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 six years of industry experience. She holds a Series 66 designation and previously worked at BB&T in various roles from 2014 to 2021 before joining Truist in 2021. Becker serves as a board member of the Cultivating Success Fund at the Columbus Foundation, a donor-advised charitable fund. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through a blend of discretionary and non-discretionary strategies supported by integrated inter-affiliate resources.

Joshua Bartholomew is a financial advisor with Kestra Advisory in Matthews, NC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His prior roles include positions at Fortune Financial Services, Quasar Distributors, LLC, and two decades with Horizon Investments. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and supports complex investment solutions while managing approximately $79.8 billion in assets.

James Freeman is a financial advisor at Rockefeller Financial LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has a background that includes long tenures at Morgan Stanley Private Bank and Citigroup Global Markets. 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. The firm offers integrated services through affiliated trust and insurance entities, access to alternative and private investments, and a designated Private Advisor model.

Benjamin Cheaney is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at Ernst & Young and Morningstar. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting through a variety of proprietary and third-party investment programs.

Grace Pelino is a CFP®-certified financial advisor at Rockefeller Financial LLC with five years of industry experience. She previously worked at Morgan Stanley and has held multiple roles within Rockefeller Financial and Rockefeller Capital Management since 2022. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations through a Private Advisor model and a consolidated investment platform. The firm provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including alternative investment placements and integrated trust and insurance capabilities.

Stuart Gardner Jr. is a CFP® with 43 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has held roles at Charlotte Wealth Management, LLC and LPL Financial. Gardner also serves as an agent of record for 1st Atlantic Brokerage, engaging in non-variable insurance activities. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing services such as asset management, financial planning, and retirement plan consulting. The firm utilizes a network model combining independent advisory representatives with access to third-party managers, technology platforms, and brokerage services through LPL Financial.

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.

Elizabeth Younts is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. She has worked at Sterling Financial Group, Lincoln Investment, USI Insurance Services, and Wells Fargo Insurance Services. Outside of her advisory role, she serves as a trustee for a family member’s trust. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs, technology, and operational support while allowing advisors discretion in portfolio construction through various investment and insurance products.

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.

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 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.

Jin Mei is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 licenses. Mei has one year of industry experience, with previous roles at LPL Financial, Primerica, Robeco, Franklin Templeton, and Natixis. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing various portfolio management strategies and technology platforms to support clients’ financial goals.