Nicole Cope is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab, Ally Invest Advisors, Ally Invest Securities, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab's research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Patrick Bobbins is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has worked at firms including Cetera Advisor Networks and LPL Financial. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Stuart Moffitt is a Series 66-licensed financial advisor with three years of industry experience, currently serving at Bankers Life Advisory Services, Inc. His career includes roles at multiple Bankers Life entities since 2020 and prior work with the YMCA of Greensboro. Outside of advisory services, he is a licensed agent with Bankers Life & Casualty, involved in Medicare, long-term care, life insurance, and annuity sales. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves 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 aligned with clients’ goals and risk tolerances.

Christopher Garrett is a CFP® with 11 years of experience in the financial services industry. He is currently an advisor at Creative Planning and has previously worked at TMF Investments, Motley Fool Wealth Management, and The Vanguard Group. Garrett holds Series 63 and Series 65 licenses. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and a range of retirement plan services.

Michael Jones is a financial advisor at Brookstone Capital Management LLC in Charlotte, NC, holding the ChFC® designation and Series 66 license with 14 years of industry experience. He has been affiliated with APR Financial LLC since 2011, where he operates an LLC that brokers life and health insurance, annuity products, and provides services related to Medicare, long-term care insurance, and 401(k) rollovers. Brookstone Capital Management is an SEC-registered adviser offering 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 RIAs, sovereign wealth funds, and banking institutions.

Roy Blakeburn is a financial advisor with The Huntington Investment Company in Charlotte, NC. He holds a Series 66 designation and has four years of industry experience. His prior work includes positions at Ameriprise Financial Services, Wells Fargo Clearing, and Wells Fargo Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model incorporating third-party and proprietary strategies across multiple wrap-fee programs.

Jane Morris is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. She has worked at Rockefeller Financial since 2024 and previously attended Wofford College and Waccamaw High School. 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 providing securities transactions, variable insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

James Stroupe is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with The Huntington Investment Company and Huntington National Bank, having previously worked at Truist Investment Services, SunTrust Investment Services, and BB&T Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers a range of wrap-fee programs using an open-architecture model that combines third-party sub-managers and affiliate private bank models, with portfolio management and custodial services delivered through National Financial Services.

Grant Goodwin is a financial advisor with Independent Advisor Alliance, LLC and LPL Financial, holding Series 65 and Series 66 credentials and 24 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model of advisory representatives and utilizes various portfolio management strategies and technology platforms to support client services.

Thomas Hicks II is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2021, following tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a director of sponsorship for the Athletic Booster Club at Catawba Ridge High School and is a personnel committee member at Sharon Baptist Church in Charlotte, NC. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plans, and offers a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Robin Griffin is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Charlotte, NC, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, having worked at Equity Services since 1985 and previously at National Life of Vermont since 1982. In addition to his advisory work, Griffin operates Robin M. Griffin and Associates LLC, an insurance business, and owns a farm in Marshville, NC. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers various advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes multiple third-party asset managers and model portfolios.

Jeffrey Collins is a financial advisor with Primerica Advisors based in Charlotte, NC, holding a Series 66 license and 15 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Independent Advisor Alliance, LLC, and LPL Financial, LLC. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a range of investment strategies through proprietary and third-party manager platforms and supports accounts with features such as securities-based lending and tax harvesting.

Dennis Myers III is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 24 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company of America since 2004. Myers also engages in insurance activities outside of Guardian-fixed annuities. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages assets through a combination of model portfolios and external strategists, supporting both discretionary and non-discretionary accounts.

Meghan Mclain is a financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a decade at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including high-net-worth individuals, corporations, and institutions. The firm combines centralized investment resources with tailored client solutions and operates within a large integrated financial group providing diverse services and products.

Mary Davis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and two years of industry experience. Prior to joining Truist, she worked in several roles including at Tony Silvagni Surf School and Carrigan Farms. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment strategies.

Chad Kupreanik is a CFP® and Series 66 licensed financial advisor with 26 years of industry experience. He has been with Janney Montgomery Scott since 2003. Outside of his advisory role, he serves as a board member for Javesca Feeds, a nonprofit focused on addressing hunger. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Haley Brehm is a financial advisor at Rockefeller Financial LLC with four years of industry experience. She holds a Series 66 designation and has worked previously at Goldman Sachs & Co. LLC, Ayco, and Charles Schwab. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as both an investment adviser and registered broker-dealer with a broad range of investment and placement services.

James Baugh is a financial advisor with Truist Advisory Services holding a Series 66 designation and eight years of industry experience. His career includes prior roles at Wells Fargo Bank, Wells Fargo Clearing, J.P. Morgan Securities, and JPMorgan Chase Bank. Baugh is currently based in Charlotte, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Clay Thompson is a financial advisor at Empower Advisory Group with 30 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His previous roles include positions at GWFS Equities, Inc. and Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base relative to its advisor headcount.

Robert Russo is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been associated with LPL Financial since 2007. Outside of financial advising, he owns a restaurant called Philly's Phinest (Lee's Hoagie House) and operates a technology business, We Handle Tech, LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement plan consulting, implementing portfolio strategies through discretionary and non-discretionary management supported by various analytical techniques and technology platforms.