Suzanne Dean is a financial advisor at Truist Advisory Services with 31 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Truist Advisory Services and affiliated firms since 2015, with prior experience at Wells Fargo Clearing. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and provides ongoing client reviews while leveraging a broad range of affiliated financial relationships.

Kendra Gray is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Hornor, Townsend and Kent, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm utilizes a multi-manager approach with discretionary and non-discretionary portfolio management, incorporating both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.

Edward Smyth is a financial advisor at Mercer Global Advisors Inc. with 18 years of industry experience. He holds the Series 65 designation and previously worked at Kingfisher Capital, LLC and Perennial Research LLC. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts, tax management, and a range of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Joseph Rebello is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Truist-affiliated firms since 2000. Outside of his advisory role, he is president of Rebello Home Building & Remodeling, a home construction and remodeling business in Charlotte, NC. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional and AI-enabled research tools to support client objectives and offers a range of affiliated financial services through its connections with Truist Financial.

Brandon Johnson is a Series 66-licensed financial advisor with 13 years of industry experience, currently with First Citizens Investor Services, Inc. in Charlotte, NC. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and PNC Wealth Management. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities through investment adviser representatives and third-party portfolio managers. The firm’s investment process incorporates fundamental, quantitative, and technical analysis to allocate across various asset classes, serving a mix of discretionary and predominantly non-discretionary accounts.

Justin Chamberlin is a financial advisor with Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Advisory Services Network, LLC and Williams Wealth Management. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and unaffiliated financial institutions. The firm focuses on delivering non-customized, research-driven model portfolios without providing individualized financial planning or discretionary account management.

Kyle Greer is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and one year of industry experience. Prior to his current role, he has held various positions at Empower Financial Services, Inc., as well as experience in hospitality and country club management. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, delivering solutions through an integrated model aligned with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates within plan lineups selected by plan sponsors.

Miranda Shelp is a financial advisor at First Citizens Investor Services, Inc. with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with B B & T Bank and First Citizens Bank. She also has experience at Pitt Community College. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s investment approach includes fundamental, quantitative, and technical analysis, offering a range of portfolio management options, automated platforms, and tax-aware services.

Richard Custer is a financial advisor at Principal Financial Services with 20 years of industry experience. He holds a Series 66 designation and has been with Principal Financial Services since 2016, as well as Principal Life Insurance Company since 2006. He also holds a bank officer role at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal entities. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Andrew Bowling is a financial advisor at Wells Fargo Investment Institute, Inc. with four years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at The Vanguard Group and Fidelity Investments. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and unaffiliated financial institutions. The firm delivers non-discretionary, impersonal model portfolios developed through specialist divisions and does not provide individualized financial planning or manage client accounts directly.

Ashley Fowler is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 credentials with eight years of industry experience. She has been with First Citizens Investor Services since 2017 and previously worked at First Citizens Bank from 2015 to 2018. First Citizens Investor Services, Inc. offers advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process focused on financial needs assessment and risk tolerance, utilizing a range of investment strategies across equities, fixed income, mutual funds, and ETFs.

Richard Harvey is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 14 years, Uvest Financial Services Group, Inc. for five years, and Questar Asset Management, Inc. for one year. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools, partnering with Envestnet platforms to deliver ongoing portfolio monitoring and client consultations.

Richard Reber is a CFP®-certified financial advisor with 18 years of industry experience. He is affiliated with Independent Advisor Alliance, LLC and has prior experience with Morgan Stanley and Morgan Stanley Private Bank. Reber is also the author of "How to Talk to Your Partner About Money and Not Kill Each Other." Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model of advisory representatives and integrates various portfolio management strategies along with technology platforms to support its services.

Jeffrey Emperador is a financial advisor with Truist Advisory Services in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His career includes multiple roles within Truist-affiliated entities and prior experience at Empower Financial Services and BB&T Securities. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support its advisory services and offers partnerships with Envestnet platforms and retirement solutions.

William Biles is a CFP® professional with 24 years of experience in the financial services industry. He is currently associated with TLG Advisors, Inc. and has a background that includes roles at Bluestone Insurance/PLAN, Investacorp, Highland Capital, and SunTrust Bank. Outside of his advisory work, he serves as president of Insurance Consulting & Design. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and comprehensive financial planning, employing a manager selection process and Modern Portfolio Theory to build diversified portfolios.

Kevin Burton is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Alphastar Capital Management and Nationwide Securities. Outside of his professional career, he serves as an assistant high school football coach at the Community School of Davidson. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients connected to TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while offering both model and customized portfolio management.

Stephen Wilson is a CFA® charterholder with 18 years of industry experience. He is currently a financial advisor at &PARTNERS in Charlotte, NC, where he has worked since 2025. Prior to joining &PARTNERS, he held roles at Wells Fargo Clearing Services, Queens Oak Advisors, Capital Guardian Wealth Management, and Stanford Group Company. Wilson serves as an investment committee team leader for the United Methodist Foundation of Western North Carolina. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analysis through both discretionary and non-discretionary approaches.

Lincoln Maurer is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He has been with Wells Fargo Investment Institute, Inc. since 2022 and previously worked at Somic America, Inc. from 2019 to 2022. Wells Fargo Investment Institute provides manager research, global investment strategy, and model-portfolio services to Wells Fargo affiliates and unaffiliated financial institutions. The firm acts as a research and model-provider, delivering non-customized portfolio recommendations without managing client accounts or providing individualized financial planning.

Katherine Grier is a financial advisor with Truist Advisory Services in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Her prior roles include positions with Truist Investment Services and Truist Bank, as well as ten years with Levy at Truist Field. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, plan sponsors, and charitable organizations. The firm offers a range of advisory services supported by integrated financial relationships and utilizes both traditional research and AI-enabled tools for ongoing client support.

Ryan Schrift is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 19 years of industry experience, including roles at Independent Advisor Alliance since 2016 and LPL Financial since 2012. Outside of his advisory work, he serves as a City Councilman for Belmont, NC, and is a managing partner of The Schrift Boys Farm in South Carolina. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, pooled vehicles, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary portfolio management supported by various analytical techniques and technology platforms.