Katharine Osborne is a CFP® and ChFC® credentialed advisor at Corient with 21 years of industry experience. She previously worked at RBC Capital Markets for 16 years before joining Corient in 2025. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.

Lisa Hund is a financial advisor with Primerica Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. She has 16 years of industry experience and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, she serves on the Board of Trustees for the Rock Hill Elks Lodge 1318, co-chairs its Entertainment Committee, plays trumpet for her church and other congregations, and is a board member of the Carolina Wind Orchestra. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various asset classes and account types.

Jean Elzayek is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at LPL Financial, Gladstone Institutional Advisory, and Householder Group Estate and Retirement Specialists. Outside of his advisory work, he operates an Etsy store specializing in woodturned items. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, estates, and institutions. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Ernest Ross III is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Independent Advisor Alliance, LLC and LPL Financial, having previously worked at Fifth Third Securities, Bank of America, and Merrill Lynch. His experience spans various roles within financial services in the Charlotte, NC area. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm offers both discretionary and non-discretionary portfolio management, utilizes multiple investment strategies, and integrates technology platforms to support client asset aggregation and estate planning.

Kenneth Poe Jr. is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Corient. He has held positions at several firms, including McGill Advisors, Ci Brightworth, and CIPW Service Company, LLC, before joining Corient. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses comprehensive risk management tools to align portfolios with client objectives.

Kathryn Hughes is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 66 and Series 63 licenses. She has seven years of industry experience and has worked for Park Avenue Securities since 2018. In addition to her advisory role, she serves as a Certified Divorce Financial Analyst and operates Smart Divorce Decisions, LLC, providing consulting services related to asset distribution during divorce proceedings. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm provides a mix of proprietary and third-party investment advisory programs and supports both discretionary and non-discretionary relationships.

Gavin Shuck is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, with prior roles at Bb&T Securities and Scott & Stringfellow. Outside of his advisory work, Shuck serves as board chair for A Better World, Charlotte, a charitable organization focused on supporting at-risk and underprivileged children, and he is a member of the executive committee for the Radford University Davis School of Business Advisory Board. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, employing both discretionary manager relationships and non-discretionary consulting supported by third-party platforms and an AI-augmented Equity Research team.

Matthew Dellinger is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC. He holds the Series 66 designation and has experience working with Bankers Life entities since 2025. Prior to his financial services career, he served with the Navy Region Mid-Atlantic Fire Department and worked at Prime Coatings. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Alexander Smith is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equity Services since 1994 and has additional tenure at National Life dating back to 1990. Outside of his advisory role, Smith serves as Vice President of the North Carolina Association of Insurance and Financial Advisors and is involved in several business ventures, including real estate ownership and insurance sales. Equity Services, Inc. provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and discretionary or non-discretionary management.

William Baylog is a ChFC®-designated financial advisor with 26 years of industry experience. He has worked with Bankers Life Advisory Services, Inc. since 2016 and has been involved with Bankers Life & Casualty since 1996, where he manages agents, managers, and administrators in addition to providing insurance sales and services. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving 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 tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

John Moore is a financial advisor at Eagle Strategies (NY Life) based in Charlotte, NC, with two years of industry experience. He holds the Series 63 and Series 66 licenses and has been affiliated with New York Life companies and Eagle Strategies since 2023. Outside of his advisory role, Moore is a freelance musician and serves as a board member for a local business referral group. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Neal Patel is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of experience as an advisor, currently with Park Avenue Securities since 2026. Prior to his advisory role, he worked in legal services at Egenberg Trial Lawyers and in operations with the New Orleans Pelicans and New Orleans Saints. Park Avenue Securities LLC operates as Park Avenue® Wealth Management, a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of financial planning and investment advisory services.

Christopher Sotardi is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked with Bankers Life since 2007 and Bankers Life Securities, Inc. since 2016. In addition to his advisory role, he serves as a Unit Field Trainer at Bankers Life & Casualty, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through 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 manages portfolios with a focus on clients’ goals and risk tolerances.

Larry Parker is a financial advisor with Eagle Strategies (NY Life) based in Matthews, NC, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been affiliated with Eagle Strategies since 2007 and operates his own firms, Parker Financial Group LLC and Parker Financial and Insurance Solutions. Outside of his advisory work, Parker volunteers as a sports coach with the Porter Ridge Athletic Association. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized solutions through multiple program types and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Justin Krebs is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. He has worked in investment-related roles at AE Wealth Management since 2020 and owns Proactive Total Wealth, a business involved in insurance sales and services since 2007. Krebs also partners with a network of CPAs to provide tax advice and services. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to individual and institutional clients. The firm emphasizes discretionary model portfolios and integrates multiple investment strategies while managing approximately $49.8 billion for over 127,000 clients.

John Natoli is a CFP® and ChFC® with 28 years of experience in the financial services industry. He has worked at Eagle Strategies (NY Life) since 2020 and has prior experience with Mutual of Omaha and Mass Mutual Life Insurance. Natoli is based in Charlotte, NC. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a significant portion of assets on a non-discretionary basis.

Jennifer Davis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 20 years of industry experience. Her prior work includes eight years at LPL Financial and four years with Independent Advisor Alliance. Outside of her advisory role, she designs printable templates for clients, and she also engages in pet sitting and participates in independent survey taking. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and integrates affiliate services including Truist Investment Services and Truist Bank features.

Louis Satryan is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ft. Washington Brokerage Services, Inc. since 2000. Outside of his advisory role, he serves as a college football on-field referee during the season and works as an insurance agent. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other advisers, sovereign wealth funds, and banking institutions, primarily delivering discretionary investment management via model portfolios and unified managed accounts.

John Patterson is a CFP® and Series 66 credentialed financial advisor with seven years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC in Charlotte, NC, where he has worked since 2021. His prior experience includes roles at LPL Financial LLC, Cetera Advisor Networks, Carroll Financial Associates, and United Technologies Corporation. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment approach combines passive and active management through diversified, risk-class based allocations, overseen by an internal Investment Committee.

Joseph Pagani is a financial advisor at Guardian Life and Park Avenue Securities with six years of industry experience. He holds a Series 66 designation and previously worked at Bermuda Sands Apparel. He is also involved in other insurance-related business activities in Charlotte, NC. Park Avenue Securities LLC, a subsidiary of Guardian Life, serves individuals, retirement plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party strategies.