Lisa Hensarling is a financial advisor at Wealth Enhancement Advisory Services, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera Advisor Networks and LPL Financial. In addition to her advisory role, she is a commissioned Notary Public in North Carolina. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Samantha Becker is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds a Series 66 designation and has worked with Truist Advisory Services and related entities since 2019, including BB&T prior to its merger. Becker serves as a board member for the Cultivating Success Fund at The Columbus Foundation, a donor-advised charitable giving vehicle. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research with AI tools and provides ongoing reviews and client consultations through its affiliation with Truist Financial and its related entities.

Joshua Bartholomew is a financial advisor at Kestra Advisory with 19 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including Horizon Investments, Quasar Distributors, and Fortune Financial Services. Bartholomew is based in Matthews, NC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

James Freeman is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 65 designations and 43 years of industry experience. Prior to joining Rockefeller Financial in 2024, he held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as at Citigroup Global Markets. Rockefeller Financial serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm operates both as a registered broker-dealer and an investment advisor, offering a range of portfolio management, financial planning, and investment banking services through a Private Advisor model and a consolidated investment platform.

Benjamin Cheaney is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young and Morningstar. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a combination of advisor-led discretionary management, model-based strategies, and a digital advisory solution, with access to insurance products and alternative investments.

Phillip Price is a financial advisor with PNC Wealth Management and holds Series 63 and Series 66 licenses. He has two years of industry experience, including roles at PNC Investments LLC and PNC Bank. Prior to his financial services career, he also worked at Charlotte National Golf Club and other firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic risk assessment and discretionary management via mutual funds and ETFs.

Sean Bruce is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Fifth Third Securities since 2015 and has worked with FIFTH THIRD BANK since 2009. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through both investment advisory and brokerage services. The firm offers a range of programs on its Passageway platform, utilizing third-party portfolio managers and various investment strategies, and operates as a wholly owned subsidiary of Fifth Third Bank.

Grace Pelino is a CFP® with five years of industry experience, currently affiliated with Rockefeller Financial LLC. She has worked at Rockefeller Financial and Rockefeller Capital Management since 2022 and spent one year at Morgan Stanley. 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 services, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Stuart Gardner Jr. is a CFP® professional with over 43 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has held prior roles at Charlotte Wealth Management, LPL Financial, Securities America Advisors, Ameriprise Advisor Services, and Wells Fargo Clearing. Gardner is 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, wealth coaching, and retirement plan consulting through a combination of discretionary and non-discretionary portfolio management strategies. The firm integrates technology platforms and a network model that includes advisory representatives dually registered with LPL Financial.

Daniel Barry Jr. is a financial advisor at Guardian Life with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at BrightHouse Securities, LLC and MetLife. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Stacy Bortle is a financial advisor at Citizens Securities, Inc. in Charlotte, NC, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Sanford C. Bernstein & Co., LPL Financial, and First Citizens Asset Management. Outside of her advisory role, she maintains independent distributorships for nutrition products and participates in online resale activities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, with integrated bank, broker-dealer, and advisory operations under Citizens Bank ownership.

Johnny Rutledge is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 66 designation. He has 18 years of industry experience, including roles at LPL Financial since 2014 and Independent Advisor Alliance since 2016. Outside of his advisory work, Rutledge is a part-owner of Red Key Ventures, an entertainment business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting, using both discretionary and non-discretionary portfolio management approaches along with various analytical techniques and technology platforms.

Daniel Spainhour is a Series 66-licensed financial advisor with 27 years of industry experience. He has worked at Rockefeller Financial LLC since 2023 and was previously with Janney Montgomery Scott for 14 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 operates both as an investment advisor and a registered broker-dealer, providing a range of portfolio management, financial planning, placement, and investment banking services through its integrated investment platform.

Kristopher Carroll is a CFP® professional with 25 years of industry experience based in Charlotte, NC. He currently serves as a financial advisor at Wealth Enhancement Advisory Services, LLC and has held roles at LPL Financial, Cetera Advisor Networks LLC, and Carroll Financial Associates. Outside of his advisory work, he is a board member of Bold Therapeutics and Enviro-Master International Franchise, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment process combining passive and active management with quantitative and fundamental research, offering a variety of financial planning, asset management, and specialized consulting services.

Lindie Rheeder is a financial advisor at MAI Capital Management, LLC with three years of industry experience. She holds a Series 65 credential and has held prior roles at firms including Financial Engines Advisors LLC and Park Avenue Securities. Outside of advising, she works as a bartender at a local brewery in Monroe, NC on weekends. MAI Capital Management provides investment management, wealth management, and retirement plan consulting services to individuals, families, institutional clients, and others. The firm customizes portfolio strategies across various asset classes and serves as both an adviser and product sponsor, managing assets including a registered mutual fund and multiple private funds.

Christopher Hassett is a financial advisor with Eagle Strategies (New York Life) based in Charlotte, NC. He holds the ChFC® designation and Series 63 license and has 31 years of industry experience. His prior roles include eight years with Dedicated Income Solutions and over two decades with Eagle Strategies and related New York Life entities. He serves as secretary on the Giverny Neighborhood HOA board, handling community communications. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives, with a notable focus on non-discretionary asset management and relationships with a broad range of institutional sponsors.

Jin Mei is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and two years of industry experience. Her prior work includes roles at LPL Financial, Primerica Advisors, Robeco, Franklin Templeton, and Natixis. Independent Advisor Alliance serves a broad client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a network model of advisory representatives and provides access to various portfolio management strategies, third-party managers, and technology platforms to support client services.

Nicole Pilo is a financial advisor with Guardian Life who holds a Series 66 designation and has 14 years of industry experience. She has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2011. Pilo serves on the board of Freedom School Partners, a nonprofit organization based in Charlotte, NC. Park Avenue Securities, a subsidiary of Guardian Life, 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, model-based strategies, and digital advisory solutions tailored to client needs.

Daniel Mullane is a Series 66-licensed financial advisor with Guardian Life in Charlotte, NC, where he has worked for 11 years. His career has been exclusively with Guardian Life and its affiliates. Outside of his advisory role, he is involved in life and disability insurance sales through outside carriers and is the majority owner of Talcott Group LLC. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies delivered via proprietary and third-party platforms.

Amanda Davis is a financial advisor at Rockefeller Financial LLC with Series 66 credentials and nearly a decade of combined industry experience. Her prior roles include positions at Bank of America Private Bank and Hawthorne Management Company. She is based in Charlotte, NC. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer that also provides placement and investment banking services.