services since 2021, following roles at Bb&T Securities and Scott & Stringfellow. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support its recommendations and provides ongoing client reviews and reporting.

Katherine Doherty is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo for ten years before joining Suntrust Advisory Services in 2019. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support asset allocation and manager selection on the Envestnet platform.

Gary Sugg is a CFP® professional with five years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His work history includes roles at LPL Financial LLC, Cetera Advisor Networks, and Carroll Financial Associates, among others. Outside of advisory services, he has provided administrative support to Wealth Enhancement Advisory Services since 2021. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

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. He holds a Series 63 designation and has 34 years of industry experience. Prior to joining VOYA in 2014, he worked with Great American Life Insurance Co and TDA Associates, Inc., where he continues to serve as president and owner. Morrill also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement client investment strategies, primarily through non-discretionary accounts.

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 with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior work includes ten years at LPL Financial and two years at Wells Fargo Clearing. He is based in Charlotte, NC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers, delivering portfolio management, financial planning, and custody services through established advisory and technology platforms.

Jose Giraldo is a financial advisor with Janney Montgomery Scott LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Robinhood Financial and Wells Fargo Clearing. He is based 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 and offers brokerage, financial planning, consulting, and multiple advisory programs, with a mix of 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 two years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Consolidated Planning Inc. His background includes roles outside the financial sector, such as working with the Isabella Santos Foundation and Lowe's. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable and municipal organizations, offering a range of brokerage, financial planning, and advisory services.

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, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His career includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, TIAA, and UBS Financial Services. Outside of his advisory work, he is a co-owner of a real estate entrepreneurship business involved in reviewing and approving potential property purchases. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm offers a range of advisory services, including asset allocation, fund monitoring, and assistance in selecting third-party investment managers through its AMC Advantage program.

Jennifer Lewis is a financial advisor at PNC Wealth Management with 22 years of industry experience. She holds a Series 66 designation and has worked at PNC Investments since 2018, following previous roles at LPL Financial and Merrill. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via approved model portfolios.