Daniel Jones is a Series 65-licensed financial advisor at Brookstone Capital Management LLC in Charlotte, NC, with six years of industry experience. He has been with Brookstone since 2019 and also has a background with APR Financial Group LLC dating back to 2012. Outside of advisory work, he is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Barry Lutfy is a financial advisor with GWN Securities Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with GWN Securities since 2004 and has also maintained roles as a self-employed financial professional and with F.R. Owen & Associates since 1989. Outside of his advisory work, he is involved in non-equity insurance product brokerage through the Financial Independence Group and serves as a registered representative at US Retirement Partners. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm employs both discretionary portfolio management and model-based allocations, utilizing affiliated and unaffiliated sub-advisers, and is noted for its use of market-timing and momentum-based trading strategies in certain legacy programs.

Katherine Jamil is a CFP® with 16 years of experience in the financial services industry. She is currently with Guardian Life and Park Avenue Securities, LLC, where she has worked since 2021. Her prior roles include positions at Mutual Securities, Cornerstone Wealth Group LLC, and LPL Financial. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Ramone Givens is a financial advisor at Eagle Strategies (NY Life) based in Charlotte, NC, holding a Series 66 designation with 12 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill Lynch. Outside of his advisory work, Givens owns and operates a handyman services business providing basic maintenance and home project assistance. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and maintains a primarily non-discretionary asset base, operating within the integrated New York Life affiliate structure.

Aaron Cantley is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Brookstone Wealth Advisors since 2023. He is also involved in fixed insurance sales through Cantley Insurance & Financial Services, a business he has operated since 2008. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management through a turnkey asset management platform, utilizing strategic and dynamic asset-allocation models, a mix of investment products, and a blend of internal and external sub-advisors.

Andrew Kistler III is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2012. He serves as a board member of Mimosa Hills Golf Club in Morganton, NC. 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, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Michael Acosta is a CFP® and ChFC® with eight years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities LLC and Guardian Life Insurance Company of America since 2017. Acosta serves as a NexGen Board member for the Charlotte Chapter of the Financial Planning Association and is on the Wingate University Alumni Advisory Board, as well as the American College of Financial Services NextGen Advisory Task Force. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and fee-based advisory services along with financial and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party managers and supports various account-level services such as lending solutions and donor-advised funds.

Lisa Mc Connell is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. She holds a Series 66 designation and has been with Janney since 2010. Outside of her advisory role, she is involved with McConnell Ventures, a retail clothing business focused on children's apparel, where she contributes part-time in bookkeeping and administrative functions. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services with in-house and third-party portfolio management.

Mark Holton is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has been with Bankers Life Securities, Inc. since 2016 and has been involved with Bankers Life and Casualty since 2005, where he also serves as a unit supervisor managing insurance agents. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities, integrating rebalancing and performance reviews.

Tyler Odonnell is a CFP® with three years of industry experience currently affiliated with Guardian Life and Park Avenue Securities. His prior roles include positions at Consolidated Planning Inc. and Macmillan Holdings, LLC. Outside of finance, he has experience working with the YMCA of Greater Charlotte. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services and investment advisory programs that include both proprietary and third-party model portfolios.

Kevin Harper is a financial advisor with First Citizens Investor Services, Inc. in Rock Hill, SC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Princor Financial Services Corporation and Principal Life Insurance Company. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, and business entities. The firm uses a client goal-driven approach and a combination of asset allocation strategies, discretionary management, and third-party managers, supported by technology and tax-aware services. Its affiliation with a bank holding company provides access to integrated banking resources and operational synergies uncommon among independent RIAs.

Esther Park is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 designations and 28 years of industry experience. Her career includes roles at Guardian Life Insurance Company and Park Avenue Securities, with a noted sabbatical to start Maid Pretty. She also provides support to another advisor, Orrin Magill, in a non-investment capacity. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients through brokerage, financial planning, retirement consulting, and advisory programs that include both proprietary and third-party models.

Christopher Dillon is a CFP® with six years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Cetera Advisor Networks, Carroll Financial Associates, and Wells Fargo. He is based in Charlotte, NC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Donna Oxford Arrigo is a financial advisor at Truist Advisory Services with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including SunTrust Advisory Services, Bank of America, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manages the AMC Advantage program through a combination of discretionary manager relationships and non-discretionary consulting.

William Ozburn is a CFP® and ChFC® with 42 years of industry experience. He has been with Kestra Advisory since 2017 and also maintains a longstanding affiliation with National Planning Corp since 2000. Ozburn is the owner of Ozburn Financial Services Inc., through which he provides consulting and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm provides services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Paul Irving is a CFP® professional with 28 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior experience includes roles at Bb&T Securities, LLC and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager‑selection program, utilizing a combination of discretionary and non‑discretionary strategies supported by third‑party platforms and AI-enabled research.

James Mc Grath is a financial advisor at Rockefeller Financial LLC in Charlotte, NC, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Rockefeller Financial, he worked at Bank of America N.A. for 17 years. Outside of his advisory role, he is a managing member of an investment-related LLC he owns with his wife. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting through a designated Private Advisor. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments alongside traditional advisory solutions.

Gabrielle Baylog is an advisor at Bankers Life Advisory Services, Inc. with Series 66 credentials and one year of industry experience. Prior to her advisory role, she spent nine years in full-time education. She is also a licensed insurance agent for Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves 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 aligned with clients’ goals and risk tolerances.

Rhonda Gilliam is a financial advisor at Fifth Third Securities, Inc. in Charlotte, NC, with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2016. Outside of her advisory role, she works part-time as an Uber driver. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated relationships among its bank, platform sponsor, and clearing firm.

Robert Rose is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Janney, he worked at Bb&T Securities and Truist Advisory Services. Outside of his advisory role, he is a musician in the band The Good Nuffs and serves on the finance council of St Pius X Catholic Church as well as a committee member for Greensboro Urban Ministries Development. 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, estates, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage services, financial planning, consulting, and advisory programs.