Daniel Barry Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at BrightHouse Securities, MetLife, Guardian Life Insurance, and Park Avenue Securities. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advice solutions, managing approximately $15 billion in regulatory assets under management.

Stacy Bortle is a financial advisor at Citizens Securities, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses with 14 years of industry experience. Her prior roles include positions at Sanford C. Bernstein & Co., LPL Financial, and BankPlus. Outside of her advisory work, she participates in online resale through Poshmark and is an independent distributor for Herbalife Nutrition. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program alongside managed account offerings and operates as a broker-dealer and insurance agency.

Joseph Mc Coy is a financial advisor with First Citizens Investor Services, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior work includes roles at Fifth Third Bank and First Citizens Bank. First Citizens Investor Services, Inc. offers investment advisory, brokerage, and insurance services to individuals, pension plans, corporations, and charitable organizations. The firm provides portfolio management through various approaches, including model portfolios and separately managed accounts, and employs both strategic and tactical asset allocation methods.

Daniel Spainhour is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Janney Montgomery Scott for 14 years before joining Rockefeller Financial. 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 distinguishes itself with its recapitalized ownership structure and its role as a distributor and placement agent for private funds within the Rockefeller Global Family Office platform.

Mary Bennett is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. She has been with Janney since 2003 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she volunteers with USO North Carolina, assisting with greeting and preparing food for U.S. armed forces and their families. 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Paula Oates is a financial advisor with Truist Advisory Services in Rock Hill, South Carolina. She holds Series 63 and Series 65 licenses and has 24 years of industry experience. Her career includes multiple roles at Truist Investment Services and its predecessor entities dating back to 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, participant advice, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches supported by third-party platforms and research tools.

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.

Nicole Pilo is a financial advisor with Primerica Advisors in Charlotte, NC, holding a Series 66 designation and 14 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011. Outside of her advisory role, she serves on the board of Freedom School Partners. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs and financial planning solutions. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies, including discretionary and non-discretionary accounts.

Johnny Rabadan Juan is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Truist Investment Services Inc. and Truist Advisory Services Inc. since 2022, and previously held positions at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he serves as the head coach for a youth soccer club in Charlotte, focusing on developing high school-aged players. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Daniel Mullane is a financial advisor with Guardian Life in Charlotte, NC, holding a Series 66 credential and 11 years of industry experience. He has been with Guardian Life since 2013. Mullane is the majority owner of Talcott Group LLC and conducts insurance sales with carriers other than Guardian. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individual, pension, charitable, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs, including discretionary and non-discretionary models as well as a digital advisory solution.

Gloria Dearcangelis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and eight years of industry experience. She has worked at multiple firms including Wells Fargo Clearing and Ameriprise Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Amanda Davis is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and experience at Rockefeller Financial since 2024. She previously worked at Bank of America Private Bank from 2022 to 2024 and at Hawthorne Management Company from 2015 to 2022. 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, variable insurance products, placement, and investment banking.

Karla Lavin is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney LLC for nine years. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting through integrated trust, insurance, and brokerage services. The firm offers access to alternative and private investments and distinguishes itself by its institutional ownership structure and combination of wealth, trust, and insurance capabilities under the Rockefeller Global Family Office platform.

Brett Sneed is a financial advisor with PNC Wealth Management in Winston Salem, NC, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Allegacy Federal Credit Union, CUSO Financial Services, LP, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available via an employee-only pilot. The firm uses algorithmic questionnaires to guide risk assessment and implements investment strategies through mutual funds and ETFs with annual rebalancing.

Terry Lineberger is a CFP® with 29 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2020. Prior to this, he worked at Robert W. Baird & Co. for 11 years. He is also a co-author and spends time promoting and selling investment-related books. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory and equity research to comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Michael Freeman is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has worked at Truist Advisory Services since 2021, including prior roles at BB&T Investments and BB&T Securities. Outside of his advisory work, he manages Tiberius Acquisitions, LLC, an entity that supports his teenage children’s various small business ventures, including automotive restoration, landscaping, and e-commerce. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary management through third-party platforms and research tools.

Philip Polito is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has worked with Truist Advisory Services and its affiliated entities since 2011, including roles at Bb&T Securities and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research tools.

Michelle Gonzalez Vigil is a CFP®-certified financial advisor with 26 years of industry experience, currently with Kestra Advisory where she has served since 2016. Her prior roles include positions at Kestra Investment Services, LLC and Corporate Benefit Advisors, spanning over 19 and 20 years respectively. Outside of her advisory work, she is a communications specialist at NFP Corporate Services, assisting clients with benefits communication, and serves in leadership roles at the Park Road Montessori School PTO, including a term as president. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering comprehensive services such as fiduciary consulting, plan design, and employee education. The firm serves a wide range of clients including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.