Kimberly Chessler is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds a Series 66 designation and has been with Citigroup Global Markets since 2006. Citigroup Global Markets serves individual and institutional clients across private banking, workplace wealth management, and high-net-worth segments. The firm implements multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, offering a broad range of advisory services supported by extensive in-house research and execution capabilities.

Noel Simons is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. 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 a broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a variety of brokerage, financial planning, and advisory services.

Robin Oles is a financial advisor with TIAA-CREF in Rock Hill, SC, holding a Series 66 designation and 15 years of industry experience. She has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm acts as adviser to a donor-advised fund and provides a range of investment advisory services using both model and customized portfolios.

Colton Mendenhall is a financial advisor with Primerica Advisors in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Consolidated Planning, and Wells Fargo. He is also engaged in independent insurance sales outside of Guardian Life. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, offering proprietary advisory programs and access to third-party investment platforms. The firm supports a range of investment strategies and account-level services for individual, high-net-worth, and institutional clients.

Philip Jupp is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC, holding Series 63 and Series 66 licenses and having four years of industry experience. He has worked with Eagle Strategies, Main View Wealth, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Prior to his financial services career, he was involved with Brio Energy and operated Onno's Zona Colonial for ten years. Eagle Strategies serves a diverse client base that includes individual investors, retirement plans, 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 and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christopher Tietsort is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has been with Bankers Life Advisory Services and affiliated entities since 2014. Outside of his advisory role, he sells Medicare, extended care, life insurance, and fixed insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

Melissa Mitchell is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Janney Montgomery Scott in 2022. 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 a wide range of clients including individuals, families, trusts, corporate sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs supported by in-house and third-party portfolio management.

John Riley is a CFP® professional with 11 years of industry experience, currently working at Janney Montgomery Scott since 2022. Prior to joining Janney, he held roles at Truist Advisory Services and BB&T Securities. He serves on the local board of Ducks Unlimited in Memphis, TN, a nonprofit focused on land conservation. Janney Montgomery Scott LLC 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 plan sponsors, and charitable organizations, offering a range of advisory and brokerage services supported by in-house and third-party portfolio management.

Shawn Weber is a financial advisor at Bankers Life Advisory Services, Inc. with nine years of industry experience. He holds a Series 66 designation and has been associated with Bankers Life entities since 2001. In addition to his advisory role, he recruits and trains insurance agents for Bankers Life & Casualty, Inc. 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 portfolio management based on clients’ goals and risk tolerances.

Michael Kreimer is a CFP® with 40 years of experience in financial advising, currently with NewEdge Advisors. He has held roles at firms including Compass Securities Corporation, Raymond James Financial Services, Ballantyne Financial Group LLC, and Eudaimonia Partners, LLC. In addition to his advisory work, he is an insurance agent/broker conducting commission-based fixed insurance business. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

Samuel Barden is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities, with access to alternative and private investments and a distinctive ownership structure involving institutional minority owners.

Jonathan Liles is a CFP® with 25 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. He is based in Charlotte, NC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Ernest Glass Jr. is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and over 44 years of industry experience. He has been with Primerica Advisors since 1999 and has concurrently worked with Guardian Life Insurance Co., Inc. since 1997. Outside of his advisory role, he serves as Secretary/Treasurer for the Orient Point Homeowners Association, managing its financial records. Primerica Advisors operates as part of Park Avenue Securities LLC, which serves a diverse retail client base through a combination of brokerage and advisory services, proprietary and third-party investment programs, and comprehensive financial planning solutions.

Niall Lepper is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with TIAA-CREF since 2013. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates point-in-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure that includes affiliated funds.

James Baumann is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes ten years with National Life Group and a year with Phit Performance. Baumann also works as an independent contractor in race management through a side business called START 2 FINISH. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term strategies with options for shorter-term trading, and utilizes third-party asset managers and model portfolios.

Robert Stiles Jr. is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He previously spent 10 years at Robert W Baird before joining Janney Montgomery Scott in 2024. Outside of his advisory role, he serves as a general partner in two real estate investment ventures, where his responsibilities include filing taxes. 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 with a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Kristie Jackson is a CFP® professional with 21 years of industry experience, currently affiliated with Principal Financial Services. Her career includes roles at Principal Life Insurance Co., Creative Planning, LLC, and Lockton Financial Advisors, LLC. She serves as a board member for Girls on the Run, Tri-County SC, participating in board meetings and community events. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Michael Harris is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been affiliated with Guardian Life Insurance Co. and Park Avenue Securities, LLC since 2013. Outside of his advisory role, he serves as a contingent executor and contingent power of attorney for family members. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory relationships, providing a range of financial planning, retirement-plan consulting, and business consulting services through proprietary and third-party investment platforms.

Brian Perkins is a CFA® charterholder with 18 years of industry experience. He is currently associated with Kestra Advisory and Kestra Investment Services, where he has worked since 2020, and also holds a role at CapFinancial Securities, LLC since 2015. Perkins serves as Chief Investment Officer at NFP Corporate Services, overseeing institutional investment programs and client pension plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves diverse clients including sovereign wealth funds.

Stephanie Niblack is a financial advisor with Eagle Strategies (NY Life) in Charlotte, NC, holding Series 66 and Series 63 licenses and five years of industry experience. She has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2021 and 2020, respectively. Her prior experience includes roles at the YMCA of Greater Charlotte and Napkin Ink, LLC. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.