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.

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.

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.

John Kirwan is a financial advisor with United Planners' Financial Services of America and holds Series 63, Series 65, and Series 66 licenses. He has 40 years of industry experience and has worked with Carolina Motorsports MGT. LLC and Carolina Sports Officials, among other roles. Outside of finance, he works part-time as a CDL driver for SFL Transportation. United Planners Financial Services serves a broad range of clients, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform using multiple custodians and third-party money managers and offers both fee-based and commission-based options through its network of 477 independent Investment Advisor Representatives.

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.

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 Chartered Financial Consultant (ChFC®) with 31 years of experience in the financial services industry. He is currently with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2008. Outside of his advisory role, he serves as a deacon at Westminster Presbyterian Church in Charlotte, NC. Park Avenue Securities LLC serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients, providing brokerage and advisory services along with financial and business consulting. The firm offers multiple proprietary and third-party investment programs and supports a range of account-level services such as lending solutions and donor-advised funds.

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 financial advisor at Truist Advisory Services with 22 years of industry experience and a Series 66 designation. He has worked with several affiliated firms, including Truist Investment Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting and uses AI-enabled tools and inter-affiliate resources to support manager selection and ongoing portfolio oversight.

Robert Needham is a CFP® professional with 36 years of experience in the financial services industry. He currently serves as an advisor at Truist Advisory Services, where he has worked since 2018 following roles at Wells Fargo Advisors and Horace Mann Investors. Outside of his advisory work, he has been an independent rideshare driver since 2018. 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 services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary manager relationships with third-party platform arrangements.

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.