Daniel Brackett is a CFP® with four years of industry experience currently advising at Choreo, LLC. He previously worked at Focus Partners Wealth, LLC and TIAA-CREF Individual & Institutional Services, LLC. His background also includes time at UBS Financial Firm Inc. and roles in education and other industries prior to entering financial services. Choreo, LLC serves a diverse client base that includes individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a quantitative, committee-approved investment process and offers a range of advisory services such as portfolio management, wealth consulting, outsourced CIO solutions, and specialized services including 1031 like-kind exchange and Opportunity Zone consulting.

John Aprill is a CFA® charterholder with 13 years of industry experience. He has been with Everett Harris & Co in Charlotte, NC since 2012. Everett Harris & Co provides discretionary and non-discretionary investment management services to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold strategy, investing across U.S. and foreign equities, fixed income, commodities, and options.

Gregory James is a CFP® professional with 24 years of industry experience, currently serving at Modera Wealth Management, LLC since 2023. Prior to joining Modera, he spent 22 years at Parsec Financial Management, Inc. He is also a part-owner of a yacht charter company, Lisky LLC, which is unrelated to his investment work. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies including independent managers and optional ESG integration.

Timothy Graham is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Alphastar Capital Management and LPL Financial. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, and various institutions. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Carter Otey is a CFP® and Series 65-licensed advisor at Modera Wealth Management, LLC with one year of industry experience. His prior work includes a position at Forvis Mazars and roles in education at Liberty University and Cannon School. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm integrates investment management with accounting, tax, and business coaching services, managing diversified portfolios that incorporate Modern Portfolio Theory and a range of asset classes.

Phillips Bragg is a CFP®-certified financial advisor with 29 years of industry experience. He is affiliated with Bragg Financial Advisors Inc, where he has worked since 1996, and previously spent 20 years at Queens Road Securities, LLC. Outside of his advisory role, he serves as treasurer of Edgemont, Ltd., a fishing club located in North Carolina and Tennessee. Bragg Financial Advisors, Inc. is a family-owned, SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm emphasizes strategic asset allocation with written Investment Policy Statements, broad diversification, and a longer-term investment approach, managing client accounts through portfolio models directly or via independent managers.

Luis Dieguez is a financial advisor at Blueprint Financial Advisors in Charlotte, NC, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Hornor, Townsend, & Kent LLC and Penn Mutual Life Insurance Company. Outside of his advisory role, Luis coaches his son’s 9U baseball team. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm that serves individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in client assets using a globally diversified, strategic-and-tactical investment approach that emphasizes trend-following and momentum rules across multiple timeframes.

Sam Merrill is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Truist Bank and The Reynolds and Reynolds Company. Outside of his advisory role, he serves as Treasurer for North Carolina Little League District 3, managing funds for seven local leagues and related tournaments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Kyle Gensrick is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Creative Planning since 2022 and previously at Wipfli Financial Advisors and Hewins Financial Advisors. He attended the University of Wisconsin, Madison. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and emphasizes a financial planning-led investment process with a range of portfolio management and retirement plan services supported by a large advisory team and centralized infrastructure.

Suzanne Dean is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Truist Advisory Services and its affiliated entities since 2015, including roles at Bb&T Investment Services and Bb&T Securities prior to the firm’s rebranding. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, and its integrated structure includes affiliated broker-dealer and banking services.

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.

Brett Miller is a financial advisor at Corient with 19 years of industry experience. He holds the CFP® designation and Series 65 license. His prior roles include positions at McGill Advisors, Inc. and Ci Brightworth. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that incorporates in-house and third-party strategies, risk management tools, and may include alternative investments and private fund allocations.

Joseph Dumser is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at BB&T Securities and Truist Investment Services. He is a part owner of a Bojangles franchise as a passive investor. 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, supported by third-party platforms, and employs AI-enabled equity research alongside supervisory oversight for manager selection and portfolio review.

Joseph Rebello is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has worked with Truist Advisory Services since 2021 and previously spent over two decades with Bb&T Investment Services. Outside of his advisory role, he is the president of a home building and remodeling business based in Charlotte, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary management relationships and employs AI-enabled research tools to support its investment approach.

Brandon Johnson is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 designation and has 13 years of industry experience. His prior work history includes multiple roles at Wells Fargo Clearing and First Citizens Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-centered process involving financial needs assessments and applies fundamental, quantitative, and technical analysis to portfolio allocation across various investment types.

Deborah Mcwilliams is a CFP® professional with 33 years of industry experience. She has worked at Mariner Wealth Advisors since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors. She serves as Event Chair for the WINGS Scholarships and Mentoring Program and volunteers with the Women's Impact Fund, both nonprofit organizations based in Charlotte, NC. Mariner serves a broad client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by internal research and third-party managers, with capabilities spanning equities, fixed income, alternatives, and digital assets, alongside integrated tax and administrative CFO services.

Seth Wheeler is a CFP® with five years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. He previously worked at Northwestern Mutual in various capacities from 2020 to 2025 and has a decade of service in the Armed Forces. Wheeler is also a board member of Veteran's Bridge Home, a nonprofit organization 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 a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing access to alternative investment vehicles and integrated advisory offerings.

Kyle Greer is a financial advisor with Empower Advisory Group in Charlotte, NC. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to his current role, he has held various positions including work at Gas Lamp Grill and 1750 Taphouse. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

William Conde is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 licenses. He has one year of industry experience, including prior roles within affiliated First Command entities. Before entering the financial services industry, Conde served 25 years in the U.S. Army and worked at Amazon for three years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.