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.

John Kirwan is a financial advisor with United Planners' Financial Services of America, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. His career includes roles at Carolina Motorsports MGT. LLC and Carolina Sports Officials. Outside the financial sector, he has worked part-time as a CDL driver for SFL Transportation. United Planners Financial Services is a national wealth-management firm serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients through independent advisors. The firm utilizes a combination of custodians, third-party money managers, and platform programs, managing approximately $12.77 billion in assets with a predominantly non-discretionary approach.

Karla Lavin is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney LLC for nine years. Outside of her advisory role, she is involved in managing personal real estate rental properties. 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 as both a registered investment advisor and broker-dealer with a consolidated investment platform.

Brett Sneed is a financial advisor at PNC Wealth Management with 11 years of industry experience. He holds a Series 66 designation and has worked at PNC Investments since 2019. His prior experience includes roles 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 discretionary online model account available by invitation to employees. The program uses algorithm-driven risk assessments and manages portfolios with mutual funds and ETFs, relying on third-party strategists and delegates for execution and oversight.

Terry Lineberger is a CFP® with 30 years of industry experience, currently with D.A. Davidson & Co. since 2020. Prior to joining D.A. Davidson, he worked at Robert W. Baird & Co. for 11 years. He is also a co-author involved in promoting and selling books outside of his advisory role. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers various advisory and planning services, distinguishing itself through municipal advising and affiliated custodial entities.

Michael Freeman is a CFP®, CFA®, and ChFC® with 28 years of experience in the financial services industry. He has held roles at Ameriprise, BB&T Investments, and Truist Advisory Services, where he has worked since 2018. Outside of his advisory career, he manages an LLC through which he supports his teenage children’s various entrepreneurial activities, including automotive restoration and an Amazon seller business. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools, working closely with clients to develop asset allocation strategies and select investment managers via the Envestnet platform.

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.

Philip Stacks is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Prior to his current role, he owned and operated Clear Cut Investments, an e-commerce business specializing in health supplements sold on Amazon and eBay. Before entering the financial industry, he worked in the fitness retail sector. 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 wide range of clients, including individuals, families, trusts, and institutional investors, offering brokerage services, financial planning, and multiple advisory programs supported by both in-house and third-party portfolio management.

William Miller is a financial advisor at Guardian Life with 31 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Since 2008, he has worked with Park Avenue Securities, a subsidiary of Guardian Life. Outside of his advisory role, he serves as a deacon at Westminster Presbyterian Church in Charlotte, NC. Park Avenue Securities 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 and model-based strategies through proprietary and third-party platforms.

Emily Reidenouer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. Her prior roles include positions at Cetera Advisor Networks, LLC and LPL Financial, LLC. Outside of her advisory work, she serves as an election day poll worker in Mecklenburg County and is involved in farm and agriculture activities in Iowa. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified investment approach that combines passive and active management overseen by an internal Investment Committee.

Michael Fitzgerald is a financial advisor at Eagle Strategies (NY Life) with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Eagle Strategies since 2017. Fitzgerald also operates under the Parker Financial Group and Parker Financial and Insurance Solutions names, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

Michael Smith is a financial advisor with TIAA-CREF based in Matthews, NC, holding a Series 66 credential and bringing 21 years of industry experience. He has been with TIAA-CREF since 2014. Outside of his advisory role, he is a part-owner of a vacation property that is rented when not in use by the owners. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and other entities, often serving clients with ties to TIAA‑administered retirement plans. The firm offers a range of advisory services including model-based and customized portfolio management under a fiduciary standard.

Robert Mckearin Jr is a Senior Financial Advisor at Merrill Lynch Wealth Management, partnered with The Erdmann Group in Greenwich, CT. He advises a diverse clientele including executives, business owners, private equity, hedge fund and real estate partners, entertainment professionals, athletes, and affluent families across multiple regions nationwide. His practice focuses on providing personalized wealth management strategies that address the complexities of clients' full financial picture, daily cash flow needs, and short- and long-term goals. Rob leverages the comprehensive services of Merrill and Bank of America to streamline and elevate every facet of his clients' financial lives. His expertise includes cash-flow modeling, navigating liquidity events, managing concentrated stock positions, credit opportunities, investment strategies, and wealth transfer and trust planning. He works closely with clients to develop tailored financial strategies that reflect their unique goals, helping them pursue their long-term objectives with confidence. Rob holds a bachelor's degree in Leadership Studies and Economics from the University of Richmond, where he played men's lacrosse and club ice hockey and founded the Richmond Surf Club. He is a Personal Investment Advisor (PIA) and is fluent in English and Spanish. Rob is actively involved in his community as a founding member of The AmeriCares Young Leaders Board and Friends of New Canaan Hockey Association. He has coached youth lacrosse and ice hockey for several years and participates in organizations such as AmeriCares, Cycle For Survival, and the New Canaan Lacrosse Association. He resides in New Canaan, CT with his wife and son.

Benjamin Denning is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Truist Advisory Services and has worked with several related firms, including Truist Investment Services and SunTrust Advisory Services. His career includes prior roles at Merrill and BB&T-affiliated entities. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools to support its asset allocation strategies and manager selection, offering ongoing client reviews and reporting through its affiliation with Truist Financial.

Robert Needham is a CFP® professional with 37 years of industry experience, currently serving at Truist Advisory Services. His prior experience includes roles at BB&T Bank and UBS Financial Services. Outside of financial advising, he has worked as an independent rideshare driver since 2018. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support its advice and provides ongoing client reviews and reporting.

Edgar Roberts Jr. is a ChFC®-designated financial advisor with over 41 years of experience, currently serving at Equity Services, Inc. since 1984. His career also includes a longstanding role with National Life of Vermont. Outside of advisory work, he is involved in legal consulting and insurance services through his own businesses. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management for a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and combining long-term strategies with options for shorter-term trading.

Kathryn Bunn is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Morgan Stanley Smith Barney LLC and Truist Advisory Services. Outside of her advisory role, she volunteers with Animal Resource Friends in Mebane, NC, assisting with pet food donations and distribution. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Emily Johnson is a financial advisor at MAI Capital Management, LLC with a Series 65 designation and six years of industry experience. Prior to joining MAI Capital Management in 2026, she worked at Carousel Capital, BlackArch Partners, and Wells Fargo Bank NA. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and combines financial planning, tax, and bill-pay services within many client relationships.

Eileen Perrin is a CFP® professional with 10 years of experience currently serving at First Command Advisory Services in Charlotte, NC. She has worked with affiliated entities of First Command since 2016. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select model portfolios and third-party managers.

Cetera Wright is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. Outside of finance, she teaches ballet to girls aged 12 to 18 and choreographs dance competitions and shows. 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 through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across multiple asset classes.