Hugh Renwick is a financial advisor at Truist Advisory Services with 41 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various Truist-related entities since 1996, including BB&T Investment Services and Bb&T Securities. 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 ongoing client reviews and reporting through its extensive network of affiliated financial relationships.

William Thompson is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held roles at several firms including Merrill, E*Trade Securities, and Valor Wealth Partners. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios and offers a range of implementation options along with financial planning, retirement consulting, tax support, and estate-planning coordination.

Scott Mc Curry is a Series 65-licensed financial advisor at Empower Advisory Group with over 15 years of experience, including 14 years at Wells Fargo. He joined Empower Advisory Group in 2026 and is based in Charlotte, NC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated platform that emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jazmin Williams is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Equitable Advisors and Axa Advisors. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, offering both point-in-time financial plans and optional managed account solutions through an integrated model linked to Empower’s administrative platforms.

William Rhodes II is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Huntersville, NC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes positions at Wells Fargo Clearing, Wells Fargo Advisors, and Fifth Third Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities with investment advisory and brokerage services. The firm offers multiple program types through its Passageway Managed Account platform, combining third-party portfolio management with advisor-guided investment solutions.

Cara Lindner is a Series 66-licensed financial advisor with 19 years of industry experience. She is currently with Park Avenue Securities, a subsidiary of Guardian Life, and has previously worked at firms including Worth Financial Advisory Group, Cambridge Investment Research, and Raymond James Financial Services. Outside of her advisory roles, Lindner was involved with the Charlotte YMCA for four years. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of consulting and planning services tailored to client needs.

Michael Harris is a financial advisor with Wells Fargo Investment Institute, Inc. in Charlotte, NC. He holds a Series 65 credential and has four years of industry experience, including five years at Wells Fargo Bank, N.A. prior to joining Wells Fargo Investment Institute in 2021. Wells Fargo Investment Institute provides research, global investment strategy, and model-portfolio services to Wells Fargo affiliates and unaffiliated financial institutions. The firm offers non-discretionary, non-customized portfolio models developed through specialized divisions focused on manager research, securities research, investment strategy, and asset allocation.

Michael Fiumara is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at E*TRADE Capital Management LLC and Transamerica Life Insurance Company. Outside of finance, he was involved with Tony's Pizza from 2023 to 2025. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and serves a large client base with both discretionary and non-discretionary asset management.

Casey Pond is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. He has been with First Citizens Investor Services since 2015 and previously worked at Fifth Third Securities. Outside of his advisory role, he is co-owner of Round Table Investments LLC. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of advisory and brokerage services. The firm combines IAR-led financial assessments with fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes.

Zachary Bolling is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at First Citizens Bank and Dupont Community Credit Union. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities by providing advisory and brokerage services. The firm employs a client process focused on financial needs and risk assessment, using fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes.

Chris Gruin is a financial advisor with Fifth Third Securities, Inc. in Lincolnton, NC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at First Citizen Investor Services, Wells Fargo Clearing, Suntrust Investment Services, and PNC Bank. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs, including advisor-directed models and access to third-party portfolio managers, with features such as direct indexing and tax-overlay services.

Rebecca Warner is a financial advisor at HB Wealth with 10 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2016 to 2025 before joining her current firm. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management aligned with clients’ objectives and risk tolerance, incorporating both quantitative and qualitative due diligence across public and private investment strategies.

Michael Duggan is a financial advisor at &Partners with nine years of industry experience. He has previously worked at Wells Fargo Clearing and Indus Capital Partners. Outside of his advisory role, he is a partner at DWM Partners, LLC, involved in funding a new building project in Davidson, North Carolina. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis through its Envestnet platform and NFS brokerage infrastructure.

Jeffrey Hibbeler is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Savant Wealth Management, having joined the firm in 2026. Prior to this, he worked at Exencial Wealth Advisors, where he was also an equity partner, and has held positions at Willingdon Wealth Management and Columbia Threadneedle Investments. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains notable in-house capabilities across accounting, legal, and trust services.

Kenneth Hollander is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Merrill, Bank of America, and Regions Bank. First Citizens Investor Services serves individuals, pension plans, charitable organizations, and corporate clients through advisory and brokerage services, offering portfolio management, automated investing platforms, and financial planning. The firm combines fundamental, quantitative, and technical analysis to tailor investment strategies.

Ashley Gallion is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. She holds a Series 66 designation and has 19 years of industry experience, including 16 years with her current firm. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs IAR-led assessments combined with fundamental, quantitative, and technical analysis to manage client assets across various investment vehicles.

Daniel Schmitz is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and previously worked at The Vanguard Group, Inc., Kingdom Building Holdings LLC, Grayley Co., and Lincoln Charter School. 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 plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple wrap/advisory programs.

Nicholas Androvich is a financial advisor at &PARTNERS with 25 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining &PARTNERS in 2024, he worked at Wells Fargo Clearing for eight years and Merrill for one year. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management, financial and tax planning, and municipal advisory services, utilizing a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Kristin Thomas is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses with 10 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously at BB&T Securities from 2015 to 2021. Truist Advisory Services offers 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 utilizes a combination of traditional research and AI-enabled tools, partnering with Envestnet platforms to provide ongoing portfolio monitoring, reporting, and client consultations.

Elliott Ashe is a financial advisor at &PARTNERS with a Series 66 designation and four years of industry experience. His work history includes positions at Wells Fargo Bank, The Vanguard Group, and Wells Fargo Clearing prior to joining &PARTNERS. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm combines fundamental, technical, and quantitative analysis with model portfolios and third-party strategies, providing both discretionary and non-discretionary services.