Brennon Hawkins is a CFP® with seven years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior experience includes roles at Exencial Wealth Advisors, Wells Fargo, and The Vanguard Group. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension plans, charitable organizations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a broad range of affiliated legal, accounting, and trust services.

Alexander Talley is a financial advisor with First Citizens Investor Services, Inc. based in Charlotte, NC, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes multiple roles within First Citizens Bank and First Citizens Investor Services, as well as experience at UNC Charlotte. First Citizens Investor Services, Inc. serves a diverse client base, including individuals, pension plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services with a focus on comprehensive client assessments and portfolio management that utilizes fundamental, quantitative, and technical analysis.

James Webster is a financial advisor at Wells Fargo Investment Institute, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked previously at Adhesion Wealth Advisor Solutions and LPL Financial. Based in Charlotte, NC, Webster has been with Wells Fargo Investment Institute since 2024. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and other financial institutions. The firm operates as a research and model-provider, delivering non-discretionary, non-customized investment solutions rather than individualized financial planning or portfolio management.

Karen Shane is a CFP® professional with 21 years of industry experience. She is currently an advisor at &PARTNERS and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and municipal advisory services, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Jacob Hackney is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 63 and Series 65 registrations and five years of industry experience. His career includes roles at Wells Fargo Clearing Services, P.J. Robb Variable Corp., and Crump Life Insurance Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

James Schenck is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within the Truist organization and its predecessors since 2000, including BB&T Investment Services and BB&T Securities. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to provide ongoing monitoring and reporting, working through platforms such as Envestnet and partnering with Envestnet Retirement Solutions for retirement plan services.

Trevor Sellers is a financial advisor with Empower Advisory Group in Gastonia, NC. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Empower Financial Services, Inc and PHMG, as well as diverse experience outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Leland Harrelson is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Northwestern Mutual and Marslender-West Asset Management Firm. 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 employs a combination of traditional research and AI-enabled tools to support ongoing client reviews and offers access to a range of third-party investment managers through the Envestnet platform.

Lucy Cain is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and previously worked at Truist Bank and Pure Barre Athens. Outside of finance, she has experience working at an exercise studio where she provided client support and member outreach. 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 combines traditional research with AI-enabled tools and partners with Envestnet to provide tailored asset allocation strategies and ongoing client support.

Elaine Bennett is a financial advisor with Guardian Life and holds a Series 66 designation. She has 25 years of industry experience, having worked with Park Avenue Securities and The Guardian Life Insurance Company of America since 2000. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and discretionary management solutions, combining proprietary programs with third-party platforms and access to insurance and alternative investment products.

Aaditya Jampani is a Series 65-licensed financial professional at Wells Fargo Investment Institute, Inc. with one year of industry experience. Before joining Wells Fargo Investment Institute in 2026, he held roles at Neurika.AI and Vivian Contracting LLC, and he attended the University of North Carolina at Chapel Hill. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and other financial institutions, offering non-customized, non-discretionary investment models rather than direct portfolio management or individualized financial planning.

Luke Luciano is a financial advisor at Truist Advisory Services with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Truist, he worked at Alloy Investment Management and Foundations Investment Advisors LLC, and has experience with JPMorgan Chase Bank and J.P. Morgan Securities. Outside of Truist, he is involved as an insurance agent selling fixed annuities and life insurance. 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 tools, partners with Envestnet platforms, and offers a range of co-fiduciary and discretionary services.

William Kane is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. He holds a Series 63 designation and has 43 years of industry experience. His career includes long-term roles with NY Life Insurance Company, Eagle Strategies, and Nylife Securities Inc. Kane is also licensed with various insurance companies for the sale of group insurance and non-New York Life insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

John Frith is a CFA® charterholder with four years of industry experience currently working at Wells Fargo Investment Institute, Inc. He has been with Wells Fargo & Company since 2002, including five years at the Investment Institute. Based in Charlotte, NC, Frith holds a Series 65 license. 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 its offerings on a non-customized basis and serves primarily as a research and model-provider rather than managing discretionary client accounts.

Craig Bisagna is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, having worked previously at firms including LPL Financial, TIAA, Merrill, National Asset Management, and Charles Schwab. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research with AI-enabled tools and offers various fiduciary services, partnering with Envestnet platforms to deliver tailored investment solutions.

Thomas Sowers is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with Kestra Advisory and has prior experience at Dimensional Fund Advisors. Outside of his advisory role, he also works as an independent contractor dog walker. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Michael Bish is a CFP® with 21 years of industry experience currently serving as a financial advisor at Truist Advisory Services. His prior experience includes roles at Merrill Lynch, BB&T Securities, and Bank of America. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and provides ongoing reporting and consultations while leveraging its affiliated financial relationships.

Traci Diblasio is a CFP® professional with 25 years of industry experience. She is currently with First Citizens Investor Services, Inc., where she has worked since 2018. Her prior experience includes roles at Wells Fargo Clearing, Wachovia Bank, N.A., Key Investment Services LLC, and KeyBanc Capital Markets Inc. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, an automated Guided Investing platform, and Tax Aware services, emphasizing IAR-led assessments and diverse analytical approaches to asset allocation.

Daniel Finnerty is a financial advisor with Osaic Advisory Services, LLC, holding the Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at Kingsbury Capital, Inc., Kingsbury Capital Investment Advisors LLC, and SW Financial prior to joining Osaic Wealth in 2026. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth fund clients. The firm offers a variety of managed programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing a range of investment strategies and platform relationships that differentiate its operating model.

Griffin Kasemeyer is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial and T. Rowe Price. Kasemeyer provides administrative support to Wealth Enhancement Advisory Services in addition to his advisory role. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.