Leslie Ortiz Quiroz is a CFP® with seven years of industry experience currently with Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth in 2026, Leslie worked at Wealth Enhancement Group, Carroll Financial Associates, Vertex Capital Advisors, and Charanda of Fort Mill. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, as well as employee benefit retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture that integrates active and passive strategies, third-party managers, and private funds tailored to clients’ specific risk, liquidity, and tax circumstances.

James Holland is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He previously worked seven years at the Private Bank of Bank of America. He holds Series 63 and Series 66 licenses. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Lyndon Clark is a financial advisor at Equity Services, Inc. with 40 years of industry experience. He holds the CFP® and ChFC® designations and has been with Equity Services since 2001. Clark also works as an insurance agent, selling life, disability, and health insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Anna Giampietro is a financial advisor at Truist Advisory Services with four years of industry experience. She holds a Series 66 designation and has worked at Truist Investment Services since 2019. Prior to her current role, she held various positions including roles in academia at West Virginia University and experience in insurance. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals—including high-net-worth clients—as well as corporations, plan sponsors, and charitable organizations. The firm integrates traditional research with AI-enabled tools and provides ongoing client reviews through its partnership with Envestnet and other affiliated financial entities.

James Paradise is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Janney Montgomery Scott, having joined in 2026 after a decade at Wells Fargo Clearing and Wells Fargo Bank NA. 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Zuzana Ambrova is a financial advisor with Eagle Strategies (NY Life) based in Matthews, NC. She holds the Series 66 designation and has 17 years of industry experience. Her prior work includes positions at Merrill and ongoing roles with Parker Financial Group and NYLIFE Securities. Ambrova operates under the DBA Parker Financial Group, servicing insurance and financial product clients. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and delivers solutions via multiple program types, with most assets managed on a non-discretionary basis.

Shawna Norris is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Morgan Stanley and Williamson Wealth Group. 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, offering a range of brokerage, financial planning, and advisory services through multiple portfolio management programs.

Timothy Bailey is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at The Vanguard Group from 2013 to 2021 before joining PNC Investments LLC in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and approved model strategies to manage investments primarily through mutual funds and ETFs.

Frank Owen III is a ChFC® credentialed financial advisor with 45 years of industry experience, currently affiliated with GWN Securities Inc. since 2004. He has held roles at The Lincoln National Life Insurance Company, F.R. Owen & Associates, and Mutual of New York. Outside of his advisory work, he facilitates seasonal tax preparation and serves as president of US Retirement Partners, focusing on financial services in the 403(b) nonprofit sector. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a network of approximately 423 advisors and manages about $3.65 billion across more than 37,000 accounts, offering a range of investment programs including SMA, UMA, and fund-strategist options.

George Irby Jr. is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Independent Advisor Alliance and LPL Financial since 2016. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement plan consulting, utilizing model portfolios, sub-advisors, and various analytical techniques, supported by technology platforms for asset aggregation and estate planning.

Inna Collins is a Certified Financial Planner (CFP®) with 17 years of industry experience. She is currently an advisor at MAI Capital Management, LLC and has previously worked at Bank of America, Merrill, and The Vanguard Group. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies integrating equity, fixed income, ETFs, and private investments, with additional services such as trust administration and insurance.

Matthew Allen is a CFP® with four years of industry experience, currently serving as a financial advisor at Corient in Charlotte, NC. He has held roles at Corient Services LLC, Choreo, LLC, and The Vanguard Group, Inc., among others. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates proprietary and third-party strategies, employing risk management tools and continuously monitoring portfolios to align with client objectives.

Brian Kasbek is a Series 66-registered financial advisor with D.A. Davidson & Co., based in Fort Mill, SC. He has 18 years of industry experience, including 15 years at LPL Financial prior to joining D.A. Davidson in 2024. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and fiduciary investment management, with specialized services such as municipal advising and private wealth programs for high-net-worth clients.

William Mc Collum is a CFP®-designated advisor with 29 years of experience, currently with Janney Montgomery Scott since 2024. Before joining Janney, he worked at Robert W. Baird for 13 years. He serves as a board member for the Myers Park Trinity Little League Baseball and the Oceanside West Homeowners Association. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in discretionary and non-discretionary assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, and advisory services with both in-house and third-party portfolio management.

Jonathan Mills is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with various affiliates of Bankers Life since 2008 and serves as a Unit Field Trainer, recruiting and training insurance agents in retirement planning products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across multiple security types with periodic rebalancing and performance reviews.

Catherine Sherer is a financial advisor with Eagle Strategies (NY Life) based in Rock Hill, SC, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior roles include positions at Family Trust FCU and NYLIFE Securities, LLC. Outside of her advisory work, she is a notary public. Eagle Strategies serves both individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Zachary Mc Donald is a CFP® with four years of industry experience, currently advising at Creative Planning in Charlotte, NC. His prior roles include positions at Hornor, Townsend & Kent, LLC and Equitable Distributors, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm emphasizes a financial-planning-led investment approach using low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by other specialized strategies and has more than 1,100 advisors managing approximately $295.6 billion in client assets.

David Curry Jr. is a CFP® and Series 66 registered advisor with 23 years of industry experience. He has been with Independent Advisor Alliance, LLC and affiliated with LPL Financial since 2015. Outside of his advisory role, he manages Second Half Strategies, LLC and is involved with Bravo Charlie Aviation, LLC, a personal business entity. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm combines discretionary and non-discretionary portfolio management with access to a range of investment strategies and technology platforms, operating through a network model with ties to LPL Financial.

William Von Husen III is a financial advisor with Guardian Life in Charlotte, NC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes 15 years at CETERA Financial Specialists LLC and multiple roles at Guardian Life and Park Avenue Securities since 2020. Outside of his advisory work, he is involved with Doxa Retirement Services, LLC in a non-investment capacity. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and nonprofits. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Abraham Gonzalez is a financial advisor at Steward Partners Investment Advisory, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial, LLC for 10 years before joining Steward Partners in 2023. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.