Kellen Taylor is a CFP® with 18 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. Based in Charlotte, NC, he is also involved in fixed insurance advisory services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Lawrence Schierl is a financial advisor at Hornor, Townsend & Kent, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and SII Investments. Outside of his advisory career, Schierl is a partner at Appleton Beer Factory. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

John Harrigan is a financial advisor at Citizens Securities, Inc. in Charlotte, NC, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Wells Fargo, and Innovation Partners LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory options include a digital advisory program and a Managed Account program, and it is wholly owned by Citizens Bank, N.A.

Jeffrey Howard is a ChFC® with over 36 years of experience in the financial services industry. He has been with Primerica Advisors since 1999 and is also affiliated with Guardian Life Insurance Co of America. Based in Charlotte, NC, he has a long-standing career that includes ownership and management of several real estate investment entities. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers a range of investment programs and financial planning solutions, utilizing proprietary and third-party strategies to manage approximately $15 billion in assets.

Jennifer Daley is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She serves on the board of directors for Screven Christian Academy and is president of a local Business Network International chapter. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary advisory relationships and utilizes a mix of proprietary and third-party investment models.

Michael Mann is a Series 66-credentialed financial advisor with six years of industry experience. He is currently with Equity Services, Inc. and has prior experience at Bankers Life Securities and Summit Advisory Group. Outside of his advisory role, he is also an insurance agent with Stone Press Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, and charitable organizations, utilizing multiple advisory platforms and third-party asset managers.

Jennifer Beaulieu is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 24 years of industry experience. She has worked at Truist Advisory Services since 2021 and previously at BB&T Securities and BB&T Investments. Outside of her advisory role, she owns short-term rental properties in North Carolina and Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary strategies.

Jenny Fernandez is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley, First Republic, and PNC Bank. 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, financial planning, and consulting services and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Adam Schorr is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial from 2009 to 2023 and has been associated with Private Advisor Group and PAG Financial since 2023. Schorr provides administrative support to Private Advisor Group, an independent investment advisory firm. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technology partnerships.

James Kirby is a ChFC® credentialed advisor with 41 years of industry experience, currently serving at Equity Services, Inc. since 1998. He has prior experience with National Life of Vermont dating back to 1994. Outside of his advisory work, Kirby is a high-performance driving instructor and serves as a board member for a homeowners association. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms combining long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

Barry Teague is a financial advisor with Equity Services, Inc. in Charlotte, NC, holding the ChFC® and Series 63 designations and bringing 55 years of industry experience. He has been with Equity Services and National Life since 1977. Outside of his advisory work, he serves on the board of a nonprofit that provides counseling and emotional support for people with terminal cancer and is president of a local social club. Equity Services, Inc. (EFA) offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, utilizing multiple advisory platforms and third-party managers to provide a combination of long-term strategies and specialized investment options.

Christopher Mahoney is a financial advisor at Janney Montgomery Scott with 48 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott since 2010. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Christopher Graper is a CFP® with 16 years of experience in the financial services industry. He has worked at Janney Montgomery Scott since 2020, and previously held roles at Stifel Nicolaus & Co Inc and Wells Fargo Advisors. Outside of his advisory work, he is a joint owner of rental properties in Charlotte, NC. 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 individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients through a combination of brokerage, financial planning, consulting, and multiple advisory programs.

John Rickelton is a financial advisor with Equity Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Equity Services, Inc. and National Life of Vermont since 1985. Outside of his primary advisory work, he consults with business owners on buy/sell agreements through his sole proprietorship, Rickelton & Associates. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Thomas Roediger is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63, 65, and 66 credentials and 28 years of industry experience. His prior work includes roles at BB&T Securities, BB&T Investments, and PNC Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and an integrated inter-affiliate operating model.

Thomas Farmer is a CFP® and holds a Series 66 license with 19 years of experience in the financial advisory industry. He has worked at Corient and its affiliated entities since 2016, including roles at Ci Brightworth and CIPW Service Company, LLC. Farmer is based in Charlotte, NC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates proprietary strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Travis Aiken Jr. is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 credentials and five years of industry experience. His career includes roles at LPL Financial, Wells Fargo, and First Citizens Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, using a blend of discretionary and non-discretionary manager relationships supported by AI-enabled research and extensive inter-affiliate integration.

Joseph Vaughn is a financial advisor with Guardian Life in Charlotte, NC, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Guardian Life in 2026, he worked at LPL Financial from 2023 to 2026. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Nicholas Todd is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, he is involved in community activities such as organizing basketball lessons, serving as a networking chair for the Charlotte Clemson Club Board, and participating on the boards of local professional networking groups. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.

Megan Payton is a financial advisor at Rockefeller Capital Management with four years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. Rockefeller Capital Management is an enterprise firm with 157 advisors.