Joseph Dumser is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, and First Citizens Investor Services. Outside of his advisory work, he is a part owner of a Bojangles franchise. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers a range of advisory services, including manager selection via the Envestnet platform and retirement plan fiduciary solutions.

Joseph Rebello is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Truist-affiliated firms since 2000. Outside of his advisory role, he is president of Rebello Home Building & Remodeling, a home construction and remodeling business in Charlotte, NC. 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 uses a combination of traditional and AI-enabled research tools to support client objectives and offers a range of affiliated financial services through its connections with Truist Financial.

Brandon Johnson is a Series 66-licensed financial advisor with 13 years of industry experience, currently with First Citizens Investor Services, Inc. in Charlotte, NC. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and PNC Wealth Management. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities through investment adviser representatives and third-party portfolio managers. The firm’s investment process incorporates fundamental, quantitative, and technical analysis to allocate across various asset classes, serving a mix of discretionary and predominantly non-discretionary accounts.

Deborah Mcwilliams is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Mariner since 2018. Her prior experience includes roles at Wells Fargo Clearing and Merrill. She is involved with local nonprofits, serving as Event Chair for the WINGS Scholarships and Mentoring Program and volunteering on the grant committee for the Women's Impact Fund. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and retirement plan consulting. The firm provides customized portfolio solutions supported by both in-house research and third-party managers, with a notable integration of tax and accounting services and specialized financial wellness and family office capabilities.

Justin Chamberlin is a financial advisor with Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Advisory Services Network, LLC and Williams Wealth Management. 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 focuses on delivering non-customized, research-driven model portfolios without providing individualized financial planning or discretionary account management.

Seth Wheeler is a CFP® with five years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. He previously worked at Northwestern Mutual in various capacities from 2020 to 2025 and has a decade of service in the Armed Forces. Wheeler is also a board member of Veteran's Bridge Home, a nonprofit organization based in Charlotte, NC. 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 and financial planning services and operates as a registered broker-dealer, providing access to alternative investment vehicles and integrated advisory offerings.

Kyle Greer is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and one year of industry experience. Prior to his current role, he has held various positions at Empower Financial Services, Inc., as well as experience in hospitality and country club management. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, delivering solutions through an integrated model aligned with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates within plan lineups selected by plan sponsors.

William Conde is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses. He has served in the US Army for 25 years before joining First Command in 2025. Prior to his advisory role, he worked at Amazon from 2021 to 2024. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team.

Miranda Shelp is a financial advisor at First Citizens Investor Services, Inc. with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with B B & T Bank and First Citizens Bank. She also has experience at Pitt Community College. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s investment approach includes fundamental, quantitative, and technical analysis, offering a range of portfolio management options, automated platforms, and tax-aware services.

Richard Custer is a financial advisor at Principal Financial Services with 20 years of industry experience. He holds a Series 66 designation and has been with Principal Financial Services since 2016, as well as Principal Life Insurance Company since 2006. He also holds a bank officer role at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal entities. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Scott Zimmerman is a CFP® professional at Mariner with 13 years of industry experience. He has worked at firms including JP Morgan Securities, UBS Financial Services, and SIP. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and provides integrated tax, accounting, and financial wellness solutions.

Andrew Bowling is a financial advisor at Wells Fargo Investment Institute, Inc. with four years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at The Vanguard Group and Fidelity Investments. 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 developed through specialist divisions and does not provide individualized financial planning or manage client accounts directly.

Ashley Fowler is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 credentials with eight years of industry experience. She has been with First Citizens Investor Services since 2017 and previously worked at First Citizens Bank from 2015 to 2018. First Citizens Investor Services, Inc. offers advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process focused on financial needs assessment and risk tolerance, utilizing a range of investment strategies across equities, fixed income, mutual funds, and ETFs.

Richard Harvey is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 14 years, Uvest Financial Services Group, Inc. for five years, and Questar Asset Management, Inc. for one year. 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 utilizes a combination of traditional research and AI-enabled tools, partnering with Envestnet platforms to deliver ongoing portfolio monitoring and client consultations.

Eric Harbert is a CFP® and holds a Series 65 license with 13 years of industry experience. He is currently with Corient in Charlotte, NC, where he has worked since 2022. His prior roles include positions at Ci Brightworth (formerly McGill Advisors) and CIPW Service Company, LLC. 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 combining in-house strategies with third-party managers, incorporating risk management tools and alternative investment options where appropriate.

Jeffrey Emperador is a financial advisor with Truist Advisory Services in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His career includes multiple roles within Truist-affiliated entities and prior experience at Empower Financial Services and BB&T Securities. 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-enabled tools to support its advisory services and offers partnerships with Envestnet platforms and retirement solutions.

William Biles is a CFP® professional with 24 years of experience in the financial services industry. He is currently associated with TLG Advisors, Inc. and has a background that includes roles at Bluestone Insurance/PLAN, Investacorp, Highland Capital, and SunTrust Bank. Outside of his advisory work, he serves as president of Insurance Consulting & Design. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and comprehensive financial planning, employing a manager selection process and Modern Portfolio Theory to build diversified portfolios.

Stephen Wilson is a CFA® charterholder with 18 years of industry experience. He is currently a financial advisor at &PARTNERS in Charlotte, NC, where he has worked since 2025. Prior to joining &PARTNERS, he held roles at Wells Fargo Clearing Services, Queens Oak Advisors, Capital Guardian Wealth Management, and Stanford Group Company. Wilson serves as an investment committee team leader for the United Methodist Foundation of Western North Carolina. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analysis through both discretionary and non-discretionary approaches.

Lincoln Maurer is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He has been with Wells Fargo Investment Institute, Inc. since 2022 and previously worked at Somic America, Inc. from 2019 to 2022. Wells Fargo Investment Institute provides manager research, global investment strategy, and model-portfolio services to Wells Fargo affiliates and unaffiliated financial institutions. The firm acts as a research and model-provider, delivering non-customized portfolio recommendations without managing client accounts or providing individualized financial planning.

Katherine Grier is a financial advisor with Truist Advisory Services in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Her prior roles include positions with Truist Investment Services and Truist Bank, as well as ten years with Levy at Truist Field. 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 offers a range of advisory services supported by integrated financial relationships and utilizes both traditional research and AI-enabled tools for ongoing client support.