Brian Robinson is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 13 years of industry experience. He previously worked at Merrill from 2010 to 2021 before joining PNC in 2021. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments to recommend portfolio strategies executed with mutual funds and ETFs.

Benjamin White is a financial advisor at Truist Advisory Services with one year of industry experience. He holds the CFP® certification and Series 63 license. Prior to joining Truist Advisory Services, he worked at Truist Bank from 2013 to 2025 in various roles. Truist Advisory Services provides 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 utilizes both traditional research and AI-enabled tools in its investment approach and offers a range of advisory services, including manager selection and ongoing portfolio monitoring through partnerships with Envestnet.

Madeline Huffman is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial LLC and FinTrust Capital Advisors, LLC. Her background also includes roles outside finance, such as employment at Wells Fargo Bank and Olympian Grill. 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 investment process that blends passive and active strategies, supported by an internal Investment Committee.

Brenton Simonson is a Certified Financial Planner® with 17 years of industry experience. He currently works at Creative Planning and previously held roles at LPL Financial and Fidelity Brokerage Services LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Willis Heslep is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Heslep Tax & Retirement Planning since 2021, providing tax preparation and planning services alongside his advisory role. His career includes previous positions at several firms, including Retirement Wealth Advisors, Inc. and AlphaStar Capital Management, LLC. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a variety of strategic asset-allocation models and investment vehicles, including ETFs, mutual funds, and options-enhanced strategies, and provides services through both its own representatives and sub-advisory arrangements.

Chad Pannell is a financial advisor with Independent Advisor Alliance, LLC in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been affiliated with LPL Financial and Independent Advisor Alliance since 2016. 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 services. The firm utilizes a network model of independent advisory representatives and combines discretionary and non-discretionary portfolio management with technology platforms for account aggregation and estate planning.

Brett Oconnor is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2025, with prior roles at Fifth Third Bank, Woodforest National Bank, and Banfield Animal Hospital. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities. The firm offers investment advisory and brokerage services through various program types on the Passageway Managed Account platform, combining multiple portfolio management strategies and third-party offerings.

Karl Mount III is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and five years of industry experience. He has worked in various roles within the Bankers Life organization since 2018 and previously operated a bar and grill. In addition to his advisory duties, he recruits and trains insurance agents as a unit field trainer for Bankers Life & Casualty. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across multiple securities, with support from affiliated broker-dealer and insurance entities.

David Curry is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes six years at Second Half Strategies and three years at HoneyBaked Ham. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm utilizes a network model with over 300 advisors and employs various portfolio management strategies supported by technology platforms and third-party managers.

Lauren Grames is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. Her prior work includes roles at LPL Financial, Mutual of Omaha, and National Life Group. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm uses a network model of advisory representatives and combines discretionary and non-discretionary portfolio management with access to third-party platforms and services.

Robert Armstrong is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently with Guardian Life and associated with Park Avenue Securities, where he has worked since 2021. Armstrong has held prior roles at Dempsey Lord Smith, LLC, Advisory Services Network, LLC, Regulus Advisors, LLC, Greater Media, and Avantax Advisory Services. Outside of advising, he serves as president of a local BNI chapter and participates in peer-to-peer car rental activities. 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, model-based strategies, and digital advisory solutions tailored to client needs, with access to insurance products, alternative investments, and integrated lending options.

Tonya McMahon is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Janney Montgomery Scott since 2025 and previously spent nine years with Wells Fargo Clearing. Janney Montgomery Scott is a large 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, corporate and retirement plans, and charitable organizations, offering a range of brokerage, planning, and advisory services supported by both in-house and third-party portfolio management.

Eugene Musselwhite III is a financial advisor at Transamerica Retirement Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Transamerica Investors Securities Corporation since 2017, as well as Transamerica Retirement Solutions since 2016. Prior to that, he was with Lincoln Financial Advisors and has operated a self-employed advisory practice since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that include implemented portfolios and non-discretionary recommendations. The firm leverages Morningstar Investment Management’s proprietary software and model portfolios to guide asset allocation, contribution rates, and retirement age decisions for a large client base.

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.