Brenda Yard is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 designations and having 28 years of industry experience. She has worked extensively within Truist and its predecessor entities since 1999, including Bb&T Securities and Investment Services. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm employs a multi-manager approach using the Envestnet platform, combines traditional research with AI tools, and delivers ongoing client reviews and reporting.

Joseph Burns is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Truist Advisory Services in Charlotte, NC. He has worked at SunTrust Advisory Services since 2016 and has longstanding experience with SunTrust Bank dating back to 2010. His earlier career includes roles at Banc of America Investment Services, Inc. and Wells Fargo Clearing. Truist Advisory Services provides 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 employs a range of tools, including AI-enabled research, to support its investment oversight and utilizes the Envestnet platform for manager selection and ongoing client reviews.

Elizabeth Skettino is a CFA® credentialed financial advisor with nine years of industry experience. She is currently with Wells Fargo Investment Institute, Inc., having previously worked at Cullinan Associates, Inc. and J.P. Morgan Securities. 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 constructed through specialized divisions focused on rigorous research and evaluation.

Anthony Gummo is a financial advisor at PNC Wealth Management in Charlotte, NC, holding a Series 66 designation with 19 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only employee pilot that uses algorithmically selected risk bands and discretionary model accounts managed by PNC or third-party strategists.

Kate Lawson is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Nuveen Asset Management and Nuveen Securities from 2020 to 2023. Lawson serves as a board member of the Virginia Tech Alumni Association Charlotte Chapter, helping to promote alumni events and raise funds for scholarships. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm separates one-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Matthew Jarrett is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, where he has worked since 2026, and has previously held roles at Charles Schwab, Charles Schwab Bank, Fidelity, and Vanguard Advisers. Based in Charlotte, NC, Jarrett holds Series 63 and Series 65 licenses as well. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s services emphasize asset allocation and investment selection guided by internal research and standard models, with client authorization required for all trades.

Marcus Richbourg is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to his current role, he has worked at firms including UBS Financial Services and Wells Fargo Advisors. Outside of finance, he has worked in radio broadcasting with roles at Dick Broadcasting Company and Radio One. First Citizens Investor Services provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management solutions and employs a client process that incorporates fundamental, quantitative, and technical analysis to guide investment allocations.

Michael Jones is a CFP® professional with 29 years of industry experience. He is currently with Money Concepts Capital Corp and previously worked at firms including Prudential Insurance Company of America, GWN Securities Inc, and Merrill. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven, asset-allocation strategies and utilizes proprietary and third-party portfolio programs, supporting a network of several hundred advisors managing approximately $4.07 billion in assets.

Alexis Quen is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding a Series 65 license with one year of industry experience. Prior to joining Wells Fargo Investment Institute, Alexis worked in various roles including at Wells Fargo and Voodoo Donuts. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services primarily to Wells Fargo affiliates and unaffiliated financial institutions. The firm delivers its offerings on a non-customized basis and focuses on research and model provisioning rather than direct portfolio management or individualized financial planning.

Dawn Wilson is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and eight years of industry experience. She previously worked at Neuberger Berman LLC for seven years and Wells Fargo Clearing Services, LLC for two years before joining &PARTNERS in 2025. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing a mix of proprietary and third-party strategies with ongoing monitoring and account reviews.

Adam Dinkins is a financial advisor at First Citizens Investor Services, Inc. with nine years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Bank NA and Ally Invest Advisors. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services. The firm utilizes a client-centered process combining fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Marcus Atkinson is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with First Citizens Investor Services since 2012. Outside of his advisory role, he serves as a director helping set up youth summer football camps and is contracted with USA Track & Field as a coach and referee. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm offers portfolio management, wrap programs, model portfolios, an automated guided investing platform, and tax-aware services, focusing on client-driven assessments and a mix of fundamental, quantitative, and technical analysis for asset allocation.

Christian Patterson is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds a Series 66 designation and has worked within the Truist organization and its predecessors since 2008, including roles at Bb&T Investments and Bb&T Securities. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a wide range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm’s approach integrates traditional research with AI-enabled tools and offers comprehensive ongoing reviews and reporting.

Amy Wong Pawa is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2017. Outside of her advisory role, she is involved in managing an investment property. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm separates one-time financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated model using affiliated funds.

Katie Ellis is a financial advisor with Truist Advisory Services based in Gastonia, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Truist Investment Services since 2019 and previously held positions at First Citizens Investor Services and First Citizens Bank. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools, and provides ongoing client reviews and reporting through its affiliation with Truist Financial and related entities.

Dimitri Tcherkassov is a financial advisor at First Citizens Investor Services, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Chase Bank and StormGuard Restoration before joining First Citizens. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm utilizes a client-centered approach with fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Robert Bogia is a financial advisor with Principal Financial Services in Cornelius, NC, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Wells Fargo and ongoing positions with Principal Life Insurance Company and Fulcrum Capital Partners. Outside of his advisory duties, he serves as president of his local homeowners association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, businesses, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under both advisory and promoter arrangements.

Adam Batchelor is a financial advisor at Osaic Institutions, Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Infinex Investments, Inc. and LPL Financial, LLC. Osaic Institutions serves individuals, trusts, estates, charitable organizations, and corporate clients through a network of investment adviser representatives, offering customized advisory engagements, financial planning, ERISA plan services, and brokerage and insurance products. The firm delivers both discretionary and non-discretionary advisory services and utilizes a range of investment strategies and platforms to meet client objectives.

Alan Gray is a financial advisor with First Citizens Investor Services, Inc. based in Charlotte, NC. He holds a Series 66 designation and has 21 years of industry experience, including roles at First Citizens Asset Management, Bank of America, and Merrill Lynch. Outside of his advisory work, he serves as President of the Board for both the Porter Ridge Athletic Association and the Union County Youth Soccer Program. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, and tax-aware services, utilizing fundamental, quantitative, and technical analysis to guide investment allocations.

Dylan Mc Cullough is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Charlotte, NC. He has been with Charles Schwab since 2004 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, with customized recommendations and annual reviews.